Oklahoma Medical Research Foundation
Upgrading systems for scalable, donor-centered fundraising
The Oklahoma Medical Research Foundation (OMRF) first partnered with Fíonta to implement Salesforce Nonprofit Success Pack (NPSP). As their fundraising strategies evolved, so did the complexity of their internal workflows. The team began looking for ways to simplify tribute processing, improve financial handoffs, and make their data work harder. Nonprofit Cloud offered a path forward.
Challenges
- Inefficient, manual tribute management workflows
- Complex and time-consuming gift entry process
- Lack of structure to track and report data in real time
- Cumbersome system for financial handoffs and oversight
Solutions
- Migrated from NPSP to Salesforce Nonprofit Cloud
- Implemented new data processing engine
- Improved data structure
- Added guided screen flows to simplify and automate processes
Results
- Automated workflows for tribute management, gift entry, and internal controls
- Enhanced donor management capabilities without adding complexity
- Improved data structures to allow for more accurate tracking and real-time reporting
This is the second project we’ve had the pleasure of partnering with Fíonta.
The most recent was for our migration to Salesforce Nonprofit Cloud from NPSP, and the experience exceeded our expectations. From the outset, Fíonta dedicated time to thoroughly understand our business processes, not only ensuring that Salesforce supported our existing workflows but also identifying areas for improvement and guiding us through necessary changes.
Project highlights
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Bulk and individual document generation
Staff can generate tribute acknowledgments and receipts directly from list views, reducing repetitive tasks and manual letter prep.
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Custom donor summaries
A new data processing engine produces formatted donor summaries to support stewardship and leadership engagement.
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Improved data structure
We refined how households, addresses, and reciprocal relationships are managed, ensuring cleaner data and better reporting. With an HTTP callout action, households’ county of residence is now identified automatically, removing the need for a third-party integration.
Project Summary
We migrated OMRF to Salesforce Nonprofit Cloud and implemented Marketing Cloud with a Fíonta partner as part of a broader strategy to modernize and future-proof their fundraising systems. The engagement focused on preserving what already worked in NPSP while introducing new capabilities to support the complexity of OMRF’s tribute program, gift entry, and internal finance processes. We also improved data structure and stewardship tools to align with OMRF’s growth goals.
A guided Screen Flow now walks staff through each stage of gift entry, including capturing tribute details, financial fields, and soft credits in a single interface. To support internal financial controls, we designed a second Screen Flow that mirrors OMRF’s review and approval process. Staff can now generate tribute and receipt letters individually or in bulk directly from list views, saving hours of manual work.
We will soon introduce Accounting Subledger for improved reconciliation and replace multi-object soft credit tracking with a native model that’s simpler to manage and report on.
Outcomes
The transition to Nonprofit Cloud brought measurable improvements across fundraising and finance. Tribute and gift workflows are more efficient, internal reviews are smoother, and staff have more confidence in the system.
