Ronald McDonald House Charities of the Triangle

Offering a comforting home away from home and a community of support for seriously ill children and their families

Nonprofits
Community Services
Health
Salesforce
Classy

Streamlining operations to better serve families

The Ronald McDonald House of the Triangle (RMHC Triangle), a new chapter formed by merging RMHC Durham and RMHC Chapel Hill, North Carolina, required integrated, automated solutions for its fundraising and communication efforts. The recent merger highlighted the need to streamline and unify procedures and tools used to serve the community, prompting a migration from Exceed Premier and Raiser’s Edge to Salesforce Nonprofit Success Pack (NPSP).

Challenges

Cumbersome legacy tools
Disconnected systems for fundraising and communications
Incomplete configurations and manual processes

Solutions

Migrate legacy tools to NPSP
Create custom objects and dashboards for tracking and reporting
Set up configurations and automations in Salesforce and Classy

Results

Increased overall organizational impact by unifying two former chapters’ systems into one
Increased efficiency by automating and streamlining processes
Improved data quality, accuracy, and access

Project highlights

Data migration

Fíonta analyzed existing data, provided options to improve data consistency, and collaborated closely with RMHC Triangle to determine the necessary data, enhancing the organization’s ability to track and manage donations efficiently. We migrated critical fields from Exceed for historical and reference purposes, ensuring RMHC Triangle could update more recent donations in their new campaign structure post-migration.
Custom solutions

Fíonta developed custom objects for tracking and reporting on room sponsorship and availability, tailored to RMHC Triangle’s specific needs.
Process automation

Fíonta reduced manual processes by setting up proper configurations and automations within Salesforce and Classy. This work included automating the soft credit roll process for matching donors, employee matching, and donor-advised funds, which previously required extensive manual intervention.
Dashboards and reporting

Fíonta developed customized reports and dashboards within Salesforce to provide RMHC Triangle with real-time insights and comprehensive visibility into their fundraising and communication activities.

Project Summary

A comprehensive data migration was necessary, moving information from Raiser’s Edge and Exceed systems to Salesforce. Custom solutions were needed for tracking room sponsorships and availability, and substantial data deduplication was essential. Enhancement of their email marketing via Marketing Cloud Account Engagement (MCAE) was also a key component in improving efficiencies and reporting.

Outcomes

By successfully migrating and integrating its legacy systems into Salesforce, RMHC Triangle significantly reduced manual processes and improved data accuracy. With the optimized use of Classy and enhanced configurations, their fundraising and communication efforts became more efficient and effective. Implementing custom reports and dashboards provides real-time insights, enabling data-driven decision-making. Overall, RMHC Triangle achieved streamlined operations, improved donor engagement, and enhanced fundraising capabilities, positioning the organization for sustained growth and success.