The Vasculitis Foundation partnered with Fíonta to stabilize their Salesforce Nonprofit Success Pack (NPSP) instance and increase its value across fundraising, outreach, and operations. Their goals centered on improving data integrity, streamlining internal processes, and enhancing donor stewardship.
The Foundation’s data model required reorganization and cleanup to ensure information across records was consistent, reliable, and usable for day-to-day operations, outreach efforts, and long-term planning.
Without clear internal processes, the team struggled with inconsistent usage. They needed SOPs for donation entry and acknowledgement, relationship tracking, and task creation to support alignment and reduce confusion.
Key features in NPSP, such as donation record types and Engagement Plans, hadn’t been fully implemented. The team needed configuration updates to support stewardship, automate tasks, and simplify data entry.
Staff needed better visibility into fundraising and engagement metrics. Customized reports and dashboards were critical to help development and program teams measure progress and make data-informed decisions.
Syncing issues and incomplete configurations limited the value of Mailchimp and Blackthorn. The Foundation needed working integrations to support consistent event tracking and mass email communications.
Over three sprints, Fíonta delivered targeted improvements to build team alignment, improve stewardship, and streamline operations.
We reorganized the data model, cleaned records, and implemented conventions to make constituent data easier to understand and act on.
We introduced engagement plans and defined donor levels, automating tasks and reminders to support more consistent and meaningful stewardship.
To enable better reporting, we created new donation record types and clarified soft credit rules, giving staff a shared system for tracking fundraising activity.
We reviewed and corrected configuration issues in Blackthorn and Mailchimp, improving reliability and ensuring smoother data flow between platforms.
In just three sprints, the Vasculitis Foundation saw major improvements in usability, consistency, and internal coordination.
Sprint 1 introduced new donation record types, refined soft credit definitions, and laid the groundwork for consistent tracking.
Sprint 2 focused on donor stewardship—establishing staff portfolios, automating engagement plans, and generating timely task reminders.
Sprint 3 improved data entry practices, streamlined integrations, and introduced dashboards to guide strategic decisions.
As a result of this work, the Vasculitis Foundation achieved:
- Greater staff confidence in the accuracy and completeness of data
- Shared understanding of key processes, including donation entry and acknowledgement
- Time savings through the automation of previously manual tasks
Deploying changes incrementally allowed the internal team to see progress in real time. Collaboration with the Foundation’s Salesforce admin and external consultant ensured that changes were both technically sound and tailored to internal needs.
Steering all project facets like budget, schedule, scope, and risk management while collaborating with technical leads on risk handling, our project managers serve as the primary liaison with clients, offering frequent updates on project progress.
Salesforce developers specialize in crafting and tailoring applications beyond what is available out-of-the-box using Salesforce-specific tools like Apex, Visualforce, and the Lightning Component Framework, and integrating with various systems through Salesforce APIs.
Specializing in Salesforce and associated systems, our experts configure client instances following technical leads’ solutions, focusing on building functionality.