World Impact previously relied on spreadsheets and disconnected systems to manage its seminary and leadership training programs. Manual processes slowed operations, limited visibility into program health, and made it difficult for teams to track site readiness, student engagement, or application progress.
Program information was stored in SmartSheets, requiring duplicate entry and lacking shared visibility
Partner site applications were lengthy and reviewed manually, delaying onboarding
Teams could not track progress from application through enrollment and renewal
Staff struggled to analyze data on site participation and course completion
All reminders and follow-ups were manual, creating administrative burden
Critical systems like learning and payments were not connected to Salesforce
Fíonta implemented Salesforce Nonprofit Cloud as a single source of truth for World Impact’s program operations. Using Salesforce Experience Cloud, the team built structured application workflows and embedded forms to capture standardized site and student data. Automations were configured to update program statuses and send reminders based on milestones, improving process efficiency.
Dashboards were deployed to deliver real-time insights into site enrollment and program activity. Fíonta also facilitated user testing and training through a Train-the-Trainer model to ensure long-term adoption and success.
Built structured flows and embedded web forms to collect partner site data
Developed CBS application and course completion forms using Flow Tool Kit
Configured workflows to trigger status updates, tasks, and email alerts
Set up automated reminders at 30, 60, and 90-day intervals
Enabled real-time reporting on partner site activity and student participation
Led user testing and delivered training to promote confident system use
With Salesforce in place, World Impact has streamlined its application and partner site workflows. Teams now access real-time data on student progress and program status, allowing them to focus on growth and impact instead of administration. The system also supports stronger partner engagement and improved renewal outcomes.
Sales and mobilization teams benefit from greater visibility into application stages and can act on data to accelerate lead conversion and program expansion.
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Reduced Manual Work
Eliminated spreadsheet use and duplicated data entry -
Improved Program Insight
Dashboards provide full visibility into site and student status -
Higher Renewal Rates
Automated reminders help sustain partner participation -
Faster Lead Conversion
Sales teams track and respond to application progress in real time -
Outcome Tracking Enabled
Course completion metrics are now captured within Salesforce -
Scalable System Use
Staff can manage more programs and sites without increasing workload
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.
Leading project solution implementation and coordinating technical processes, our technical leads manage the design, build, internal QA, user acceptance testing, and deployment activities, thus ensuring timely, quality deliverables. Sometimes doubling as solution architects, they work closely with project managers to manage risks and serve as primary client contacts.
Specializing in Salesforce and associated systems, our experts configure client instances following technical leads’ solutions, focusing on building functionality.
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