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Enhancing Organizational Efficiency by 86%: A Journey of Transformation in Nonprofit Program Management

March 10, 2021 eye-glyph 5025
Industry
Non-Profit
Products
Non-Profit Success Pack (NPSP) and Program Management Module (PMM)
Services
Salesforce Implementation & Integration Services
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Consult Our Experts

About the client

Our client is a non-profit organization whose home base is in Austin, Texas, but they’ve also got footprints in New York City and Miami. Most of their work, though, happens in Austin.

The client is working towards giving children a better life and a home to live in and grow up in. Spending years on the ground, learning, understanding, and creating a method that works. It’s a method steered by a passion for creating a difference in children’s lives.

Challenges

The client faced several challenges in managing their programs and data. They had multiple programs running at different locations, involving a large number of people and services. Tracking the data related to these programs, such as the participants, the deliveries, and the packages, was a daunting task. They also had to deal with bulk data capturing, which required a smooth and efficient data entry system. Moreover, they encountered data silos, where different groups of people could not access or share the relevant data easily. 

The client also struggled to have a clear and comprehensive overview of each program, as they had to monitor various aspects and outcomes of their work.

In summary, the client was facing the following challenges;

  • Program management: Difficulty in managing multiple programs at multiple locations with many people and services. 
  • Data tracking: The challenge in tracking a large amount of data related to programs and participants.
  • Tracking service delivery: Problem in managing service delivery and related data for multiple programs.
  • Bulk data capturing: Difficulty in maintaining bulk data with accurate and efficient data entry.
  • Data silos: Issue in accessing and sharing data among different groups of people.
  • Program overview: Obstacle in having a complete and detailed overview of each program.

Solutions

We implemented the following solution to overcome the above challenges

for our client; 

  • Program management: A special module was set up to track individual beneficiaries and their engagement with programs and services. This gave a unified view of their data and supported data-driven decision-making.
  • Data tracking: The same module helped track participants’ engagements in programs and record the services they received. This made reporting outputs easier.
  • Service delivery trackability: The module allowed the creation of service delivery records in bulk within a single user interface. This made tracking attendance or service receipt at a given point in time quicker and easier.
  • Bulk data: The module enabled smooth data entry and provided easy-to-use service data capture elements. It also supported capturing multiple services for a single participant or many for various participants at once.
  • Data silos: The module provided Systems of Care and Service to promote collaboration and remove data silos. It also helped the client to move effectively from data tracking to outcomes management.
  • Easy overview of the programs: The module provided a program manager homepage which gave an overview of program activity. This made it easier to keep track of each program.

In short, the solution involved setting up a special module that helped manage programs, track data, deliver services, handle bulk data, deal with data silos, and maintain an overview of all programs. This made operations much simpler and more efficient.

Testimonial

“It’s been a successful engagement to work with Cyntexa. The team was adaptable, quick, and responsive to our needs.”

Benefits

  • Informed decision-making with a unified data view
  • Simplifies output reporting process
  • Streamlines operations saving time and efforts
  • Improved team collaboration
70%

decrease in time for tracking service delivery

50%

increase in data capturing accuracy

86%

improvement in organizational efficiency

50%

boost in team collaboration

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Vaibhav Vyas - Director of Sales
Vaibhav Vyas

Director Of Sales

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