Download E-Guide

Register to read the complete guide as PDF on your email.

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

March 10, 2021 eye-glyph 5087
Industry
Non-Profit
Products
Non-Profit Success Pack (NPSP) and Program Management Module (PMM)
Services
Salesforce Implementation & Integration Services
Build Your Idea
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

Have a Project in Mind? Let’s Make It Unforgettable!

Do you have a project to execute or need resources to fill the gaps? We are here to help. Let's have a call to discuss the details and make your idea a success.

Vaibhav Vyas - Director of Sales
Vaibhav Vyas

Director Of Sales

By submitting, you consent to Cyntexa processing your information in accordance with our Privacy Policy . We take your privacy seriously; opt out of email updates at any time.

Other Case Studies

November 20, 2025

Real-Time Interactive Mapping Deployment with Salesforce, Mapplic, Node.js, and Heroku

Real-Time Store Mapping with Salesforce, Heroku & Node.js Banner Img

Business Overview A leading U.S.-based retailer specializing in radio-controlled (RC) vehicles, including airplanes, helicopters, cars, trucks, and boats. Based in Pensacola, Florida, it offers a wide range of high-quality RC products and accessories from top brands. Known for excellent customer service and fast shipping, it serves hobbyists nationwide through its robust online platform. Reason for […]

Heroku, Salesforce & IoT: Unified Platform for 15+ Smart Factories Banner Img
November 20, 2025

Heroku, Salesforce, and IoT: Unifying 15+ Factories into One Intelligent Control Platform

Business Overview A large European manufacturing company operates a network of over 15 factories producing industrial components for the automotive and aerospace sectors. With a global workforce and a complex supply chain, the company is focused on maximizing production efficiency, ensuring on-time delivery to customers, and maintaining stringent quality control standards across all its facilities.  […]

November 17, 2025

Scaling Financial Document Processing with OCR, Heroku and Salesforce

Automating Document Processing with OCR, Salesforce & Heroku Banner Img

Business Overview A leading organization in the Banking and Financial Services industry, serving a vast customer base, was leveraging multiple Salesforce solutions, including Financial Services Cloud, Sales Cloud, Service Cloud, and Marketing Cloud. They were using OCR (Optical Character Recognition) to process a high volume of incoming documents and extract key insights and reference relevant […]

Redefining Pharmacy Ops with Salesforce and Heroku Banner Img
November 14, 2025

Redefining Pharmacy Operations with Salesforce and Heroku Implementation

A quick look at how Salesforce and Heroku improved pharmacy operations with secure data, real-time pricing, automation, and smoother payments.

November 14, 2025

Transforming Retail Loyalty with Real-Time Rewards Using Salesforce and Heroku

Real-Time Retail Loyalty Rewards with Salesforce and Heroku Banner Img

Discover how Salesforce and Heroku made retail loyalty smoother with real-time rewards and more meaningful customer engagement.

ServiceNow SecOps Implementation Banner Image
August 8, 2025

ServiceNow Security Operations (SecOps) Implementation for an Insurance Provider

Discover how Cyntexa enabled faster incident response, proactive threat detection, and simplified compliance using ServiceNow Security Operations (SecOps).

Unifying Sales and Finance with Netsuite Salesforce Banner
August 8, 2025

Unifying Sales and Finance with CRM–ERP Integration Using Salesforce and NetSuite

Explore how our integration experts empowered sales and finance teams by integrating Salesforce and NetSuite, boosting accuracy, and automating collections.

August 7, 2025

ServiceNow PPM Implementation for a Global Automotive Enterprise

ServiceNow PPM Implementation Banner Image

Discover how Cyntexa helped a global automotive leader unify project governance, optimize resources, and gain real-time visibility with ServiceNow PPM.

ServiceNow IRM Implementation for Healthcare Provider
August 4, 2025

Enabling Healthcare Compliance Management With ServiceNow IRM Implementation

Discover how Cyntexa helped a healthcare provider streamline audits, unify risk oversight, and modernize policy compliance using ServiceNow IRM.

August 1, 2025

Reshaping a SaaS Company Portfolio for Future-Ready Innovation with ServiceNow SPM

ServiceNow SPM implementation for SaaS company

Discover how Cyntexa helped a SaaS company streamline research, reduce technical debt, and align compliance using ServiceNow SPM.