About The Client
They are a global non-governmental organisation (NGO) with headquarters in New York City and operations all over the world. They make a significant contribution to environmental certification for long-term sustainability in forestry, agriculture, and tourism.
Business Challenges
The client was running their business and managing their various departments and business processes using a variety of IT systems and tools such as Outlook, SharePoint, Classy, Netsuite, SnapLogic, and others. It was difficult to manage all of the information for business partners, departments, and customers because there was no centralised location to do so.
Webuters' Solution
Using the NPSP Cloud, we successfully deployed a business solution in which all business data (donations, gifts, grants, opportunities, accounts, agreements, etc.) is categorised and managed by separate NPSP constituents. We have created various automations and implementations so that data can be easily pushed, created, and managed in Salesforce.
We used lightning flows and automation scripts to automate various business approval and review processes, removing the extra time that manual processes caused.
The salesforce attachment and chatter feature enabled users to create, store, and collaborate on business documents within Salesforce, reducing reliance on external systems.
The Impact
Case Studies
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