How did we deliver a successful digital transformation framework for our public sector client with Salesforce NonProfit Success Pack?
Our client, responsible for managing SEA’s national museums and heritage institutions, faced significant operational challenges. Tasked with overseeing policies related to heritage sites, they needed a robust digital solution to streamline their donor and donation management processes, improve event tracking, and enhance overall operational efficiency.

The Challenge
Our client struggled with managing donors and their donations through manual Excel files, which led to several key issues:
- Inefficient data management: Multiple, disconnected Excel files made it difficult to maintain a single source of truth.
- Event tracking difficulties: Tracking cultivation and engagement events, along with other activities, became cumbersome and prone to errors.
- Accessibility issues: The system wasn’t cloud-based, limiting both collaboration and accessibility.
The Solution
To overcome these challenges, we implemented a comprehensive digital transformation, delivering several key components:
- Donor management: We developed a centralized system to track and manage donor information efficiently.
- Donation management: Our solution streamlined the process of tracking donations across all NHB institutions.
- Event tracking and mass email: We introduced tools that facilitated managing invitations, RSVPs, and engagement activities.
- Outlook email capture: The system integrated with Outlook to capture email communications seamlessly, eliminating manual entry.
- Multi-factor authentication: We enhanced security by implementing multi-factor authentication to protect sensitive data.
- Reporting and dashboards: Our advanced reporting and dashboards provided real-time insights, empowering better decision-making.
Achievements Unveiled
The solution brought about notable improvements, such as:
- Enhanced efficiency: The cloud-based system replaced multiple Excel files, ensuring donor and donation information remained centralized and easily accessible.
- Improved event management: Managing events became easier, reducing errors and enhancing donor engagement.
- Stronger security: Multi-factor authentication safeguarded sensitive data.
- Actionable insights: Real-time insights through advanced reporting enabled informed decision-making and strategic planning.
The Outcome
This transformation significantly improved operational efficiency and data accuracy. The staff shifted their focus to more strategic activities, no longer burdened by manual data entry and fragmented systems. With enhanced event tracking and engagement capabilities, the client built stronger relationships with donors, resulting in increased participation in their activities.
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