A global grant-making organization dedicated to fostering a safer, fairer, and more sustainable world. The organization focuses on critical issues such as climate change, social justice, and education, awarding grants to initiatives driving meaningful change worldwide. Managing its complex and diverse grant portfolio requires an efficient and scalable system.

To modernize operations, the organization implemented a highly customized grants management application using Salesforce Non-Profit Success Pack, replacing a 20-year-old legacy system. However, the project faced significant challenges, including an unstable solution plagued with critical bugs, data migration issues, and severe time and budget overruns. These problems put the project at risk, requiring external expertise to stabilize the system and ensure a successful go-live.

We adopted a comprehensive approach to tackle these issues. Through in-depth analysis, we identified the root causes of system instability and data migration challenges. Our team designed and implemented the required functionalities, conducted rigorous testing to ensure stability, and deployed fixes while providing thorough documentation for future reference. Additionally, we streamlined the organization’s complex grants management processes by fully leveraging Salesforce Non-Profit Success Pack and Service Cloud. These efforts stabilized the solution, improved operational efficiency, and positioned the organization for long-term success in driving global impact.