Nonprofit Grantmaking Solution

Contents

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About this Solution

This solution would be one or more managed packages that could enable any organization to manage the data and workflow associated with Grant Making.

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People and Organizations

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Consultants working in this space

Exponent Partners

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Organizations in this vertical using Salesforce

The Community Technology Foundation of California

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Organizations in this vertical wanting to implement Salesforce

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Solution Details

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Existing Appex's in this space

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Development Project

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Live Demo

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Implementation Ideas

  • Best case scenario is that this is a managed package that would be compatible with the nonprofit base template and the other nonprofit solutions/packages.
  • This solution should include the customer portal for grantee interaction.
  • A critical decision is whether or not to use cases:
    • Pro: Cases have a lot of self-service functionality built in
    • Con: Cases can be used for many other things like trouble tickets or more more traditional "customer support" functionality as well.
    • The definition of how cases are used in the nonprofit space should be defined at the base application level.
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Process Maps

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Best Practices

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Data Migration and Moving from Other Solutions

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Gaps and Obstacles

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Training Needs and Links

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Related Threads on Nonprofit Forum

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