Heart of Texas Goodwill is driving change collaboratively with community partners, employers, and individuals in pursuit of their vision that all people may live to their full potential and contribute to their community. To this purpose, they offer training opportunities, employment services, and job placement programs designed to equip people with the employment tools they need to reach their goals and make meaningful changes in their lives.
They chose to implement the Salesforce platform to provide a better and bigger picture of how they are serving the community, improve how they track participant and program goals, and meet the needs of each unique program they provide. Their original Salesforce implementation dramatically improved their placement tracking, improved their reporting solutions, and helped streamline some of their processes.
Heart of Texas Goodwill Needed an Advisor Who Understands Nonprofits
When HOTGW’s internal Salesforce administrator left the organization, they were not fully prepared because they did not have a complete understanding of all the annual reporting needs. The employee who left was the one who created their annual reports. Afterwards, the staff was stuck thinking on a short-term (monthly) basis, but when their annual report came around, they realized they could not easily pull all the required data from Salesforce. They also realized that their job placements were not working as needed and did not know how to fix this issue.
Once they realized what their knowledge gaps were, they partnered with Provisio to help them address these problems and provide guidance as professionals who understand nonprofits. As their dedicated Salesforce implementation partner, Provisio worked closely with HOTGW to streamline their reporting processes, improve their data management, and ensure that their job placements were functioning correctly.
One of the steps to improve their outcomes was implementing Provisio’s proprietary workforce development solution, providing HOTGW with a 360-degree view of their program participants’ employment statuses. This increased functionality also allows their team to meet the employment needs of their clients. This solution includes the following key elements:
- Fosters Employer Relationships
- Maintains a Job Bank & Job Orders
- Manages Employment Placement
- Tracks Retention Checks
- Handles Related Placements
In terms of those annual reports? Provisio helped create a dashboard that can be accessed easily for getting those numbers that they needed, so HOTGW doesn’t have to pull multiple reports. What originally required a multi-step process can now be completed easily in one step, saving time and frustration for staff.
Managed Services Partnership
Because of their newfound reporting capabilities in Salesforce, HOTGW was able to procure more funding, which resulted in organizational growth. They decided to continue working with Provisio through Managed Services to collaborate on new functionality and ensure they are using Salesforce effectively and to its full potential. During this time, they’ve created online forms, already reducing their staff data entry time.
The goal is to allow their staff to concentrate on their caseloads to help participants reach their full potential. Technology should always be an asset to an organization, allowing them to streamline processes and increase efficiencies. This is of particular importance to nonprofits who want to focus on helping individuals. When they can devote more time to people, both the staff and the community reap the benefits.
“Being able to have good data in tandem with our Case Management has helped us to build partnerships, and has allowed us to work smarter not harder and ultimately reach more of our community in more tangible ways.”
Marjorie lives in Saint Louis, Missouri. She received her Master’s degree in English from Truman State University. Her responsibilities at Provisio Partners include content creation and technical writing.