Enabling Happy Road Foundation to operate more effectively using a CRM platform

Digitization continues to accelerate in non-profit organizations seeking to make a greater impact on society. One such organization is Happy Road Foundation, a non-profit in Poland that teaches specific skills and competencies to young adults from orphanages, empowering them to lead independent lives.

With more than 200 youth to support this year, the foundation needed an efficient tool to manage daily operations, integrate projects and allotted funds, and report data. Our experts stepped up to help by developing a dedicated customer relationship management (CRM) system using the Salesforce platform.

Working together to make a difference

The process was complex as data needed to be merged from different sources and analyzed. Using our deep Salesforce expertise, we prepared a data migration schedule and roadmap. Together with our expertise in deploying cloud solutions, we launched the CRM tool.

As part of the project, we also organized training workshops for the foundation’s staff and identified “trails” or learning paths available on Salesforce’s development portal to support skill enhancement.

All 201 records of the young people under their care were moved to the platform. Our experts helped migrate two-thirds of the records and the foundation’s staff who underwent training managed the rest.

Optimizing operations through digitized processes

The tool enables Happy Road Foundation to analyze results of their work with the mentees and manage time and administration tasks more effectively. With the new platform, the team has reduced the time spent on reporting from days to just hours. Moreover, through operational efficiencies, the number of hours dedicated to helping young adults has grown. By freeing up their time, the staff can also focus more on managing funds and strengthening fund raising efforts.

Improving decision-making from data insights

Streamlined processes and insights gathered from the data help improve decision making, manage funds and track the progress of projects enabling the foundation to do more, better and faster. "Thanks to CGI’s support, we have implemented a CRM system tailored to our organization, and more precisely, one that helps us analyze our progress and adapt to the changes needed. All this is based on the Salesforce platform. In our cooperation, the most important thing was the commitment and openness of the CGI team, as well as the flexibility in creating solutions dedicated to young people and those in need,” says Kamila Gibas, President of Happy Road Foundation.

“Our team worked closely with Happy Road Foundation to understand the organization and the way they operate, sharing not only time and knowledge but also their hearts,” says Tomasz Zawadzki, Director Consulting Services at CGI.