Overview
Explore how a California-based foundation transformed its volunteer management system, turning a tangle of processes into a streamlined operation that’s changing young lives, one book at a time.
What You Need To Know
The foundation needed to supercharge its volunteer recruitment, training, and tracking processes across multiple locations. While they had Formstack in place, they weren’t tapping into its full potential.
Why It Matters
Streamlining volunteer management means more time and resources dedicated to what really counts: nurturing young readers and reducing dropout rates.
What HIC Did
HIC Global Solutions orchestrated a host of solutions, from form enhancements to automated workflows, helping the foundation hit all the right notes in its volunteer management processes.
Overview
Explore how a California-based foundation transformed its volunteer management system, turning a tangle of processes into a streamlined operation that’s changing young lives, one book at a time.
What You Need To Know
The foundation needed to supercharge its volunteer recruitment, training, and tracking processes across multiple locations. While they had Formstack in place, they weren’t tapping into its full potential.
Why It Matters
Streamlining volunteer management means more time and resources dedicated to what really counts: nurturing young readers and reducing dropout rates.
What HIC Did
HIC Global Solutions orchestrated a host of solutions, from form enhancements to automated workflows, helping the foundation hit all the right notes in its volunteer management processes.
About the company
Stationed in Oakland, California, the foundation is a non-profit provider of individualized support and attention for reading.
The programs are aimed at helping children read at the grade level by grade 4, as well as at helping them stay in school to lower dropout rates for a chance at a fulfilling life.
Operations and methodologies are backed by pedagogical research findings as well as support from multiple friend foundations.
About the company
Stationed in Oakland, California, the foundation is a non-profit provider of individualized support and attention for reading.
The programs are aimed at helping children read at the grade level by grade 4, as well as at helping them stay in school to lower dropout rates for a chance at a fulfilling life.
Operations and methodologies are backed by pedagogical research findings as well as support from multiple friend foundations.
Challenges Faced
In managing their volunteer-driven literacy programs, the foundation faced challenges with
Underutilized ISV Licenses
The foundation had Formstack set up but wasn’t using its license capabilities to the fullest extent.
Complex Volunteer Management
They needed an efficient way to recruit volunteers, administer training, and track progress over structured lesson plans across various locations.
Inflexible Process Scheduling
Certain processes needed to be executed in a specific sequence, which couldn’t be achieved through Process Builder alone.
Challenges Faced
In managing their volunteer-driven literacy programs, the foundation faced challenges with
Underutilized ISV Licenses
The foundation had Formstack set up but wasn’t using its license capabilities to the fullest extent.
Complex Volunteer Management
They needed an efficient way to recruit volunteers, administer training, and track progress over structured lesson plans across various locations.
Inflexible Process Scheduling
Certain processes needed to be executed in a specific sequence, which couldn’t be achieved through Process Builder alone.
Challenges Faced
In managing their volunteer-driven literacy programs, the foundation faced challenges with
They were facing issues with
- Underutilized ISV Licenses
- Complex Volunteer Management
- Inflexible Process Scheduling
The foundation had Formstack set up but wasn’t using its license capabilities to the fullest extent.
They needed an efficient way to recruit volunteers, administer training, and track progress over structured lesson plans across various locations.
Certain processes needed to be executed in a specific sequence, which couldn’t be achieved through Process Builder alone.
Solutions Offered
HIC Global Solutions addresses the challenges of Cloudalta with these comprehensive Salesforce development solutions
Form Enhancements
Implemented template styles in Formstack for Light and Dark reading modes
Processes and Flow Automation
- Developed a Process to calculate volunteer hours
- Created separate flows to automate capturing and updating volunteer hours
- Implemented location-specific volunteer forms, starting with Baltimore
- Added fields for Annual Tutor Data, Volunteer Hours, and To Entry to the Contact Object
Trigger-based Schedules
Developed triggers to update fields over other Objects in the desired sequence
Solutions Offered
HIC Global Solutions addresses the challenges of Cloudalta with these comprehensive Salesforce development solutions
Form Enhancements
Implemented template styles in Formstack for Light and Dark reading modes
Processes and Flow Automation
- Developed a Process to calculate volunteer hours
- Created separate flows to automate capturing and updating volunteer hours
- Implemented location-specific volunteer forms, starting with Baltimore
- Added fields for Annual Tutor Data, Volunteer Hours, and To Entry to the Contact Object
Trigger-based Schedules
Developed triggers to update fields over other Objects in the desired sequence
Solutions Offered
HIC Global Solutions addresses the challenges of Cloudalta with these comprehensive Salesforce development solutions
The solutions which we offered to them
- Form Enhancements
- Processes and Flow Automation
- Developed a Process to calculate volunteer hours
- Created separate flows to automate capturing and updating volunteer hours
- Implemented location-specific volunteer forms, starting with Baltimore
- Added fields for Annual Tutor Data, Volunteer Hours, and To Entry to the Contact Object
- Trigger-based Schedules
Implemented template styles in Formstack for Light and Dark reading modes
Developed triggers to update fields over other Objects in the desired sequence
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