About the client
Our client is a non-profit organization that provides affordable healthcare to low-income and uninsured Los Angeles residents. In addition to providing direct patient care, our client gives charitable grants to other non-profit healthcare organizations and works with the community, providers, and governmental agencies to develop and implement healthcare programs.
Client challenges
The client struggled with a heavily manual scholarship process, which required staff to manage each application and communication step by step. This consumed significant time and resources.
Without a centralized system to track and manage scholarships, maintaining organization, effectively using data, and gaining actionable insights proved challenging. As a result, the team faced administrative overload, making the entire process increasingly difficult to manage.
Solution
- LevelShift provided the client with a simple, user-friendly solution for students to apply for scholarships by using Experience Cloud through a dedicated funding portal. Whether submitting a new application or renewing a previous scholarship, students can easily complete the process online.
- Once an application is submitted, the system automatically generates a funding request in Salesforce using grants management, enabling the client to track and manage applications efficiently through a structured approval workflow.
- The system intelligently identifies whether an applicant is new or renewing, streamlining the experience for students and grant admin. This automation has significantly reduced the client’s manual workload, improving application processing and communication.
Benefits
LevelShift enabled the client to streamline their scholarship management process and deliver a seamless, secure user experience for applicants through an Experience Cloud-powered portal.
- Reduced manual effort: Achieved a 40% reduction in manual work required for processing scholarship applications.
- Accelerated processing times: Improved processing speed by 30%, enabling faster application turnaround.
- Enhanced data accuracy: Ensured 100% accuracy in handling scholarship requests and renewals.
- Improved process visibility: Enabled end-to-end tracking of each application step, ensuring seamless oversight.
- Streamlined workflows: Optimized Salesforce workflows for greater operational efficiency.
- Better applicant experience: Delivered a smoother, more intuitive experience for students through automation.
- Structured data management: Facilitated more organized, efficient capture and management of scholarship-related data.