About the client
Our client is a nonprofit organization that provides affordable direct and preventive healthcare services to low-income and uninsured Los Angeles residents.
Client challenges
The client relied on handwritten documents to communicate their services to customers. This manual process lacked oversight, leading to extra work for the quality assurance team. Moreover, it did not provide valuable insights into the business operations.
Solution
LevelShift optimized the client’s community portal to ensure easy document submission. This gave the quality check team a concise summary format for tracking the services and fund allocations. It also included automated email notifications to ensure complete reporting for evaluation and eliminate communication gaps.
- Grant Management Portal implementation – The manual grant reporting process has been improved using the Salesforce Grant Management Portal. Recipients now submit grant details online, eliminating the need for manual documentation and submission.
- Better data visibility and evaluation – The newly developed portal gave the client real-time visibility into grant utilization and impact areas. Reports on grant utilization are now generated within the system for comprehensive insights.
- Process optimization and automation – Salesforce’s Grant Management Portal streamlines the entire process and automates manual and repetitive tasks, such as capturing grant services and generating utilization reports.
Benefits
- LevelShift’ grant reporting through Salesforce eliminates manual documentation, provides real-time visibility into grant utilization, and automates report generation for streamlined processes.