Beacon Academy

Case Study Beacon Academy Implement an application and progress-tracking system that simplified the application process, improved acceptance decision-making, and established the high level of relationship maintenance that Beacon desires. Executive Summary Beacon Academy is the only school of its kind in the United States; they provide an extra year of school between 8th and 9th grades for promising, low-income students in the Boston area. Students spend 14 months in intense engagement with academics and co-curricular activities, preparing for the academically rigorous independent schools throughout New England. The staff at Beacon prove time and again that every kid can succeed if someone simply takes the time to invest in them. Students who graduate from Beacon Academy experience great levels of achievement: 100% graduate from high school, and 92% have earned or are pursuing four-year college degrees. Because of these successes, the competition to be accepted to Beacon is very intense and requires a rigorous application process. 501Partners worked with Beacon staff to implement an application and progress-tracking system that simplified the application process, improved acceptance decision-making, and established the high level of relationship maintenance that Beacon desires. Background When looking to improve their application and data-tracking system, Cindy Laba, Beacon Academy Founder, learned about Salesforce. After trying to implement it using inside staff, Laba turned to 501Partners for help. “Salesforce is very flexible, but that makes it complex as well,” explains Stefanie Archer, Certified Salesforce Administrator and Consultant with 501Partners. “It is important for us to fully understand the client’s needs so we can develop a system that works for them. Each nonprofit’s needs are totally unique.” By spending time...

Community Servings

Case Study Community Servings A solution to centralize the different pieces of information needed to process applications easier, onboard clients faster, manage client data securely, and automate ongoing operations. Executive Summary Community Servings prepares and delivers 9,600 meals weekly to individuals and families who are homebound and living with critical and chronic illnesses. Community Servings wanted to create one centralized data system for the entire organization in order to meet the increasing demand and complexity of services, while servicing clients expertly. Community Servings and 501Partners co-created a system that dramatically increases organizational and program efficiency, heightens client privacy for different staff groups, and offers a 360-degree view of client needs and services. Background Community Servings provides medically tailored meals on a weekly basis to people who are homebound and suffering from critical and chronic illnesses. The nonprofit organization offers 17 different types of diets that become hundreds, if not thousands, of combinations, which are vital to clients’ health. Staff pride themselves on ensuring that the right diet always gets to the client, no matter how specialized. Since 1990, the organization has delivered more than 6 million meals in 20 cities, and continues to grow and service more clients every year. Presenting Data Needs To adapt to the substantial growth, Community Servings adopted a variety of information tracking systems, as needed, over the past 12 years. This sporadic adoption method resulted in a highly inefficient web of data, leaving Community Servings without a mechanism for sharing comprehensive data with its staff, and ultimately slowing down client services. According to Gavin O’Brien, Programs Data Analyst at Community Servings: “We were not...