An organization promoting women’s welfare and health required a scalable & customized volunteer management software for its nonprofits. They needed to capture & track their national as well as overseas volunteer performances across many campaigns, events & Volunteer programs.

Client Business Background

They address the health and welfare needs of the marginalized and underprivileged inhabitants in the urban slums. They provide medical care and conducts awareness programs primarily for women & on topics of family health.

Client’s Current Operating Environment & Change They Required

The client conducts numerous health & welfare events and programs. For such events, there are many volunteer opportunities and volunteer programs. They manually track each volunteer’s performance and experience. As the frequency of volunteers gradually increased, the client needed to adapt to a centralized and cost-effective volunteer management software. They required a solution that can be adaptable to their volunteer management strategy.

Solution and Approach

Our team after studying the objectives built a software solution for the client’s requirements of managing volunteers on top of Salesforce NPSP (Non-Profit Success Pack). With the software, the client tracks the volunteer recruitment process and manages the complete journey of Volunteers.

Our team designed Salesforce-based web forms to implement it with the Client’s website. This allows multinational volunteers to do online registration. The solution provides high customization for the screening and selection process to the Client. It includes sets of automation like lead assignments, task creation, task assignment, notifications along with automated emails.

Using Campaign management & customized automation, the solution enables the client to create and monitor the Volunteers events, programs & campaigns. Also, track participation and performances of each volunteer made for those events & programs.

The volunteer management software allows one to do – Volunteer job creation, criteria-based assignment of volunteers, volunteer scheduling, track working hours & shifts & evaluate performances. The solution allows us to have easy communication with volunteers, to distribute rewards & appreciate volunteers through auto-generated certificates.

In the same Salesforce®, solution the Client manages Volunteers and Interns too. The client is accessible to real-time data and analytics about volunteers across different parameters. This is possible using Salesforce provided standard and customs Reports and Dynamic Dashboards.

Overall, the software is customized, automated, cost-effective, consistent, and interactively developed with the support of the NPSP platform to conduct Volunteer management for nonprofits.

Key Benefits

The client is delivered with a centralized, automated, and customized volunteer management software solution that eliminates manual errors and causes a reduction of management work down by 80%. The solution successfully meets the need of managing volunteers starting from its recruitment process to its complete performance and development. With the software solution Client access real-time analytics & data which enhances the stability and accuracy around data points and ensures resilient functioning.