Government Reporting Made Easy by Salesforce and TruSummit
Simplifying Operations and Increasing Efficiency
Client
Women’s Center and Shelter of Greater Pittsburgh
Cloud
Nonprofit Solutions
Service Cloud
Engagement
Salesforce Implementation
Project Timeline
4 weeks
About the Client
The Women’s Center and Shelter of Greater Pittsburgh is a 501(c)3 non-profit organization, holding the distinction of being one of the oldest domestic violence centers in the United States. With a steadfast commitment to addressing domestic violence, the Center serves as a comprehensive program annually aiding over 7,500 adult and child survivors in the Greater Pittsburgh area.
Challenges
The Challenge: Complex Reporting Requirements
Like many nonprofit organizations, the Women’s Center and Shelter relies significantly on government funding for its operating budget. To help secure funding, the Women’s Center must provide the U.S. Department of Housing and Urban Development (HUD) with quarterly reports that detail the services it has provided to its Shelter Residents. HUD requires that the quarterly reports adhere to a specific format and be uploaded into SAGE, the HMIS Reporting Repository.
Following its migration from Eccovia Solutions to Salesforce, the Women’s Center needed a solution to simplify and automate the HUD reporting, which was a time- intensive manual process of extracting service data on Shelter Residents from Salesforce, manipulating it to match the required reporting structure, and uploading it into SAGE. The solution needed to be implemented quickly, too: HUD gave the Women’s Center an extension that enabled them to continue their manual extraction and submission process for up to two reporting cycles before requiring that their automated solution be deployed.
Solution
The Solution: Custom Third-Party Integration to Streamline Reporting
The TruSummit team began its discovery to understand the HUD requirements, the Center’s Salesforce instance, and their current reporting process. Initially the team had hoped to utilize native Salesforce functionality to gather the necessary data, but soon realized that additional customizations to the instance would be required. The TruSummit team then designed and implemented a solution using a third-party connector that extracted the data from Salesforce and formatted it into the HUD-required CSV file structure, which enabled upload into SAGE.
The team then provided a training and warm handoff to the Center’s Salesforce administrator, who was able to gather and submit the HUD-required reporting in just a few clicks.
Results
Customer Perspective
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