Nonprofit legacy > Salesforce

The mission

The organization required technology unification, as well as a big change in thinking. They (like so many we see) were stuck in a “this is how we do it” mentality.

Remio knew discovery would be critical to the success of this project. Done well, we’d have the basis for user stories and requirements, as well as the relationships and trust among end users that would help them embrace change.

Remio’s solution

Remio started by listening, meeting extensively with small groups and individuals to understand workflows and needs. In addition, we conducted considerable user acceptance testing in which we demonstrated specifically how their input led to decisions about the new build. Knowing their input was heard and appreciated made adoption much smoother.

This organization had complex security requirements and permissions between departments, as well as very different marketing and data needs across teams. Walls were established through permission sets, and the implementation of Pardot and Marketing Cloud supported various user needs.

Like many of our engagements, we started with out-of-the-box solutions, designing as much as possible utilizing standard functionality and minimizing the need for custom programming.

What happened next

The new technology eliminated unwieldy legacy processes and provided tremendous efficiencies welcomed by users. The single technology platform unified the organization and changed the minds of even those most set in the old ways.