ISWAN

The Solution

ISWAN, working with Giveclarity, chose to use Salesforce and the Non Profit Success Pack (NPSP) to capture their Cases (Helpline) records, as well as future membership and donation information.

This was configured to suit the requirements for recording of Seafarers and other contacts, details of Ships, Seafarers’ Countries of Origin and Agencies to which Seafarers have been referred.

• Cases were used to record ‘Helpline’ questions for 4 different Helplines, and Tasks for any follow-up interactions on the case
• Opportunities with standard NPSP functionality was used for the future requirement of Memberships and Donations.
• Custom Apps were created – one for the Case Management team and one for the Membership/Funders Team.
• The requirement around a ‘knowledge centre’ was handled by use of standard Accounts and Contacts objects.
• Key reports (approx. 200) were built for each of the 4 Helplines to meet monthly, quarterly and annual KPI reporting.
• Report building training and administrator trainings were conducted, alongside production of a ‘Case Management Guide’ for new users, which was handed over to ISWAN for future updates, to make the charity self-sufficient after project completion.