The client is an Oakland-based statewide civic and social organization fighting to improve the lives of communities of color, immigrants, low-income, LGBTQ, and other marginalized communities. They are committed to the movement for racial and educational justice and focus primarily on youth leadership, public education, and community power.
Lack of an Integrated Solution to Manage Donation and Grant-Related Information
The client depends on donations and grants from external parties such as foundations for running their racial and educational justice initiatives. In order to ensure they execute their operations smoothly, they need to track prospective and awarded grants, communicate and follow up with prospects and existing foundations for new grants, manage donations received through their web portal, and manage account receivables for the next 5 years, and a lot more. The data relating to all these activities were distributed across multiple spreadsheets. They needed an integrated solution that could streamline their internal processes and bring in more efficiency, accessibility and transparency.
challenges
Multiple sources of truth resulting in duplicate work and inconsistencies
Repetitive manual work due to inefficient allocation of resources
Limited visibility into data created silos across the organization
Difficulty in tracking prospective and awarded grants and donations
Tailored monday.com Solution Integrated With Stripe and Typeform
monday.com Solution Integrated With Stripe and Typeform
Damco’s monday consultants analyzed the client’s requirements and devised a tailored solution on monday.com comprising various boards to manage different aspects of their operations:
The solution was also integrated with Stripe to facilitate payment processing and Typeform to ease data collection through online forms and surveys.
Enhanced Collaboration, Transparency, and Optimized Workflows
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