Case Study: Jubilee REACH centralizes donor and volunteer management with Bigger Boat Consulting and Salesforce

A Bigger Boat Consulting Case Study

Preview of the Jubilee Reach Case Study

Jubilee Reach centralizes donor and volunteer management for 1,000 volunteers with Bigger Boat Consulting

Jubilee REACH, a community care program providing mentoring and after-school activities across 14 public schools, faced a challenge with their inflexible legacy Donor Pro system. It could not adequately meet the needs of their investor relations and program teams, which rely on a core of 1,000 volunteers. Bigger Boat Consulting was engaged to implement a solution using Salesforce, specifically the Nonprofit Success Pack and Volunteers for Salesforce.

Bigger Boat Consulting began with a Discovery Phase to fully understand the organization's data needs before migration. This approach ensured a successful initial data conversion and laid the groundwork for the long-term potential of the new centralized Salesforce system. The solution provided Jubilee REACH with the flexibility required to effectively manage their donors and volunteers.


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