Case Study: Mercy Housing improves resident services efficiency and data-driven decision-making with Bigger Boat Consulting and Salesforce

Mercy Housing moves 300-person resident services team to Salesforce with Bigger Boat Consulting

Mercy Housing, a national non-profit affordable housing provider, partnered with Bigger Boat Consulting to address challenges with its resident services platform. Their previous system, Efforts to Outcomes (ETO), was cumbersome for users and lacked the reporting flexibility needed to make data-driven decisions for its programs serving over 40,000 residents.

Bigger Boat successfully migrated Mercy Housing's 300-person team to the Salesforce platform, specifically utilizing Salesforce’s Program Management Module (PMM). The solution is integrated with their enterprise data warehouse and is used to track program outcomes, case management, and services. The move had a significant positive impact, improving efficiency and enabling data-driven decisions. The Bigger Boat team's expertise was instrumental in building a robust solution that far exceeded expectations.

Mercy Housing