Case Study: Project Access improves resident services management and reporting with Bigger Boat Consulting and Salesforce PMM

A Bigger Boat Consulting Case Study

Preview of the Project Access Case Study

Project Access modernizes resident services across 80 sites in 19 states with Bigger Boat Consulting

Project Access, a provider of resident programs and services for affordable housing, faced a challenge in managing and reporting on its work. They needed to move away from a legacy Microsoft Access system. Bigger Boat Consulting was engaged to implement a solution using Salesforce’s Program Management Module.

Bigger Boat Consulting successfully migrated the client to the new Salesforce system, which improved the management and reporting of resident services for staff, leadership, and administrators. The vendor delivered a system that enables the nonprofit to better achieve its mission, with the customer noting the experience was one of the most professionally rewarding they had participated in.


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