Case Study: Tenderloin Housing Clinic improves client intake and housing services with Bigger Boat Consulting

Tenderloin Housing Clinic streamlines enrollment and finance processes with Bigger Boat Consulting

Tenderloin Housing Clinic (THC), the largest provider of supportive housing to formerly homeless adults in San Francisco, faced challenges with its legacy client database and disparate processes. To transform how its staff worked together and with clients, THC partnered with Bigger Boat Consulting to implement Salesforce, aiming to integrate property management, facilities, support services, and housing data into a single system.

Bigger Boat Consulting first rolled out Salesforce to THC's frontline staff to streamline the client enrollment process, which reduced errors and delays and improved communication. A subsequent phase focused on finance-related processes, establishing strong controls and streamlining monthly check day and disbursements. This solution implemented by Bigger Boat improved collaboration, provided timely access to data, and ultimately improved clients' chances of staying housed.

Tenderloin Housing Clinic