Case Study: Barnabas Foundation achieves exceptional donor onboarding with Experlogix

Barnabas Foundation Creates Exceptional Donor On-boarding and Experience

Barnabas Foundation, a U.S. nonprofit that helps Christians plan charitable giving, was struggling with an outdated donor on-boarding process that relied on phone intake, paper worksheets, and manual document assembly. The organization needed a way to improve the accuracy and consistency of its “Charitable Legacy Blueprint” while reducing delays and friction for potential donors. Experlogix for SugarCRM (Xpertdoc) was selected to help modernize the process.

Experlogix implemented Smart Forms and Smart Flows integrated with SugarCRM, digitizing the pre-visit worksheet and automating data collection and document generation. The new workflow eliminated duplicate data entry, removed manual transcription, and produced more professional, accurate Blueprints. Barnabas Foundation reported that the solution trimmed days from the on-boarding workflow, and the team noted it could cut weeks off the donor on-boarding timeline.

Barnabas Foundation

John Short

Project Manager