Case Study: City Teaching Alliance optimizes Salesforce and reduces technical debt with Idealist Consulting's Assessment

City Teaching Alliance assesses Salesforce with Idealist Consulting to support nearly 2,000 educators

City Teaching Alliance, an organization preparing teachers for urban schools, wanted to optimize its longstanding Salesforce database to ensure its longevity and support diverse daily operations. They engaged Idealist Consulting for a Salesforce Assessment to proactively address system housekeeping, document processes, and identify areas for improvement.

Idealist Consulting provided a comprehensive Assessment, delivered by consultant Yasmeen Najeebi, which resulted in a prioritized, clearly documented list of actionable items. This gave the City Teaching Alliance team a holistic view of their system, confirming known issues and uncovering new ones, which allowed them to effectively plan resources, build internal technical literacy, and optimize their database for future sustainability.

City Teaching Alliance