Case Study: MIND Research Institute consolidates databases and boosts Salesforce functionality with Idealist Consulting

MIND Research Institute consolidates 2 systems with Idealist Consulting

MIND Research Institute, a neuroscience and education research institute, was challenged by having its team split between two systems, NetSuite and Salesforce, which created data silos and involved broken or outdated automations. Without internal resources to consolidate, MIND partnered with Idealist Consulting to migrate fully to Salesforce and rethink their processes.

Idealist Consulting collaborated with MIND to rebuild processes using Salesforce Flow, creating a single source of truth and allowing for thoughtful system design. The results included the removal of outdated automations, the creation of valuable new reports and dashboards not possible in NetSuite, and detailed documentation that empowered the team. Idealist Consulting’s work enabled MIND to analyze mission impact more effectively and make data-driven decisions.

Mind Research Institute