Case Study: Profits4Purpose achieves clearer communication and more corporate partnerships with Lucidchart

Profits4Purpose uses Lucidchart diagrams to communicate effectively and establish more corporate partnerships

Profits4Purpose (P4P) is a small SaaS company that builds corporate giving and volunteer programs, helping employers track employee donations and impact across global teams. Chad Haertling, Director of Strategic Partnerships, faces the challenge of explaining an unfamiliar CSR product and complex processes—how donations flow, fees are handled, and how P4P integrates with payroll/HR—while guiding onboarding and decision-makers through implementation.

Chad uses Lucidchart to create clear, professional diagrams (donation flows, integration maps, org charts, and implementation timelines) that he can quickly customize and export to slides, PDFs, or images. Those visuals have increased transparency, streamlined conversations, sped up onboarding, and helped P4P establish and maintain more corporate partnerships.

Profits4Purpose

Chad Haertling

Director of Strategic Partnerships