Case Study: The Heckscher Foundation for Children streamlines grant management with North Peak Solutions and Outbound Funds Module

The Heckscher Foundation for Children streamlines grant management in 5 months with North Peak Solutions

The Heckscher Foundation for Children, a private philanthropic foundation, faced the challenge of finding a new grant management system after the retirement of its previous platform, foundationConnect. They sought a solution that would provide more efficient workflows, a better grantee portal, and a smoother upgrade process. To address this, they partnered with North Peak Solutions to transition to the Outbound Funds Module (OFM).

North Peak Solutions implemented a customized version of the Outbound Funds Module, designing an intuitive grantee portal and automating previously manual tasks with a native screen flow. This solution provided a stable system that is not disrupted by updates and has significantly improved the user experience for both staff and grantees. The project was completed in approximately five months, resulting in reduced staff time spent on troubleshooting and streamlined grant management processes for the Heckscher Foundation.

The Heckscher Foundation for Children