Case Study: Robin Hood streamlines data aggregation and reporting with Rollup Helper from Passage Technology

Robin Hood streamlines $140 million nonprofit reporting with Passage Technology

Robin Hood, a major poverty-fighting nonprofit in New York City, was experiencing significant inefficiencies from manually aggregating data in their Salesforce system. This time-consuming process involved exporting reports to spreadsheets and creating pivot tables. They chose Rollup Helper from Passage Technology to streamline their data aggregation and reporting.

Passage Technology's Rollup Helper provided a declarative and user-friendly solution that automated data aggregation, replacing their previous manual methods. The implementation streamlined workflows and processes, allowing Robin Hood to make faster, more accurate, data-driven business decisions. The tool's robust exception handling and best practices ensured data accuracy, greatly increasing business efficiencies for the organization.

Robin Hood