Case Study: Ceres Revolutionizes Shareholder Activism with Percolator Consulting

Ceres builds Investor Portal with Percolator Consulting to unite 161 investors managing $25.2 trillion

Ceres, a sustainability nonprofit organization, faced the challenge of inefficient online communications within its investor network. Their working groups relied on spreadsheets and emails, leading to confusing documents, manual data entry, and limited visibility between groups. To address this, they partnered with Percolator Consulting to build a tailored online community platform.

Percolator implemented a solution using the Salesforce Communities platform, which was customized to create an 'Investor Portal'. This provided features like an Engagement Tracker, member directory, and real-time Chatter groups. The result for Ceres was a revolutionized engagement process, leading to increased collaboration among its working groups and creating more opportunities to drive lasting change.

Ceres