Case Study: Children's Hospital Foundation improves Salesforce efficiency and donor management with Redpath Consulting Group

Children's Hospital Foundation streamlines Salesforce with RedPath after 100+ recommendations

Children's Hospital Foundation faced significant challenges after a multi-year migration from Raiser's Edge to Salesforce. Operating two systems led to extensive custom objects and workarounds that conflicted with native Salesforce and Nonprofit Success Pack (NPSP) functionality, creating inefficiencies and hindering their donor management and fundraising efforts. They partnered with Redpath Consulting Group to conduct a Path to Success review and strategize a way to retire these customizations.

Redpath Consulting Group delivered a roadmap with over 100 actionable recommendations. The solution focused on leveraging native NPSP features like Payments and Scheduling, optimizing gift entry, and introducing objects for grant tracking. This shift reduced custom objects, streamlined workflows, and enhanced data integrity. The results included significant gains in system efficiency and operational capacity, allowing the foundation's teams to focus more effectively on supporting pediatric care and donor relationships.

Children's Hospital Foundation