Traction Rec
15 Case Studies
A Traction Rec Case Study
The Mandel Jewish community center (JCC) of Cleveland faced the challenge of operating with a reduced staff and inefficient, paper-based processes following the COVID-19 pandemic. Their outdated refund request system was slow, taking 45-60 days, and lacked transparency, creating a poor member experience. To address this, the JCC worked with vendor Traction Rec on its Salesforce-based platform to innovate and streamline operations.
The solution involved implementing a custom Refund Request Case system built on the Traction Rec and Salesforce platform, utilizing native Approval Processes and Salesforce Flow automations. This streamlined the entire workflow, making it digital and transparent. The result was a dramatic reduction in processing time from weeks to just 7-9 days and a savings of over 30 hours of staff time per month, allowing the team to focus on more impactful work.
Beth Nudelman
Chief Financial Officer