| Challenge |
| Project Relate is United Way’s initiative to develop a common Donor Management system across 1400 United Ways countrywide. The project consists of creating common processes, practices as well as implementing salesforce across United Ways. Project Relate will help create a positive, consistent experience for donor investors, help generate more resources and reduce overall costs of managing customers. |
|
| Solution |
|
 |
Developed overall Strategy, Business Case |
|
|
Helped launch Project Relate through an 80-user Pilot for the National Organization to manage top accounts |
|
|
Created common donor-centric processes and practices for member organizations for Fundraising, Account Management and Support |
|
|
Implemented salesforce for Project Relate |
| |
|
|
|
| Results |
|
|
The first phase of Project Relate has been successfully implemented at the National office & multiple United Ways. |
|
|
Reduced donor response times by up to 20% |
|
|
Created a positive, consistent experience for donor investors. |
|
|
Anticipate a revenue increase of 5% |
|
|
