The Akshaya Patra Foundation is the world’s largest NGO school meal program, providing hot, nutritious lunches to over 1.8 million children in 19,257 schools across India every day. It has served over 3.3 Billion meals to date and operates 60 ISO-certified kitchens.
Akshaya Patra Foundation has been using Salesforce for over a decade, and there have been many Salesforce administrators who have helped configure and customize Salesforce for their needs. However, due to the high turnover of SF administrators and lack of documentation, Salesforce could not meet Akshaya Patra’s business needs.
Akshaya Patra executives and business development managers (BDMs) use last year’s donations as the baseline and reach out to donors to ask them to renew their pledges. However, Salesforce could not represent donor relationships across Households, Corporate Matching, chapter associations, and donations raised through events and campaigns.
Furthermore, it had duplicate data and a lack of integrations with payment gateways and the QuickBooks accounting system. Hence, BDMs had to depend on their version of Excel sheets, and executives had no real baseline to set targets.
As a strategic Salesforce NPSP Consultant, we used an Outcome-driven approach to identify and document key stakeholders’ business success metrics by:
The NPSP data model required fundamental change, which impacted the entire data and donor relationships. So full copy sandbox was used first to clean up data using custom scripts and then re-loaded it leveraging the NPSP data upload tool.
Integrations were set up with all required field mapping to capture clean and accurate data. In addition, attention was given to donation credits, especially for corporate matching, to generate accurate reports.
Finally, data governance, access control, and automation were set up to ensure clean data can be maintained, and manual tasks can be reduced.