Case Study
Isaacs Center Salesforce Relaunch: Enhancing Service Delivery for a New York City Nonprofit
Client Overview
The Stanley M. Isaacs Neighborhood Center (Isaacs Center) is a nonprofit, multi-service organization dedicated to serving diverse populations across New York City. Founded as a Meals on Wheels pioneer in 1964, the Isaacs Center focuses on meeting the needs of children and low-income families, out-of-school and out-of-work youth, and aging New Yorkers, including isolated and homebound elderly neighbors. Through its comprehensive programs, the Isaacs Center promotes dignity and self-reliance across generations, providing vital support services to vulnerable community members.
The Challenge
The Isaacs Center sought to maximize the value of its existing technology investments, particularly its Salesforce platform, which became increasingly difficult to use. The nonprofit identified several operational pain points impacting service delivery:
- Teams experienced excessive manual work and slow processing of time-sensitive data due to cumbersome participant enrollment processes
- A non-intuitive user interface and unstructured data complicated data entry workflows, creating confusion for staff members
- Insights generation took weeks, and an inefficient data model made reporting time-consuming
The Isaacs Center needed to transform its digital operations to better serve its community and maximize staff efficiency. Looking for expertise to revitalize its Salesforce implementation, the nonprofit partnered with Acquis Consulting Group to create a more functional and user-friendly system that would support its mission-critical work.
The Acquis Approach
Acquis’ Salesforce team deployed a comprehensive approach to address the Isaacs Center’s Salesforce challenges, combining technical expertise with process optimization. The team:
- Conducted technical and process-oriented workshops to understand the organization’s unique workflows and requirements
- Overhauled the data model to create a foundation for more efficient operations and reporting
- Redesigned the user experience to make the platform more intuitive and aligned with staff workflows
- Integrated third-party tools to streamline data collection processes
- Collaborated with stakeholders to map recruiting, application, and admissions workflows to Salesforce capabilities
This collaborative approach ensured that the revamped Salesforce implementation would not only address technical issues but also support the nonprofit’s operational needs and mission objectives.
Results, Value, and Impact
The Salesforce relaunch delivered valuable results for the Isaacs Center that dramatically improved operational efficiency and data visibility:
- Streamlined Program Application Processing: Program application processing time decreased from several hours to just 5 minutes, allowing staff to focus on service delivery rather than administrative tasks
- Enhanced User Experience: Redesigned pages provided a more intuitive and user-friendly interface, reducing staff confusion and training requirements
- Real-Time Reporting Capabilities: Improved data entry processes shifted reporting from delayed, manual updates to real-time insights, enabling more responsive decision-making
- Improved Data Quality: Structured data collection and streamlined processes resulted in more consistent and reliable information
The Isaacs Center Director of Operations, Katherine Robles, highlighted the partnership’s success: “We have been completely blown away by the customer service, follow-up, and overall personalized attention that Acquis provided us and this project.”
Through this strategic Salesforce relaunch, Acquis helped the Isaacs Center transform its technology from a source of frustration to a powerful enabler of its mission. The improved system now supports the nonprofit’s commitment to serving vulnerable New Yorkers with greater efficiency and effectiveness, demonstrating how thoughtful technology implementation can amplify nonprofit impact.
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We have been completely blown away by the customer service, follow-up, and overall personalized attention that Acquis provided us and this project.
Katherine Robles
Director of Operations, Stanley M. Isaacs Neighborhood Center