Nonprofit Implemented Salesforce
How a Global Nonprofit Scaled Salesforce Without Growing IT Staff
COMPANY
Global Non-Profit
TECHNOLOGIES
Sales Cloud
STORY SUMMARY
A global nonprofit operating across Latin America, Africa, and Southeast Asia partnered with Fortimize to overcome the bandwidth constraints of a lean internal IT team. Through the Delivery as a Service (DaaS) model, we’ve been able to continuously support the evolution of their Salesforce platform—critical to managing their complex application and loan processing workflows.
This partnership illustrates how DaaS empowers small teams to deliver enterprise-grade functionality, without needing to grow headcount."
CHALLANGE
The companies loan system couldn’t keep up with their growing operations. Manual, disconnected processes led to inefficiencies, errors, and staff strain, ultimately impacting service quality and speed.
THE STAFFING SOLUTION
The immediate issue was overcoming the bandwidth constraints.
Using DaaS, Fortimize was able to:
- Design a scalable application management process that complies with country-specific requirements
- Built a role-based permission model to protect sensitive financial and applicant data
- Automate multi-step workflows for intake, underwriting, and approval
- Enable flexible reporting to meet board and donor reporting requirements
- Integrate with external document management systems for secure file storage and retrieval
- Shorten operational processes, like account statement generation, from multiple days to minutes
THE LARGER STORY
The company’s systems were not able to keep pace with their overall strategy and business operations. The legacy loan management system lacked integration abilities and key functionality. Critical tasks were performed manually, which was inefficient and error-prone. These manual processes caused stress for Root Capital staff and inhibited their ability to provide high-quality, consistent, and timely services to clients.
Additional Challenges included:
- Moving data to underwrite structured loans
- Servicing foreign currency loan applications
- Optimizing credit risk management
Requirements included full system integrations, a customer 360 solution, third-party data feeds, and onboard to connect teams and departments worldwide.
Now larger loans can be served to more people in half the time.
They are now able to manage over 30 different loan servicing system components with their new integrated system, and has cut their foreign currency loan servicing time in half. The team has a much more robust and holistic view and a toolset that allows them to optimize their credit risk management processes.
