A Multi-Tenant Environment for a Common Purpose

The Client

United Way is the largest privately funded, mission-driven nonprofit globally, addressing health, education, and financial stability across communities. Operating in 1,100 U.S. communities and 600+ international locations across 40+ countries, the organization engages 60,000 workplaces representing 48 million employees domestically.

The Challenge

Independent Local United Way branches operated within isolated systems using disparate processes, capturing inconsistent metrics, and constrained by outdated technology due to budget limitations.

The Vision

Deploy an affordable, user-friendly, scalable, and dependable CRM solution delivering centralized, secure, real-time data to strengthen donor and corporate partner relationships while advancing United Way's mission.

Goals

• Provide a 360-degree view of individuals and companies
• Drive efficiencies in engagement, recognition and processing
• Streamline Shared Services for United Ways

The Solution

A shared multi-tenant environment housing several Local United Way branches with robust sharing capabilities and unified architecture. Key features include:

• Standardization of data, donor networks, reporting, and fees
• Cross-market donor information sharing
• Record consolidation
• Marketing Cloud integration
• Campaign hierarchy for fundraising and marketing tracking
• Enhanced donor path tracking
• Outlook Connector functionality
• Custom dashboards for fundraising, workplace campaigns, board giving
• Rapid data extraction (30,000 records in seconds)
• Streamlined moves management via NPSP Engagement Plans
• Internal Chatter communication
• Outbound grants consolidation
• Accelerated pledge processing
• Continuous system improvements
• Team expansion capability

What Our Client Says

"The BTH team has listened, learned and bent over backwards to be full partners with us. They clearly believe in the product and in our ability to transform how our network does business."

"BTH has been an integral partner in our Digital Services work since 2016. They've helped us evolve from our initial vision of shared Digital Services, to the launch of Salesforce Philanthropy Cloud, to building out a full functionality, multi-tenant Shared CRM which launched in May 2020. This shared platform will be a game changer for the United Way network as we make an intentional shift in our value proposition and engagement strategies as a network to evolve into the Modern United Way. We truly could not have come so far, so fast without the dedication, thoughtful development expertise, critical eye towards sustainable development, and WONDERFUL, SMART BTH team members with us every step of the way. They are by far the best implementation partners I have worked with in over 20 years of platform development."