A community health and wellbeing organisation required a structured digital platform to manage funding programmes, streamline data flow, and enable collaboration between applicants, reviewers, and internal teams.

The objective was to replace manual processes with a centralised system that improves efficiency, enhances visibility into programme delivery, and supports scalable community initiatives.

BUSINESS CHALLENGE

The organisation relied heavily on manual processes and document-based workflows to manage funding applications and programme delivery. This created inefficiencies, delays in decision-making, and challenges in maintaining consistent data across stakeholders.

Managing application reviews, communication, and post-funding reporting required significant manual effort, while limited system integration made it difficult to track programme progress and outcomes effectively.

SOLUTION DELIVERED

A centralised Salesforce-based solution was implemented to automate funding workflows and enable seamless collaboration across stakeholders.

Structured digital intake processes were introduced to capture funding applications consistently, while automated workflows streamlined review, approval, and communication processes.

Secure, role-based portals were developed to enable applicants, reviewers, and internal teams to access relevant information, track progress, and manage programme activities in real time.

The solution also ensured seamless data flow between all stakeholders, improving coordination and enabling more effective programme management.

KEY BUSINESS CAPABILITIES ENABLED

  • Centralised management of funding applications and programme data
  • Automated workflows for application review, approvals, and communication
  • Secure stakeholder portals for applicants, reviewers, and internal teams
  • Real-time tracking of funding, programme progress, and outcomes
  • Structured data capture across multiple funding programmes
  • Improved coordination across internal and external stakeholders

OUTCOME

  • Reduced manual effort and improved efficiency in managing funding programmes
  • Enhanced visibility into application progress, stakeholder engagement, and programme outcomes
  • Enabled scalable collaboration across teams, partners, and community stakeholders

SALESFORCE SOLUTION

  • Salesforce-based implementation
  • Experience Cloud
  • Experience Cloud (stakeholder portals)
  • Workflow automation and data management
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