How LightEn Streamlined Grant Management and Boosted Efficiency with Salesforce Nonprofit Cloud

The Challenge

LightEn, an educational foundation with centres in North Carolina and Mallorca, disperses £5 million annually through a lean operation of just 15 employees. However, managing their grants and contact data through manual processes—using emails and spreadsheets—created inefficiencies and made it difficult to gain a unified view of their stakeholders.

To overcome these challenges, LightEn needed to improve efficiency across their grant management processes, automate tasks, and manage multiple currencies. Additionally, they sought to onboard grantees with ease while maintaining GDPR compliance and ensuring their platform could scale for future needs, particularly as they anticipated their grants to double in the next year.

Without a centralised CRM system, LightEn found it difficult to report on grantees and funded programmes, leading to fragmented decision-making and a lack of impact maximisation.

The Solution

Cirrico implemented Salesforce Nonprofit Cloud for Grantmaking, transforming LightEn’s operations by centralising all grantee data and funding applications into a single, accessible platform. This solution provided:

• Custom Grant Management Process: A tailored system designed to streamline LightEn’s grantmaking.
• Multi-currency Support: Seamless management of funds across different currencies.
• Advanced User Permissions: GDPR-compliant data management, ensuring only authorised personnel have access to confidential information.
• Custom Reports and Dashboards: Real-time analytics and insights for more informed decision-making.
• Process Automation: Automating email communications and workflows for improved efficiency.
• Validation Rules: Ensuring data consistency and accuracy.
• Outlook Integration: A 360-degree view of communications by integrating with Outlook.

How Salesforce Nonprofit Cloud Delivered Real Results

1. Streamlined Data Entry and Workflow Efficiency

By centralising grant management and automating key processes, LightEn dramatically reduced manual data entry, which saved time and improved the accuracy of their data. This allowed the organisation to focus more on strategic initiatives.

Key Outcome: Improved efficiency and a significant reduction in manual processes.

2. Improved Contact Management and Reporting

With the new Custom Reports and Dashboards, LightEn gained the ability to track and report on their contacts and grantees in real time. These insights helped them make more informed, data-driven decisions.

Key Outcome: Enhanced contact management and accurate reporting for better decision-making.

3. Scalability for Future Growth

Salesforce Nonprofit Cloud’s flexible platform is designed to scale with LightEn’s evolving needs. As they prepare for their grants to double, the system is equipped to handle increased complexity while maintaining compliance and efficiency.

Key Outcome: A scalable platform capable of growing with LightEn’s operations, ensuring sustainability.

The Impact

With Cirrico’s implementation of Salesforce Nonprofit Cloud for Grantmaking, LightEn transformed its grant management processes, improving efficiency, streamlining communications, and enhancing data management. The system’s scalability ensures that as LightEn’s operations grow, their platform will grow with them, supporting their mission to raise consciousness and help humanity embody love and wisdom.