In our previous blog, we introduced QuickStarts for Nonprofits and discussed the operational and data management challenges nonprofit organizations often face. With 14 years of experience driving digital transformation for nonprofits, we developed QuickStarts leveraging Salesforce and Amp Impact to address these challenges, implementable in as little as six weeks. In this blog, we’ll dive deeper into QuickStarts for Portfolio Management and Impact Measurement.
What is a QuickStart for Portfolio Management and Impact Measurement?
The Portfolio Management and Impact Measurement QuickStart package is an out-of-the-box solution enabling you to centralize programmatic and impact data in one unified system. The core functionality includes program and project lifecycle management, implementation planning, lightweight financial planning, risk management, and features for developing logical frameworks with clear indicators, targets, and results.
This QuickStart also offers a practical approach to efficiently managing relationships with Accounts and Contacts. Benefit from features like collaboration, role assignment, and impact classification by geographic and thematic areas. Track project progress with Gantt charts, manage budgets, and effortlessly report on your portfolio’s key metrics using pre-configured reports and dashboards.
What to Expect: Our Project Deliverables
As a QuickStart customer, you’ll go live with a fully functioning system and receive tools for adoption and technical documentation. This includes a user guide, a system requirements document with user stories, a field map for easy reference, and a dedicated Salesforce Trailmix for continuous learning. You’ll also receive detailed system design documents, including a data model illustrating relevant Salesforce and Amp Impact objects and their relationships.
What is Not Included
While we provide you with a new working solution and supporting documentation, it’s equally important to manage expectations by highlighting what’s not included in the QuickStart process:
- Portal for external users, such as implementation partners or beneficiaries, to input and manage system data
- Multi-currency and multi-language functionality
- Mobile data collection and management
- Custom data cleaning, transformation, or migration
- Custom automation
- Custom data security and visibility requirements
- Integration with other software
These functionalities can be implemented in subsequent phases after the QuickStart solution is live, budgeted based on your requirements.
How to Get Started with Vera Solutions' Salesforce QuickStart Implementations
Nonprofit organizations can apply for free and discounted Salesforce licenses through the Power of Us Program. Vera’s QuickStart Implementations bridge the gap between acquiring licenses and fully adopting the solution by offering a ready-made package that we can implement for you in four steps, enabling digital transformation in as little as six weeks.
Choosing the Right Salesforce QuickStart Implementation Partner
Nonprofit organizations face two key challenges when selecting a partner for their digital transformation journey: finding a partner who understands their unique requirements for portfolio and program management and impact measurement, and ensuring that partner can provide the right technology solutions to support their goals. Our QuickStart implementation packages address these challenges, drawing on 14 years of experience working with nonprofits.
Why Choose Vera Solutions?
With over 14 years of experience working with nonprofits, Vera Solutions is a 5-time Certified B Corporation providing cloud-based solutions to manage portfolios and programs, optimize grant management, and measure impact. Over $12 billion of programs, grants, and projects advancing the UN Sustainable Development Goals are managed using Vera’s flagship product, Amp Impact.
We also offer:
- A large pool of highly skilled and experienced Salesforce Consultants, with over 300 active Salesforce certifications and counting
- Experience successfully delivering over 1,000 projects in the social sector
- More than 420 customers working in 150+ countries
- A dedicated team located across 5 continents, covering more than 14 languages