Yayasan Hasanah
"We are pleased with the solutions provided by Vera, which have significantly improved our operations. Their clear communication and technical expertise, from initial planning to ongoing support, was exceptional. The team has been excellent and collaborative, with clear communication on the scope of work and timeline expectations. They took the time to understand our requirements and provided recommendations that aligned with our needs and goals."
Market Segment: Grantmaking – NGO
Thematic Area: Education, Innovation,
Social and Economic Development
Region: Asia, Non-Federated
Project Type: Portfolio and Program
Management, Impact Measurement,
and Grant Management
Solutions Used: Salesforce, Amp Impact,
3rd Party Integration: Formstack
With Salesforce and Amp Impact, Yayasan Hasanah
Manage 600 eligibility users, process 400 application submissions, and oversee 110 grants within one year
Improve overall grant management process by incorporating application submissions and review stages
Goals
Replaced legacy systems with a cloud-based scalable grant management system
Improved internal communication between different departments
Challenges
Data consolidation was challenging due to storage across multiple platforms
Limited visibility into the impact of the grant portfolio
Complicated grant applications due to varying documentation formats
The review and approval processes were lengthy and time-consuming
Solutions
Amp Impact for Grant Management
Salesforce Experience Cloud for a Grantee Portal
3rd Party Tool Integration: Formstack
Collaboration tool: Salesforce Chatter
Approach
Discovery and Design workshop conducted to gather YH requirements
Built a grant management system using Amp Impact’s portfolio management features
Developed a custom dashboard and reporting tool for easy grant performance monitoring
Streamlined the grant application and review workflow
Used Salesforce’s “Chatter” for real-time staff collaboration
Conducted training to equip the YH team as system administrators and help others use the system effectively
The Benefits Today
The automation cuts the time and effort needed to assign applications to reviewers
Tracks performance using a defined set of indicators
Enhance transparency and collaboration between internal teams and external partners
Receives real-time updates on the grant portfolio, enabling YH to track and assess their impact.
Consolidates data from various platforms into one cohesive system
High-Level User Capabilities
Gain easy access to targets and results through user access and leverage real-time data integration.
Provide a centralized chat interface for reviewers to share updates
The Experience Portal enables grantees to apply for grants and update project progress on a unified platform
Next Steps
Intend to develop the system to manage YH grants
The Future
The next step will be to build the Grant Management System (GMS) for ArtsFAS and SE grants
Yayasan Hasanah is a leading foundation that promotes Malaysia’s global sustainability through solutions that empower communities, encourage social inclusivity, and improve the environment.
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