Yayasan Hasanah
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
Managed 600 eligibility users, processed 400 application submissions, and oversaw 110 grants within one year
Improved the overall grant process by incorporating application submission and review stages
Goals
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Replace legacy systems with a cloud-based scalable grant management system
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Improve internal communication between different departments
Challenges
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Data consolidation was challenging due to storage across multiple platforms
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Limited visibility into the impact of the grant portfolio
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Complicated grant applications due to varying documentation formats
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Lengthy and time-consuming review and approval processes
Solutions
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Amp Impact for Grant Management
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Salesforce Experience Cloud for a grantee portal
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3rd Party Tool Integration: Formstack
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Collaboration tool: Salesforce Chatter
Approach
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Discovery and Design workshop conducted to gather YH requirements
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Built a Grant Management system using Amp Impact’s Portfolio Management features
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Developed a custom dashboard and reporting tool for easy grant performance monitoring
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Streamlined the grant application and review workflow
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Used Salesforce’s “Chatter” for real-time staff collaboration
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Conducted training to equip the YH team as system administrators and help others use the system effectively
The Benefits Today
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The automation reduced the time and effort needed to assign applications to reviewers
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Enhanced transparency and collaboration between internal teams and external partners
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Able to receive real-time updates on grant portfolio, enabling YH to track and assess their impact
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Consolidating data from various platforms into one cohesive system
High-Level User Capabilities
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Easy access to targets and results through user access and leveraging real-time data integration
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A centralized chat interface for reviewers to share updates
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The Experience Portal enables grantees to apply for grants and update project progress on a unified platform
Next Steps
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The next step is building the Grant Management System (GMS) for Arts for All Seasons (ArtsFAS) and Social Entrepreneurship (SE) grants
Future Enhancements
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Develop the system for managing YH’s special 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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