Project Stories
Real projects. Real results.
A selection of Salesforce work we've delivered for nonprofits and public-sector organizations. Client names are kept private — the results speak for themselves.
Consolidated tax receipting, end-to-end
Year-end receipting used to mean weeks of manual work. We built single-gift and consolidated CRA receipts inside Salesforce — PDF generation, email delivery, void and reissue — run from two simple admin screens.
Faith-based charity
Ontario
Week-by-week appeal results
Every campaign now has a live tracker showing gifts received in each week after the mail drop — so the team knows what is working while the appeal is still running.
Faith-based charity
Ontario
Leaving a legacy CRM behind — safely
An environmental nonprofit was stuck on an outdated donor package. We moved its fields, rollups and automation to NPSP (284 components), verified donor totals, and the nightly rollups ran with zero errors after go-live.
Environmental nonprofit
British Columbia
Online gifts that reconcile themselves
Monthly gifts from an online giving platform were landing as unpaid. We traced the cause and built payment-sync automation, so every gift now matches its payment status automatically, every day.
Environmental nonprofit
British Columbia
One source of truth for a food-security charity
Receipting, fund allocations with GL code mapping, digital lead processing, gift categories and fund rollups — delivered as one documented Salesforce system with a step-by-step runbook.
Food-security charity
Ontario
Communication preferences you can trust
A CASL-aware preference system in Salesforce: several emails and phones per supporter, clear opt-in and opt-out rules, and a person-level Do Not Contact that always wins.
Food-security charity
Ontario
A self-serve portal with approvals built in
Research staff request expense and salary transfers between cost centres through an Experience Cloud portal, with signing-authority checks and approvals handled inside Salesforce.
Research hospital
Ontario
Retiring an old external email system
Grant-end reminders used to come from an aging outside data tool. We rebuilt them natively in Salesforce — scheduled, tiered and tested — with previews staff can send before anything goes live.
Research hospital
Ontario
Annual research reports, generated in bulk
Annual activity reports now pull grants, funding and 6,500+ publications automatically, with an admin tool that generates them in bulk instead of by hand in spreadsheets.
Research hospital
Ontario
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