Sunnyvale Community Services was working with an inflexible and heavily customized Salesforce system that was built prior to Lightning, Process Builder, and Flow. Their system no longer supported the way they worked and was overly complex, requiring a developer to make most changes.
Here's @Dantae Davies and @Karen Fitton's writeup of how we worked them to migrate them to Lightning and provide support for their @Program Management needs, including better reporting and a simple process for adding new programs.
The new system takes advantage of the Nonprofit Cloud by using NPSP Household management and "Volunteers" for Salesforce to manage client scheduling and pickup.
Thanks for the reply Brad.
The program I'd most like to use this for is our Go! Program, in which we provide local social service agencies passes for their low income clients to be able to come visit the museum free of charge. We provide both group visits and individual passes. The individual passes are numbered and we track (currently by spreadsheet) which sets are issued to each org to measure usage.
Currently our contacts and households are only members and donors but I'd like to input these Go! Program partner orgs and organizational accounts and hopefully use a form of Programs to track when each org applies for passes, what we issued to them, when they were redeemed, and feedback given or follow up required.
