National Nonprofit
Manual processes consuming 15+ hours per week. Disconnected systems, no visibility into operations.
Manual processes consuming 15+ hours per week. Disconnected systems, no visibility into operations.
Built a custom automation platform on Salesforce with AI-powered document intake, automated routing, and real-time dashboards.
Reduced manual work by 70%
15 hours/week → 4.5 hours/week saved
Context
A national nonprofit with 50+ staff was managing operations across multiple disconnected systems. Staff spent significant time on manual data entry, document processing, and routing tasks to the right people.
Constraints
- Limited budget — needed to maximize existing Salesforce investment
- Staff not technically savvy — solution needed to be intuitive
- High volume of incoming documents requiring classification
Our Approach
We built an end-to-end automation platform combining Salesforce custom development with AI-powered document classification. The system automatically ingests documents, classifies them using AI, routes them to the right department, and creates cases with zero manual intervention.
Key Changes
- AI-powered document intake pipeline with automatic classification
- Custom Salesforce automation replacing 8 manual flows
- Real-time admin dashboard with KPIs and operational metrics
- Automated email processing and case creation
Results
- 70% reduction in manual processing time
- Same-day document turnaround (was 3-5 days)
- Zero missed documents — everything tracked automatically
- Staff freed up to focus on mission-critical work
Ready to see similar results?
Let's discuss how we can help streamline your operations.