Giant Rabbit LLC

ArtsKC, a non-profit organization that supports the regional art and culture community, hired Giant Rabbit LLC to overhaul their existing customer relationship management (CRM) system. The company took on the task of critically evaluating ArtsKC's existing workflows, needs, and usage of the current Salesforce CRM system. The initial assessment led to a detailed project proposal which suggested transitioning to a new instance using Salesforce Nonprofit Success Pack (NPSP), along with a comprehensive project timeline and budget.

Giant Rabbit LLC's approach involved a meticulous audit and preparation of data for import into Salesforce NPSP. This required substantial "untangling" of the organization's financial and relationship tracking data. An essential deliverable from this phase was the Organization Data Map, a flowchart that showed the various sources of data throughout the organization and the systems they fed into. An Object and Field Audit was also conducted, which involved examining more than 500 individual fields.

The final phase involved moving data from the old Salesforce set-up to the new NPSP instance. This meticulous process successfully imported almost 20 years of data into the new CRM. Alongside data migration, Giant Rabbit LLC also offered training and detailed documentation to ArtsKC staff, ensuring smooth transition and understanding of the new system. Their efforts to deliver ongoing hands-on training and collaboration on workflow creation proved valuable for the client.