We want to use our Salesforce instance to automate (1 step) communication/information-sharing that previously took 2-3 steps and led to balls being dropped. This project would focus on our Case Management environment but ideally would also cover Vendor Management and Compliance. Our primary goal is to have the entering of information into Salesforce (w/r/t Case Management) or the information that is already entered in Salesforce (w/r/t Vendor Management and Compliance) trigger emails to the applicable stakeholder(s) notifying them of such events/information and corresponding obligations. We envision a Stage 2 (after this project) involving platform integrations, but that is outside scope.
We have been using Salesforce for several years, and have approximately 3 years worth of data within our Case Management instance. We have an individual on staff who serves as our point of contact, both internally and externally, on Salesforce matters, and our COO is also familiar with Salesforce and will be actively involved in this project.
Our mission is to end homelessness one person at a time through access to employment, training, and housing. In addition to our award-winning Ready to Work program - which provides paid work, housing, and support services for homeless men and women re-entering the workforce - we also provide outreach case management services for basic needs through our Path to Home program and nightly meals through our Community Table dinner program. Bridge House is a bridge for many seeking a pathway out of homelessness.