Indústrias
- Finanças
- Sem fins lucrativos
Região
- América do Norte
Jitterbit Solutions
Indústrias
- Serviços Financeiros
- Sem fins lucrativos
Benefícios
- Faster onboarding
- Real-time feedback
- Greater agility enables quicker improvements
Caso de Uso
- Integração do Salesforce
Capital Impact Partners Drives Real-Time Community Impact with Jitterbit
The Customer
Capital Impact Partners is a national non-profit organization and a certified Community Development Financial Institution (CDFI) that finances health clinics, charter schools and community facilities. Their overarching mission is to improve access to high-quality health and elder care, healthy foods, housing and education in low-income communities.
Through a technical assistance program called the Cornerstone Partnership, they help local governments and non-profit organizations establish best practices and administer homeownership programs for low-income families.
Desafio
To support these efforts, Capital Impact Partners had developed two Salesforce-based applications: HomeKeeper (a managed package on the Salesforce AppExchange for day-to-day program administration) and HomeKeeper Hub (a data aggregation solution).
Integrating these applications with their central data warehouse was critical: To accurately measure the success of their non-profit programs, Capital Impact Partners needed real-time data synchronization. Historically, non-profits have lacked deep visibility into, and accountability for, their daily program performance.
Waiting for traditional academic evaluations was not practical for organizations that needed to make swift adjustments, and relying on custom code to connect their complex applications simply wasn’t a viable, scalable option.
Solução
Recommended by Exponent Partners, Jitterbit proved to be the perfect fit for Capital Impact Partners’ technical and operational requirements.
Jitterbit’s iPaaS platform enabled a reliable, one-way synchronization of data from the HomeKeeper program manager directly to HomeKeeper Hub within their Salesforce environment. Rather than requiring an entire IT team, Jitterbit delivered the solution using only a single resource. As their integration needs grow, Jitterbit continues to provide a seamless, cost-effective solution without the need for full-time technical staff, backed by a superior level of customer service compared to other integration vendors.
Thanks to Jitterbit we’ve achieved the ability to integrate Salesforce with our HomeKeeper application and quickly re-use our projects to onboard new users as they sign up. This reusability is incredibly impressive and crucial to our success. With each new user, we’re able to just apply the existing template to them. It is very slick.”
Rick Jacobus, Director of the Cornerstone Partnership at Capital Impact Partners
Consistentes
By successfully connecting these systems, Capital Impact Partners has positioned its solutions — and the organization itself — as an industry leader. Using Jitterbit, Capital Impact Partners built a highly efficient system that empowers non-profit organizations with the data they need to succeed.
Key benefits include:
- Faster Onboarding: Capital Impact Partners can seamlessly onboard new organizations using reusable integration templates tailored to their specific solutions.
- Real-Time Feedback: Clients receive immediate insights into how well their programs are performing.
- Greater Agility: With instant visibility, organizations can react quickly, apply best practices, and significantly improve program efficiency.