Robin Hood Transforms Grant Management and Donation Processing with Salesforce and Sage Intacct Integration
How it Works
Automated grant appropriations, payments, and streamlined donation processing between Salesforce and Sage Intacct
Results
Payments processed same day and appropriations reduced from 30 days to 1 week
Kudos
"The quality of the work is so good. Venn has never dropped the ball." - Hao Lyu, Associate Manager & Database Administrator
Challenge
Robin Hood, New York City's largest poverty-fighting philanthropy, was struggling with inefficient manual processes for managing grants and donations in Salesforce and Sage Intacct. The finance team was spending significant time manually entering records and reconciling data between the two systems.
This led to delays in grant appropriations, taking up to 30 days, and slow payment processing, often requiring two to three weeks. The lag meant community partners were not receiving critical funding in a timely manner. Robin Hood realized they needed to automate and integrate these key processes in order to operate more efficiently and better serve their community partners.
Solution
Robin Hood engaged Venn Technology to integrate their Salesforce and Sage Intacct systems, allowing grant and donation data to flow seamlessly between them. Venn worked closely with the Robin Hood team to understand their unique business processes and restructure their Salesforce environment to better manage grants.
The integration automatically syncs grant information from Salesforce to Intacct's AP module, enabling the swift and accurate booking of approved grants. On the revenue side, donation data now flows directly from Salesforce into Intacct upon receipt. Venn provided guidance and best practices throughout the project to ensure a smooth transition.
"The outcome was really impressive. The quality of the service Venn provides exceeds expectations. Venn is the expert in bridging technical expertise and business expertise." - Hao Lyu, Associate Manager & Database Administrator at Robin Hood
Results
- Grant appropriations reduced from 30 days to 1 week
- Payments now processed same day, previously took 2-3 weeks
- Drastic improvement in data quality and reconciliation between systems
- Leadership has increased confidence in financial reporting pulled from Salesforce and Intacct
- Improved experience for community partners receiving grant funding faster
By partnering with Venn to connect their critical systems, Robin Hood has gained significant efficiencies and improved data integrity. The automation of manual processes has freed up the finance team to focus on more strategic priorities. Program officers and development teams now benefit from enhanced grant and donation visibility in their respective systems.
Venn is proud to support the mission of Robin Hood to fight poverty in New York. The foundation's investment in this integration project has empowered them to more effectively serve their community partners and the individuals who benefit from Robin Hood's important work.
