Our client, an agency approving investment funding submissions, required a customer relationship management (CRM) solution that would allow them to connect more deeply with investees and operate within its systems and processes. It was important to our client that submissions for funding were auditable with an online system and process to enable that.
Our client required quick deployment, and traceability in the solution and they wanted a partner who understood their vision and approach to solving their problem. We partnered with our client to design, build and implement a foundation platform as part of their longer term vision and implementation.
We implemented the Salesforce Public Sector grants management solution, as the product
supports an organisation’s digital transformation to uniquely fit its mission, rather than making its
mission fit the software.
As part of the methodology, we put people who would use the system, at the heart of the solution, working with the client to establish these critical stakeholders. They then all worked collectively, as one team, to ensure the solution was not just an integration with Salesforce on its own but was a solution that worked for the five separate stakeholders in the mix. Along with being people-focused, our approach to designing our client’s system also allowed for a quick and efficient implementation with the human-centred design approach making it easier to make numerous changes along the way.
Key outcomes achieved include:
For government, building a redress scheme to right past wrongs and provide justice to vulnerable members of the community isn’t just about handing out money and leaving it at that. Today, redress schemes take a holistic approach, combining looking after the physical and mental health of the people affected, along with ongoing counselling – as well as providing financial assistance.Read more
How the Energy and Water Ombudsman of Victoria modernised their complaints management processes using Salesforce Public Sector Solutions.Read more
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