The Geek Foundation

Operating challenge

The organization had many mission-critical sheets: IT, web development, full-stack, video game, childcare, TANF/Missouri Job Center applicants, student demographics, attendance percentages, partner companies, funding prospects, and sponsor ideas. The CRM had to serve program, development, and employment-outcome teams.

What Lodestone shaped

• Mapped spreadsheet sources into Salesforce objects such as contacts, applications, application details, classes, courses, attendance, attendance details, accounts, and campaigns.
• Imported cohort, applicant, attendance, partner, nonprofit, and funding-source data with review steps for the client team.
• Supported UAT questions around adult versus children's programs, course consolidation, attendance reporting, pie charts, user access, and donor-development visibility.

Resulting direction

• Program data moved from scattered sheets toward a Salesforce model that could track students, classes, attendance, applications, partners, and funders.
• The team gained a clearer foundation for reporting on attendance, student hours served, graduation, job-placement partnerships, and donor work.
• Salesforce became more aligned to the nonprofit's actual mix of workforce development, youth programs, fundraising, and community partnerships.

Profile context

Technology nonprofit

Mission-driven technology organization where program, donor, learner, and partner records can sprawl quickly.