Modernizing Grant Management with Salesforce and Boomi

Customer Scenario

Philanthropic organizations can provide for the good works of community organizations through grants. But the grant process can be challenging, and the management of grants and applications can be cumbersome. We were approached by a major philanthropic organization that had worked with several previous vendors to replace their existing brittle, custom-built, and redundant grant management platforms. Excited by the challenge, we took a new approach to the problem and began to design a modern, Agile solution to manage more than $5 billion annually in grant funding.

Solution Approach

The solution needed to modernize the functionality while simplifying the user experience. The approach was to use several best-in-breed applications, with Salesforce CRM as the base. Dell Boomi was used to provide a nimble, cloud-first integration platform along with the industry-leading CRM application and established integration patterns. The grant platform was rapidly developed using an iterative approach to ensure a viable product quickly and improved through a continuous integration process.


As a result, the first phase of the platform was available to users in just six months. The grant-making process was streamlined, saving the organization time and money and, most importantly, getting funds to the communities served more efficiently than before. With a more agile and accessible system, the organization can now gain deeper insights into grant data, making future planning and grant funding more effective and empowering a more significant impact through their grants.