Monday, August 4, 2014

The Breathing Association


Written by James McFadzean James McFadzean

The Breathing Association had a very positive experience with the Luxent team. We have been successfully using Salesforce to collect and report client data to United Way for five years. However, as a small non-profit health care organization, we have grown over the past two years and added new sources of income with multiple new reporting requirements. Because funding is closely tied to reporting accurate, confidential demographic and patient data, we needed to upgrade Salesforce to accommodate these new demands. With changing costs/values for medications and in-kind services, we were left with a large amount of data to collect and a need to provide clear reports that could change over time without losing old data for each patient.

The robustness of Salesforce combined with the creative reporting methodologies developed by our Luxent consultants have given us the ability to provide multiple, accurate reports in a timely manner without overburdening our small staff with multiple data entry requirements. The training and training tools they provided allow us to keep the system up to date without requiring additional TA. As a non-techy, I was extremely grateful for their patience and willingness to work with me in spite of my lack of knowledge. Both they and Salesforce make it easy for me to be a Salesforce “administrator” with little knowledge of computer language. In the future we will make every effort to request funds from new grantors to engage Luxent to keep Salesforce compatible with the data we are required to collect and report.

Judy KressDirector of Research and Evaluation

The Breathing Association

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