Salesforce Data Cleanup and Optimization for an Animal Welfare Nonprofit

Technology Roadmap & Governance

• We conducted an in-depth technology assessment, interviewing stakeholders across eight departments, mapping the current and future state of AHS's systems, and building a phased roadmap that put Salesforce at the center.
• Our team designed a three-tier technology governance model, co-leading a two-day workshop to align AHS teams behind shared operating principles.

Salesforce Optimization & Data Hygiene

• We standardized soft credits and rollups and redesigned how gift credits flow into Household Account Soft Credits. Our team then automated soft-credit creation and retired hundreds of undocumented rollups.
• To replace their legacy volunteer system, Volgistics, we guided AHS through evaluation, selection, and implementation of Digital Cheetah.
• We built a solid foundation for ongoing Salesforce support, including weekly project touchpoints for optimizing and enhancing their systems using a prioritized project backlog.

Sub-Brand Enablement

• We moved the Animal Protection Unit, a spreadsheet-based cruelty investigation program, onto a custom Salesforce app with record-level security, a digital case intake form, and integration with a statewide law enforcement database.
• Our team launched Operation Humane as a distinct sub-brand inside AHS’s Salesforce, with its own Account Engagement (Pardot) business unit.

One Connected Salesforce Environment

• AHS now runs its fundraising, volunteer, and program data through Salesforce, guided by a governance model that ties new work to their strategic priorities.
• AHS can now view its 600+ foster volunteers and 1,000+ program volunteers from Salesforce, using a nightly sync with the Digital Cheetah volunteer platform.
• The Animal Protection Unit has traded spreadsheets for a secure, statewide system, with cruelty reports flowing directly into Salesforce as cases across all 159 Georgia counties.
• AHS launched Operation Humane as a statewide sub-brand in March of 2026. Using their current Salesforce instance with record-level security and brand-specific rollups, AHS now has a 360° view of each donor while keeping its sub-brands distinct.

Trustworthy Donor Data

• AHS can finally trust its donation data. Nearly 500,000 contacts now run on standardized Household Account Soft Credits, and the 500+ undocumented rollups that used to muddy reporting have been retired.

AHS now has a standing managed services partnership with CauseMic, including a backlog of roughly 90 requests worked weekly, plus ongoing support for data quality and system enhancements. AHS has relied on CauseMic for eight major projects to date, with more on the way.