Caras con Causa is a non-profit organization located in Puerto Rico, that seeks to end poverty by providing services and opportunities to the people living in the communities of Cataño and Guaynabo. The organization was facing challenges evaluating and showing the impact they’d had on the people that engage with them. Although reporting on this impact is key to their mission, due to cumbersome and fragmented information management methods this task was inefficient and burdensome. Our goal was to improve Caras con Causa’s information management so they could track their impact on their communities more easily and efficiently. First, we conducted focus groups and mapped the flow of information within the organization. Then, we created a set of requirements from these maps that should be fulfilled by a new information management system. Using these requirements, we researched various Customer Relationship Management (CRM) platforms and found Salesforce to be the ideal platform for the organization based on its ability to track contacts, manage multiple programs, and overall accessibility. We also recommended that Automate.io, an add-on to Salesforce, be used to automate processes such as transferring data from other platforms. Finally, our team tested Salesforce and created tutorial videos on how to use the platform. We also tested Automate.io and created tutorial videos detailing how to integrate it with other platforms to complete tasks. In addition to this report, we included an implementation plan, which will contain tutorial videos on how to reorganize and centralize the organization’s current information in Google Drive prior to implementing the new system, and we provided additional resources about where to find technical assistance for Salesforce and Automate.io.

• This report represents the work of one or more WPI undergraduate students submitted to the faculty as evidence of completion of a degree requirement. WPI routinely publishes these reports on its website without editorial or peer review.

Creator

• Khosravi, Yasaman
• DeMaio, Sarah J.
• Pathania, Yuvraj
• Truong, Tramy

Subject

• Community
• Innovation
• Computing

Publisher

• Worcester Polytechnic Institute

Identifier

• 24131
• E-project-051221-163033

Keyword

• Salesforce
• Track impact
• Non-profit Organizations
• Customer Relationship Management
• Information management

Advisor

• Sphar, Jefferson Alex
• Higgins, Lorraine D.

Year

• 2021

Center

• San Juan, Puerto Rico Project Center - IQP

Sponsor

• Caras con Causa

UN Sustainable Development Goals

• 1 - No Poverty
• 17 - Partnerships for the Goals

Date created

• 2021-05-12

Resource type

• Interactive Qualifying Project

Rights statement

• In Copyright

Last modified

• 2021-08-29