Model Metrics Helps Taproot Foundation in its Mission to Drive Social Change
Leader in cloud computing services implements technology system for innovative nonprofit enabling it to better serve a larger number of grantees and maximize the value of its volunteers
Model Metrics', the leader in cloud computing services for the enterprise, and Taproot Foundation, a nonprofit organization that makes business talent available to organizations working to improve society, today announced their joint success implementing technology to support Taproot’s mission to drive social change and encourage volunteerism nationwide.
As part of Model Citizen, Model Metrics’ 1/1/1 corporate giving initiative, employee volunteers customized Taproot’s Salesforce CRM application to streamline and automate its business processes to better serve its approximately 5,000 corporate and nonprofit contacts. With the new system in place, Taproot can now focus volunteers on its goal of engaging with more companies to develop their pro bono programs.
Model Metrics applies innovative technology to Taproot’s grant-making process The Taproot Foundation leads, mobilizes and engages professionals in pro bono services that drive social change. Founded in 2001, Taproot facilitates collaboration between business professionals and nonprofits in need of their services. Unique in its programming and recognized for providing quality service to high-impact organizations, Taproot seeks to position nonprofits to address the environmental, economic, health and social issues we face today.
Taproot Foundation partnered with Model Metrics to streamline and automate the management of its corporate, business professional and nonprofit relationships to maximize its limited resources and increase its impact.
Two Model Citizens from Model Metrics volunteered over 200 hours of their time to customize Taproot Foundation’s Salesforce CRM app to support its unique grant-making model. The system automates outreach to nonprofits chosen by Taproot Foundation’s sponsors, both foundation and corporate, to apply for its quarterly grant rounds and manages the lifetime of their relationships.
As opposed to having data stored in various Excel spreadsheets and Outlook folders, Taproot Foundation now has a consolidated view of information from across its national organization and can track grant applications and how they are applied from quarter to quarter.
As a result of its new customized Salesforce CRM app, Taproot Foundation expects to eliminate seven weeks of full-time volunteers a year through streamlined business processes and improved data management and forecasting. This will enable Taproot’s program associates to do more for nonprofit grantees by having insight into the services and grants that would be most impactful to their needs. With this added insight, Taproot Foundation will receive stronger grant applicants who are more readily prepared to leverage Taproot Foundation’s pro bono consultants.
“The impact of an enhanced database will be tremendous in our ability to positively impact the nonprofit communities with additional pro bono resources,” said Megan Kashner, executive director of Taproot Foundation.
“We are extremely grateful for the high caliber work that Sanjay Gidwani and Evan Smith from Model Metrics dedicated to this project,” said Hannah Clark, who led the project from the Taproot Foundation. “Our entire organization is excited about this new tool. As a nonprofit with limited resources, we expect the database to have a large impact on our ability to dedicate assets to what’s most important to our program’s success - building relationships with corporations and nonprofit grantees to drive social change.”
“I’m humbled by the work of our Model Citizen employees in enabling the success of this innovative nonprofit,” said Adam Caplan, CEO of Model Metrics. “From our founding, we have aimed to use our talent and resources to give back to the community with the Model Metrics’ Model Citizen 1/1/1 philanthropy initiative. It is inspiring to see the difference it is making.”