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Digital Cloud Transformation Drives Efficiency and Improved Community Engagement at United Way Metro Dallas

The Challenge

  • Legacy enterprise application lacked architecture for efficient donor relationship management
  • Disconnected data management, processes, and manual systems and lack of flexibility with customization and process automation
  • Limited donor engagement and retention causing a decline in donor growth goals
  • Teams spending too much time entering data into spreadsheets, emails and one-off communications

The Solution

  • Replaced legacy enterprise system with designation payouts to support full paid gifts, bill direct gifts, payroll deduction gifts, and resolution of exclusions and eligibility issues
  • Automated Donor, Gift, Grant, Prospect, Volunteer, and Event Management processes
  • Implemented Salesforce Nonprofit Success Pack, Community Cloud, Wave Analytics, and marketing automation
  • Deployed Customer Portal enabling customers to track their cases and receive statuses via the web


Our partnership with Accenture, Salesforce and Configero is a great example of how United Way is keeping pace with the rapidly evolving digital age to actively enhance and engage our internal team, donors and volunteer base.

--Jennifer Sampson, President & CEO, United Way of Metropolitan Dallas


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