Mutiple Clouds





Since 1924, United Way of Metropolitan Dallas has invested in the most effective local programs that work to create opportunities and change lives forever. They unite donors and volunteers with organizations who are focused on producing real results in the areas of education, financial stability, and health.

Company Size

120+ Employees


Dallas, TX


Configero Drives Nonprofit Digital Transformation

The Challenge

  • Legacy enterprise
    application lacked
    architecture for efficient
    donor relationship
  • Disconnected data
    management, processes,
    and manual systems and
    lack of flexibility with
    customization and process
  • Limited donor engagement
    and retention causing a
    decline in donor growth
  • 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
  • Deployed Customer Portal
    enabling customers to track
    their cases and receive
    statuses via the web

The Results

  • Reduction in workload for
    critical operations, including the
    replacement of manual
    processes typically performed
    with paper forms/Excel and
    automation of donor
    acknowledgement letters
  • Improved view of donor and
    prospect data in a single
    platform in order to better
    analyze data for reaching a
    wider audience and to convert
    prospects into volunteers and
    donors and using more mobile
    and social capabilities for
    deeper community
  • Tighter integration across its
    business units due to
    automated workflows for
    processing donations