Client Success with The MacLellan Foundation: Navigating the Future on Salesforce

The Maclellan Foundation has been a valued customer of Salesforce since 2011, originally implementing foundationConnect with support from NPower. The foundation is dedicated to enabling the courageous to look to the future while drawing inspiration from the past.

Choosing the Right Partner

After over a decade of using Salesforce and foundationConnect, The Maclellan Foundation found itself at a crossroads as foundationConnect approaches its sunset. In late 2022, the foundation engaged with Agile Cloud Consulting to conduct an assessment and explore the best path forward.

Early on in their evaluation process, it became evident that Agile Cloud Consulting stood out in terms of keeping the engagement at a high level while providing a plethora of options for the foundation to consider. Impressed with the firm’s commitment and capabilities, the foundation decided to continue with Agile Cloud Consulting for the assessment

Approaching foundationConnect’s Sunset

During the foundationConnect migration assessment, Agile Cloud Consulting became a strategic partner, guiding The Maclellan Foundation through the intricate process of options for navigating the transition away from foundationConnect. 

Agile took a holistic approach, ensuring that the foundation had a clear understanding of the available options and potential paths forward on Salesforce. The Agile team, known for their expertise within the grantmaking sector, collaborated closely with The Maclellan Foundation, ensuring that the client was well-informed and the steps aligned with the foundation’s unique needs.

With Agile’s guidance, The Maclellan Foundation felt empowered to make an informed decision on the next phase of their Salesforce journey. The Agile Cloud Consulting team proposed replicating foundationConnect features and functionality within Salesforce. This approach will allow The Maclellan Foundation to retain a decade of customization and seamlessly continue their grantmaking processes.

The Maclellan Foundation is poised to go live with their new Salesforce solution in March 2024. The foundation expresses excitement for what lies ahead for them on Salesforce. 

About Agile Cloud Consulting

At Agile Cloud Consulting, we firmly believe in taking a holistic approach to business solutions. Combining cutting-edge technology with a deep understanding of our client’s needs, we are a leading provider in empowering companies to leverage the power of technology to grow. We are a Salesforce Summit Partner, Salesforce PDO Partner, and Snowflake Services Partner. Our team is committed to delivering exceptional value to our clients using the agile methodology, ensuring a strong return on their investment. 

Contact us to learn how we can help your organization thrive.

 

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