Second Harvest(not used)

Second Harvest


Lead their community to ensure that anyone who needs a healthy meal can get one.

Second Harvest

The Challenge:
How do you deal with an exponential increase in demand placed on your infrastructure virtually overnight? Since shelter in place in California and the ensuing unemployment, Second Harvest, a Silicon Valley food bank, went from feeding 270,000 people per month to 370,000 in April. The number of calls to their careline went from 180 per day to over 1000. And demand continues to grow. They’ve had to change business processes and supporting Salesforce NPSP Campaigns quickly. How have they done this, and met demand, without breaking existing functionality?
Other complications include:
  • Many employees either cannot work currently because they are high risk, or switched to working from home. Maintaining staff and volunteer numbers, and keeping everyone in the loop is a challenge
  • Staff and customer safety; fewer hands on the food is important
  • Second Harvest were already in a pilot phase for many Salesforce changes.

Explore the features helping Second Harvest grow

Map processes

Develop simple, yet powerful hierarchical process maps. Connect, engage and communicate with your business users. A “single source of truth”.

Provide Governance

Manage a formal release cycle for process content from draft through to published with access to archives.

Salesforce integration

Get single sign-on, embed process diagrams in standard or custom objects, and sync all config data into a Ref Model to document your Org and satisfy GDPR.

The Challenge

Consistent and efficient processes are vital for us to achieve the business goals of regulatory compliance and customer satisfaction. A key step to success on the digital transformation journey was the documentation of these processes and how they connected with each other. This would also enable our broader vision of automation using Salesforce.
However, we did not have an efficient platform to document or visualize the process maps.

What we did

We were referred to Elements via the Salesforce network.  The ease of use allowed us to commence mapping out several business processes and we quickly realized the potential of this software from a broader business perspective.  We were not only able to map the business processes, but also gain an understanding of how they interacted with each other and the resources required at each step.  This made it easy to review our current processes and understand how we could improve them going forward.
Being a business, that operates in a highly regulated environment, having documented processes with versioning is critical to support our compliance obligations.  We are now using the software to build our procedures manual and the version control capability to track changes.

Benefits & Outcomes

The ease of use has made adoption across the business easier, which has meant a more efficient and consistent sharing of our “company knowledge.”
The ability to visualize processes has encouraged feedback and through that ideas for process improvement and efficiency gains. This has also been a crucial step for us in automating processes within the business.
A year ago, our business systems were sound, but too many processes were stored in people’s heads. We wanted to go from good to great, and now, most of our business processes are fully documented in Elements. This has:
  • Greatly facilitated staff onboarding and training, process testing and improvement, and systems automation.
  • Resulted in regular and detailed feedback on our processes from within our team. This feedback is reviewed by leadership, then implemented per approval.
  • In the last two weeks alone led to the review and improvement of eight fundamental business processes, which were later revised in Elements and rebuilt in our Salesforce process automation app, Process Composer.
  • Delivered greater efficiency and improved client satisfaction.