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Success Stories

ORT Israel, Technology & Science Educational Network

The Ort Israel Network has been operating as an educational network with no political affiliation since 1949, and its mission is to inculcate values and foster a broad education among Lumedia, focusing on technology and sciences. The network operates over 252 educational institutions, schools, and colleges across 57 local authorities. About 100,000 teenagers, students, and adults learn online every year.

The resource mobilization division works to mobilize resources, create collaborations between the network and the business sector, and raise public awareness of Ort’s achievements in leading scientific and technological education in Israel. The division manages donor relations and growing resources in Israel and abroad, creating collaborations between schools and companies in industry and the business sector.

The Challenge

Our challenge was to establish a cutting-edge system for managing and developing resource development, aiming for unparalleled efficiency and strategic growth. The goal was to create a seamless, intuitive platform that could handle the diverse needs of our organization’s stakeholders.

Our Solution

In collaboration with the ROI-Clouds company team, we embarked on a meticulous journey of requirements characterization, ensuring every aspect of our organization’s needs was comprehensively understood. At the culmination of this process, we implemented a robust system based on Salesforce’s NPSP – Nonprofit Success Pack. 

This comprehensive solution encompassed:

We established a mechanism to manage a wide array of stakeholders – donors, friends, employees, graduates, suppliers, and more. Streamlining this process ensured accurate, real-time data management and improved engagement.

We revamped the system for managing, assigning, and monitoring employee tasks. This optimization enhanced productivity and ensured tasks were efficiently executed.

Implementing mechanisms for lead acquisition, donation tracking, and grant management streamlined our fundraising efforts, ensuring no opportunity was missed.

A tailored product management system was set up for donors, facilitating efficient gift allocation and personalized donor experiences.

Our platform enabled meticulous planning and management of campaigns and events, ensuring our initiatives were well-coordinated and impactful.

A user-friendly interface design was implemented, offering a 360-degree view of donors and donations. This holistic perspective empowered us to make informed decisions and foster deeper donor relationships.

Tailor-made home pages were created, offering personalized experiences for different user segments, enhancing engagement and user satisfaction.

Advanced reporting tools and smart dashboards provided real-time insights into our organization’s performance, enabling data-driven strategies and informed decision-making.

We implemented a system for managing budget forms specifically designed for school donations, ensuring transparency and accountability in financial planning.

Mechanisms to prevent duplicate records were established, ensuring data integrity and accuracy in our system.

The seamless conversion and loading of data from our old system to the new platform preserved historical records and facilitated a smooth transition.

Outcome

This transformative implementation has not only streamlined our internal processes but has also elevated our resource development efforts to unprecedented heights. The Salesforce-based platform has become the backbone of our strategic initiatives, fostering meaningful relationships, optimizing tasks, and driving our mission forward. Through this initiative, we have not only met our challenges head-on but have also positioned ourselves for sustained growth, innovation, and impactful resource development.

"High-quality and professional work accompanied by full attention, patience, and tolerance. Highly recommended."
Sharona Bar Tzvi
Resource Recruitment Division - ORT Network

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