Salesforce Data System Build

Overview

Led a cross-functional project to design and implement a Salesforce database for longitudinal impact tracking at Promise Partnership Utah. The system replaced fragmented spreadsheet-based tracking and enabled real-time reporting across 25+ programs.

The Problem

Teams across the partnership were operating without accurate, longitudinal data because the organization did not have a centralized system to gather and analyze it. Data lived in disconnected spreadsheets, making it difficult to track progress, identify patterns, or report impact consistently.

Approach

• Coordinated requirements gathering across data, program, and operations teams
• Co-designed the database architecture to support longitudinal tracking of impact measures
• Built workflows and documentation infrastructure including data sharing agreements, analysis planning templates, and communication strategies
• Simultaneously worked with teams to update their measurement frameworks based on the data being gathered

Outcomes

• Centralized data system enabling longitudinal impact tracking across the partnership
• Real-time reporting capability across 25+ programs
• Standardized data collection and sharing protocols across departments and partners
• Increased team confidence in data accuracy and decision-making