InterWeave Customer Reviews
Resource Media
Case Study
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Introducing Resource Media
Resource Media is one of a kind: a nonprofit communications firm working exclusively in support of social change.
Top-notch strategy, results-driven campaigns, tools and trainings, leadership and partnership: all aimed at making the world a better place.
Publc Health - Seattle & King County
THE SITUATION
Partnerships to Improve Community Health was a program that provided support to dozens of community groups working to reduce health disparities in King County, through systemic change impacting those who face the highest risks of preventable health problems. Public Health – Seattle & King County needed to tell the stories of these projects in an authentic way, while also providing communications tools and resources to their grantees.
OUR ROLE
Resource Media executed this communications project, from research and messaging to creative content promotion planning. Public Health wanted to ensure that community leaders were put front and center in this work, with thoughtful transcreation and adaptability for future communications needs. Resource Media led the group through a research and discovery, messaging and creative process, ultimately creating eight videos of varying lengths, an infographic and icons and print leave-behind highlighting the stories of these community leaders. In addition to English language materials, Resource Media handled the transcreation process for Spanish, Somali, Arabic and Khmer-speaking communities.
THE IMPACT
As a result of creating this suite of communications materials, PICH grant recipients were able to use Resource Media’s training and materials to more effectively implement communications strategies to boost their brands in front of important stakeholders, influencers and funders. Already, groups have been showing videos at fundraisers and using communications deliverables to help tell their stories and make the case for continued funding and support. And, program managers, evaluators and other issue experts at Public Health have the resources to explain the importance of their health equity and community outreach work.
“Resource Media has helped to raise the profile of the World Heritage Marine Program. From a regular monthly newsletter to articles in National Geographic and Nature, they are a shining a light on the challenges facing the crown jewels of the ocean, and the innovative solutions being piloted at marine World Heritage sites. Our increased visibility has enabled us to attract new funding and grow our impact.”
Fanny Douvere, UNESCO Head of World Heritage Marine Program
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The Resource Media Solution
InterWeave SmartSolutions – Configurable QuickBooks Desktop (Hosted at Trapp Technology) integration to Salesforce Enterprise Edition
We met Resource Media (Non Profit) in 2021, with the request to integrate their Salesforce with their QuickBooks Desktop, Accountant Desktop 2020, which was hosted with another integrator. InterWeave assisted with the move to Trapp Technologies, additionally supporting Expensify, Bill.com and others. The Solution is complex; with custom object and custom processes supported in InterWeave.
Resource Media, a nonprofit communications firm specializing in social change campaigns, would benefit from integrating QuickBooks Desktop with Salesforce using InterWeave SmartSolutions by automating financial processes, improving donor and project tracking, and enhancing operational efficiency.
Key Benefits:
- Seamless Grant & Project Accounting: Syncs funding sources, expenses, and invoices between Salesforce and QuickBooks, ensuring accurate financial tracking for grants and client projects.
- Real-Time Financial Visibility: Provides teams with real-time access to budgets, payments, and outstanding invoices directly in Salesforce.
- Enhanced Donor & Client Management: Connects funding contributions, project allocations, and financial reporting, offering a 360° view of financial data.
- Automated Billing & Expense Tracking: Reduces manual data entry by automating invoice generation, reimbursements, and payment tracking.
- Scalability & Compliance: Supports nonprofit financial reporting, fund allocation tracking, and multi-funder projects, ensuring compliance with grant requirements.
By integrating QuickBooks Desktop with Salesforce via InterWeave, Resource Media can streamline grant management, financial reporting, and donor/client tracking, ensuring greater efficiency, accuracy, and transparency in their mission-driven work.
InterWeave SmartSolutions for Nonprofits
InterWeave SmartSolutions seamlessly integrates QuickBooks Desktop with Salesforce, automating donor management, grant tracking, and financial operations to improve efficiency and transparency for nonprofits.
Key Benefits:
- Automated Donor & Grant Tracking: Syncs contributions, pledges, and funding sources, ensuring accurate fund allocation.
- Seamless Payment Processing: Posts donations, recurring contributions, and reimbursements in real time.
- Program & Project Accounting: Links expenses, budgets, and reporting for compliance and transparency.
- Real-Time Financial Visibility: Provides instant access to funding balances, invoices, and donor history in Salesforce.
- Automated Invoicing & Reimbursements: Reduces manual errors and improves fund disbursement accuracy.
- Scalability & Compliance: Supports multi-program fund accounting and ensures grant compliance.
By integrating QuickBooks with Salesforce, InterWeave helps nonprofits streamline financial tracking, donor relations, and grant management, allowing them to focus on their mission.
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