Schule im Aufbruch uses effective reporting

Executive summary

BearingPoint helped Schule im Aufbruch to define and harmonize its business processes and to establish effective KPIs using Salesforce. This allowed the NGO to see clearly through its educational programs and network of partners, evaluate project results and use data to enhance services for the future.

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Efficient program management requires reliable IT solutions

Schule im Aufbruch (SiA), Schools on the move, is a non-profit initiative that supports holistic and transformative education in line with UNESCO's Global Action Plan Education for Sustainable Development. Through its educational programs, SiA cultivates a learning culture that helps children and youngsters learn how to be active and creative, develop future skills and how to work with others for meaningful outcomes.

SiA collaborates with hundreds of schools across Germany on different educational programs, offering workshops, school development programs, transformation guidance and memberships. Schools participating in the two-year long “Transformation Program” need to go through several steps, such as onboarding, alignment and commitment of teachers on selected workshops, as well as reporting regularly on certain milestones during the projects’ implementation. Therefore, SiA wanted to have a unified perspective on all its project activities, from evaluating and enrolling the schools, to tracking the workshops’ execution and outcomes, as well as centralized information about its membership network. The NGO also sought more clarity across its funding sources and use data to prioritize projects optimally.

With BearingPoint’s support, we have further developed our Salesforce platform. We can now map our transformation support program for schools in Salesforce from the start of school acquisition to the finalization of program implementation. By standardizing these processes and automating individual steps, we can carry out our work in a data-driven and efficient manner. The improved data situation enables us to carry out more targeted analyses and forecasts.

Björn Lefers, Team Facilitation & Organizational Development and Network Coordinator for Lower Saxony

Customizing Salesforce features to support SiA’s processes

As part of a pro bono initiative, BearingPoint supported SiA with the definition and harmonization of its business processes and the set up of effective KPIs. The team first analyzed the NGO’s business workflows, and identified and structured the key work processes. They also assessed the various methods of work and the words and definitions they applied to different tasks. This led to the development of a more structured way of working and a concise and coherent dictionary of the in-house terminology. SiA's existing Salesforce system was enhanced with effective KPIs to help them generate and track their funding sources, and plan better for their upcoming educational projects.

In a second project BearingPoint focused on streamlining SiA-specific processes for its educational programs. The team adapted the regular Salesforce opportunity process to cover all required project phases and elements, including the eligibility criteria and onboarding of new members, workshop choices, and timelines. SiA’s educational offering portfolio was clearly categorized, and its alumni network of schools was incorporated into the system using the Salesforce Nonprofit Success Pack (NPSP) data model. BearingPoint then created customized reports to effectively see the KPIs and help SiA to track and evaluate its whole project activity and performance.

We’re honored to have worked with Schule im Aufbruch in shaping the future of education through innovative programs. By leveraging Salesforce to define and harmonize its business processes, SiA has unlocked the full potential of its data to evaluate projects and enhance services. Together we tailored solutions that empower the organization to achieve its goals and make a meaningful impact in the communities it serves, which makes us proud.

Elena Maasem, Partner at BearingPoint

We were able to create real added value for SiA. They are now able to evaluate their KPIs at any time, which noticeably frees up internal resources. The collaboration on the project was characterized by trust, professionalism and appreciation, which forms the basis for this sustainable success.

Ruth Ilana Windmüller, Manager at BearingPoint

Enhancing the reporting function to support future initiatives efficiently

SiA has centralized and harmonized all of its operational processes across Germany, gaining a holistic view of its entire business activity. By using Salesforce’s flexible features, the NGO is enabled to have a complete view of data across collaborations, project phases, funding sources, and payment schedule. They can now use consistent data to evaluate projects performance, gather useful feedback about their activity, and adjust products and services to meet their partners’ needs.

The collaboration journeys improved, both among SiA staff and across different units, as well as with external partners, schools, and members. Reporting became easier and faster, leading to operational efficiencies and better decision-making based on KPI-driven insights.

Schule im Aufbruch relies on donations. If you would like to support the organization, you can do so through this link.