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Natural Resources and Energy
Travel and Transportation
Security and Defense
Consumer and Retail
From Paper Forms to a Funding System Built to Scale
Introduction
The David Foster Foundation helps Canadian families with children undergoing organ transplants. For many of those families, the Foundation’s funding helps cover essential costs during one of the most difficult periods of their lives.
Family support requests had increased by 45%. Every application still arrived on paper.
An operational model that needed to evolve
With a lean team and a strong commitment to directing donor dollars toward family support, the Foundation wanted to improve the efficiency of its intake process without introducing unnecessary administrative overhead or additional standalone platforms.
The goal was to create a more efficient and scalable process while maintaining the oversight and flexibility required for individualized review and funding decisions.
The goal was to create a more efficient and scalable process while maintaining the oversight and flexibility required for individualized review and funding decisions.
A streamlined model built for efficiency and control
Role-based access allows each user to interact with the application according to their role, while an authentication process provides access without requiring families or social workers to maintain separate user accounts.
Targeted automations were also integrated within the Foundation’s existing Microsoft environment. Submitted applications can now generate standardized internal records and supporting documentation automatically, while connected records remain aligned as applications move through the review and funding process. Automated renewal reminders also help staff track upcoming funding deadlines, while manual review and override options remain available where needed.
Targeted automations were also integrated within the Foundation’s existing Microsoft environment. Submitted applications can now generate standardized internal records and supporting documentation automatically, while connected records remain aligned as applications move through the review and funding process. Automated renewal reminders also help staff track upcoming funding deadlines, while manual review and override options remain available where needed.
“We wanted to improve efficiency without adding significant administrative overhead or learning an entirely new platform. TTT took the time to understand our intake process and built
something around the way we actually work. Reducing the amount of manual data entry has
saved us a significant amount of administrative time."
something around the way we actually work. Reducing the amount of manual data entry has
saved us a significant amount of administrative time."
Aleea Dahinden
Director of Family Relations, David Foster Foundation
