How Radical One Improved Program Registration for Reinvestment Partners

Introduction

Reinvestment Partners (RP), a nonprofit in Durham, North Carolina, is dedicated to improving the lives of individuals through various programs, including their Eat Well Produce Prescription initiative. This program allows participants and care managers to register for fresh food programs through online portals, using Salesforce Experience Sites. However, behind the scenes, the nonprofit needed to grapple with significant technical challenges that were hindering its mission.

They needed help. That’s when Radical One stepped in.

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The Client’s Problem:

RP’s team was passionate about their work, but they were fighting an uphill battle against outdated processes and inefficient systems. Each day, the team faced frustrations:

• Inconsistent Branding: Every Experience Site looked different. Without a unified, professional look, it was difficult to convey the trustworthiness and identity of their Programs.
• Management Struggles: Setting up new programs took far too long, and managing staff access became a headache, requiring constant oversight.
• Reliance on Manual Processes: Much of their work was done manually, eating up valuable time and leaving room for errors.
• Inefficient Case Management: Case files were often delayed, and without a streamlined system, case resolution times dragged out.
• Overwhelming Page Layouts: Some object layouts were cluttered, making it difficult for the staff to navigate the tools they needed.
• Lack of Scalability: As the organization grew, its technology couldn’t keep up. Adding new programs felt like starting from scratch every time.
• Limited Reporting and Visibility: They couldn’t easily see the full picture, which made it difficult to measure success and make informed decisions.

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For RP, these problems weren’t just operational; they were impacting their ability to serve their community effectively. They knew they needed to act, and they needed a partner who understood their mission. That’s where Radical One came in.

The Radical One Solution:

When Radical One partnered with Reinvestment Partners, we knew the nonprofit needed more than just a quick fix—they needed a complete transformation. Our team began by diving deep into their challenges, understanding their goals, and envisioning a system that would grow with them.

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First, we tackled the branding issue. RP’s Experience Sites were redesigned to create a unified, professional online presence. Now, whether users visited one site or several, they were met with a seamless, trustworthy brand experience.

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Next, we turned our attention to the cluttered Experience Sites. Flows and processes were completely revamped, making the system intuitive and user-friendly. For RP’s staff and participants, this change was transformative. Data entry, once a frustrating process, became a breeze.

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Manual processes? Not anymore. We automated key tasks using Salesforce Flows and custom code, freeing up the RP team to focus on what really mattered—helping people. With these new automations in place, tasks that once took hours could now be completed in minutes.

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We also restructured the page layouts, removing unnecessary fields and simplifying the user interface. This made it easier for staff to access the tools they needed without wading through irrelevant information.

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But that wasn’t all. RP’s outdated system architecture was completely overhauled. We built custom components for their Experience Sites, ensuring the system would not only meet their current needs but scale for the future.

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Implementation Process:

We knew that making all these changes needed careful planning, so we followed a structured approach:

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1. Discovery Phase: We worked closely with RP’s team to uncover pain points and define clear objectives. This helped us map out a solution that directly addressed their needs.
2. Customization: From restructuring the system’s architecture to simplifying the page layouts, we built everything with scalability and efficiency in mind. We automated manual processes and developed custom components tailored to RP’s operations.
3. Testing: Before anything went live, we conducted rigorous testing to ensure everything worked smoothly and aligned with RP’s goals.
4. Go-Live: When the new system launched, the RP team received full support and training to ensure they could take full advantage of the improvements.

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The Results:

The transformation was immediate. The RP team no longer had to worry about piecing together fragmented processes or navigating a system that slowed them down.

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• Improved Usability: Participants and staff alike found the new Experience Sites easy to use and navigate.
• Streamlined Operations: Automated workflows allowed staff to focus on the work that mattered, rather than getting bogged down in administrative tasks.
• Reduced Technical Debt: With a modernized, scalable system in place, RP’s technical issues were drastically reduced, paving the way for future growth.
• Faster Case Resolution: The streamlined case management system including case deflection allowed staff to resolve cases quickly, resulting in higher satisfaction for both participants and care managers.

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By the time the dust settled, Reinvestment Partners had a system that not only worked for them but actively supported their mission. With a renewed focus on what they do best—helping their community—they were ready to scale, confident that their technology would grow alongside them.

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Conclusion:

Radical One’s partnership with Reinvestment Partners didn’t just solve technical problems—it empowered them to operate more efficiently and serve their community more effectively. Together, we turned challenges into opportunities, ensuring RP could continue their vital work with the best tools at their disposal.

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