The Texas Equal Access Fund was founded in 2005 to help low income people cover the costs of abortion, but the overturning of Roe v. Wade in the summer of 2022 brought operations to a screeching halt. While TEA Fund tried to figure out their legal options, they hired Undaunted Consulting to overhaul their Salesforce for Nonprofits CRM.
TEA Fund’s Salesforce system was set up in 2011, and as far as we could tell, it had not been touched since. There were numerous security vulnerabilities and manual processes that could be fully automated. Additionally, the architecture was set up specifically to help fund abortions. It was not flexible enough to handle a broader range of support that TEA Fund would have to provide in the post-Roe era.
We did a complete top-to-bottom redesign of their system. What TEA Fund would be able to do in the future was still uncertain, subject to court rulings. So we focused on building something flexible. We shored up their security, reduced bloat by deleting apps and packages, and redesigned the object architecture so that support was tracked in related records, with options that could be easily modified. We also replaced all the manual tracking fields with custom rollups and formulas to help save time.
“Before…it took a lot of mental capacity trying to figure out how to make [Salesforce] work, and I’m very grateful I don’t have to do that anymore…Everything implemented was super helpful.”
Charlie, Intake Director, Texas Equal Access Fund
Undaunted Consulting strongly believes in building team capacity. We are here for our clients, but we do not want to make them dependent. That is why we provided TEA Fund with trainings and resources to be able to manage and modify the system themselves, so that they could continue to adapt to an uncertain future. We know from check-ins that they have been able to make updates on their own as the legal landscape continues to shift in their state.
