BearingPoint client success story: Schule im Aufbruch uses effective reporting to enable innovative programs for shaping the future of education

BearingPoint assisted Schule im Aufbruch in defining and harmonizing its business processes and establishing effective KPIs using Salesforce, allowing the NGO to evaluate project results better and use data to enhance services.

Amsterdam, July 25, 2024 - Schule im Aufbruch (SiA) - in English: School on the Move - is a nonprofit organization 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 skills, and work with others for meaningful outcomes.

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

Customizing Salesforce features to support SiA's processes

As part of a pro bono initiative, BearingPoint supported SiA with defining and harmonizing its business processes and setting up effective KPIs. The team analyzed the NGO's business workflows and identified and structured the essential work processes. They also assessed the various methods of work and the words and definitions they applied to different tasks, leading 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 generate and track funding sources and better plan 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 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 track and evaluate its project activity and performance.

Enhancing the reporting function to support future initiatives efficiently

SiA has centralized and harmonized all its operational processes across Germany, gaining a holistic view of its business activity. Using Salesforce's flexible features, the NGO now has a complete view of data across collaborations, project phases, funding sources, and payment schedules. It uses consistent data to evaluate project performances, gather helpful activity feedback, and adjust products and services to meet its partners' needs.

The collaboration journeys improved 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.

About Schule im Aufbruch

Schule im Aufbruch is an educational organization that has set itself the task of shaping schools today as they should be tomorrow. To this end, it develops innovative learning formats with a focus on Education for Sustainable Development and encourages, accompanies and networks schools on their way to a sustainable school and learning culture. The organization was founded in 2012 by educational innovator Margret Rasfeld, and together with Björn Lefers, they still form the management today.

About BearingPoint

BearingPoint is an independent management and technology consultancy with European roots and a global reach. The company operates in three business units: Consulting, Products, and Capital. Consulting covers the advisory business with a clear focus on selected business areas. Products provides IP-driven digital assets and managed services for business-critical processes. Capital delivers M&A and transaction services.

BearingPoint's clients include many of the world's leading companies and organizations. The firm has a global consulting network with more than 10,000 people and supports clients in over 70 countries, engaging with them to achieve measurable and sustainable success.

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