Hawaiian Community Assets streamlines services for Native Hawaiians

Hawaiian Community Assets

Hawaiian Community Assets (HCA) is a HUD-approved housing counseling agency and nonprofit organization that provides education and opportunities to low- and moderate-income communities, helping them achieve and sustain economic self-sufficiency. Focused on Native Hawaiians, HCA offers a range of services to local families from down payment assistance grants, to emergency and disaster support, to rent-to-own opportunities through their Ua Hale A'ela program.

• Project purpose

  To build a modern, user-friendly database that staff can easily navigate, we're assisting HCA in migrating its CRM database from Outcome Tracker/OTIS to Salesforce's Nonprofit Cloud. While remaining HUD-compliant, we're developing an improved user experience for clients as well as enhancing prompt and accurate service delivery.

• Objectives

  • Develop a custom, HUD-compliant database that can be used across the organization.

  • Customize Salesforce and the HomeKeeper app to translate existing processes into the new system, including extensive data migration from their legacy system, custom reports and dashboards, and in-depth staff training.

  • Track HUD data, grants, rent-to-own programming, basic HR and administrative metrics, rent-to-own program interest and property management, and grants management.

• Tools & technology

  Nonprofit Cloud, FormAssembly, HomeKeeper

• Timeline

  2025–current

• Project team

  Mary Sienko — Project lead and Salesforce database administrator

  Megan Andrews-Sharer — Salesforce database administrator and project support

“[Sweet Grass] is knowledgeable and responsive. Communication is always clear, expectations are met (and often exceeded), and I felt supported and confident throughout the entire process. Staff's professionalism, attention to detail, and friendly approach make the experience smooth and enjoyable.” —Dana Penner, Hawaiian Community Assets

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