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Implementing a grants system that could be easily adapted to meet ever-changing business needs

The National Lottery Heritage Fund (NLHF) is the largest dedicated funder of heritage in the UK. They distribute National Lottery grants from £3,000 to £5million and over, funding projects that sustain and transform the UK’s heritage. NLHF had been using their custom built grants application and management system since 2008. It had become quite unstable and had reached its end of life. They required a system which could easily be adapted to meet changing business needs.

NLHF were looking to achieve a single view of applications and their applicants (customers) in order to improve monitoring and authorisations of grants. Methods initially conducted a discovery to understand the current processes and plan a roadmap for project success. We then proposed a data model using as many standard Salesforce objects as possible – utilising ‘clicks not code’. The aim was to capture the grant application process and everything that falls from it in a single account view.