In this Partner Spotlight episode, we explore how Provisio and Intellistack team up to streamline data capture and tedious workflows using Salesforce.

Sarah Galyon, Senior Director of Healthcare Solutions at Intellistack, shares her powerful journey from the front lines of healthcare administration to shaping the future of digital transformation at Intellistack, formerly known as Formstack. The company's name change coincides with the release of

Streamline—Intellistack’s new no-code workflow orchestration platform designed to bridge data silos, automate administrative burdens, and deliver seamless client experiences without compromising security or compliance.

You’ll learn how Streamline enhances Salesforce implementations, enables external data integrations without manual entry, and powers Digital Front Door solutions that put clients in control of their own journeys—from mobile intake to instant service matching.

Tune in to hear how this innovative partnership is helping human services organizations modernize operations and amplify their impact—one workflow at a time.

Due to the threats of federal grant freezes, it's an uncertain time for nonprofits. Fearghal Reid, VP and co-founder of MASON Consulting Group, explores how nonprofits can thrive during uncertain times—not just survive.

Fearghal explains what funders really want to see in a grant proposal, key considerations to develop a sustainable funding strategy, and how to use AI in the fundraising process without losing the human touch.

Whether you're a fundraiser, executive director, or grant writer, this conversation will help you shift from reactive survival mode to proactive, long-term growth.

MASON Consulting Group: https://themason-group.com/

Long data sets are hard to comprehend. Charts, graphs, and maps are not. That's why data visualization is a key tool for nonprofits to demonstrate impact to funders, stakeholders, and the community.

In this episode, Alex Montgomery, Senior Director of Impact & Advocacy at Chinese American Service League, reveals how CASL harnessed the power of data visualization to spearhead a data-sharing effort with other organizations serving the Asian-American community. This program called Change InSight is increasing visibility for the AANHPI community to help increase funding and support for this rapidly growing demographic.

Provisio Senior Data Analyst Josefine Hansen joins as well to reveal what nonprofits must do to implement data visualization for themselves.

Change InSight: https://www.changeinsight.org/s/

Provisio Data Management & Strategy: https://provisiopartners.com/data-management-strategy

Chapters: 00:00 - Introduction to Data Visualization in Nonprofits

03:06 - The Impact of Data Visualization on Community Engagement

11:45 - Learning from Data: Insights and Community Needs

11:55 - Building a Roadmap for Data Visualization

14:47 - Exploring Tableau: A Powerful Visualization Tool

17:43 - Fostering Data Literacy in Nonprofit Organizations

21:12 - The Ripple Effect of Data Visualization

23:50 - Future Aspirations for Change Insight

It’s a critical moment right now for the public sector. Government services are often regarded as slow and inefficient – think red tape. But major jumps in CRM technology, whether that’s standard Salesforce outcomes or the advent of agentic AI like Agentforce, are opening a window of opportunity for governments to flip the script once and for all on that narrative. 

By investing in comprehensive data strategy, legacy system modernization, and artificial intelligence, governments can foster a new reputation for delivering effective services quickly and easily.

Nadia Hansen, Salesforce Global Digital Transformation Executive for Public Sector, joins Provisio COO Kim Collins to highlight high-impact use cases of Salesforce for government. They also dig into real world examples of AI for government, including agentic AI like Agentforce, and provide a roadmap for public sector agencies to begin harnessing AI.

Mission drift is a common challenge for nonprofits. As the years fly by, it’s easy to lose focus of the original mission and of the core values that shaped your organization. This is particularly problematic during a technology transformation. If you don’t have a clear idea of what you're really trying to accomplish and how to measure success, your new CRM won’t be structured to deliver the best results. That’s why it’s vital for nonprofits to undergo strategic planning beforehand to align their new technology with their mission!

Provisio Director of Advisory Services Amitis Oskoui ensures nonprofits achieve maximum impact with new technology by guiding them through a comprehensive strategic planning process during implementation. Amitis explains what nonprofits need to consider during this process and reveals the strategic considerations for adopting AI in nonprofit work.

Chapters:

00:00 - Introduction to Change Management in Nonprofits

01:08 - Understanding Mission Drift and Realignment

04:51 - The Role of Data in Nonprofit Strategy

07:31 - Redefining Success Metrics for Nonprofits

10:46 - Leveraging Technology for Outcome-Driven Insights

13:08 - Cultural Change and Technology Adoption

15:23 - Strategic Use of AI in Nonprofits

Adopting a new CRM like Salesforce isn't a walk in the park. Even after getting the technology up and running, you need staff to feel excited, supported, and willing to adapt to it. Otherwise, they won't properly use it.

In this episode, Provisio VP of Client Success Sam Stoterau and Delivery Manager Blaine Cowart reveal change management tips to ensure a successful technology transformation.

Listen to see how nonprofits and government agencies can build genuine enthusiasm and strong commitment among staff to squeeze every last drop of value from their technology investments!

Agentic AI is here, and Salesforce's Agentforce has placed this transformative technology at the fingertips of nonprofits and government agencies. These digital workers are NOT chatbots. They can contextualize complex questions, recommend interventions, and even handle tasks completely autonomously. For nonprofits, that frees up human staffers to focus on more mission-critical work. Talk about a game changer!

Larry Fontillas, Salesforce Director of Solution Engineering for Nonprofits, joins the show to break down real-world use cases of Agentforce for nonprofits. Provisio VP of Data Services John Patton also returns to explain what agentic AI really is and what nonprofits can do to prepare their data to harness it.

If you don't own your own data, you can't tell your own story.

Nonprofits in the homelessness & shelter spaces are required to share their client data with county HMIS systems. For San Francisco-based Urban Alchemy, this was a problem. They didn't have full access to their client data across all their service areas.

To overcome this hurdle, Urban Alchemy harnessed Salesforce. Now, because they actually own all their data, they can tell their comprehensive impact story across states and counties in powerful new ways. This has empowered the organization to expand into new cities nationwide!

Mike Anderer, Chief Administrative Officer at Urban Alchemy, dives deeper into the organization's unique theory of change and how investing in data ownership expanded the organization's footprint.

Provisio Chief Strategy Officer Craig Maki also join the pod again to add his insights on this important topic.

Innovation isn’t a one-time expense. It's a continuous investment.

New technology is essential for delivering top-notch human services, but the challenge isn’t just the upfront cost—it’s securing the long-term funding to keep it running. Without sustained investment, even the best tools lose their impact.

Trellus Co-CEO Chris Shue shares how to break through funding barriers and keep innovation moving forward—even when internal buy-in is scarce.

Chapters:

00:00 - Introduction to Sparking Innovation

04:55 - Funding Technology: The Elevator Pitch

13:05 - The Shift in Funding Dynamics Post- COVID

19:52 - Leveraging Data for Impact Stories

We all know the transformative potential of AI, but many nonprofits are unsure how they could specifically use it. On top of that, the burning question is, "How does my organization even become AI-ready?"

Provisio Chief Innovation Officer Erica Cox and VP of Data Services John Patton explore current applications of AI in human services, the keys to a great data strategy for AI, and how Provisio assists organizations in becoming AI-ready. They also highlight Salesforce's exciting new Agentforce AI technology and how it will boost impact and efficiency for human services organizations.

Chapters:

05:36 - The Importance of Data Strategy for AI

11:51 - Provisio's Approach to AI Readiness

18:05 - The Future of AI in Human Services