San Francisco Human Services Agency

Leveraging Launchpad to Transform Data Management

San Francisco Human Services Agency

Leveraging Launchpad to Transform Data Management

San Francisco Human Services Agency

For those in need, San Francisco Human Services Agency is the home for help with food, cash assistance, health insurance, job training, supportive care, and more. Their mission is to promote well-being and economic security among individuals, families, and communities in San Francisco.

The San Francisco Human Services Agency has been a customer of Launchpad since 2016.

For those in need, San Francisco Human Services Agency is the home for help with food, cash assistance, health insurance, job training, supportive care, and more. Their mission is to promote well-being and economic security among individuals, families, and communities in San Francisco.

The San Francisco Human Services Agency has been a customer of Launchpad since 2016.

Key Products Used

Case Management

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Business Services

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Key Products Used

Case Management

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Business Services

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The Challenge

Inefficient & Unorganized Data Management

The Challenge

Inefficient & Unorganized Data Management

San Francisco Human Services Agency tracks employer and client engagement for their workforce development programs. Historically, this was done using several databases, spreadsheets, and paper forms. The back and forth when exchanging documents and information resulted in several issues including varying data quality, duplicates, and significant time waste. They were in need of an efficient, centralized way to manage their data.

The Solution

Integrating Launchpad Services to Provide User-friendly CRM

The Solution

Integrating Launchpad Services to Provide User-friendly CRM

By using Launchpad, the San Francisco Human Services Agency was able to track engagement and synchronize their case management in a central, efficient CRM, ditching their inefficient method of using fragmented databases, spreadsheets, and paper.

Launchpad enabled the San Francisco Human Services Agency business services staff to create dashboards and reports to track information. This included a number of job placements, job applications, and open interviews. Launchpad’s personalized reporting and dashboards gave their case managers tools to track referrals and identified jobseekers who obtained employment. Access to real time data and reports is extremely beneficial for the SFHSA staff, and has been an invaluable tool for their program operations and decision making.  

Transitioning to Virtual Operations with Launchpad (COVID-19)

Enrolling Clients and Gauging Interest Online

Transitioning to Virtual Operations with Launchpad (COVID-19)

Enrolling Clients and Gauging Interest Online

Due to the pandemic, the staff needed to transition their in-person client interviews to virtual interviews. Utilizing Launchpad, jobseekers were able to complete an interest form to connect with the San Francisco Human Services Agency online. This enabled the San Francisco Human Services Agency staff to contact their clients and conduct interviews using Launchpad, helping them determine next steps for their clients.

Partnership with the Office of Economic & Workforce Development

Partnership with the Office of Economic & Workforce Development

During the pandemic, the San Francisco Human Services Agency used Launchpad to partner with the Office of Economic & Workforce Development by connecting their databases. As partners, these two crucial organizations could better support their clients by sharing data and resources. With Launchpad, both organizations are able to refer clients to each other’s programs and job opportunities, helping both organizations help the community and reach their goals.

"When I saw the Salesforce to Salesforce connection, I immediately saw this as an opportunity. Our two agencies need to help each other to help jobseekers. We want to do that in the most streamlined and easy way possible."
- Yunny Tai (Administrative Manager, Welfare to Work)

" When I saw the Salesforce to Salesforce connection, I immediately saw this as an opportunity. Our two agencies need to help each other to help jobseekers. We want to do that in the most streamlined and easy way possible. "
- Yunny Tai (Administrative Manager, Welfare to Work)

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