Case study · Nonprofit CRM · Azure
Belafonte TACOLCY Center
One full-stack CRM in place of spreadsheet sprawl — intake, CANS assessments, grant-linked service logging, and donor management, with role-based access and audit logging.
The problem
The Belafonte TACOLCY Center, a Miami nonprofit serving families across the 33127, 33142, 33147, and 33150 neighborhoods, ran on disconnected spreadsheets. Client demographics, service delivery, CANS outcomes, food-distribution visits, and donor engagement each lived in their own file — and every report for the WeCare grant was compiled by hand.
That sprawl made day-to-day work harder and reporting painful: no single view of a client, no reliable roll-up of service hours or outcomes, and constant manual reconciliation before anything could go to funders.
The approach
A nonprofit's staff are stretched thin, so the system had to be something they'd actually adopt. I designed around the real intake-to-service workflow — including touch-friendly kiosks for the front desk and the food pantry — so a client or a visit is logged once and everything downstream rolls up automatically.
What I built
A full-stack CRM that consolidates the center's programs, services, and donors into one auditable system:
- Client & family management — comprehensive intake with a tablet kiosk self-intake mode (4-digit codes), family units, and head-of-household tracking.
- Outcomes & eligibility — a CANS assessment system (parent & child, 0–3 domain scoring with automatic red-flag detection and 60-day cycles) and a 16-question FNSP eligibility assessment with service-area validation.
- Service delivery & food distribution — grant-linked contact and service logs, plus a self-service food-pantry kiosk with a USDA food-security survey, referral prompts, and same-day duplicate prevention.
- Donor & campaign management alongside the program data, in one platform.
- Security built for sensitive data — JWT auth with optional TOTP multi-factor, role-based access (Admin / Supervisor / Success Coach / Viewer), and a HIPAA-style audit trail logging every access to protected information.
The result
One source of truth replaced the spreadsheet sprawl. Staff log an intake, a service, or a food-pantry visit once, and client counts, service hours, outcomes, and grant activity roll up automatically — turning reporting from a manual project into a by-product of doing the work. More than fifteen previously disconnected data tables now live in a single, role-secured, audited system.
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