Empowering Effective Indigenous Governance: Scalable Program Management & Data Tracking with Salesforce Nonprofit Cloud

At a Glance:

Client: Australian Indigenous Governance Institute (AIGI)
Industry: Non-Profit / Indigenous Governance
Solution: Salesforce Nonprofit Cloud, Program Management, Formstack, Outlook Integration, Client Success
Key Results: Centralised data, automated regulatory reporting, and a scalable platform for future growth.

About the Australian Indigenous Governance Institute

The Australian Indigenous Governance Institute is a not-for-profit, Indigenous-led organisation working in the governance, advocacy and community development sectors. They provide culturally informed training, resources, and advisory support to Aboriginal and Torres Strait Islander communities. Their mission is to strengthen self-determined governance by working alongside Indigenous organisations and groups to build resilient, legitimate, and sustainable leadership structures.

Learn more about Australian Indigenous Governance Institute

"Enrite’s support to implement Salesforce Nonprofit Cloud at AIGI has been instrumental in expanding our capacity to deliver programs, attract revenue and track longitudinal change to share meaningful data on the landscape of Indigenous governance in Australia."

Adam Doughty, Project Officer (Business Development & Communications)

The Challenge: Moving from Spreadsheets to Scalable Impact

Before implementing Salesforce Nonprofit Cloud, AIGI managed programs, funding partners, and project pipelines using spreadsheets, which limited visibility across their activities and made consolidating information more manual. They needed a system that could strengthen their program management processes by centralising program and stakeholder information, making updates easier, supporting automation, and enabling deeper reporting.

"Enrite provided tailored support which considered the unique needs of an Indigenous-led organisation, supporting AIGI’s data governance practice and the implementation of Indigenous data sovereignty protocols."

—Adam Doughty, Project Officer (Business Development & Communications)

"The ongoing support from Tania and the team at Enrite has been key in the success of this project. At AIGI we’re excited to see how effective salesforce implementation can continue to streamline our processes, protect our data and support us in our mission to meet the self-determined governance needs of Indigenous Australians."

Adam Doughty, Project Officer (Business Development & Communications)

The Solution: A Custom Salesforce Nonprofit Cloud Implementation with Enrite Solutions

Enrite Solutions designed and implemented a tailored ecosystem centred on Salesforce Nonprofit Cloud. This gave AIGI a structured, scalable platform to manage programs, stakeholders, and operational workflows, while reducing manual work and improving data consistency across the organisation. It also established a foundation for accurate, real-time reporting, enabling the organisation to monitor activities, demonstrate impact, and meet governance and compliance obligations with confidence.

Salesforce Nonprofit Cloud

We implemented Salesforce Nonprofit Cloud to unify AIGI’s core operations. This included:

Program Management for their unique training programs and professional development engagements.
Opportunity Management to track funding pipelines and partnerships.
Enquiry Management to streamline incoming requests from prospective partners, participants, and community members.
Reports and Dashboards scheduling to assist in streamlining Board Reports, tracking Program enrollments and attendance as well as financial KPIs.
Automated Action Plans to assist in automatically creating tasks for the relevant staff when certain events occurred.

Formstack Forms & Salesforce Integration

To reduce manual data entry and improve the accuracy of incoming information, we set up a contact form in Formstack, and integrated Formstack with Salesforce.

Contact Form to accurately capture information.
Program & Event Registration to capture and allocate attendees to the correct program or event campaign.
Formstack integration with Salesforce to automatically create the right records and route to the appropriate team.

Microsoft Outlook Integration

We connected Salesforce with Microsoft Outlook so staff could track emails and calendar interactions directly from their inbox. This streamlined communication management and improved visibility across stakeholders.

Client Success Support

Following implementation, Enrite continues to support AIGI with ongoing Client Success services, such as providing training, best practice advice, enhancement projects, and Salesforce admin support, as their processes evolve.

Outcomes From the Salesforce Nonprofit Cloud Implementation

With Salesforce in place, The Australian Indigenous Governance Institute experienced meaningful improvements in their program management and overall operations.

One source of truth because information now lives in one system, replacing scattered spreadsheets.

More reliable data across teams due to automated form submissions and synced communication records.

Improved reporting and insights made possible by Nonprofit Cloud’s built in dashboards.

Greater visibility over programs and funding thanks to consolidated program management and a clear project pipeline.

Reduced manual admin work as data entry, routine tasks, and tracking processes are now automated.