South Bristol Youth achieve 100% annual savings in addition to a 98% time saving with Performa
Client: South Bristol Youth (SBY)
Partner: Performa
Duration: 8 Years (Managed Service Provider)
South Bristol Youth is a vital charity dedicated to levelling the playing field for disadvantaged young people. By providing the support needed to excel within the education system and beyond, SBY ensures that a student’s background doesn’t define their future.
As part of our Pledge 1% commitment and a personal selection by our CEO, Ben Coleman, Performa has served as SBY’s dedicated managed service partner for nearly a decade, ensuring their Salesforce ecosystem works as hard as they do.
The Impact in Numbers
Our partnership has delivered transformative results, shifting the focus from manual administration to mission-critical youth work. By optimising the Salesforce environment, we’ve achieved:
- 98% Time Saving on Data Management: Previously, processing a batch of 300 student records was a monumental task, taking 5 minutes per record – a total of 25 hours (three full workdays). Using Gearset Data Loader, Performa has reduced this entire process to just 30 minutes.
- 100% Annual Software Cost Saving: Performa eliminated the need for a paid, subscription-based application by building a native campaign solution. This allows SBY to redirect 100% of those licensing fees back into its charitable programs.
- 100% Risk Reduction: As a charity without an in-house Salesforce team, SBY faced significant operational risks. Our role as their Managed Service Provider offers a total safety net, ensuring system stability and expert support whenever it’s needed.
- 50% Admin Time Saved via Automation: Through enhancements to the ‘PDF Register’ document generation and sharing process, Performa have halved the time spent on daily administrative tasks, allowing the team to operate with much greater agility.
Key Transformations
1. Turning Days into Minutes
Handling 300 student records used to be a gruelling manual process, consuming three full workdays of staff time. By implementing Gearset Data Loader, we compressed 25 hours of data entry into a single 30-minute window. This allows the SBY team to spend less time behind a screen and more time delivering front-line support to young people.
2. Leaner Operations, Larger Impact
By replacing paid subscription apps with a custom-built, native campaign solution, we eliminated recurring software costs. For a charity, every pound saved on licensing is a pound reinvested back into the community.
3. Seamless Technical Safety Net
Without an in-house Salesforce team, SBY faced significant risks if the system faltered. Our managed service model provides a human-centric partnership, offering the security of an expert team that understands their mission.
“Being the Chief Executive, an indication of a well-run system is when you don’t hear much about it – for me, that is vitally important.”
— Camilla Chandler-Mant, CEO & Founder, SBY
At Performa, we believe tech should be personal. Our partnership with SBY isn’t just about tickets and deployments; it’s about community.
“Performa isn’t faceless, which some big organisations can be – we feel like we’re working with people.”
— Camilla Chandler-Mant, CEO & Founder, SBY
What’s Next?
We are currently developing a new project to track SBY’s fundraising efforts. As Camilla puts it, “20 quid is 20 quid – and I want to know who has given that to us and thank them for it.” We are building the tools to ensure every donor feels valued and every penny is accounted for.
Hear more about the Pledge 1% and Performa’s work with our charities and community from Camilla and Ben on our People & Planet page.
