Our mission is to inspire nonprofits and government agencies to drive change in their communities by embracing change in their organizations. Through insightful conversations with industry experts, we reveal how human services organizations can harness their data to become more efficient and effective for the people they serve. We also speak with leaders from nonprofits and state and local governments to share how their innovation journeys empowered them to become stronger organizations.
If you're looking to kickstart your innovation journey, contact us at provisiopartners.com.
From NPSP to Agentforce Nonprofit: What Comes Next for Nonprofits on Salesforce
Salesforce is no longer building on NPSP. So in this episode, we unpack the major shift happening in the nonprofit Salesforce ecosystem with Agentforce Nonprofit and what it really means for organizations still using NPSP.
Salesforce’s Maddy Earhart and Provisio’s Valerie Rogers explore why this transition is happening, how agentic AI is reshaping nonprofit technology, and what leaders should consider before making the move. From data migration and reporting challenges to real-world AI use cases, this conversation breaks down the opportunities (and concerns) in a practical, no-hype way.
If you’re wondering whether it’s time to rethink your tech stack—or how to do it without disrupting your mission—this episode will give you a clear place to start.
27 Feb 2026
The Accidental Admin: Turning Salesforce Survival into Mission Success
What happens when “managing Salesforce” gets added to your job description… by surprise?
In this kickoff to Season 2 of Sparking Innovation, Tom Moran sits down with Pete Schweiss of Hope Ignites and Provisio’s own Blaine Cowart to unpack the very real (and very common) experience of the “accidental Salesforce admin” .
Pete and Blaine share what it’s actually like to be handed the keys to your organization’s most powerful technology—without the title, training, or time you expected. Most crucially, you'll hear how a managed services partnership can help an accidental admin not just survive, but thrive.
If you’ve ever found yourself thinking, “I didn’t sign up to be a Salesforce admin… but here I am,” this episode is for you.
23 Jul 2025
Partner Spotlight - Intellistack: Streamlining Healthcare Data Capture & Workflows
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.
10 Jun 2025
Rethinking Fundraising Strategy for a New Nonprofit Era
Fearghal Reid of MASON Consulting Group examines how nonprofits adapt fundraising strategies to secure funding and utilize AI, ensuring long-term growth during uncertain times in this interview.
7 May 2025
Nonprofit Data Visualization: Showing Impact Instead of Just Telling It
Long data sets are hard to comprehend. Charts, graphics, 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
23 Apr 2025
AI, Salesforce, and The Digital Front Door: Technology Insights for Better Government
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.
9 Apr 2025
Advisory Services: Aligning Technology With a Nonprofit's Mission
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
26 Mar 2025
Change Management: Tips for Successful Technology Transformation
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!
12 Mar 2025
Agentforce for Nonprofits: Digital Workers, Real Impact
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.
25 Feb 2025
The Power of Data Ownership for Nonprofit Impact Storytelling
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.
12 Feb 2025
Sustainably Funding Technology Innovation
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
29 Jan 2025
AI Readiness for Nonprofits
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:
00:00 - Introduction to AI in Nonprofits
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
15 Jan 2025
Creating a Culture of Innovation at a Nonprofit
Heath Parks, Information Systems & Salesforce Manager at Cincinnati Works, reveals how to create an organizational culture of innovation that sustains growth and boosts impact.
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