Relatives for Justice is a non-profit organisation supporting individuals and families affected by conflict-related trauma. Their work spans counselling, advocacy, welfare, and health and wellbeing services.

Through this work, they provide long-term support to communities navigating complex personal and social challenges, where consistency and coordination across services are essential.

Accurate, accessible data plays a key role in both delivering support and reporting to funders and stakeholders.

The organisation needed a clear and comprehensive view of each individual’s journey across all departments and services, in order to better understand engagement and improve reporting efficiency.

To achieve this, they needed a consolidated view that brings together data from multiple departments, including counselling, complementary therapies, welfare, advocacy, and health and wellbeing, into a single view per individual.

As the organisation grew, service data became increasingly fragmented. Each department managed information differently, using its own data structures, naming conventions, and custom objects.

This made consolidation complex and difficult to maintain, requiring significant data alignment to ensure consistent and accurate information.

Answering a simple question: how is someone interacting with the organisation as a whole? meant manually combining data from multiple reports and spreadsheets.

Each month, this process took up to a full week. It was time-consuming, inconsistent, and prone to errors.

At the same time, reporting expectations were increasing, especially in a non-profit context where transparency towards funders and stakeholders is essential.

We worked closely with stakeholders across departments to design and deliver a Salesforce-based solution that creates a unified view of service user engagement.

The work started with discovery sessions focused on understanding how each department structured and used its data in practice. This revealed that the core challenge was not only fragmentation, but the lack of a consistent way to connect information across services.

A key principle was standardisation without losing flexibility – aligning data across departments while preserving the specifics of each service.

The final solution combines a scalable data model with custom Apex logic to aggregate and process data from multiple sources into a single, reliable view per individual.

It enables:

• consolidation of data across counselling, advocacy, welfare, and wellbeing services;
• automated aggregation of information from 15 departmental sources;
• consistent representation of service user engagement across the organisation;
• reliable, up-to-date insights through Salesforce.

The system processes over 40,000 records automatically, ensuring that data remains accurate, consistent, and up to date.

By automating the most time-consuming part of their monthly workflow, the organisation eliminated the need for manual data collection and reconciliation.

What previously took up to a full week each month can now be completed in minutes.

This shift provided a clear, organisation-wide view of engagement across 5,000+ service users and 15 departments, improving both visibility and consistency of data.

With reliable information in place, the team can produce accurate reports more efficiently and provide transparent insights to funders and stakeholders.

The solution runs reliably at scale, processing over 40,000 records each night without performance issues.