Lutheran Immigration and Refugee Service Finds Efficiency with Salesforce

Profile picture for user Luis Sevilla
By: Luis Sevilla | 10.1.20

The Objective

Since 1939 over half a million refugees have found new homes and communities because of Lutheran Immigration and Refugee Services’ (LIRS) dedication towards helping vulnerable people across the globe. They provide numerous services to help refugees settle into their new lives. Those services include resettlement programs, refugee youth career development, foster care services, family reunification, and other programs that empower refugees.

As part of the resettlement process, a refugee’s travel is arranged under a loan program by the International Organization for Migration. Refugees make a promise to pay back the interest-free loan in a determined time frame. LIRS works with the International Organization for Migration to manage the loans, and refugees make payments and changes to their loan through LIRS. 

LIRS was managing the loans through an inefficient loan system that took a lot of time to manage. They looked towards adopting Salesforce to make their processes more efficient and reliable.

The Problem

LIRS’s loan servicing unit was on its third loan management system within the last five years. They were using a system that was unreliable and inflexible. There was no easy way to record payments, pull accurate reports, or automate tasks. The lack of trust in the system meant that things like invoices had to be double-checked by a person for accuracy, and if something was wrong, it had to be manually changed.

The deferment process was extremely inefficient and manual as well. Whenever a refugee needed a deferment, the old system required 20 steps to make it happen. That meant when there was a large number of deferments to process, staff members had to divide the task between themselves to get it done on time.It took up valuable time that could have been used to check-in and work directly with refugees.

The Solution

LIRS needed a new flexible and reliable system for the loan servicing unit. They decided to go with Salesforce because of the ability to customize it to their needs, automate a lot of their processes, connect it to their payment portal, and easily pull reports for the International Organization for Migration and the credit bureaus.

LIRS partnered with Idealist Consulting to help with the move. Idealist ’s consultants were able to work with LIRS staff to discover how LIRS would use the system through user stories to customize Salesforce to their needs.

Originally, Rana Almishlib, Loans Operations Specialist, was hesitant about the change because of the bad experiences with prior systems. But she said that the consultants provided a lot of knowledge about how to properly use Salesforce, held multiple tests with real data, and were fun to work with. By the end of the project, Almishlib's original worries were no longer there. She and her team were confident in their new system.

The Result

LIRS now has an effective system that can pull reports, save time, and have confidence in. What used to be time-consuming tasks can be done quickly. Common loan management duties used to take 30 minutes to complete, but now a staff member can perform the same tasks in less than ten minutes. Processing deferments no longer takes a team of people because of automation. 

Salesforce also helped LIRS to easily manage the large influx of deferments that the COVID-19 outbreak caused. Terry Holthause, Director for Loans Operations and Management, said Salesforce made it easy for them to handle the large number of changes that had to happen to loans. 

Overall, now that less time is needed to perform administrative tasks, LIRS has extra time to check in with refugees and help more with resettlement.

In their words:

“[Salesforce] brings simplicity and confidence,” said Almishlib

Looking to simplify your processes?

We have a team of consultants who are ready to help! Contact us to see how we can help you.

 

Let’s Talk

Comments

Add new comment

The content of this field is kept private and will not be shown publicly.

Plain text

  • No HTML tags allowed.
  • Web page addresses and email addresses turn into links automatically.
  • Lines and paragraphs break automatically.