Disability Services Nonprofit — Salesforce Health Assessment
A $1M nonprofit with 5 employees, NPSP, and years of accumulated technical debt. Six departed staff still had super admin access. Recurring donation records were stale. Trigger handlers were disabled from a data load two years prior.
Result: 132 checks identified 47 findings. 3 critical (security), 12 high (data quality), 32 medium/low. Remediation roadmap delivered in 48 hours. Security issues resolved in week one. Full cleanup completed in 90 days.
Financial Services Firm — Three-Org Synchronization
A wealth management firm with a hub org, a client-facing portal org, and an operations org. Account and Contact data was manually exported and imported weekly. Conflicts were resolved by whoever imported last.
Result: Deployed sync engine with newest-wins strategy for bidirectional Account sync and source-wins for hub-to-spoke Contact propagation. Manual weekly process replaced with automated hourly sync. Conflict rate dropped from ~200/week to 12/week with automated resolution.
Community Foundation — Bloomerang to Salesforce NPSP
15,000 constituent records, 45,000 transactions, and 8 years of giving history in Bloomerang. Previous migration attempt by another consultant failed at the field mapping stage.
Result: Pathfinder's AI-powered field mapper suggested 89% of mappings correctly on first pass. Batch processing with checkpoint/resume handled the full migration in 3 runs. Final data quality score: 94/100. Donor giving history fully preserved.
Healthcare Organization — HIPAA Compliance Gap Closure
A healthcare services company using Salesforce Health Cloud with PHI stored in custom fields. No encryption. No field-level security review in 3 years. Audit trail was not being monitored.
Result: Compliance audit identified 8 critical gaps including unencrypted PHI fields, overly permissive profiles, and missing audit trail monitoring. All gaps closed within 60 days. Organization passed external HIPAA audit with zero findings.