Case Study: Powering Purpose—How Processology Helped United Way of Greater Chattanooga Maximize Its Mission

Aligning People, Process, and Technology to Create Deeper Community Impact

Bravo Store Systems, an early-stage SaaS company, began to gain momentum and scale up. With the rapid growth of the company came the rapid expansion of the sales team and its unique requirements to meet business goals. 

The Mission: Building a Better Chattanooga

For over a century, United Way of Greater Chattanooga (UWGC) has stood as a pillar of support in the region—connecting nonprofits, businesses, and everyday citizens to solve some of the community's most pressing challenges. From educational programs to economic mobility and crisis response, their impact is both wide-reaching and deeply personal.

But behind this incredible mission was a growing issue: internal disconnection. As their team scaled programs and partnerships, their outdated systems and siloed processes started working against their mission instead of fueling it.

The Challenge: Siloed Data, Disconnected Teams, and Donor Engagement Gaps

“We struggled to clearly identify each internal process that is connected to individual donors and corporate partners.”
— Wesley Odum, Director of Corporate Engagement, UWGC

UWGC's departments—from Development to Marketing to Impact—were using disparate systems and workflows that couldn’t communicate with one another. Donor data lived in one place, corporate engagement notes in another, and marketing efforts were manually managed across platforms. This disconnection led to:

• Redundant or missing data that hindered meaningful donor engagement

• Inefficient internal collaboration and lost momentum across teams

• Limited visibility into relationships with key partners and volunteers

• Poor adoption of technology tools due to lack of nonprofit-tailored solutions

United Way knew it was time for a transformation—but they needed a partner who could guide both the strategic and technological side of the journey.

The Solution: Partnering with Processology for Holistic Transformation

That’s where Processology came in—not as just a HubSpot CRM implementer, but as a true partner across the entire lifecycle of operational change.

“Processology listened to how we currently operate and provided suggestions around what we could implement to strengthen our internal processes.”
— Wesley Odum

Discovery & Strategy

Processology began with deep listening. They learned how UWGC engaged with donors, volunteers, and corporate sponsors—mapping out the entire relationship lifecycle across teams. This laid the foundation for a plan that aligned with UWGC’s unique nonprofit mission and operational needs.

System Design & HubSpot Customization

While HubSpot was the chosen CRM, it wasn’t ready out-of-the-box for nonprofit complexities. Processology customized the system with:

• Custom objects to track donors, corporate partners, and volunteers

• Mapped engagement workflows across teams

• Unified views of relationship data to eliminate silos

“They developed custom objects to maximize our use of the tool as a nonprofit... within months, we were up and running.”
— Nikki Sevigny, Director of Marketing & Communications

Implementation & Enablement Training

But tech alone wasn’t the solution. Processology invested in people enablement, providing hands-on onboarding and admin support that empowered every team member to adopt the tool with confidence.

“Their admin program allowed us time to actually use the tool and then ask questions after we had more hands-on experience.”
— Nikki Sevigny

The Results: Greater Collaboration, Deeper Engagement, Bigger Impact

Since going live with HubSpot and Processology’s customized process design, United Way of Greater Chattanooga has seen measurable improvements in:

✨ Internal Collaboration

Teams across departments now work from a shared CRM ecosystem, reducing confusion, duplicative efforts, and communication breakdowns.

🚀 Donor and Partner Engagement

More consistent and timely outreach with individual donors and corporate partners has led to stronger relationships and higher retention.

💡 Efficiency and Morale

Workloads feel more manageable thanks to streamlined processes, creating space for more strategic and creative community work.

“All these improvements have culminated in excitement around new opportunities to grow our engagement.”
— Wesley Odum

A Holistic Partner in Purpose

“I would say that Processology seeks a thorough understanding of your organization’s needs and implements effective solutions.”
— Wesley Odum

Unlike one-size-fits-all consultants or rigid CRM vendors, Processology helped UWGC align its people, processes, and technology under one unified strategy. This partnership allowed their mission—not their systems—to take center stage.

Today, the team is better equipped to expand its local impact and build stronger, more connected relationships across the Greater Chattanooga community.