Uniting People, Process, and Purpose Through HubSpot Enablement
As a mission-driven nonprofit, United Way of Metropolitan Dallas (UWMD) connects communities with critical resources—from health and education to financial stability and volunteer opportunities. However, legacy tools and fragmented platforms were slowing down their ability to engage donors, mobilize volunteers, and tell powerful stories across channels.
UWMD partnered with Processology to turn technology into a force multiplier—not just a tool. Through a phased strategy, Processology delivered onboarding and alignment services and now serves as a long-term strategic partner through the HubSpot Admin Program, driving continuous CRM optimization and protecting organizational knowledge across staff transitions.
Onboarding to Smarter, Faster Systems
The Challenge
Before engaging Processology, UWMD faced:
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Disjointed platforms for volunteer management, donor engagement, and marketing communications
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Inconsistent onboarding experiences for internal teams
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Limited visibility into the full customer lifecycle due to siloed data
Our Solution
Processology initiated a Discovery + Systems Evaluation to fully understand UWMD’s unique operational model. From there:
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We implemented and onboarded HubSpot CRM tailored to UWMD's donor and volunteer engagement needs
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Aligned processes across CRM, marketing, and data systems to unify communications
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Delivered training that empowered team members, not just tech installations
"The onboarding wasn’t just about tools—it was about giving our people confidence and clarity. Processology made that possible."
— UWMD Stakeholder
Beyond Implementation—A Strategic Partnership
With onboarding complete, UWMD needed more than a static CRM—they needed a dynamic partner to help them evolve.
Processology’s HubSpot Admin Program became the next phase of growth. This partnership delivers:
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Platform Governance & Optimization
Constant evaluation of workflows, automations, and reporting to align with UWMD's evolving mission and campaign priorities -
Operational Risk Mitigation
As team members transition, Processology ensures continuity of knowledge and systems, safeguarding institutional memory and reducing ramp-up times -
Agility & Performance Gains
Data-driven optimizations help UWMD run faster, smarter campaigns, improving community engagement and internal coordination -
One Partner, All the Way
By managing strategy, tech, and training under one roof, Processology reduces vendor sprawl and increases cross-functional alignment
“When a key staff member left, we didn’t miss a beat. That’s the value of having Processology in our corner.”
— UWMD Team Leader
Triple-Win Impact
Supports
Donors and volunteers now experience seamless engagement, quicker responses, and more personalized outreach.
Company
UWMD has seen improved campaign agility, more effective resource allocation, and reduced downtime during personnel transitions.
Community
Internal teams, partners, and volunteers now operate in sync—enabling collaborative growth across initiatives that uplift the Dallas metro area.
Results That Matter
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Unified data architecture across platforms
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Increased CRM adoption through ongoing training and support
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Minimized operational disruption during employee turnover
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Strategic growth partner focused on continuous improvement, not one-off deliverables
The Processology Difference
UWMD’s transformation wasn’t a software upgrade—it was an operational evolution. Through intentional onboarding, strategic system design, and the ongoing support of the HubSpot Admin Program, Processology helped UWMD move from disconnected tools to a connected mission—powered by people, processes, and systems.
“Helping organizations WIN more, Triple Wins—intentionally, by design.”
That’s the Processology promise.
