Case Study
Maximizing Social Impact
A major North American public utility modernizes its donations and sponsorship management with the Borealis software solution
Context
Donations and sponsorship program investing nearly $20M annually in social, cultural, and sports initiatives.
More than 1, 000 requests processed every year.
A team of advisors share donation program management by territory and sector.
Challenge
- Fragmented process: web platform (collection) → Word (analysis) → Webi (entry/letters) → internal document base (storage).
- Multiple re-entries → frequent errors.
- Regular Webi crashes.
- Heavy, slow reporting requiring complex SQL queries.
- In 2023, the IT team announced the end of Webi support, forcing the search for an alternative.
‘‘There was a lot of administrative burden in this process, simply because the tools didn’t communicate with each other. With Borealis, we eliminated those manual steps.’’
– Donations and Sponsorship Advisor
The solution
- Adoption of the Borealis Social Investment module, already in use elsewhere in the organization.
- Smooth transition thanks to a full migration and cleanup of Webi data.
- Key features implemented:
- Online portal for request collection.
- More than 10 automated letter templates.
- Dynamic reports for regional reviews, ESG reporting, and budget tracking.
Key results
30x faster processing: a simple refusal reduced from 15 min → 30 sec.
Instant reports: real-time reviews by region, issue, or partner.
Equity & transparency: maps and charts ensure fair distribution of sponsorships.
Stronger collaboration: improved synergy with Community Relations teams.
Reinforced credibility: platform quality highlighted during a 2024 internal audit.
‘‘Before, producing a report could take me weeks and sometimes required technical knowledge of database queries. Today, with Borealis, I can provide this information to regional committees or management in real time.’’
– Donations and Sponsorship Advisor
Impact
- Borealis has become the central tool for the donations and sponsorship team.
- Supports the company’s strategy to become an agile, innovative, and transparent organization.
- Strengthens its role as a responsible corporate citizen.
‘‘A day without Borealis is impossible. It’s our everyday tool.’’
— Donations and Sponsorship Advisor