How Union Square Alliance Took Complete Control of Their Operational Data

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"District360 is a valuable tool for data collection of our BID. The Field Service App (FSA) by District360 has helped our staff members and ambassadors better manage & address service requests in our BID."

Karen Gagarin,

Services Manager

Location:
Industry:
Team Size:
Previous Tool:
Use Case:

San Francisco, California
Business Improvement District
17
Salesforce without customization
Operational Data Ownership

Backstory

Union Square Alliance is a leading Business Improvement District (BID) located in the heart of San Francisco. The Union Square Alliance plays a pivotal role in maintaining the area’s cleanliness, safety, and economic vitality, overseeing initiatives that support the neighborhood’s businesses, enhance visitor experiences, and drive economic growth.

Their team of 17 staff members manage both day-to-day operations and long-term property data across the district. They were using Salesforce CRM to capture the property information. To manage and allocate the service requests to ambassadors, they were using an external vendor’s proprietary software..

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Overview

Before District360

Slow Report Generation

Data Stuck in Vendor Systems

Limited Flexibility

After District360

Instant, Custom Reports

Data Ownership in One Place

Enhanced Flexibility

Before District360

Slow Report Generation: The existing vendor often took weeks to generate reports. Even during urgent times, the staff members didn’t have direct access to generate reports on their own.
Data Stuck in Vendor Systems: Operational data was trapped within the existing ambassador application, limiting Union Square's control and ownership over critical information.
Limited Flexibility: Adding custom fields, like an extra email address or contact number, was a challenge. Their reporting needs outgrew the app’s capabilities, but they had no easy way to adapt it.

After District360

Instant, Custom Reports: the team can now generate custom reports on-demand, reducing report generation time from weeks to mere minutes. This responsiveness has greatly improved service delivery.
Data Ownership in One Place: All service requests and operational data are now managed within District360 alongside all of the team’s stakeholder data, fully integrated with Salesforce. This integration enhances the organization’s overall data repository and empowers the team to make informed, data-driven decisions.
Enhanced Flexibility: The District360 FSA allows for the addition of custom fields tailored to specific operational needs, improving data accuracy and enabling ambassadors to capture relevant information more quickly.

Key Decision:

Recognizing the efficiency of the Field Service App and its integration capabilities with Salesforce, CFO Benjamin decided to replace the existing ambassador app with FSA.

Actionable Insights Identified with District360

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Case Study

"District360 is a valuable tool for data collection of our BID. The Field Service App (FSA) by District360 has helped our staff members and ambassadors better manage & address service requests in our BID."

Backstory

Unite Your Divided Data with District360

Overview

Before District360

After District360

Before District360

After District360

Key Decision:

Actionable Insights Identified with District360

We’re managing 500,000+ properties, businesses, contacts, and public asset data for our downtown customers