What We’ll Cover
Match specialists at Big Brothers Big Sisters of America were drowning in data. To find the right mentor for each child, they’d read dozens of profiles, parse long-form interview notes, and spend hours in weekly meetings. The result: analysis paralysis from processing too much information at once.
Watch how they embedded AI directly into their existing Salesforce workflow. Three months later: 4% improvement in match longevity, meetings cut from an hour to 30 minutes, and consistent adoption even among the most experienced staff.
- Finding the Opportunity: How they pinpointed where AI could help without disrupting what already worked. The process they used to identify the bottleneck.
- The Technical Build: The actual Salesforce sandbox: hybrid search (hard filters + AI ranking), Prompt Templates, Data Cloud’s search index, turning unstructured interview notes into ranked recommendations with explanations.
- Getting People to Use It: How they positioned AI as a “second brain” instead of a decision-maker and built the business case with predictable costs.
Meet the Speakers
Travis Gibson
Big Brothers Big Sisters of America
Chief Technical Officer
Sam Taylor
Coastal
Director of Innovation