From Spreadsheets to akoyaGO: How Spartanburg County Community Foundation Increased Efficiency without Adding Staff

When Kaley Greene stepped into her role as CFO at Spartanburg County Community Foundation, she quickly realized akoyaGO was being underutilized. Many internal processes were still manual, time-consuming, and heavily dependent on Excel. As a small team with no dedicated IT staff, time and capacity were constant constraints. Rather than hiring more people, Spartanburg took a different approach: go deeper with the tools they already had.

40–50% Grants now processed electronically
46→10MB Financial report file size reduced
0 New staff needed to scale
Spartanburg County Community Foundation
“I’m really focused on getting us out of Excel spreadsheets and utilizing the system.”
Kaley Greene
Kaley Greene
CFO, Spartanburg County Community Foundation

The Challenge

Before leaning into akoyaGO, Spartanburg’s team was working around the platform rather than with it. Grant letters were created through manual mail merges, checks and letters had to be matched and stuffed by hand, and financial files were too large to email to auditors. Dashboards and automation tools existed inside akoyaGO — they just weren’t being used.

For a small team with no dedicated IT staff, every manual step was time the organization couldn’t afford to spend.

The Turning Point

Rather than adding staff, Spartanburg began strategically using more of akoyaGO’s built-in capabilities. Over time six tools made the biggest difference: GOfund for grant request intake, Generate Letters to eliminate mail merges, ACH processing to reduce check handling, Dashboards and Views to centralize workflows, Campaign tracking to measure ROI, and Auditor Reports to transform financial reporting.

Eliminating Manual Mail Merges

Before
After akoyaGO
Letters generated manually in Word
Didn’t print in check order
Staff sorted and matched by hand
Letters print in check order automatically
Manual sorting eliminated entirely
Significant staff time recovered
“Being able to use the generate letter template within akoyaGO really saves us a ton of time.”
Kaley Greene
Kaley Greene
CFO, Spartanburg County Community Foundation

Moving to 40–50% Electronic Payments

After implementing ACH processing, Spartanburg now processes 40–50% of grants electronically. That shift reduced envelope stuffing, postage costs, mailing delays, and check misrouting risk.

When Hurricane Helene hit, this capability proved critical. Funds reached grantees within days, not weeks.

“We were able to immediately disperse funds through electronic processing. Having ACH was really important.”
Kaley Greene
Kaley Greene
CFO, Spartanburg County Community Foundation

Real-Time Leadership Visibility

Kaley built role-specific dashboards for grants staff, accounting, and leadership. Her president can now log in and see real-time gift totals without waiting for a report. Dashboards replaced email updates and manual tracking entirely.

akoyaGO donor opportunity dashboard
“In real time, he’s able to see how much we’ve received in donations this year and break it down into categories.”
Kaley Greene
Kaley Greene
CFO, Spartanburg County Community Foundation

Replacing Massive Excel Files With Auditor Reports

Before
After akoyaGO
Files reached 46MB
100,000+ GL rows pulled into Excel
Reports couldn’t be emailed to auditors
File size reduced to ~10MB
Two years of financials delivered cleanly
No dependency on raw GL exports
“The auditor report is instrumental. I wouldn’t have been able to do it without it.”
Kaley Greene
Kaley Greene
CFO, Spartanburg County Community Foundation

Measuring Campaign ROI

Using akoyaGO’s Campaign tracking, Spartanburg logged mailer costs, tagged incoming gifts, and calculated actual return on investment. Instead of guessing whether fundraising efforts worked, they now have data-backed answers.

“When you analyze it and put the numbers to it, it’s easier to justify.”
Kaley Greene
Kaley Greene
CFO, Spartanburg County Community Foundation

The Bigger Picture

Spartanburg has been live on akoyaGO since 2019. They are not using every feature. They are a lean team with limited IT resources. And yet, without adding a single staff member:

Results Without Adding Staff
Reduced manual work across all departments
Increased electronic payment adoption
Improved reporting accuracy for auditors
Real-time visibility for leadership
Faster fund disbursement during emergencies
Data-backed campaign ROI measurement
“akoyaGO replaced time-intensive manual processes with automated grant workflows and audit-ready financial reporting, allowing us to scale operations without adding staff.”
Kaley Greene
Kaley Greene
CFO, Spartanburg County Community Foundation

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