How Louisiana Chamber replaced a 5-tool patchwork with one unified system

Before Catalyzer, Louisiana Chamber was running on a stack of five disconnected tools — each solving a different piece of the puzzle, none of them talking to each other:

• SourceLink — core CRM
• GrowthZone — events and intake
• SurveyMonkey — surveys
• Excel / CSV — reporting
• Manual processes — everything in between

The result was fragmented data, heavy manual work, and no clean way to track a participant's journey across programs — or report on it to funders.

1. Intake a program data lived in separate systems. GrowthZone collected registrations, SurveyMonkey collected data, and SourceLink held the CRM. None connected automatically, requiring manual exports and re-entry.
2. Grant reporting was a significant requirement. The team needed to track jobs created, revenue, capital accessed, and other impact metrics—but had no unified place to do the job.
3. Participant journeys were invisible. Program participation, coaching sessions, and milestones weren't connected to a single client record, making longitudinal tracking impossible.
4. 600+ historical client records needed to come with them—including past program participation, documents, and notes—not be left behind in a legacy system.

• Full data migration. Collected Excel/CSV exports, mapped columns to CRM fields, and migrated 600+ client records—including demographics, notes, documents, and program history.
• Custom CRM structure. Rebuilt their field structure from scratch: remapping demographic categories, adding separate milestones for full-time vs. part-time employees, and aligning to their legacy forms.
• Program and cohort setup. Designed their full program structure in Catalyzer: cohort instances, waitlists, participant assignment flows, and attendance tracking.
• Centralized intake. Migrated and rebuilt their client intake form and legacy SurveyMonkey surveys into Catalyzer, creating a single intake-to-CRM flow.
• Grant-ready reporting. Aligned the system to track jobs, revenue, capital, and other grant-required metrics, with self-serve dashboards in progress.
• Event and attendance tracking. Configured event creation, QR-based check-in, and attendance flows to replace GrowthZone, all connected to client records in the same system.

The migration is actively in progress. Historical records are live in the system, program infrastructure is built, and all intake is now running through Catalyzer forms—replacing SourceLink entirely.

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The remaining work is the final reporting tooling. Once complete, the Louisiana Chamber will have a fully unified system for intake, program delivery, tracking, and grant reporting.