Quickbase
Non-Profit organization in need of an app to manage their operations
Background
Faith based organization needing to increase their capabilities to fully manage all of their field operations nationwide
- CRM and people management
- Automation and process flow handoffs
- Approvals
- Forms and documentation management
- Mobile application
Overall Impact
Organization manually communicated and filled out paperforms by hand. Only for this information to then be added to the system manually from handwritten documents. Multiple phone calls and emails sent to move the process along
Solution
Many applications and solutions went under a microscope before determining what technology stack would work best for their needs. Needing a CRM with approval abilities and open for full customization to allow scaling up in any direction.
- System customized and tailored to provide the exact flow of their data
- Custom notifications to trigger actions from users
- Database with the ability for searching user information
- Custom dashboards and reporting
ROI
Increase productivity. Decreased new user enrollment by 90%. Process efficiency decreased employees ramp up time.
Timeline - 6 months
Implementation and go live. Ongoing support required as development efforts continue to enhance the user experience.
Support
Ongoing issue and development support. 12x5
