Does this sound familiar?
Manual Intake Process
New client? Pull out the clipboard. Returning client? Search through files to find their record.
Every visit starts with the same questions, taking time away from serving people.
Minutes per client add up fast. Across dozens of clients each day, your team loses hours to manual paperwork. That's time that could be spent helping people.
Reporting Takes Too Long
Funder report due tomorrow? Time to compile spreadsheets, cross-reference records,
and verify the numbers. What should take 30 minutes can take 4+ hours.
Staff stay late to meet deadlines. Reports get submitted with errors. Funders start questioning your data accuracy. One delayed or inaccurate report puts your funding at risk.
Training New Volunteers
Training new volunteers means walking them through your system of forms,
spreadsheets, and processes. It takes time, and consistency can be challenging.
New volunteers spend their first week learning your system instead of helping clients. And when processes vary by person, your clients get inconsistent service. The exact opposite of what they deserve.