People

Three staff members serving fewer than 100 clients.

Processes

Tracking services using a limited number of paper forms and ad hoc data entry:

• Intake Form

• Call Sheets

• Surveys

• Attendance Sheets

• Referral Logs

• Individual Spreadsheets

• Board and Funder Reports

Plans

• Short-Term – Expand to a second service location.

• Long-Term – Open a new shelter.

Challenges

• Struggling to administer current caseloads.

• Inefficient, non-standard processes.

• Inability to maintain or scale services with current processes.

Needs

• Standardized, digital forms, accessible to all staff, including remote.

• Safely share forms online with clients for updates, inquiries, surveys, and class registration.

• Generate automated reports with real-time data on client activities and daily services.

People

Thirty (30) staff members serving 5,000 clients.

Programs

• Housing Counseling and Volunteer Income Tax Assistance programs.

• Career Pathways student support programs with participating community colleges.

• Small Business Development and a Women’s Business Center.

• Individual Development Accounts with matched-saving transactions shared with local bank partners and funded by multiple private and grant sources.

Plans

• Provide access to multiple constituencies.

• Update standardized data across multiple sites.

• Monitor progress with real-time reports.

Challenges

• Clients may qualify for services across multiple programs.

• Transition clients according to qualification, readiness, and need.

• Decades of historical data to convert, including scores of matched-savings transactions tied to program requirements, bank transactions, and asset purchases.

Needs

• High-level customization necessary.

• Adherence to national (HUD and SBA) standards.

• Integrated reporting.

• Ongoing data-sharing with multiple financial institutions, community colleges, and state agencies.

People

• Many staff users across multiple sites.

• Thousands of students and their parents across multiple school districts.

Plans

• Agencies or schools enroll children on an opt-in or opt-out basis.

• Expand across multiple counties.

Processes

• Receive student data.

• Create cohorts

• Manage incentives.

• Provide parents access to create and monitor accounts and savings progress.

• Connect to 529 account providers or financial institutions’ custodial accounts.

Challenges

• Establishing and managing program incentives and funds.

• Assigning incentives to students’ accounts.

Needs

• Communicate with parents by text message.

• Communicate with parents by email.

• Communicate with parents through online portals, presentations, and messaging.