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Key questions you need to ask
Key questions - how Recordbase stacks up
- Does the system and the people who support it understand the sector I work in?
- Is the system easy to use? Is it easy to find things? Does the “way it works” make sense?
- Can the system be configured to suit my organisation's needs? And if there are changes what are the ongoing costs?
- How easy is it to capture the information when taking notes? Or tracking progress?
- How does the system handle things like whānau or group sessions?
Recordbase has been designed by the sector for the sector.
Our team of developers work every day with front line kaimahi to ensure that Recordbase is easy to use, that information is easy to find, and that it functions in ways that work for them.
Our philosophy is simple we want to get kaimahi out doing what is important, not sitting in front of a computer screen.
Recordbase gives you the flexibility to configure the system to mirror your usual workflows and procedures to streamline your everyday mahi.
Whether it's taking simple notes or tracking staff time, Recordbase makes it easy for kaimahi to focus on what really matters, instead of being stuck in front of a computer screen.
Kaimahi using Recordbase can work more efficiently using data validations, tasks and reminders. Staff time can be freed up to do other things.
It's not just kaimahi who benefit from Recordbase, Managers and Team Leaders also reap the rewards of improved data quality when it comes to reporting time. With accurate and reliable information at their fingertips, they can make informed decisions that drive the success of the organisation.
Our team can set up Recordbase to reflect your usual workflows, making it easy to train/onboard kaimahi and get things done!
A Recordbase license fee gives you access to all features – there are no hidden additional license fees or costs to have access to “premier” or “elite functionality”.
With a dedicated Customer Analyst from day one we will work with you to configure Recordbase to suit your needs. And with regular check ins our team are constantly thinking about making Recordbase work even better for you.
If there is something that is completely bespoke, we can work with you to customise things. We will always be transparent about any additional charges.
What else do I need to think about?
Checkout some of the other important questions you need to ask.
Privacy & Collaboration
The system needs to navigate the intricate terrain of privacy and collaboration allowing the right people to have access to the right information at the right time.
Integration
The system should be able to integrate with other software and tools that your business uses, such as your CRM and email marketing platforms.
Ease of use
The system should be easy to navigate and understand, with a user-friendly interface that allows you to quickly find and enter the information you need.
Security
The system should ensure the protection of your client data with robust security measures.
Reporting & Analytics
The system should provide you with valuable insights and data through detailed reporting and analytics.
Scalability/Future
The system should be able to grow with your business, with the ability to handle an increasing number of clients and data.
Support and Training
The system should come with a reliable support team to assist you with any questions or issues that may arise, as well as training resources to help you and your team get up to speed quickly.
"Seamless and intuitive"
Progress to Health has been using Recordbase as their client management system for over 10 years. As the organisation has grown and changed, Recordbase and Wild Bamboo have continued to provide a solution that's responsive and easy to use while supporting operational decision-making and reporting.
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