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Key questions you need to ask
Reporting on your impact is vital – from highlighting the journey of tangata through to showcasing the impact and change you make on things that truly matters.
When choosing a client management system for your work in the social sector reporting and analytics capabilities matter.
There are some questions that make a big difference.
First off, does the system make it a breeze for your team leaders to report the outcomes they need? We want things to be simple and efficient. Next, can it help your organisation shine by showcasing the amazing impact you're making?
And what about your data? Can you work with it the way you want, or will the system collaborate closely with your organisation to ensure your data works for you?
When it comes to visuals, are data visualisations, dashboards, and reporting tools part of the package?
Oh, and let's talk money. Are there extra costs for reporting services? What's included and what's not?
Lastly, does the organisation behind the system really get what your unique sector needs, from contracts, and funders right through to reporting on outcomes?
By asking and answering these questions you can help find out if a client management system you are looking at not only streamlines your work but also lets you show off your social impact with a smile!
Key questions - how Recordbase stacks up
- Does the system help team leaders report the outcomes they need?
- Does the system make it easy for our organisation to highlight the impact we make?
- Can we work the data ourselves or can the organisation work with us?
- What about things like data visualisations? Dashboards? Reporting databases or data warehouses?
- Is there a cost for reporting services? What is “baked into the product” and what is not?
- Does the organisation understand the unique needs of our sector .... contracts? Funders?
Our years of industry experience tell us that reporting can take a lot of time. Recordbase makes it easier with hundreds of pre-built reports that can be run on demand as part of your licence, saving you precious hours.
These range from specific funder reports that meet contractual requirements with a simple click, copy and paste; to more generic reports that export raw data for you to analyse as required.
It is easy to showcase your impact with the right service user outcomes tools. Choose from one of over 50 tools (including Outcome Star, PCOMs, ADOM, and WHOQOL) or work with our experts to create your own.
If you can’t find what you need using the built-in reports, we can also build custom reports for you. Or, if your team has the technical know-how, you can take it to the next level with direct access to your Recordbase reporting database and write your own reports.
Highlighting the impact, you make and tracking positive change is vital. Recordbase is only part of the offerings developed by Wild Bamboo. Part of our whānau of sector specific solutions is Tūtohi. Tūtohi offers specialist data solutions designed for the social care sector. Their focus is lifting the information “out of spreadsheets” to shine a light on the impact organisations make – from live real time dashboards through to stunning data storytelling like funder pitches or annual reports.
As a charitable software company, we are committed to providing excellent value with a focus on being commercial but not cutthroat.
What else do I need to think about?
Check out 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.
Scalibity/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.
Including whānau voices
When Raukawa launched their Kai Ora Maara Kai programme they knew it was important to highlight the impact it made to the entire whānau and lift their stories out of the numbers.
By working with our team to capture the right information in Recordbase they where able to capture the right information, streamline processes, meet reporting requirements and celebrate the difference they made with powerful data stories.