User stories

Kathryn Jones LFBIT

Kathryn Jones
CEO, Laura Fergusson Brain Injury Trust

“They understand the charities sector”

Laura Fergusson Brain Injury Trust in Christchurch needed a technology solution that would manage all of their client activity.

The Trust worked with Wild Bamboo to implement Recordbase in the last quarter of 2018 and early 2019, with a staged rollout to their 200+ staff.

“We needed something that not only met our client needs, but also met our contractual requirements and billing,” says Kathryn Jones, Laura Fergusson Brain Injury Trust CEO.

“With Wild Bamboo, we have the benefits of trust and transparency, working with great people, and a really good product too.”

Social sector specialists

The Trust did a lot of due diligence to determine their preferred client management solution. Wild Bamboo’s credibility and experience in the charities sector was a significant part of their decision to go with Recordbase.

 “Wild Bamboo has experience working with charities and not for profits. They understand the size and scale of what’s possible,” says Kathryn.

“They are real, professional and relevant.”

Together, a great team

Speech language therapist Peta Murphy was the Trust’s project manager during the implementation of Recordbase. She worked closely with the Wild Bamboo team.

“A Wild Bamboo business analyst and product lead were assigned to us, as a well as a report writer,” says Peta. “It was a really strong consistent team from the start. We had a high level of trust.”

“Wild Bamboo really listened to us and we appreciated the honest back and forth communication about our requirements. They were upfront, professional and prompt.”

Providing solutions

“The Wild Bamboo team thought a lot about the big picture in terms of what would be workable long-term for our needs,” says Peta.

“They were always coming up with ideas. If we came to them with an issue or requirement, they worked collaboratively to identify a solution that often exceeded our expectations.”

“I can’t speak highly enough about Wild Bamboo, how they worked with us and the service they provide.”

About Laura Fergusson Brain Injury Trust

Laura Fergusson Brain Injury Trust is a local, independent charity in Canterbury, New Zealand that supports people to achieve independence, inclusion and quality of life after a brain injury.

www.lfbit.co.nz

Angela Meyrick

Angela Meyrick
Operations manager, Progress to Health

“I’ll show anyone Recordbase – it’s very 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, easy to use and supports operational decision-making.

Intuitive and easy to use

Angela Meyrick, operations manager at Progress to Health, says the value of Recordbase is it’s ease.

“The feedback we get from the team is around ease of use,” she says. “Recordbase makes client management about how we work, not about how the software works.”

“It’s seamless to use and very intuitive, especially for new staff. Where possible, parts of the system have been customised to suit our language, our reporting requirements and our individual needs.”

Reporting is much faster and easier to manage. “I ask other organisations: how long does your quarterly reporting take? Mine’s done so easily,” says Angela.

“At any point we can say: this is how many people we support, this is how we’re meeting our contracts.”

Informed decision-making

When Progress to Health noticed a pattern of high DNA (did not attend) rates in the service, they used Recordbase data to identify a connection between on-site activities and DNA events.

“That prompted us to go out and talk to people and we found they preferred meeting in the community – at home, at the park, cafe or library,” says Angela.

“We changed our whole service model, making staff more mobile and reducing our reliance on offices. DNAs dropped by 90%.”

Recordbase data also helps guide operational decisions, such as whether to lease more vehicles for their mobile workforce. “Looking at Recordbase data about time spent travelling means it’s so much easier to see what we need.”

Consistently responsive

Recordbase and Wild Bamboo have been responsive to the changing needs of Progress to Health over the past 10 years.

“When we first did the mapping to use Recordbase instead of our paper-based system, we picked the options we thought we would need,” says Angela. “We’ve been able to change those over the years to respond to what our frontline staff are doing.”

She says she’s been vocal with the team at Wild Bamboo, telling them what the organisation needs and giving feedback on Recordbase. “They are consistently responsive and consider how we use the system, to provide solutions that work for us.”

About Progress to Health

Progress to Health is a community-based organisation supporting people with long-term mental health conditions or disabilities throughout the Waikato, Taranaki and Taupo regions in New Zealand.

They support people to make positive changes in their lives by developing their strengths, achieving personal goals and reconnecting with their community.

www.progresstohealth.org.nz

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