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D ATA M ANAGEMENT & T RACKING S YSTEM W ELCOME TO CAP60 S OLUTIONS.

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Presentation on theme: "D ATA M ANAGEMENT & T RACKING S YSTEM W ELCOME TO CAP60 S OLUTIONS."— Presentation transcript:

1

2 D ATA M ANAGEMENT & T RACKING S YSTEM

3 W ELCOME TO CAP60 S OLUTIONS

4 CAP60 C LIENT M APPING

5 C ENTRALIZED I N -T AKE Ability to Integrate all agency programs into a centralized Data Base Ability to Identify All Eligible Programs Ability to Identify All Required Documents Ability to Identify Centers providing services Benefits: Reduce Intake time Reduce Case Management Time per Client Reduce Number of Visits required to Agency Reduce Cost of Administration

6 C OMPREHENSIVE C ASE & C LIENT M ANAGEMENT S OLUTION Centralized Profile including, Income, Housing, Family Member, Service Status and all historical changes. Internal and External Referrals Follow Ups & Tracking with Build in Calendar Comprehensive Case Notes Build in communication System Access Controlled Filed Ready (Tablet)

7 I N -K IND & V OLUNTEER T RACKING S YSTEM Tracking By: o Transaction o Funding Source o Categories o Centers o Time o & much More

8 H UMAN R ESOURCES Complete Human Resources Module To Include: In/Out Tracking Compensation Benefits Training Application & Back Ground Checks Continuing Education Health Complete Reporting System Barcode ID Ready

9 G OVERNANCE & R ESOURCES Head Start Policy Consul Meeting Board Meeting Nation Organizational Performance Standard LIHEAP Performance Standards Policy Consul Meeting

10 R EPORTING & M ONITORING CSBG Roma Reports Demographic Reports PIR Report PPICS Report LIHEAP Weatherization Report Case Management Unduplicated Client Count Over 200 Reports

11 P RODUCTIVITY I TEMS Auto Dialer Signature Pad Bar Code Scanner Campaign Manager Auto Text Event Manager Document Manager Kiosk Custom Survey System Tablet Ready

12 D ATABASE A DDED D EVICES S IGNATURE P ADS CAP60’s Integration of Digital Signature Pads includes advantages such as: Improved Document Security Accelerated Process Performance High-Quality Signature Imaging Stored on Secure Servers Digital Auditing from Anywhere at Anytime Safe from both Natural and Other Catastrophes

13 D ATABASE A DDED DEVICES B ARCODE S CANNER Benefits of Integrating a Barcode Scanner with CAP60 Solutions: Agencies can streamline the workflow process by having patrons use identification cards to quickly apply for or receive services Increase agency efficiency within your inventory management system

14 D ATABASE A DD -O NS A UTO D IALER Gives your agency a useful tool to contact groups of people to relay important messages Using information already present in your agency’s database, Auto Dialer can pull client, volunteer, and employee information to generate a call list to make sure your message is sent to the right people

15 D ATABASE A DD -O NS A UTO D IALER Quickly Generate Reports of Who to Call Quick and Easy Setup of Custom Messages for Clients and Employees No Additional Software Required Text to Speech Recorded Audio Multiple Calls can be made at the Same Time

16 D ATABASE A DD -O NS K IOSK CAP60’s Kiosk feature is a two part bundle Allows for Application Completion Online Clients can complete the application online via the agencies website. Once completed the application is then pulled into the CAP60 Database Computer Kiosk Allows client access to application process and complete the initial intake process Applications are then accessible by you on your CAP60 database

17 D ATABASE A DD -O NS K IOSK Benefits for Agencies: Increases Efficiency and Cuts Down Application Process Separate Module from Agency’s Database, so clients only have access to the application Allows More Clients to be seen in Less Time

18 F UNDRAISING M ODULE Any staff member can easily create, manage, and track any number of fundraising events When a donation is made, the system will automatically manage your funding source allocation and progress towards your goal Funder profiles are automatically created for future use for your agency

19 F UNDRAISING M ODULE Upon request, the system can send out a gracious confirmation to the donor for their records Create powerful reports to gain comprehensive knowledge of your events and donors In a Nutshell, you can easily create and manage fundraising events from start to finish

20 P ROCESS E FFICIENCIES Increase Case Management Efficiency by %30 Reduce Admin cost per client by %15 Reduce Cost of Reporting and Monitoring by %40 Increase Services provided to client by %150

21 C OST Typical cost of service annually does not exceed a cost of part time Data Entry staff One time setup cost of between $2500-$5000 Annual all Inclusive cost of between $7K-$15K No additional cost (Free) Updates Training Upgrade Maintenance Support


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