Project RED works with children who have experienced traumatic and vulnerable circumstances in El Salvador. They are a Non Profit with very limited budget but with volunteer time.
They had a process to log data from supported families completely done with pen an paper that needed digitalization.
The Challenge
Lots of forms and reports at each visit. Everything done on paper. Papers aren’t collected, or are lost or missing.
Difficult to report to donors and stakeholders stats and outcomes.
Staff/Team mobile and not super tech literate.
The Solution
Connex built a system for data collection and interfaces for reporting on Airtable.
Connex taught and enabled volunteer to maintain, modify/adjust and build upon the system.
The Results
Administration now has real time information on visits, outcomes, and staff interactions with clients.
Stakeholders are able to view and report info as needed Staff reporting time reduced by 3 hours per week per case worker.
A misconfigured pagination parameter caused 5,000+ duplicate time entries in a QuickBooks automation. Here's how we diagnosed and fixed the STARTPOSITION bug.
Stop using email to manage client workflows. See what modern clients expect and how a boutique advisory firm used a client portal to cut follow-ups and scale.
Learn the crawl-walk-run methodology for automation projects. Discover why starting simple beats building the perfect system, with real consulting examples from 400+ implementations.