Turning a paper-based process into a fully web-based process eliminates many sources of human error and creates a system that any member of staff can be trained on.
Many of our clients are small charities and funds that have an application process and an ongoing relationship with organisations they help financially. In many cases this process was paper-based, with a large amount of manual labour required, and reliance on one or two key members of staff.
We can build automated processes on a website platform that manage an applicant from the start of contact with them through the lifetime of the funding relationship. Applicants consistently report a better, easier experience.
This can include:
- Quick eligibility checks
- Registration & application
- Auto-reminders for key dates & events
- Messaging & audit trail
- Ongoing evaluation or monitoring forms
- Trustee voting and discussion online
