Your intake queue is up again. A partner sent a referral, but it landed in someone’s inbox, not your system. A funder report is due, and the numbers don’t reconcile across case notes, spreadsheets, and the CRM. When leaders say “data silos,” they’re rarely talking about data. They’re talking about broken handoffs. Work that bounces […]
Stop data silos by mapping the client journey end to end Read More »
At 4:47 p.m., the voicemail light is still blinking. Someone left a message about an eviction notice. Another caller says they missed court paperwork because they “couldn’t get through.” A staff member has a sticky note with a number they meant to call back, but it’s now buried under intake forms. This is a justice
It often starts with a scene that’s all too familiar. A major funder report is due, and your team is scrambling, manually pulling data from three different spreadsheets and a clunky case management system that hasn’t seen an update in years. Unsurprisingly, the numbers don’t match. This reporting panic is the moment a key operational
Intake Triage Workflow Consultant for Justice Nonprofit Organizations Read More »
