Case Study
Governance Portal
Collecting important data from chapters throughout the state for aggregation and automated calculations by the parent organization.
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Highlights
Each item can run on a set schedule throughout the year for automated notifications.
Chapters can upload supporting documention right through the portal.
Collected data is aggregated in both Excel and PDF forms, allowing chapters to receive immediate performance feedback and the parent organization to quickly identify any concerns.
Unfulfilled requirements prompt notifications to chapter stakeholders at predefined intervals.
Challenge.
The ARC New York oversees independent chapters around the state, each with their own board, financials, property, etc. Chapters have important regulatory requirements to comply with, for both the government and to their overseeing parent organization.
The goal was to both clearly outline to each chapter which items were required and when, as well as collect this information on behalf of the statewide parent organization for oversight.
Solved.
Our team built a secure portal that allows chapter staff to log in, view any outstanding requirements and fulfill them right online. The system manages recurring requirements on a set schedule as well as individual requirements as they might arise.
Each reporting item is customizable. Some of them simply require a yes/no that it was completed. Others require supporting documention, which can be uploaded right into the portal. Still others prompt for information and data that is saved and calculated against their peers for immediate feedback on how they are performing.
We have worked with the client to automate reports and data collection that used to take tens of hours to do manually, and is now done immediately and seamlessly right through our software.