d ata m anagement & t racking s ystem w elcome to cap60 s olutions
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DATA MANAGEMENT &
TRACKING SYSTEM
WELCOME TO CAP60 SOLUTIONS
CAP60 CLIENT MAPPING
CENTRALIZED IN-TAKE
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
COMPREHENSIVE CASE &
CLIENT MANAGEMENT SOLUTION
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 Email communication System Access Controlled Filed Ready (Tablet)
IN-KIND & VOLUNTEER TRACKING SYSTEM
Tracking By:
oTransactionoFunding SourceoCategoriesoCentersoTimeo& much More
HUMAN RESOURCES
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
GOVERNANCE & RESOURCES
Head Start Policy Consul Meeting Board Meeting Nation Organizational Performance Standard LIHEAP Performance Standards Policy Consul Meeting
REPORTING & MONITORING
CSBG Roma Reports Demographic Reports PIR Report PPICS Report LIHEAP Weatherization Report Case Management Unduplicated Client Count Over 200 Reports
PRODUCTIVITY ITEMS
Auto Dialer Signature Pad Bar Code Scanner Campaign Manager Auto Text Event Manager Document Manager Kiosk Custom Survey System Tablet Ready
DATABASE ADDED DEVICES
SIGNATURE PADS
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
DATABASE ADDED DEVICES
BARCODE SCANNER
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
DATABASE ADD-ONS
AUTO DIALER
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
DATABASE ADD-ONS
AUTO DIALER
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
DATABASE ADD-ONS
KIOSK
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
DATABASE ADD-ONS
KIOSK
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
FUNDRAISING MODULE
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
FUNDRAISING MODULE
Upon request, the system can send out a gracious confirmation email 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
PROCESS EFFICIENCIES
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
COST
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