Microsoft Access - Project Profile for the Client Management System

Sector: Non-Profit Foundation
Industry: Social Welfare

The social welfare association improves social conditions for underserved people by providing creative, innovative programs and working for public policy reforms.

Business Situation

The association was growing and required a system to more efficiently manage their clients. Their current method of managing clients was very time consuming and didn’t capture all of the necessary information. A new electronic system was needed to enable the association to efficiently capture additional information about their clients.

Solution

Client Management System

The Client Management System was developed using Microsoft Access. It provided the association with an efficient means to capture the necessary client information. Data such as gender, age, demographics, education levels, needs assessment, abuse history, and legal history is captured.

Reporting

The system provides several reports which assist management to make better decisions. For example, the Staff Report provides summary and detail level figures on staff productivity. Other reports provide summarized figures on the types of demographics which the association serves.

Additional Reporting Developed

The association contacted Access Programmers a few years after the initial system was delivered. New funding was now available to the association. However, in order to get the additional funding, more information about the clientele served was needed. As a result, the association needed additional information captured so that enhanced reports could be produced to assist in the funding application process. The system now provides reporting on clientele grouped in various ways. This enhanced reporting now provides the funding sources with all the information they require to allocate future grants.