Process Automation for Client Intake – Nonprofit Organization
Industry
Social Services
Challenge
A nonprofit organization faced significant inefficiencies in their client intake process. With manual data entry, paper-based forms, and disparate systems, staff spent too much time on administrative tasks, delaying client onboarding and reducing their ability to focus on direct service delivery.
Solution
We developed a fully automated client intake system using Power Automate and Power Apps. The solution digitized all intake forms, automated data entry into a centralized database, and triggered workflows for approvals and follow-ups. The system seamlessly integrated with their existing platforms, ensuring smooth transitions between departments.
Result
50% reduction in client onboarding time.
Increased staff productivity, allowing more time for client services.
Improved data accuracy and compliance with reporting requirements.