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