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Tech Systems Set Up

Help United Way of the Virginia Peninsula put the right tools and technical infrastructure in place to help their team work efficiently, and easily manage day-to-day data, documentation, and collaboration needs.
United Way of the Virginia Peninsula
Newport News, VA, USA
United Way of the Virginia Peninsula
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United Way of the Virginia Peninsula
Newport News, VA, USA

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Cause
Human services
Skills
Information technology

Posted January 24th

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Tech Systems Set Up

Project details

What we need
Additional details

Through the Community Assistance Network (CAN), we administer an intake form, make appointments, send referrals, and administer funding to help people in need. We would like to digitize our current process to collect individual data, run reports, and analyze trends in need, demographics, spending, and outcomes. Our current process includes a fillable PDF, data entered into EXCEL, and appointments in an Outlook Calendar. We are considering Microsoft Forms and Dynamics 365 Customer Voice.

What we have in place
  • We currently have all materials in digital form, which should make it easy for you to get started. We also have access to the full Microsoft Suite, and the ability to provide any other information you need.
How this will help
This project will save us $3,926 , allowing us to invest more money in our community to help keep our neighbors housed, healthy, and thriving.

We have historically worked to connect people to available resources and to leverage the programs and services in our community to poverty. Since the pandemic, the need has increased drastically and we need more efficient processes to handle the volume of calls, appointments, and assistance being provided. Completing this project will add some peace of mind for our advocates working to help those in need, and will help us more efficiently deliver services to our community.

Project plan

P
Prep: Distribution of Prep Materials
  • Volunteer Manager shares strategic technology plan with Professional
  • Volunteer Manager purchases hardware and software
1
Milestone 1: Implementation
  • Professional implements technology plan
  • Professional performs requisite quality assurance testing to ensure setup was done properly
2
Milestone 2: Support
  • Professional provides basic training for technology staff if necessary
  • Professional troubleshoots any issues that may arise
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About the org

United Way of the Virginia Peninsula
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Causes
Human services Philanthropy & capacity building
Posted by
Charvalla W
Charvalla W.

COO, Director of Community Impact

Our mission

Our mission as the United Way of the Virginia Peninsula is to improve the quality of life for people in our community by helping them live their best possible lives. United Way fights for the health, education, and financial stability of every person in our community.

Testimonials

Read the Impact Story
Paras and his staff were diligent, flexible, and kind.
Charvalla W.
Charvalla W.

COO, Director of Community Impact

Tech Systems Set Up Project

(No testimonial has been submitted by Paras)