Automated Web Referral Integration System for Non-Profit Client

The organization’s existing client referral system involves extensive manual data entry, leading to increased administrative workload and data duplication issues. They require a streamlined, automated solution to connect web referral forms directly to their internal client database to improve efficiency and data accuracy.

A mid-sized non-profit organization focused on social causes, managing large volumes of client data and referral processes.

• Develop an automated data transfer module that connects web referral forms to the internal client database with a single click.
• Reduce manual data input efforts and associated resource allocation.
• Minimize duplicate client entries through effective duplicate detection mechanisms.
• Enhance data security and compliance during data transfer and storage.
• Improve overall processing time for referrals, enabling staff to focus on high-value activities.

• Automated data transfer from web referral forms to internal database with a single click.
• Secure handling of referral data during transfer and storage.
• Dashboard providing overview and status of incoming web referrals.
• Duplicate detection mechanism to prevent multiple entries of the same client.
• User interface for managing, reviewing, and correcting referral data as needed.

• Web-based referral form system for data input
• Internal client database system for data storage and retrieval

• High security standards to protect sensitive client data
• System should support scalable volume of referrals with minimal latency
• Reliability and fault tolerance to ensure continuous operation
• User-friendly interface for staff with minimal training

The implementation of the automated referral data transfer system is expected to significantly improve processing efficiency, reduce manual workload, and decrease data duplication. This will enable staff to dedicate more time to client care and advocacy, ultimately enhancing the organization’s capacity to serve more clients effectively.