Moving from GIGO to DIGRO Data Collection Moving from GIGO to DIGRO

Action Foundation Lots of Excel files – lots of files. Client waiting list Present and past clients Clients paper files Rent file – recording HB and client payments Folder per clients with RA, SP, support meeting notes Income and expenditure recorded in Sage Management accounts back to Excel

What we are wanting to do Single source of truth – ie everything in one place Remote access – two offices and remote working Grant made available to adopt In-Form – Essentials

Where does data come from

Solutions – package or platform

Platform solutions

Our experience Low traction from team to adopt something different In-Form – sector specific Very basic version – free for up to 3 users Essentials – focus on case work, with everything locked down (need to pay to add item to drop down) Set up from £2,500 then £100/yr per user Enterprise – everything, rent management etc Would really need in house support to take full advantage Set up from £6,000 then £200/yr per user Plus VAT

Our experience pt2 Project manager with authority, time and resources Map out what is needed in terms of output – reports What data needs to be recorded to deliver those reports Standardise input as much as possible to ensure uniform entry Challenges of data migration – how to avoid re-keying everything

Often ignored MS Access Relational database Quick and easy to set up tables and forms Very powerful when combined with VBA Helps to establish what is needed before investing in long term solution

Excel – don’t forget Pivot tables vlookup Insight – significance, mean, standard deviation etc etc do you want a quick demo?