1. Moving from GIGO to DIGRO
Data Collection
Moving from GIGO to DIGRO

2. 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

3. 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

4. Where does data come from

5. Solutions – package or platform

6. Platform solutions

7. 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

8. 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

9. 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

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