In 2013, after successfully securing five contracts with Gloucestershire County Council and NHS Gloucestershire CCG, Carers Gloucestershire (CG) realised they urgently needed a specialist CRM capable of meeting their rapidly expanding workload. CG selected Charitylog. The new system is now enabling CG to provide a better service to carers and improved management report for commissioners.
Founded in 1992, Carers Gloucestershire (CG) is an independent charitable organisation that seeks to improve the lives of carers in Gloucestershire. The charity provides information, advice, and support to carers. CG services include a telephone support line, regular carer forums, support groups and a Positive Caring Programme offering free weekly support sessions at local venues across Gloucestershire.
CG's original case management system consisted of an unsatisfactory combination of a paper based records together with an Access-based database which had to be maintained on CG's own server. Before CG were awarded the GCC contracts they were already painfully aware of the limitations of their existing information system and were resolved to procuring a specialist system if they were successful in their contract bids. After evaluating the various systems on the market and taking advice from other Charitable organisations, GG selected Charitylog as their preferred CRM for managing their caseload.
The Charitylog solution
Charitylog have completely transformed CG's case management system, providing a secure cloud-basd CRM that consolidates all of CG's case notes, client contact records and staff schedules into a single integrated database. The fragmented paper-based filing system has gone and all client (carer) contacts - including the telephone support line contacts - are now recorded against the clients' confidential records on the CRM. The new system has proven more than adequate for meeting the requirements of the new contracts and the Charitylog CRM can be easily scaled up to cope with additional users if required.
As most of CG's operational data is now stored in Charitylog, the integrated reporting system has become an essential tool. The CG team are now regularly using the Charitylog reports suite both for their internal management reports and for their mandated reports to Gloucestershire County Council.