Business Process Assessment + Application Selection
The Independence Fund has grown significantly, from a volunteer-based nonprofit to one with a staff of 17 full time employees. They are currently using multiple databases, applications, and spreadsheets to track donors, clients, and programs, making it difficult and cumbersome to create reports and retain historical information. Ideally, they would like to have a centralized CRM database to track this data.
They reached out to Apparo seeking a corporate volunteer team to assess their business processes for each of these areas and create a business requirements roadmap needed for selecting a CRM tool to help drive the collection of important metrics that will be used for reporting and sharing impact stories with the community and donors. Apparo has matched them to a volunteer team from Corning Optical Communications who will conduct marketplace research, demos, price comparisons, and provide recommendations to The Independence Fund for an application that their needs.
As part of our Epic program, this project will be facilitated by volunteer Dan Knezevic.
Founded in 2007, The Independence Fund is committed to empowering our nation’s catastrophically wounded, injured, or ill Veterans to overcome physical, mental, and emotional wounds incurred in the line of duty. We are dedicated to improving the lives of both our Veterans and their families. Through our Mobility, Caregiver, Adaptive Sports, Advocacy, and Family programs, The Independence Fund strives to bridge the gap of unmet needs for Veterans and their caregivers.