Independence Fund leadership reached out to Apparo for support in selecting the best software to manage their data and client experience.
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. They are dedicated to improving the lives of both our Veterans and their families. Through their Mobility, Caregiver, Adaptive Sports, Advocacy, and Family programs, The Independence Fund strives to bridge the gap of unmet needs for Veterans and their caregivers.
The Independence Fund has grown significantly from a volunteer based nonprofit to having a staff of 19 FTE’s. They are currently using multiple databases, applications, and spreadsheets to track donors, clients, and programs. With their current way of tracking, there are multiple spreadsheets and data spread across several systems which makes it difficult and cumbersome to create reports and retain historical information. They are also in need of a better system for clients to use to apply for programs. Their current system is very difficult to use and not designed for use by family members/caregivers making program applications difficult and time consuming.
They seek an application that will allow clients to easily log in, apply for all programs and update information. It will also drive the collection of important metrics that will be used for reporting and sharing impact stories with the community and donors. Ideally, they would like to have a centralized CRM database to track this data but understand that this may not be possible and multiple systems may be required.
Apparo has matched them to a Sean Baier, a volunteer from Accenture, in a project that will be facilitated by Dan Knezevic from FileSolve through Apparo’s Epic Change Agent program.
The team will:
- Confirm and prioritize business requirements needed for selecting a CRM tool
- Provide marketplace research, demos, price comparisons
- Provide recommendations to The Independence Fund for an application that fits their needs