Program Resource Tracking

Indiana Association of Home & Hospice Care

"Working with Sprout Ops has been wonderful. They took our ideas for data collection and turned them into something extraordinary that is user friendly and doesn't require hours of training to be able to use.

We had the opportunity through a grant to work with a big all-in-one company, but found their solutions to be too "high tech" and cumbersome for our needs. [Sprout Ops] simplified our data collection - taking them from spreadsheet to dashboards that we use in our work on a daily basis. Highly recommend if you're looking for high tech tools, without the significant cost."

- Tim Scully,

Director of Workforce Development

Goals:

Track statewide resources provided to clients.
Enable clients to easily schedule virtual meetings with consultants, including automated introductory emails and calendar invites.
Efficiently manage client notes, demographics, and resource referrals.
Automate sending of follow-up satisfaction surveys.
Visualize all collected data in an interactive and filterable dashboard.

Constraints:

Avoid ongoing subscription fees by utilizing free or one-time-cost solutions.
Solutions must be intuitive and straightforward to maintain.

Outcome:

Resources are logged via Google Forms and flow seamlessly into a Google Looker Studio dashboard, featuring unique editable resource links.
Automated Zoom scheduling integration creates calendar invites populated with relevant demographic details.
Google Apps Script aggregates, processes, and transfers data into Google Sheets.
Google Forms entries are tagged with unique client identifiers for accurate tracking.
Consultants receive daily summary emails containing their scheduled meetings and associated resource links.
Automated follow-up emails are sent to clients once consultants complete their notes.
All collected information integrates cohesively into a single, comprehensive Looker Studio dashboard using unique client IDs.