ISO: 21st Century - information wants out of 3 ring binders
January 10, 2014 1:37 PM Subscribe
We have a number of (internal) groups providing information about (external) clients. Help me figure out the best way to track this information for easy report generation.
posted by TravellingCari to Technology (3 answers total)
While the question says most of it, here's the detail you likely need. TL; DR summary at bottom.
Periodically we get asked by external stakeholders (a mix of clients, members, neighborhood business groups, city gov't, etc.) to report on what we've done for their constituent base in a recent period of time. The period of time depends on how regular we're in touch: some ask for this monthly, some it's once a year.
The information gathering part of it works really well. Each department (communications, editorial, etc.) sends a report (word or excel, usually) to the central person about the work they've done for external clients/members each week.
Where we struggle is how to best organize the info provided so that we can report on it to the stakeholders. Until the end of last year, it lived in 15 3-ring binders which I HATE as it's nearly impossible to effectively go through the binders to provide the report. With a new year and new central person with whom I'm working closely, we're moving toward a (semi) digital solution. This will work for us as the vast majority of the information is either online or in a format that it could be scanned and posted on a shared drive or intranet.
Our initial thinking is a spreadsheet with multiple tabs either for location or month where the central person could input the weekly info. For example, Editorial - January - two articles on Museum X. Then when a report is needed, we could filter/sort on location to get the links and print out the physical content, send an email with the links, and/or input it into a PowerPoint deck, etc.
Is this the best way, or is there another we should look at? Our CRM application has a "member report card" feature which we can and sometimes do use, but that doesn't fully solve to it as some who we report on aren't members and aren't in the CRM. Totally up for any ideas -- and there probably is a budget for a good solution if there is a good tool.
TL; DR: is a spreadsheet with links to the content the best solution for a central repository used for reporting to external constituents?
Thank you on behalf of my sanity and my papercut-free fingers.