"Building Better Opportunities"

The Building Bridges programme supports people across Swindon and Wiltshire who are facing significant challenges in being able to develop their skills, access education or move towards the world of work. Taking part in the programme is entirely voluntary and all of our advice and support is offered free of charge

The West Of England Works project is an exciting partnership which aims to help unemployed and economically inactive people in the West of England find employment. Led by Weston College, the partnership includes a range of voluntary and community organisations based in Bristol, North Somerset, South Gloucestershire, and Bath and North East Somerset. It will support at least 1537 young people and adults into gaining employment through a community-based support programme

What have we been doing?

We have been working with Building Better Opportunities partners since 2016 to deliver a centralised MIS for their projects to organise, process and archive their participant data and evidence. 

Projects include automated onboarding process, generating paperwork and bespoke audit reports to ensure the data exported is accurate and compliant with the funding rules.

Key Challenges Faced

Online referral forms process

Centralising Potential > Participant process and evidence

Multiple organisations and users with different controlled access

Generating funding paperwork and exports

Advanced audit reports and compliance for data quality

Email marketing, invites and surveys

Website Forms

Bring everything into one place!

Referrals and Potentials
Groups, lists and reports
Preferences and GDPR

Potential

Initial Contact Made

Taking initial details
Qualify compliance with funding
Set Follow Up reminders

Participant

Qualified individuals

Centralised data and evidence
Assigned to Key worker
Alerts and reminders

Generate Documents

Enter data once, mail merge your paperwork

Sign-up and Compliance  
Flexible mail merge for Word and Excel
Upload and Archive

Audit Reports

Compliance Driven Criteria

User Homepage Dashboards
Starts and Success Rates
Scheduled reports via Email

User Groups and Permissions

 Different organisations collaborating

Flexible Permissions and Layouts
Lead Partner admin users
Password Management 

EngageCRM UK customised our Participant dashboards for our starts and successful completions!
It is so easy to use and I can see our Participants data trends in a whole new way!

Anna Carey

Partnership Development Manager for West of England Works

Over the 2 Projects...

250+

Active Users

Across 50 Organisations

5k+

Participants Enrolled

To help get back to work!

28%

Increase in sign-up

Online enrolment forms 

10/10

Compliance

Successful Audits

Key Benefits

Every User Included

Each organisation can nominate as many users needed to join the project

Centralised Engagement

All Participant evidence and history in one place

Consistency

Online sign-up and compliance checks

Compliance Paperwork

Version control and updates managed

Project Growth

28% increase in online sign-ups

Successful Outcomes

41% of Participants have recorded a successful outcome

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Stay Connected

Tel: 01793 236246
Email: info@engagecrm.co.uk
Address: 1 Milton Road, Swindon, SN1 5JE

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