How TACT Transformed
Today, I gotta brag about the work I've been doing with one of my favorite clients (aka - CASE STUDY TIME!)
Keep reading to learn more about TACT (Trans Advocacy & Care Team), the Systems I've designed and built for them, and the results it led to!
And if you're interested in supporting the Trans community by donating to TACT? 👉CLICK HERE!👈
“Devin provides very comprehensive, individualized support. I felt very supported in creating an automated system that takes so many communications tasks off my hands!”
- AJ Schaerer, Founder and Director of TACT (Trans Advocacy & Care Team)
💫 Background
I've been working with TACT (Trans Advocacy & Care Team) for over a year to revolutionize their operations and foster growth.
When I first met AJ Schaerer, TACT was organized (and they were like, REALLY really organized) but burdened by tasks that demanded valuable time and energy.
My mission was clear: to design custom systems and processes that would alleviate their workload, automate tasks, enhance onboarding experiences, and elevate data collection.
The ultimate goal? To liberate their time for strategic pursuits like grant applications and fundraising.
💫 Challenges
AJ Schaerer voiced the challenges they faced:
“We had limited resources, particularly limited time, and we needed help automating and doing things efficiently.”
Despite their organization, the pressure was immense.
Volunteer and client onboarding, data collection, and client support were all being done manually and needed simplification.
💫 Solutions
Our approach was to craft tailored solutions that addressed TACT’s unique challenges head-on. We created a tech stack consisting of Airtable, Dubsado, Zapier, and now Asana to:
Automate Onboarding and Offboarding Volunteers: We introduced streamlined systems that guided volunteers through onboarding and offboarding processes. Clear guidelines, automated paperwork, and comprehensive training resources lightened TACT’s load and streamlined the volunteer management process.
Automate Onboarding and Offboarding Peer Clients: To amplify their Peer Counseling services, we engineered a seamless onboarding and offboarding system. By standardizing procedures, digitizing documentation, and implementing feedback mechanisms, TACT can deliver exceptional support while maintaining impeccable organization.
Elevate Data Collection and Analysis: Recognizing the importance of data in securing grants, we’re currently developing a robust system for TACT to collect, store, and analyze crucial information. This data-driven approach will enhance their grant applications and maximize funding opportunities.
💫 Results
The transformation has been remarkable, leading to tangible outcomes:
Reduced Administrative Burden: Automation and streamlining have freed up TACT’s team, allowing them to focus on core activities like direct client interaction, grant applications, and fundraising.
Expanded Community Support: TACT’s increased capacity enables them to extend their outreach efforts, providing vital support to more individuals within the trans community.
Enhanced Grant Application Success: Our refined data collection system equips TACT with accurate, comprehensive data to bolster their grant applications. This data-driven approach enhances their chances of securing crucial funding for their transformative initiatives.
💫 In Conclusion...
By lightening its workload, streamlining administrative tasks, and optimizing data collection, TACT can now focus on what matters most: supporting the trans community, securing funding, and making a lasting impact.
This case study highlights the power of well-designed systems in driving growth, efficiency, and positive change.
PSSST - Interested in supporting the Trans community by donating to TACT? 👉CLICK HERE!👈
If you’re seeking similar transformations for your organization, let's explore how custom systems elevate your operations.
👇 Click the button below to apply to work with me!
