ORGANIZATION: East Side Neighborhood Services
WEBSITE: East Side Neighborhood Services
MISSION STATEMENT: To build pathways toward equity by addressing social and economic barriers
ORGANIZATION’S CHALLENGE:
With many moving parts in various programs, Senior Director of Program, Lindsay Walz, is trying to make use of more automation features in Microsoft 365. With some framework established, she is running into capacity challenges and limited knowledge of the system to complete the work. With tech support, Lindsay would like to enhance her learning and finish two projects in progress.
The first project is to better streamline organization invoices for the accounting department, which come from program directors and external vendors. Microsoft Lists is set up with a submission form in place and working, however, the automation to send confirmation back to the invoice submitter is not. Lindsay suspects that this has to do with the list being kept private and would like to explore if there’s a way to work around this while protecting financial information.
The second project has to do with families reaching out with daycare inquiries. Lindsay has established an interest form and general email alert when a new entry has been made but is struggling with how to set-up an outgoing email to the interested person with program information and next steps. One of these steps includes booking a facility tour, however, a scheduling system hasn’t been identified. Lindsay would like to explore Microsoft Bookings with the requirement that they’re able to pre-select a few dates and times for tours each month. She’s also interested in a possible second automation that integrates with the daycare management system BrightWheel for people wishing to move forward with services after receiving a tour.
With tech support, East Side Neighborhood Services can troubleshoot the automation challenges they’re experiencing and increase their knowledge of building workflows, which will increase staff capacity and organization efficiency.
POTENTIAL DELIVERABLE(S):
• Microsoft 365 training and documentation (automations, workflows)
• Project completion – list permissions & automated email with booking technology
REQUESTED VOLUNTEER SKILL SETS: Data Architect, Information Architect, Process Management, Solution Architecture, Microsoft 365
This spot is for the Project Lead Role - Project Leads help facilitate the meetings, guiding the team through the agendas, keeping folks on task and conversation flowing, inclusive of all voices. Project leads do not need to have expertise in all aspects of the challenge but rather have strong leadership and facilitation skills. They will also help schedule the scoping call.
