The Challenge
Inefficient Workflow and Data Management:
- Relied on a paper-based system with manual data entry, leading to potential errors and long admin process
- Data was fragmented across multiple systems (paper, PDFs, Dropbox, outdated database)
Lack of Real-Time Information and Collaboration:
- Paper-based system hindered real-time access to clients and repair information
- Limited ability for team members to collaborate efficiently on projects
Limited Community Impact:
- Time-consuming administrative tasks restricted the program’s capacity
- Field technicians spent most Fridays on paperwork instead of serving clients
The Solution
- Digital Transformation of Field Operations: Youreka enabled field technicians to capture data, manage photos, and complete work orders digitally on-site using iPads. This eliminated paper work orders, manual data entry, and tedious photo management. Customizable forms and workflows allowed Mission: St. Louis to tailor the solution to their specific needs, optimizing processes and adapting to changing demands.
- Centralized Data Management: By integrating Youreka with Salesforce, Mission: St. Louis centralized all information related to clients, work orders, repairs, and grants into a single system. This eliminated multiple databases, reduced data silos, and improved data accuracy, accessibility, and reporting capabilities.
- Real-time Data Access and Collaboration: The solution provided real-time access to data, enabling better collaboration among team members. Field technicians, program managers, and administrators can access and update information from anywhere, improving communication, decision-making, and overall program management.
- Continuous Improvement and Support: Youreka’s team provided ongoing support and collaboration, ensuring the solution’s success. Regular meetings and updates kept Mission: St. Louis informed about new features, improvements, and best practices, allowing them to continuously enhance their processes and leverage the full potential of Youreka.
The Results
Mission: St. Louis’s digital transformation leveraging Youreka has amplified the organization’s impact, allowing them to fulfill their mission of providing safe, comfortable homes with greater efficiency and scale.
Automated and Modernized Field Processes
Administrative processes once bogged down by paperwork now flow smoothly through streamlined digital channels.
Optimized Time in the Field
Field technicians spend less time on data entry and more time where it matters most – in homes, completing critical repairs.
Significantly Increased Operational Efficiency
Leading to a marked increase in households served and projects completed.
Sharpened Decision-Making with Real-Time Data Access
Mission: St. Louis now responds swiftly and effectively to community needs, expanding their reach to more residents.
