ClearPoint Credit Counseling Solutions Achieves True Self-Service Reporting and Increases User Adoption with Entrinsik Informer
公司规模
1,000+
地区
- America
国家
- United States
产品
- Entrinsik Informer
- SugarCRM
- Jira
技术栈
- LDAP
- Exchange Server
实施规模
- Enterprise-wide Deployment
影响指标
- Customer Satisfaction
- Digital Expertise
- Productivity Improvements
技术
- 分析与建模 - 数据挖掘
- 应用基础设施与中间件 - 数据交换与集成
- 平台即服务 (PaaS) - 数据管理平台
适用行业
- 金融与保险
适用功能
- 商业运营
- 质量保证
服务
- 系统集成
- 培训
关于客户
ClearPoint Credit Counseling Solutions, formerly known as CredAbility, is a national nonprofit credit counseling agency based in the United States. The organization helps consumers with budget, credit, and housing issues through certified counselors. ClearPoint is dedicated to providing financial education and counseling services to individuals and families, aiming to improve their financial well-being. The organization operates with a large team of over 1,000 employees, including certified counselors and support staff. ClearPoint's mission is to empower consumers to achieve financial stability and independence through personalized counseling and education. The organization serves a diverse clientele, offering services such as debt management plans, housing counseling, and financial education workshops.
挑战
ClearPoint Credit Counseling Solutions, a national nonprofit credit counseling agency, faced significant challenges with their reporting capabilities. The organization relied on native reports in their SugarCRM application and submitted requests for new and customized reports through Jira. This process was cumbersome and time-consuming, involving multiple departments and people. The lack of self-service reporting capabilities meant that staff could not access the information they needed when they needed it. Additionally, ClearPoint had data in multiple locations that could not be accessed within one system, requiring manual report creation, a task that non-IT staff could rarely perform on their own. The premade reports in SugarCRM did not provide all the necessary reports and visualizations, leading to inefficiencies and resource drains.
解决方案
ClearPoint implemented a free trial of Entrinsik Informer, which quickly proved to be a valuable tool for their reporting needs. Informer was chosen for its ability to connect to multiple data sources and create reports by blending data, all with an easy, drag-and-drop interface that non-technical users could easily learn. The setup process was fast, and users were up and running in no time. Informer allowed ClearPoint to consolidate data from various platforms into a single interface, enabling efficient and user-friendly reporting. The software's multi-data source connection ability and easy-to-use interface made it a popular choice among staff. Over 60 staff members at ClearPoint are now using Informer to manage their data, connect to LDAP and Exchange servers, and automate report distribution. The scheduling feature within Informer has been particularly beneficial, allowing reports to be generated and distributed automatically, saving time and effort for the staff.
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