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New Tracking System: A Leap Ahead

September 25, 2007

Quickly following on the heals of the new agency site and online wish list submission form that was launched August 1st of 2007, Sharing Connections is preparing for a Mid-October 2007 launch of the new Wish List Tracking System, specifically for use by referring agencies. 

The new system was created to help referring agents track the progress of their client’s wish list more efficiently and with less phone time. The new tool will also aid our program staff in allowing for a smaller build-up of voicemail messages and more interaction online – with the added extra of having all pertinent information at their fingertips.  Not created to eliminate or replace phone or face to face interaction, but to give our referring agencies the option for instant information when they need it the most.

“It could easily take more then one business day to pull their [referring agent] voicemails and return their messages [due to the amount of calls] and it will now be accessed instantly by the referring agents that need it. It’s a win/win tool for all of us," said a program volunteer.

The new online tool will be restricted to approved users only, but will allow them to do everything from track the status of a client’s wish list, get instant communication updates for each wish list by the program staff, and even add updates themselves. In addition, with the launch of the online demo site, training tools are already in place to make it easy and convenient for agency representatives to get started.
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(Above) New tracking agency tool - Mid-October launch scheduled.
(Above) New tracking system demo and training site - launched September 24th, 2007
(Above) Agency (member only) site - launched August 1st, 2007