MECOPP (MINORITY ETHNIC CARERS OF PEOPLE PROJECT) 

IT upgrade (4 laptops, 4 dongles and 4 headsets) for four members of staff to support digitally home working for the foreseeable future.

Our funding application has two elements: the purchase and implementation of a new CRM system (Charitylog); and, two laptops with SIM's. The CRM system will substantially improve our ability and ....more

Our funding application has two elements: the purchase and implementation of a new CRM system (Charitylog); and, two laptops with SIM's. The CRM system will substantially improve our ability and capacity to capture, analyse and report on information and performance monitoring requirements in a consistent manner across the organisation. We are aware that our current database system is no longer adequate for the amount of recording and reporting required. Based on internal discussions, the functionality we require from a CRM has been identified as follows: • The ability to capture and store information relating to carer beneficiaries across a range of demographic and socio-economic indicators; • The ability to impose 'permissions' to limit access and visibility to those who require it as a function of their role; • The ability to effectively manage all aspects of case work and case recording; • The ability to evidence and measure outcomes for beneficiaries; • The ability to record individual carer participation across a range of activities including carer training, events and groups; • The ability to produce reports and accessible 'dashboards' filtered by one or more criteria as required by internal and external reporting requirements; and, • The ability to remote in when workers are on home visits. The laptops will enable the carer support workers to undertake a range of casework related tasks whilst away from the office. For example, being able to complete benefit application forms whilst on home visits or source information of value to the carer. Where appropriate, staff will also be able to take case notes and directly input into the system, reducing the need to transcribe once back at the office. This will reduce duplication, enhance GDPR compliance and enable staff to be more productive. In preparation for this application, we undertook a digital audit and follow up conversation with SCVO's IT team, attended a digital workshop again run by SCVO and visited Carers of East Lothian to see their CRM system in operation. We also followed up with telephone conversations to other carer organisations currently in the process of implementing CRM's and based on this information, we feel that Charitylog is suited to our needs. Having spoken to Charitylog, we are aware that they have developed a bolt-on module to capture the information required for the Carers' Census and this will be included as part of the package. Ultimately, personnel records and other information relating to governance and operational matters will migrate to the CRM system supporting the organisation to go 'paperless' in the longer term.

The Dementia Support Service Link Worker (South Asian Communities)

over two years for arts-based work with Gypsy/Traveller communities in Scotland

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Mothers and Daughters, Fathers and Sons'