Project spotlight
Benefits Advice
RBA brings referrals, appointments and advice administration together in one growing, joined-up system.
The challenge
Turning scattered administration into a strong foundation.
Administration was taking too long across a process supported by calendars, email and spreadsheets. As the advice offering grew, the team needed a more reliable way to coordinate referrals and appointments.
CharityVibe integrated those separate elements into RBA, a dedicated Benefits Advice system, creating a form foundation for the charity's next stage of growth.
The CharityVibe build
One connected framework for better advice.
RBA takes referrals from Social Services, GPs and other providers through a joined-up automated process. By standardising and connecting so many disparate elements into a holistic whole, the system has saved 50% of administration.
It has also provided a consistent framework to train and equip more advisors, giving the growing advice service a dependable platform for the future.
- Referrals from Social Services, GPs and other providers flow through one joined-up process.
- Calendars, email and spreadsheets are connected into a single, consistent framework.
- The system has saved around 50% of administration and supports training more advisors.
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