Save Time, Work Less, Impress
Progress Reports to the Board
A typical scenario for an organization without an efficient, easy to use CRM system designed by economic development professionals would look something like:
To prepare progress reports, your team will scramble to assemble emails, check files, review documents and other related project information and assemble a “progress report”, which will need to be typed up, copied and pasted and reviewed.
You begin to think about preparing for the upcoming Board around a week ahead of time, and hurry to prepare an agenda and updates for the Board.
A minimum of 1 Day of staff time needed each month
WITH EDC Forge IN PLACE
Using pre-packaged report options, including charts/graphs/tables and trends, it’s as simple as Click and Print.
Staff time required: A Few Minutes
Savings Annually: Several Days!
Better Data: improved reports will result in a : more informed Board
Reports To Public Funding Agencies
A typical scenario for an organization without an efficient, easy to use CRM system designed by economic development professionals would look something like:
Public entities will normally define the type and frequency of reporting they will require to show accountability and results for the funding they provide.
Without a CRM, such as EDC Forge, a public presentation of this type could take up to 2 days of staff time to prepare.
WITH EDC Forge IN PLACE
Using pre-packaged report options, including charts/graphs/tables and trends, it’s as simple as Click and Print.
EDC Forge will enable the organization to customize reports with comprehensive data and present in a visually attractive manner. These presentations are public and require preparation
With EDC Forge, 3-5 days of staff time annually can be saved and produce and present higher quality more professional reports.
Reports to Private Sector Investors
High quality, comprehensive and professional reports are required to maintain support among private sector investors.
Without an organized system to track leads and measure progress, the preparation of update reports will be staff time intensive and difficult to replicate each time you present update reports
WITH EDC Forge IN PLACE
Using pre-packaged report options, including charts/graphs/tables and trends, it’s as simple as Click and Print.
With EDC Forge, you prepare timely update reports with trend charts, comprehensive information and consistent each time you communicate. You can prepare and present update reports within minutes at the request of an investor or as a tool to recruit a new member.
Strategic Plans and Hold Board Planning Retreats
1 to 3 year planning cycles are common for economic development groups to design strategies based on current trends. Access to reliable, easy to understand information on leads, prospects, marketing results, past strategies etc. are crucial to a successful decision-making process.
A minimum of 1 Day of staff time needed each month
WITH EDC Forge IN PLACE
Using pre-packaged report options, including charts/graphs/tables and trends, it’s as simple as Click and Print.
With EDC Forge, an organization can analyze trends , results and create better strategies and avoid spending time on markets and areas that have not been productive.