Dream it, make it, use it

You’ve got processes, you’ve got forms, you’ve got systems.
You know what works well and you know what could be improved.
Makerble is a complete workflow system - it gives you the freedom to define your internal processes - whatever they are, so your colleagues have the structure to deliver consistent quality services.

A-impact-40 SFX Landscape - full -V6.mp4

Build your perfect workflow on Makerble

Use Makerble to manage every journey a participant takes through your organisation, from their initial signup through to their eventual completion of your programme.

Each of your projects on Makerble is capable of handling an entire Participant Journey

Stage	How to manage it on Makerble

Stage

How to manage it on Makerble

Create a Signup Page for each project
Embed the Signup Pages on your website
Receive notifications whenever someone signs up

D-CRM-1 Final Animation Version 2 v3 .mp4

Get more guidance: 1. SIGNUP part of your Participant Journey

Conduct a baseline survey, questionnaire or outcome assessment
Collect information about dependents, emergency contacts, referees, referral agencies and other related contacts using additional forms
Use flags to record important information such as Safeguarding concerns, Medical considerations and more

Get more guidance: 2a. ASSESS: part of your Participant Journey

Allocate each person / client / patient / service-user / lead / volunteer, etc to one or more projects
Move them between the Waiting List and the Enrolled list
Book them into upcoming group sessions and/or 1:1 appointments

Get more guidance: 3. ASSIGN: plan your Participant Journey

Send an automated yet personalised Welcome Email with details of the sessions they are booked in to attend
Receive and reply to SMS messages - e.g. containing their questions, requests for more information or a heads up that they’re running late

Get more guidance: 4. INFORM: plan your Participant Journey

Record attendance and observations at sessions
Create reports that show attendance levels, demographics and more
Store sensitive case notes and restrict their access

Get more guidance: 5. PROVIDE: part of your Participant Journey

Compare baseline, midpoint and endpoint results to calculate Distance Travelled - the improvement over time for an entire cohort, a segment or an individual
Collect qualitative stories with pictures, video, audio, attachments and more; and arrange them into themes by coding them with labels

Get more guidance: 6. RE-ASSESS: part of your Participant Journey

Record progress towards expected and unexpected outcomes
Quantify your impact with customisable dashboards you can create for each funder, manager and stakeholder

Get more guidance: 7. COMPLETE: part of your Participant Journey

Get more guidance

If you’ve bought an onboarding package and are using the blueprints, you can document your participant journey in the Participant Journey tab of the spreadsheet.

Design your Participant Journeys

Dream it, make it, use it

Build your perfect workflow on Makerble

Get more guidance