Multi-Dashboard Management System for Non-Profit Community Organization

When a growing non-profit organization needed to manage their community groups more effectively, we created a comprehensive digital solution. Our system streamlines group formation, support, and management through integrated dashboards and automated workflows.

The Challenge

The organization needed a solution that would:

• Simplify group leader support requests

• Streamline new group formation processes

• Provide clear oversight for support team members

• Integrate with their existing CRM system

• Maintain organized documentation

Our Solution

We developed a multi-dashboard system that serves both group leaders and support staff:

Key Features

Leader Dashboard

• Intuitive support ticket submission

• Real-time status tracking

• Resource access and documentation

• Streamlined communication channels

Formation & Support Dashboard

• Comprehensive request review system

• Ticket management with priority levels

• Team collaboration tools

• Automated workflow processes

Technical Implementation

The system includes:

• Custom post types for tickets and requests

• Automated status management

• Email notification system

• Internal CRM integration

• Comprehensive documentation modal

Process Automation

We streamlined operations through:

• Automated request processing

• Status tracking and updates

• Email notifications

• Form validation

• Data synchronization

The Results

This solution transformed the organization's operations by:

• Reducing administrative overhead

• Improving response times

• Streamlining group formation

• Enhancing team collaboration

• Providing clear process documentation

Technology Stack

• WordPress core platform

• Breakdance Builder

• Advanced Custom Fields (ACF)

• Custom PHP handlers

• JavaScript for interactivity

• Internal CRM integration

• SendGrid email system

System Architecture

User Roles & Access

• Group Leaders: Support ticket submission and tracking

• Support Team: Full dashboard access and request management

• System Admins: Complete system oversight

Key Components

• Support ticket management system

• Group formation request processing

• Interactive documentation system

• Real-time status updates

• Team collaboration tools

Business Impact

The system delivers significant operational benefits:

• Streamlined group management

• Improved support response times

• Enhanced team collaboration

• Reduced administrative workload

• Clear process documentation

Need a custom management system for your organization? Contact us to discuss your project.