Design study - Automated veteran follow-up and grant-ready records
Closing the loop on veteran outcomes and funder reporting. Design study.
- Client
- Wounded Veterans Relief Fund
- Year
- Service
- Workflow automation, CRM integration, Nonprofit, Outcome reporting
- Engagement
- Design study
The Challenge
Long-term outcome tracking relied on manual follow-up, making timely check-ins and reporting harder to sustain.
The Approach
BeeNex designed timed SMS/email check-ins, secure outcome forms, Salesforce write-back and automated report attachments. The follow-up schedule extends from 30 days to two years.
Capabilities
- 30-day/6-month/1-year/2-year cadence
- RingCentral SMS
- Email check-ins
- Tokenized intake forms
- Salesforce write-back
- Outcome PDF generation
- Record attachment
- Review and training
Workflow
- Schedule follow-up milestone
- Send message
- Veteran completes secure form
- Write outcome to Salesforce
- Create PDF
- Staff reviews/reporting uses record
- Salesforce
- RingCentral
- Google Cloud
- Secure forms
- PDF generation
Outcome
The design connects scheduled follow-up to a consistent outcome record and reporting artifact. Improved response rates are a goal for a future deployment, not a measured result.