Individual Development Accounts

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Outcome Tracker provides an online platform for your IDA program to manage client data throughout all the phases of your client interactions:

Inquiry → Intake → Saving/Services → Outcomes/Impact

Outcome Tracker is the leading administrative system for Individual Development Accounts.  For account management, Outcome Tracker provides:

  • Flexible match and incentive rules
  • Integration with your bank or credit union partner (optionally on a nightly basis)
  • Multiple funders and program types
  • Consultations, training classes, notes, and reminders
  • Account-based reporting to analyze your impact
  • Integration with other programs in your agency

 

Join an upcoming webinar to learn how you can benefit from Outcome Tracker.

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Configure Outcome Tracker for your program’s needs

We’ll help you configure Outcome Tracker for your current needs and teach you to adapt Outcome Tracker as your needs grow.  Configure Outcome Tracker for clients, businesses, and more.

  • Add fields & forms
  • Applications
  • Portals
  • Activities
  • Surveys & Assessments
  • Reports
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Reach out to clients via their computer or phone

Engage with your clients online. Enable them to enter data for you. Or give them a nudge.

  • Online inquiries
  • Online applications
  • Online surveys
  • Web and mobile portals
  • Self-enrollment & fee payment for classes
  • Email messages
  • Text messages
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Use data to help tell the story of your impact

Use existing reports or create new ones. You don’t need to be a programmer. We’ll teach you how.

  • Create queries
  • Analyze with Crosstabs
  • Show outcome indicators over time
  • Illustrate with Charts
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Exchange data with other organizations and systems

Interface your Outcome Tracker data with other systems to increase effectiveness and eliminate double entry.

  • Bank or Credit Union accounts
  • Emma & Constant Contact
  • Export to spreadsheet (CSV)
  • Import from spreadsheet (CSV)
  • Schedule exports/imports
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Keep your confidential data secure

Control who sees your data and limit what they see.

  • Custom user security
  • Externally tested security measures
  • Data stays on your country's soil (US or Canada)

Getting Started

VistaShare works with your project team to build out the Outcome Tracker platform according to your needs, train you how to use the system, and teach you how you can adapt Outcome Tracker as your needs grow.

Assessment

Your VistaShare trainer will work with you to understand your agency’s needs, including data collection (e.g., applications, surveys), outcome indicators, process flow, and reporting needs.  Accounts and matching rules are reviewed.

Configuration

You don’t need to start with a blank slate. Your trainer will create an initial configuration based on the assessment.

Training

A series of training sessions will teach your team how to use Outcome Tracker day-to-day and how to to adapt the database to meet future requirements. Self-paced tutorials are also used during the training process.

Data Conversion

VistaShare will help you to import your data into Outcome Tracker.

Following the implementation project, the Customer Support Team and the Outcome Tracker Help Desk will help you get the most out of Outcome Tracker.

Pricing

Outcome Tracker pricing consists of:

Licensing Fee

This one-time fee covers licensing plus initial implementation hours for your organization.

Professional Services

On-site and/or remote training, consulting services, custom report writing, and data conversion services are provided according to your needs.

Monthly Subscription

The monthly subscription includes product enhancements, support, and data hosting/backup/security.

Outcome Tracker pricing is tiered based on several factors, including program size.  In addition to single-agency licenses, Outcome Tracker can be licensed for a network of organizations ("Enterprise License").  Please contact us for details.