Community Development Financial Institutions (CDFI)
Outcome Tracker provides an online platform for your CDFI to manage client, business, and/or project data throughout all the phases of your interactions:
Inquiry → Application/Intake → Services → Outcomes/Impact
Access data for clients, businesses and projects in one place. Data snapshots allow you to see the progress for key indicators such as business starts, business revenues, employees, units developed, etc.
Integrate your lending data and outcomes using our DownHome Loan Manager Cloud Edition interface or by importing loan summaries from other loan management systems.
Outcome Tracker's user interface makes it easy for your users to access all of a client's/project's information and add activities & notes. Self-service features and messages allow you to efficiently engage with clients via their computer or phone. Reports provide analysis of your clients, services, and outcomes.
Join an upcoming webinar to learn how you can benefit from Outcome Tracker.
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, projects, and more.
- Add fields & forms
- Applications
- Portals
- Activities
- Surveys & Assessments
- Reports
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
- Electronic Signatures
- Email messages
- Text messages
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
Exchange data with other organizations and systems
Interface your Outcome Tracker data with other systems to increase effectiveness and eliminate double entry.
- DownHome Loan Manager
- Import loan summaries from other loan systems
- Emma & Constant Contact
- Export to spreadsheet (CSV)
- Import from spreadsheet (CSV)
- Schedule exports/imports
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.
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 at a discounted rate. Please contact us for details.