Apricot is more than just a tool; it’s a solution tailored to meet the unique needs of nonprofit organizations. However, maximizing its potential sometimes requires adjustments to ensure it aligns perfectly with your organization’s workflows and objectives. At Treadwell, we specialize in helping nonprofits like yours optimize their Apricot experience for maximum efficiency and user satisfaction. Continue reading foractionable advice on enhancing the user experience of Apricot.
Customizing the Home Page
One of the key ways to enhance user experience in Apricot is by customizing the home page (also known as the Bulletins Page). By setting up Bulletins, you can provide your team members with a visually intuitive and comprehensive overview of key data and metrics relevant to their roles and objectives. These dashboards empower users to make informed decisions and strategic plans while fostering engagement and accountability across the organization.
Configuring Alerts and Email Triggers
Alerts and Notifications play a crucial role in minimizing manual efforts and ensuring timely communication and task management within Apricot. Whether it’s setting up email triggers or defining rules and alerts, these features streamline workflows and keep everyone on track. From managing approval processes to flagging incomplete tasks, these alerts enhance efficiency and promote better decision-making by providing real-time notifications and reminders.
Note: While email triggers are available to all Apricot users, rules and alerts are available to Core and 360 users, and time-based alerts are only available in Apricot 360.
Designing Workflows
Implementing workflows in Apricot establishes a structured framework for managing processes and tasks, ensuring consistency, efficiency, and accountability throughout case lifecycles. Workflows simplify complex processes into manageable stages, reducing navigation and training time while guiding users through each step. By combining workflows with automated alerts, you can further enhance efficiency and reduce the time spent on quality assurance and data cleaning.
Scheduling Results Reports
Automating the generation and distribution of essential reports in Apricot not only saves time, it ensures that relevant data reaches the right stakeholders at the right time. Whether it’s sharing program outcomes with funders or monitoring client progress, scheduled reports provide timely insights that drive informed decision-making without manual intervention.
Note: Results Reporting is only available for administrators of Apricot 360 instances.
Applying Automation
Integrating Apricot with other software tools and platforms commonly used in your organization can streamline workflows and enhance productivity. By automating repetitive tasks and reducing the need for manual data entry, integrations and automations save time, minimize errors, and increase efficiency. Whether it’s connecting with email systems or document management software, these integrations simplify processes and create a more user-friendly experience for everyone involved.
Ready to Optimize Your Apricot (User) Experience?
If you’re ready to take your Apricot system to the next level and make it more user friendly for your organization, Treadwell (Bonterra’s certified implementation partner) is here to help.
Our team of experts specializes in helping nonprofits like yours maximize the potential of Apricot through tailored solutions and expert guidance. Contact us today to book a consultation and start your journey towards a more streamlined and efficient Apricot experience.
