How do I migrate and redesign Charity Client Services MS access Database ?

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I am new to BPM, an intermediate level database developer with programming background in VBA - Access, Excel, and Delphi/Lazarus - Object pascal as well as SQL . I am finding the coding somewhat tedious and time consuming, and hoping using BPM will fast-track and expedite completion of this application.

  1. The charity is open 2 days a week, and may if needed open another day if needed.
  2. Clients arrive and are usually seen on the same day, and visit recorded.
  3. The most common provision is a Large or Small food hamper depending on eligibility criteria, and a voucher
    for clothing , linen, pots and pans from in house Op-Shop. Vouchers are also provided by local retailers from:
    Supermarkets, Pharmacies, Fuel and Phone services.
  4. Emergency Relief Financial assistance : Manager signs and in house check to maximum value; agent for
    Utility payment assistance, Social services scheduled deducted payments before receiving fortnightly deposit
    to bank account.
  5. Referral to other Government and NGO's

I am trying to do temporary fixes the existing database and at the same time build "from the ground up" an MS access database with 6 Tables not been normalized, with records of :
The most important function is to generate anonymous quarterly summary statistics, delete all records with most recent visits 2 years or older, and categorize Current clients : New <= 1 yr, Regular >1 yr <2 Yrs; Long Standing [Current Visit < 2 years , First Visit > 2 years]
Tbl_Client/Parther details,
Tbl_Client Visits-provision of food hampers & referral to in-house counseling , or external financial, medical and social services.
Tbl_Vouchers- In house Opshop Clothes and household goods; Retailer donated , Food, Fuel, Pharmacy, Phone, etc
Tbl_EmergencyRelief- Untilities and rent assistance: In-house checque to maximum value depending on circumstances; Water/Electricity provider assistance programs, Government Social Security scheduledm payments plan with direct debit before receiving social services payment
Tbl_VolunteerStaff: Contact Details, Availability, Duties, Room allocation - eg Kitchen, Op-Shop, How heard of charity; Board Member, Y/N , Position,

Additional requirements would include:
A scheduling roster for staff and appointments booking system for clients.
Reporting: Demographics:
Most Recent Visits: Quarterly reports of most recent visits; < 2 year, >= 2 years [Anonymous Summary Stats- Archive, Delete all records with identifiers)

Cheers and Thanks for any pointers.

1 answer

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This is definitely a not easy task...and your statement

I am finding the coding somewhat tedious and time consuming, and hoping using BPM will fast-track and expedite completion of this application

is somewhat worry some, as there will be more than just a small amount of coding.

My first level of advice is - drop the technical speak of tables etc. This is the bad end of starting out of BPM.

You have to start with a clear picture of the processes you want to build, then start with one first, then the next, then the next etc.

You state:

The most important function is to generate anonymous quarterly summary statistics, delete all records with most recent visits 2 years or older, and categorize Current clients : New <= 1 yr, Regular >1 yr <2 Yrs; Long Standing [Current Visit < 2 years , First Visit > 2 years]

well this isn't really BPM. This is simply a report: quarterly summary statistics and two background functions (tasks) delete all records with most recent visits 2 years or older and categorize Current clients

Here is my list (as a starter for 10) of the business processes you may be looking at, in no way complete - that is your task:

Add Client
Change Client
Archive Client (never delete things, just archive the data)

Add Visit
Change Visit

Add Voucher from ?
Change Voucher
Disburse Voucher

Emergency Relief is another issue as it is from (Petty Cash)

Receipt of Funds
Verification of Funds
Request for funds
Validation of Request
Disbursement of funds

Account balancing

etc etc etc etc...

BPM may not be your best solution for this enterprise. Definitely a good thought though.

But to do BPM you really need to look at the processes first - technical after.

regards
Seán

PS: While I understand this may not be the answer you are looking for it does answer your question, please mark as resolved by ticking the tick mark on the left of this reply so others now it is closed.

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