Wells Fargo volunteer team conducts assessment of data management systems and assists with application selection process, amplifying the mission behind Charlotte Regional Business Alliance
Charlotte Regional Business Alliance enthusiastically collaborates to promote and advance the Charlotte Region, creating opportunity, economic growth, and prosperity for all. They serve fifteen counties surrounding Mecklenburg County where they are working to ensure the highest quality of life in the region. The CLT Alliance is the voice of business and only regional economic development organization that grows the economy, advocates for business, and convenes diverse stakeholders for the city of Charlotte and the 15-county, bi-state region.
Charlotte Regional Business Alliance (CRBA) reached out to Apparo for assistance with selecting a software application to manage their membership data more effectively. Their current tool tracks revenue and members as well as manages their events, website and marketing communications (email marketing). The website integration has limitations as a CRM. They would like a separate platform for reporting. This project will create opportunities for streamlining technology for staff, enable their team to track data more efficiently, and update their reporting capabilities.
A Wells Fargo volunteer team of experts and students will deliver this Apparo Community Impact Project. Skilled volunteers will work alongside CRBA to assess their current business processes to identify the needs of the organization when considering viable software options. Following the team conducting marketplace research and applying the findings of the assessment, volunteers will provide demonstrations of options and assist with selecting a platform that will support CRBA in increasing organizational efficiencies. Through implementing a new software, the organization hopes to save time, have an improved ability to track valuable data, and address their reporting needs. Additionally, if able, volunteers will provide guidance on migrating data from the existing system to their new application.