The webinar focused on strategies for improving staff buy-in and adoption of the Apricot platform. The presenter emphasized the importance of leveraging underutilized field properties to enhance the user experience, such as making key data fields searchable and quick-view to streamline information access. She demonstrated how the "batch record" and "record copy" features can significantly simplify data entry, especially for scenarios involving group services or recurring assessments. The webinar also covered the email trigger functionality, which allows organizations to automate notifications and distribute relevant documents to clients and staff upon specific form events.
The second half of the session provided suggestions for creating reports tailored to the needs of frontline staff, rather than solely focusing on funder requirements. Examples included monitoring overdue client assessments, tracking pending inquiries, and generating follow-up reminders - all designed to integrate Apricot more seamlessly into the organization's existing workflows and protocols. The presenter encouraged attendees to solicit direct feedback from their teams to identify the most impactful reporting needs, fostering a collaborative approach to maximizing Apricot's utility. Participants were reminded of the various training resources available, including knowledge base articles, recorded webinars, and the support team, to continue developing their skills.
Getting Staff Buy-in Presentation Slides