Overview

Efficio is an application that allows organizations to manage constituents on site as social services are delivered. It includes tools for checking in clients, managing line numbers, and communicating status. The tools simplify operations while promoting operational best practices. Efficio is configurable to meet the need of many use cases. Efficio works on virtually any phone, tablet, or computer without the need to install anything.

Efficio is enhances the dignity of constituents by providing a simple and fair check in process that eliminates the need to stand in long lines for service. It also creates a basis for better knowing and communicating with consituents. Taken together, Efficio enables social service organizations to deliver a better constituent experience.

Efficio is a Latin word for "enable" or "accomplish". Efficio was created by sustainablecivicsolutions.org, who retains copyright in the design and software. Any 501c(3) may request to become a pilot user.

Efficio is currently in pilot use, seeking feedback.

Current Features

The following features are currently available:

• Check in kiosk for self-service check in, capturing desired constituent data and/or issuing line numbers, as configured.
• Customizable workflows, selectable by event, to handle different service provider use cases and preferences.
• The check in data to captured can be configured to meet the needs of each event.
• User interface designed to focus only on tasks that are relevant and available
• Built in language translation for constituent-facing pages.
• Page to view all checked in constituents, with realtime updates and exports to Excel and CSV.
• Issuing of client line numbers sequentially or randomly (or not at all), using rules that can be determined based on the on-site situation at event opening.
• QR code link to a page where constituents can check status on their own device, without logging in. The page automatically updates as status changes.
• Dynamic calculation of estimated wait times, per constituent.
• Marking/unmarking constituents as having been served or not, for use at point of service. Captures time of service, for metrics.
• Administrative pages for choosing the active event, opening/closing service, and incrementing/decrementing the line numbers being served.
• Set custom status messages that are pushed to any constituents' devices via their status page.
• Public status screen, suitable for display on one or more monitors, for constituents who may not have devices of their own.
• Allows onetime logins for public kiosks and volunteers, avoiding the need to create, manage, and remember separate accounts.
• Simultaneous use of any number of pages simultaneously (i.e. multiple check in kiosks may be used).
• Staff users are tied to the organizations they belong to and can only see organizations' data. Allowed actions are controlled through configurable per-user roles and permissions.
• Authorized users can fully clear/reset event data.
• Self-service screen for organizations to add and edit events.
• Automatic calculation and capture of metrics, like service rate, when event closes.

Upcoming Features

The following features are under development or planned for future release

• Save and Find constituent data from previous check ins to avoid retyping of data.
• Checkin workflow blocking for cases where staff must execute a step (like checking ID) before proceeding.
• Electronic "boarding passes" usable at the time of service, for constituents who have mobile devices
• Volunteer sign up and check in

Technology

Efficio is designed as a multi-tenant cloud application, where all organizations use the same underlying system yet retain segregated data. It uses secure connections, modern stateless token based authentication, and server based caching of data for high performance. Efficio is carefully designed for concurrency to avoid data collisions, regardless of how many users and applications are in use. Efficio is built for speed, ensuring the best performance even where network connectivity is poor.

Learn More

Please contact mark@sustainablecivicsolutions.org for more information.