Overview

Efficio is an application that allows organizations to simplify client management at social service events. It includes tools for checking in clients, managing line numbers, and communicating status. Efficio is configurable to support many different use cases. Efficio works on virtually any phone, tablet, or computer without the need to install anything, and there are NO licensing fees.

Benefits

Efficio helps improve your work and your service to clients in the following ways:

• Promotes high quality processes and encourages them to be performed consistently by all staff
• Captures accurate client information electronically, up front, replacing paper and manual input/correction of data later
• Provides a simple and fair check in and service process that eliminates the need for clients to stand in long lines for service
• Promotes equity for clients who physically cannot stand in line
• Provides better real-time event information, allowing site managers to predict end times and supplies that will be needed
• Automatically provides information needed for internal reporting, performance tracking, and grant documentation

Current Features

The following features are currently available:

• Uses a no-install web based application that works on any device with internet access (phones, tablets, computers).
• Provides an easy to use check in page for capturing constituent data and/or issuing line numbers, as desired.
• Supports staff-assisted or self-service check in.
• Allows the data to capture during check in to be configured by event.
• Allows customizable workflows, selectable by event, to handle different use cases and preferences.
• Provides built-in language translation.
• Issues client line numbers sequentially or randomly (or not at all), with options selectable at event opening.
• Displays a board showing the currently served line number and/or messages for clients.
• Provides a real-time page where constituents can check the line status on their own device, without logging in.
• Dynamically calculates estimated wait and service times, per constituent, based on current service rate and past history.
• Provides a dashboard for monitoring event check in count, service count, service velocity, and expected end time, so event managers can better manage service delivery.
• Provides a page for incrementing line numbers and marking constituents as having been served at time of service.
• Allows onetime logins for public kiosks and volunteers, avoiding the need to create, manage, and remember separate accounts. Offers Email based onetime logins for regular users, eliminating the need to remember passwords.
• Provides a page with realtime details as check ins occur. Also provides a customizable drag and drop check in report with easy-to-export data.
• Automatically calculates and captures detailed impact and performance metrics, within and across events.
• Custom reporting of checked in
• Allows simultaneous use of any number of pages on multiple devices (i.e. multiple check in kiosks may be used).
• Provides flexible access control by organization and role, allows separation of duties at events.
• Provides event manager pages for choosing the active event, opening/closing service, and incrementing/decrementing the line numbers being served.
• Provides administrative applications for setting up and maintaining organizations, services, events, and users.

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, single-use nonces, encryption, and server based caching of data for security and 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.

Future Plans

Efficio continues to evolve to address new high-priority needs. The following capabilities are expected to be in future releases.

• Support for unique and secure client identifiers to speed check in for repeat visitors
• Online/remote check in and electronic "tickets", for constituents who have mobile devices
• Volunteer sign up, management, and check in

Learn More

Efficio was created by sustainablecivicsolutions.org, who retains copyright in the design and software. Any 501c(3) may request to become a pilot user.

Please contact mark@sustainablecivicsolutions.org for more information.