Overview

Efficio is an application that allows you to vastly improve your clients' experience at social service events. It includes tools for checking in clients, managing line numbers, coordinating service delivery, and communicating status. Efficio is fully configurable, so it can support many different use cases. Efficio is fast, and works on virtually any phone, tablet, or computer without the need to install anything. Efficio was created by a nonprofit, sustainablecivicsolutions.org, and there are no licensing fees for 501c3's.

Benefits

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

• Directly and accurately captures the information you want on your clients, replacing paper and manual input/correction of data later
• Issues line numbers to your clients easily and equitably and gives clients the ability to remotely check the line status if they wish
• Frees your clients from having to stand in line for service, improving safety, reducing physical stress, and enabling parallel delivery of other services
• Provides you with real-time event information, allowing your site managers to better coordinate service delivery

• Automatically provides you with information needed for internal reporting, performance tracking, and grant documentation
• Implements best practice processes so your staff can work consistently and efficiently with minimal training
• Works on your existing devices, with nothing to install

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 passwordless check in on personal devices, for volunteers.
• Allows the exact data to capture to be configured per 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.
• Provides flexible online reporting of checked in constituents, and data can be exported.
• Allows simultaneous use of any number of pages on multiple devices (i.e. multiple check in kiosks may be used).
• Provides strong and 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.
• Once onboarded, organizations can fully self-mange ongoing use of the application, their users, and their data.

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 devices, users, and applications are in use. It is built without any dependence on bulky external libraries, which means it is still fast on slower devices and networks.

Future Plans

Efficio is constantly evolving to address new high-priority needs. The following capabilities are expected to be in future releases.

• 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.