Birtenshaw was managing a high volume of pupil and student referrals across email, shared drives and spreadsheets. Workbie brought screening, responses and referral progress into a structured process designed around sensitive information.
Thousands of referrals were stored across email and a server drive. Staff manually entered each referral into spreadsheets, tracked its stage and recorded why it had progressed or stopped. The process created substantial administration and made accurate, timely reporting difficult. The information was highly sensitive, so data protection and access requirements had to shape the solution from the start.
Workbie applies the agreed suitability criteria as referrals arrive. Referrals that do not meet the criteria are removed from the active process and the relevant Local Authority receives an automatic response. Suitable referrals move into structured tracking, where their status, progress and reporting information are kept together.
Staff can see where referrals stand and what needs attention, without relying on scattered inboxes and manually maintained spreadsheets.
Tell us where information gets re-entered, progress gets lost or your team has to chase the next step. We'll discuss what to keep, connect or simplify first.
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