Client workCommunity services

Custom operations platform

A custom command centre for a community service provider, from planning a session to applying for funding.

CategoryCustom Operations Platform & AI Reporting
EngagementProject
Steps04
01 · The situation

No central system.

Pā Whakaoranga is a community service provider running multiple programmes for their whānau and wider community, with no central system to manage it.

Client information was scattered, the team lacked visibility of who they were working with, and tracking sessions, attendance, and outcomes across programmes was manual and fragmented.

Custom-built interface
1
Sessions, programmes, and community meetups planned from one place
All
Generated reports in plain language
AI
Applications from the data they already hold
Fund
02 · What we built

Built around how they run.

A custom-built operational interface on Airtable, designed around how they actually run rather than a generic CRM, and grounded in the Te Whare Tapa Whā wellbeing dimensions.

It runs the whole operation from one place: planning and scheduling sessions and community meetups, managing clients and the group sessions delivered to the community, and surveying each session and recording what comes out of it.

Sessions, programmes, and community meetups scheduled
Plan
Each session recorded and outcomes captured
Survey
AI-generated reports and funding applications
Report
03 · The platform

From sessions to funding.

That recorded information then does double duty. The team produces reports with AI in plain language, and uses the same data to apply for funding channels that keep the community running.

04 · Results

One command centre.

One interface now runs clients, community meetups, sessions, programmes, surveys, reporting, and funding applications, instead of living across scattered tools and people's heads.

The team plans and records sessions, surveys outcomes, and turns that straight into AI-generated, funding-ready reports.

Hard usage numbers still to come.

Client intakeFormClient recordAirtableTrack journeyTe Whare Tapa WhāProgrammesAttendanceReportsOn demandAI assistantNatural languageAI-generated reportsOn demandEditClient recordsUpdateClient recordsRemoveClient records

Results

One interface now runs clients, community meetups, sessions, programmes, surveys, reporting, and funding applications, instead of living across scattered tools and people's heads.