REDF is using a Salesforce system that we worked with a consultant to get
configured and it allows us to use all of our monitoring tools in one place so
we're able to keep track of the annual work plan the annual budgets keep notes
on our monthly check-ins keep track of monthly reporting and financials as well
as quarterly grant spending and the actual self reviews for the organization
such as their video review in their end-of-the-year review so all of that we
can now keep on one centralized system on sale force so all of the or all of
this data is first tracked at the organization level so for each grantee
that we have we have a organization listed for them under the organization
we keep a lot of different information from general details so being able to
track what kind of overall services an organization offers what their EIN is
where their website is as well as some high level information about the social
enterprise itself so one was the enterprise started what is the actual
structure of the social enterprise and who are the primary contacts in addition
to that general a social enterprise information we actually keep a great
deal of in from detail on the social enterprise business lines so that's
attached to the organization as well and we can click to the section which is
social enterprise business line and this gives us a lot of information on
the social enterprises themselves from their financial information to technical
assistance that we've provided for them to programmatic benchmarking data so to
give you an example of what programmatic benchmarking data looks like for us
every year we have our grid or every half year actually we have grantees fill
out this survey where they can detail their outcomes so for example how are
people doing when they graduate from the social enterprise how long does it take
someone to exit how many people have they exited how many labor hours has the
organization paid as well as getting detail on their program design which is
how we actually track REDFs impact on the social enterprises so over time we
hope to see that if for some reason you know some of these were nos or there
were certain aspects of the program design that we thought they should
actually implement we would expect to see over time that some of this
information would change in addition to this programmatic benchmarking data we
also keep track of their business plan financials so on a quarterly basis we
have our organization's send us their quarterly financials which we help them
split out into a double bottom line statement so separating out their social
costs as well as their business costs and then we detailed this information
out here so that we can report it to our various stakeholders as well as do some
analysis ourselves on looking at how their performance is going finally we're
able to keep track of the technical assistance that we offer our social
enterprises on build forth which has been really helpful in helping us
understand not only how many dollars we're investing in a social enterprise
but also how much time and technical assistance we're offering