Magic for Clients
How a community engagement consulting firm on Australia’s Sunshine Coast is delivering nearly magical insights and results to their clients to help them secure development approvals for their projects.
- Consultants can now enter details of interactions into the mobile app and have them automatically entered in the system.
- Data is now centralized and easy to search, saving valuable time.
- Highly customized and meaningful reports can now be created and sent to clients in a few clicks.
- Less time in front of computers and more time in front of stakeholders means faster approvals for client projects.
Saying so long to limitations
From large-scale infrastructure developments to local community consultation initiatives, the CPR team has seen and done it all over the years – which is why clients from such a wide range of industry sectors rely on its expert knowhow.But it’s only more recently that the CPR team has been astonishing their clients with powerful reporting. In early 2018, the team was extremely frustrated by the limitations of the CRM software and other systems it was using to handle stakeholder engagement and management activities for clients. The biggest frustration? Reporting.
Trying to adapt other systems to meet the unique needs of managing stakeholder engagement was creating endless headaches. Among other things, it made it hard for the team to:
- Search for specific information.
- Create customized and meaningful reports on activities.
- Forward emails without having to do a clunky copy/paste.
- Record communications quickly and easily.
About CPR Group
Connelly Project Resources Group is a consulting firm that helps clients across Australia improve all facets of their community engagement
Stakeholder Engagement and Sport & Community Development
CPR Group in numbers
in grant funding
happy volunteers supported
Exploring their stakeholder engagement software options
Like other community relations teams before them, the CPR folks initially considered adapting its existing CRM system. It didn’t take long for them to see that the amount of development needed to create the necessary tools and functionalities to effectively manage and report on stakeholder engagement would be too extensive – not to mention a huge drain on resources. Nor would there be any guarantee of results or future upgrades.
A good fit - Even as the firm and its projects evolve
As a consultancy company providing hands-on public relations and stakeholder engagement services to clients, the CPR team often finds itself juggling multiple projects simultaneously. Each individual project might require its consultants to engage with thousands of stakeholders – be it city councils to retired community groups. Such efforts entail a wide variety of interactions: mailers, flyers on the street, door knocking, phone calls. And increasingly, social media.
CPR’s clients naturally want to be kept in the loop throughout these activities so that they can assess outcomes in a timely manner. For the CPR team, this means lots and lots of reporting.
About Boréalis stakeholder software
Boréalis stakeholder software is an integrated information management system used by companies around the globe to manage various aspects of their stakeholder engagement activities:
- Assets & land access management
- Community engagement
- Grievances management
- Environmental monitoring
- Regulatory & compliance management
- Social investment
- Public affairs & goverment relationships
Reports that wow
The CPR team says Boréalis software transformed its reporting as if by magic. Now, it only takes a few clicks to send off highly professional reports that are tailored to the client’s specific needs.
Among other things, with Boréalis the team
- Produce standard reports for clients and easily adapt them when needed.
- Provide clients with visually compelling reports complete with graphs, maps, calendars, tables, etc.
- Modify reports to include value-added information like completion dates, duration and thresholds to help clients evaluate the team’s performance.
- Schedule reports to deliver accurate and timely information automatically.
- Export reports in a variety of formats.
All-around better efficiency
Above and beyond Boréalis’ powerful reporting capabilities, the CPR team says the software has basically streamlined their work processes. With Boréalis software, the team is able to:
- Use the engagement plan functionality to plan all engagement activities for key stakeholders.
- Centralize all stakeholder data and interactions in one application to monitor the progress of multiple projects, with no limitations on the number of records or projects that can be put in the system.
- Use the mobile app to enter the details of comments, grievances, commitments, etc. while engaging with stakeholders in the field so that this information is automatically in the system when the consultant gets back to the office.
- Automatically log communications through
- And more.
On-site -training and ongoing support
Reports that wow
The CPR team says that the efficiency gains it has been able to achieve with Boréalis software has freed its consultants to spend more time engaging directly with stakeholders rather than crunching data in the office. In turn, this has translated into smoother and faster approvals for its clients’ projects. With this magical weapon in its pocket, CPR group has a sunny future indeed.