Client Success Story: Modernizing the CALP Database Portal
For nearly a decade, the CALP portal has steadily evolved to meet changing province of Alberta data reporting needs and operational realities. While these incremental updates helped address immediate requirements, they also introduced growing complexity behind the scenes.
By 2024, it was clear that a more comprehensive update was needed. Given our analysis of how the portal was being used, we recommended an update that would improve usability, strengthen data integrity, and better support the wide range of use cases.
This project represents a modernization of the CALP portal, focused on improving how data is entered, managed, and reported, while fully preserving historical information.
Why This Project Was Necessary
The CALP portal supports close to 100 organizations, each with different programs, user roles, and reporting demands. Over time, a series of small enhancements led to:
- Reactionary system structures
- Short-term needs made tool changes more difficult and costly
- Data entry and review took longer than necessary
- The data interfaces no longer reflected how users evolved
Rather than continuing with small changes on top of an aging structure, we proposed an overhaul to address the underlying design and processes. The goal was to saves time in the long run, enhance use cases, and provide stronger data guardrails.
What Changed at a High Level
The update focuses on a cleaner, more intentional user experience (UX), with improvements focused on both efficiency and clarity:
- UI improvements which require less time for common tasks
- Process improvements with purpose-built workflows
- Clearer separation of functionality based on user roles and use cases
- Stronger guardrails within tools to prevent unintended data changes
These changes were designed to improve today’s experience and make future updates easier and more sustainable.
Historical Data: Fully Preserved
A critical requirement of this project was protecting historical data. All existing data across previous reporting cycles was transformed as part of the update with zero data loss.
Historical cycles remain intact and unchanged. Users can continue to access prior data with confidence, knowing that reports and records from earlier years reflect exactly what was originally submitted. This separation between past and future cycles ensures continuity while allowing the system to evolve.
A New Structure
The ability to get a snapshot of a CRM contact along with their full history has been improved ensuring administrators spend less time of finding relevant data.
CALP's Program Offerings now hold high-level information for a reporting cycle, such as programming area and program category. This structure is designed to be reusable across cycles, without affecting historical data.
This approach reduces repetitive data entry and eliminates the risk of accidental changes to previous years’ information.
Reporting Improvements
The final report has been replaced with Excel exports, giving admins more control over how they access, analyze and submit their data.
Administrators can now:
- Access predefined exports for common reporting needs
- Perform ad-hoc searching and filtering
- Export exactly the data they need, when they need it
More flexibility to work with their data in ways that match internal processes, rather than being constrained by a single rigid report format, enabled by the flexibility of the Database Builder and CRM apps.
Long-term Benefits
For organizations using the CALP portal, these changes translate into meaningful benefits:
- Less time spent entering and reviewing data
- Fewer workarounds and manual adjustments
- Improved confidence in data accuracy
- Better support for complex use cases
Just as importantly, the updated foundation allows the portal to adapt more easily to future requirements without disrupting existing data.
Support for Complex Use Cases
Not all organizations use data in the same way. Some manage multiple programs, others support a wide range of contact types, and many rely on different staff roles that require access to different tools and reports, and that's where Members Village shines.
The Need For Custom
For organizations whose use cases extend beyond a single, straightforward use case or reporting workflow. The platform is highly configurable and can be restructured to align with an organization’s specific needs, including:
- Different user types / use cases
- Distinct functionality or data tools
- Multiple workflows
- Varying data entry, review, and approval processes
- Data views and exports tailored to operational needs
Example Need
An organization may have frontline staff entering contact and program data, program managers reviewing progress throughout the year, and analysts or organization leaders responsible for final reporting and exports.
Each of these roles needs access to different information, tools, processes and use cases.
Example Solution
Using Members Village, your system can be configured so each user type sees only what they need. Reducing confusion, preventing errors, and making day-to-day work more efficient.
This flexibility ensures that complex organizations can manage their data efficiently while maintaining consistency, data integrity, and reporting accuracy.
Not-for-profits that are managing large volumes of data or have diverse user roles are encouraged to connect with our team to explore configuration options and determine how the platform can be adapted to best support their operations.
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