The situation
This charity rehomes animals across Victoria, working with a network of foster carers and partner organisations. Every adoption involves applications, foster placements, follow-ups and reporting to an industry regulator.
Their monday.com account had grown over time and become hard to navigate. Key steps depended on people remembering to do them, and compliance reporting meant pulling records together by hand.
Phase 1: clean up and automate
- An application management system for adoption enquiries
- A foster lifecycle system tracking each animal from intake to adoption
- Regulatory compliance automation, so required records are captured as work happens
- A task management framework for the team
- Testing and documentation
Phase 2: enhancements
- A client portal for adopters and partners
- An automated post-adoption follow-up system
- An audit framework for partner organisations
- Automated notifications at each stage
What changed
- Adoption and foster processes that run the same way every time
- Compliance information captured as part of daily work, not rebuilt at reporting time
- Less manual follow-up for the team
Want something similar? Read more about our modern work management services, or book a free system audit.
Client details are anonymised to respect confidentiality.
