team-01-anveshi

dashboard
client info
adding a new client
automatic report
client gallery

Inspiration

We always look for ways to improve things. For this hackathon, we wanted to create a simple digital environment for nonprofit organizations to be able to keep track of their clients. When we took a look at the current state of forms, we noticed that filling out forms is a tedious process for users to have input into the multitude of fields. If users try to input information about a client as the client verbally relays their details, it takes even more time to fill out the form accurately since users may incorrectly hear certain details. We wanted to design a platform that users can easily fill out information and make quick changes.

What it does

Our platform allows nonprofits to track their clients in an easy and customizable way. We have two views, admin and staff. Both views have a dashboard where the user can see the total clients, service entries, active programs, and the number of different languages the clients speak. The recent services and clients are also shown here. These are then used to create an AI report that can be used to pitch to donors and get grants. The Admin also has the additional feature of configuring forms. This includes what information is taken about a client or service. The admin can add text fields or disable current ones. The staff will then only see the enabled fields when looking at clients or adding new clients. The Admin can additionally see all the client information, regardless of whether that field is enabled or not. There is a client button for both users to see all the users. If a client is clicked on, the user can edit the information or add service records using voice-to-text features and AI structuring of inputs to maintain consistency.

How we built it

With AI assistance and a mixture of various coding languages, we designed an intuitive client management system. We began by first understanding the main requirements for our problem and envisioning what our product would look like. Once we finished prototyping the user interface, we started adding the speech-to-text feature to the main tasks we wanted to focus on: the basic reporting dashboard and configurable fields.

Challenges we ran into

We ran into challenges when brainstorming, as we did not know how to make a website that is unique and simple while meeting the requirements. We also struggled when trying to figure out what technical tools and languages we should use, as we are all new to this kind of website building.

Accomplishments that we're proud of

We are proud of implementing our form configuration form, allowing the admin of the non-profit to best customize their platforms. We also made sure to have the staff see these changes without being overwhelmed by information or inconsistencies. Another feature we are proud of is the voice-to-text feature. This makes our platform accessible, but also allows for faster service as people can speak faster than they can type. The user can also make quick edits once the voice-to-text feature is done running. Additionally, we used AI to help structure the notes the user takes on a client’s services. This makes it so that a paragraph of text can be sorted into a structured output that can then be input as a service entry while maintaining consistency with the other service entries. This allows the staff greater freedom when entering information.

Overall, our features are very user-friendly and self-explanatory, which is very useful if the non-profit has a lot of staff turnover. The straightforward UI and AI structuring catch errors and allow staff to focus on more important tasks.

What we learned

We learned how to effectively utilize AI to boost our productivity and our website’s efficiency. Furthermore, this was our first time using such a variety of coding languages in a hackathon, so a majority of our time was spent googling multiple sources to figure out how they can be used in the code. Ultimately, we learned to never give up, even when things got tough.

What's next for team-01-anveshi

We hope to continue improving our developing skills through more hackathons. We aspire to create more real-world impacts even after college. In the end, we believe we can create opportunities for others to make the world a better place.