Manual and inaccurate reporting
As a result of mostly manual and time consuming processes across the organisation, the Trust made the decision to embark on a digital evolution project. To begin their digital journey, the Trust identified some quick wins that could be rolled out in a matter of weeks and deliver impact quickly.
One of the quick wins that would deliver the most impact was their events data capture process. The Trust runs around 1,000 educational activities and events across the UK, annually. Around 40 volunteers and staff, including rangers and visitor centre employees, run these events across 11 UK sites and use spreadsheets to record attendance and event details. The data across the sites are then emailed by the 40 staff, each quarter, to be collated and fed into another spreadsheet owned by the corporate team that reported on overall quarterly organisational performance.
The exhaustive effects of the process were felt by both the staff recording and emailing the data and the corporate team using the data for reporting and insights. It was time-consuming for staff to enter data into spreadsheets due to the number of fields. The corporate team had to clean and process the data before it could be fed into a report. This process took around one day of the corporate teams time to complete each quarter. The procedure was non-standardised, created inaccuracies and rework. There was a lack of confidence in data accuracy, it was time-consuming and restrictive, and had the potential to create inaccurate reporting.