Streamlining NGO Management

A leading Spanish NGO managing elderly care across multiple centers partnered with Innogenio to digitize and streamline its operations. Previously reliant on spreadsheets, the NGO struggled with fragmented workflows and limited visibility. Through a custom Frappe-based solution, we automated user roles, centralized expenses, and simplified financial management -resulting in faster operations, greater transparency, and empowered staff.

The NGO faced multiple operational bottlenecks that impacted efficiency and transparency. Manual, spreadsheet-based workflows led to frequent errors and delays, while the absence of real-time visibility restricted Super Admins from accessing center-level data. Managing recurring expenses was tedious without automation, and key financial tasks like banking file preparation and invoice distribution were time-consuming and error-prone. These gaps resulted in fragmented reporting, overworked staff, and reduced operational insigh

• Successfully imported unstructured historical records from spreadsheets into a clean, structured digital format.
• Implemented recurring expense scheduling, invoice generation, and validation to reduce manual workload.
• Designed user experiences specific to Superadmins, Coordinators, Admins, and Helpers for clarity and control.
• Built an intuitive interface with minimal learning curve to ensure smooth onboarding across all roles.