Case Study: ClearPoint Credit Counseling Solutions achieves true self-service reporting and increased user adoption with Informer by Entrinsik

ClearPoint Credit Counseling Solutions Achieves True Self-Service Reporting and Increases User Adoption with Entrinsik Informer

ClearPoint Credit Counseling Solutions (formerly CredAbility) is a national nonprofit that helps consumers with budgeting, credit, and housing. The organization struggled with limited self-service reporting: premade SugarCRM reports didn’t meet needs, new reports required Jira requests and IT intervention, and data lived in multiple systems that staff couldn’t easily combine or access.

After a trial, ClearPoint adopted Entrinsik Informer for its easy drag-and-drop interface and multi-source data blending. Informer was quickly deployed and is now used by more than 60 staff, giving a single point of access to data, enabling analysis of client and business trends, balancing counselor workloads, and automating daily report distribution via scheduling — significantly improving efficiency and user adoption.

ClearPoint Credit Counseling Solutions

Robert Stewart

Software Developer