Case Study: WorkTexas achieves scalable program tracking and data-driven operations with Urgensee

WorkTexas streamlines referrals and cuts manual data entry with Urgensee

WorkTexas, a Houston-based nonprofit providing vocational training and job placement, faced challenges scaling its operations and tracking program data. Their Salesforce system was inefficient, with unreliable reporting and a difficult referral process. They partnered with Urgensee to enhance their Salesforce platform for scalability and streamlined workflows.

Urgensee developed a Referral Portal, cleaned and standardized data, and automated application workflows. This provided WorkTexas with real-time, trustworthy insights and freed up staff time from manual data entry. The solution strengthened referral coordination and gave leadership the data-driven foundation needed to support their growth and mission.

WorkTexas