Participant pathways, outcomes with evidence, and a file that matches the data import sheet — built for CICs and funded programmes, not for a pitch deck.
A community interest company takes referrals, assesses people, delivers support, and is contracted on outcomes — often employment, training starts, or sustained job outcomes. The funder issues a data import sheet: fixed columns, coded stages, dates that must not invert. Staff have the story in case notes. The sheet wants integers. Every quarter someone copies between them and discovers a participant who was “in work” without an evidence file.
A pathway object: referral → assessment → intervention → outcome. Each stage has owners, dates, and optional evidence (offer letter, wage slip redacted, attendance log). Reports are generated from that model into the funder’s shape. If a required evidence type is missing, the row fails validation instead of shipping a rounded success.
That is what we built for a CIC in Impact Tracker. It is closer to document intelligence than to a CRM theme pack.
We sit with the contract and the last accepted import sheet. Those columns are the schema. Then roles (case worker, manager, auditor), a pathway UI that case workers will actually use, and an export. First funder in 30 days if the pathway is one contract. A second funder with a different sheet is a mapping problem, not a new product — unless they define “outcome” differently, in which case we keep two schemas.
A report or data import sheet the funder already specified: participant counts by stage, outcomes with evidence links, and fields that validate against their template. Not a generic impact dashboard with vanity charts.
Community interest companies and funded providers who track people from referral through support into employment or another contracted outcome, and who must evidence those outcomes at quarter-end.
Filing your annual community interest report? Our CIC34 guide covers what to write in each section, with a worked example.
We will tell you what we would validate before a row can export.
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