Work Creation Program

Key Takeaways

By moving from paper to PocketCM™, Work Creation Program streamlined operations, cut admin time, and gave staff more time for clients.

1. Payroll processing time cut in half (from 1 week to a few days)
2. Reports generated in minutes instead of hours
3. Real-time updates enabled faster program adjustments
4. Staff burnout reduced and morale increased

The Challenge

Before PocketCM™, the organization relied entirely on pen and paper for documentation. This created major bottlenecks:

• Payroll Pain: Processing timesheets for 40 staff and 120 clients took the admin team up to a full week.
• Case Notes Chaos: Coaches submitted stacks of 30–40 paper notes each, which admins had to separate and file by hand.
• Delayed Insights: Monthly reporting meant behavioral or goal changes weren’t acted on until weeks later.
• Burnout & Turnover: Staff were overwhelmed, and at one point the entire admin team quit due to workload.

“We can’t keep going this way. Paying my program director to chase paperwork was taking away from their actual job duties.”

David B.
Director

The Solution: PocketCM™

Work Creation Program joined Pocket’s pilot program in 2023. With PocketCM™, they:

• Digitized Documentation: Notes are completed via talk-to-text and auto-organized instantly.
• Improved Communication: Job coaches receive updates on their phones in real time.
• Streamlined Reporting: Annual and monthly reports that once took hours are now generated in minutes.‍
• Simplified Workflows: What took 15 steps in older systems now takes 1–2.

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“Everything is where you expect it to be. It’s simple, and my team has fallen in love with it.”

David B.
Director

The Result

PocketCM™ turned mountains of paperwork into just a few clicks — freeing staff and admins to focus on what matters most: their clients.

• Reports are generated in minutes instead of hours
• Real-time program adjustments — no more waiting until the end of the month
• Payroll time cut in half, from 1 week to just a few days
• Reduced staff burnout and increased morale
• Better care quality — coaches spend more time with participants, less on paperwork

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“You don’t realize how much time you save until you start saving it. Pocket lets my staff focus 100% on care.”

David B.
Director

Looking Ahead

With PocketCM™, Work Creation Program now competes more effectively for both clients and staff by offering a modern, tech-enabled program.

“Pocket has given us a competitive edge. Our staff aren’t burnt out, and our families get answers faster. It’s changed the way we operate."

David B.
Director

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