Success story
Four thousand–plus accounts outgrew Microsoft sprawl. Citinet built a relational platform with bureau letters, portals, and hours back in the day.
Challenge
Bedrock Credit America’s work lived across a sprawl of Microsoft tools. Managing 4,000+ accounts meant manual reporting, bureau correspondence, and no clean relational spine.
Solution
Citinet put FileMaker at the backend: automated letters to credit bureaus, client and staff portals, and card processing — one relational platform for the nonprofit’s real volume.
Results
Report efficiency hit 97%. Roughly 60% of daily hours returned to higher-value work. Portals and automation replaced the chase.
“60 percent of my day will be covered by automation.”
Stephen Robert
Credit repair and counseling at nonprofit scale is a volume business with compliance teeth. Spreadsheets and ad-hoc Office files do not hold 4,000+ accounts safely — or efficiently.
Citinet replaced the sprawl with a FileMaker backbone: relationships that match the work, letters that go to bureaus without copy-paste, and portals so clients and staff are not emailing for status.
Stephen Robert put the outcome plainly: most of a day once spent on manual motion now runs on automation — with reporting that finally keeps pace with the mission.
Case study PDF
The original Citinet customer success PDF.
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