How Forest Incentives Boosted Employee Performance With a Central Knowledge Base

Last Updated on March 31, 2021 by Owen McGab Enaohwo

Matthew Louridas—director of operations and client services at Forest Incentives—was the go-to person for all process-related issues at the company.

When the organization began to expand and was faced with problems of a lack of proper documentation, it all fell back on him. The manual documentation system that the company had relied on for so long could no longer sustain their activities, leaving their workflow disorganized.

It became apparent that they needed a more solid workflow system to forge ahead.

After several Google searches followed by a thorough vetting, they adopted SweetProcess. Matthew tells us how the software has been instrumental in streamlining the organization’s processes and improving its services to clients.

Matthew Louridas, director of operations and client services at Forest Incentives.

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About Forest Incentives

Forest Incentives offers a range of services including fundraising, e-commerce, retail order management, warehousing, and fulfillment. For over 35 years, the organization has helped nonprofits and public media to achieve their goals and grow their net revenue. 

The US-based company has expanded its services over the years, offering front-end interfaces through invoicing collections and reporting all kinds of other back-office activities.

Forest Incentives leverages its expertise in direct-to-donor fulfillment, sourcing media, and branded merchandise, and customer support, to deliver a unique value proposition to its esteemed clients.

The Constant Worry Over Inefficiency 

Forest Incentives caters to its clients with a custom approach and specific guidelines to their businesses. The different steps and rules must be followed to the letter for success, but the absence of an effective workflow system was a threat to making that happen. The Microsoft Word documents that they were using for documentation were not enough as the documentation was not well-organized.

“Creating the documentation was one of the biggest hang-ups for us when we were trying to use our old system to document things in Word documents, at least for me. I would get extremely frustrated.”

The fear that his team members could make mistakes at any time due to a lack of information was a constant worry for Matthew.