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3 ways a nonprofit case management platform drives faster results 

Three coworkers gathered around a table discussing their nonprofit case management platform

As a nonprofit organization, you’re juggling a lot of priorities: program management, data analysis and reporting, participant engagement, meeting funder and compliance requirements, and so much more. Plus, you’re facing higher demand for services and outcomes, making the need to increase efficiency and improve reporting even greater.  

Working in outdated systems, across multiple systems, or even in spreadsheets could be slowing you down and eating up valuable staff time. If they’re spending a ton of time looking for the data they need and they don’t have a reporting tool to simplify the process, it can take hours to produce a single report. These disparate systems can also slow down your day-to-day processes like program intake, participant engagement, and referrals. Having data saved in multiple systems can especially hurt your data integrity, making it harder to prove the impact of your programs and showcase outcomes to donors and funders. 

3 ways an all-in-one nonprofit case management platform drives faster results

Great news, though: You can overcome these common challenges and drive faster results by consolidating your systems and implementing a single platform to support your programming, data management, and reporting needs. And by doing this, you’ll gain three key benefits that can drastically improve your organization’s processes and help you secure more funding

One place for all of your data 

By storing all of your program and participant data in a single system, you ensure your staff can always find the information they need whether they’re developing a report, looking at the success of a particular program, or investigating how they can better support a specific participant. Plus, having all of your data in the same place reduces the risk of human error and data silos that can skew your results and affect your impact. 

One system to manage all of your programs 

Similarly, if you’re managing all of your programs in the same system, then all of the information pertaining to those programs is easy to find and use. You can easily compare program outcomes, monitor participant progress, and keep track of case notes for a holistic view of your programming. This can be especially helpful if you’re looking to make changes to a program or even launch a new initiative. With centralized program data you can be sure you’re making data-driven decisions to propel your mission forward.  

One tool for all your analysis and reporting needs 

With a single nonprofit case management platform, data analysis and reporting become even easier. Since you already have all of your data ready to go, you can easily see trends and view progress using dashboards. And pulling reports and making changes is super easy, so you’re always ready to showcase your impact to funders.  

So, what does this look like in practice? Bonterra Apricot is an all-in-one solution built to address common nonprofit challenges, with a focus on two key pillars: 

2 key pillars of Apricot

Increase program capacity 

Efficient workflows and standardized functionality: With Apricot, you get a library of best-practice templates and configurations based on industry expertise and your peers, making customization super simple. Instead of building from scratch, you can utilize these templates to quickly and easily produce impactful reports and streamline intake through forms.  

Boost productivity with enhanced usability and automation: Our solution is simple and easy to use, while also providing focus and direction for your staff through automations such as rules and alerts.  

Streamline participant engagement: Apricot has Connect Schedule and Connect Service Plan features giving your program participants a direct connection to their caseworker, so they’re never left in the dark. Plus, caseworkers have the tools they need to maintain engagement without having to spend unnecessary time tracking people down. 

Measure program impact  

Built-in impact measurement tools: Impact measurement is part of our nonprofit case management platform, not an add-on or nice-to-have feature, so you can quickly and easily get the information you need.  

Clearly communicate impact to funders and donors: Apricot’s reporting tools allow you to quickly produce reports using simple drag and drop functionality and it’s easy to make updates to existing reports if funder requirements or other elements change.  

Learn more about Apricot  

A nonprofit case management platform like Apricot can help your organization streamline processes, centralize data and reporting, and ultimately secure more funding. If you’re interested in learning more and discussing your specific needs, we’d love to talk. Schedule a demo to get the ball rolling.  

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