Running a nonprofit comes with its fair share of challenges — especially when you’re managing multiple programs using disparate systems. Whether you’re using a variety of software solutions, spreadsheets, or even paper files, these methods can lead to staff burnout and hurt your chances of receiving funding for your mission. With nonprofit case management software, you can overcome some of the most common challenges, making it easier to fulfill your mission.
The 5 most common case management challenges
1. Overworked and overwhelmed staff
You likely have a lean staff who are wearing multiple different hats from program management to data and reporting. If they’re working across several outdated systems, it can take even longer to connect participants with the support they need, keep track of their data, and pull reports to meet funder requirements.
2. Inefficient systems and processes
Keeping things on track without the proper case management tools can take a lot of extra time and lead to participants falling through the cracks. Case management software with built-in workflow tools ensures everyone knows what they need to do next so you can meet participant needs faster.
3. Data silos and outdated reporting tools
Managing your data using spreadsheets or paper intake forms can lead to errors and make it hard for staff to find the information they need. In turn, this hinders your program development and could prevent you from securing more funding when you need it.
4. Difficulty engaging with participants
Checking in with clients is a key way your organization can improve participant experience, facilitate referrals, and grow your programs. It can be challenging to stay connected with participants, especially when you’re running multiple different programs, if you don’t have case management tools with built-in communication features.
5. Poor security and compliance safeguards
If you’re saving program information in insecure spreadsheets or even on local computers, your participants’ information could be at risk. You need a solution that has the proper safeguards in place to keep sensitive data secure.
Do any, or all, of these challenges sound familiar? If so, it may be time to consider implementing nonprofit case management software at your organization.
How nonprofit case management software can help
How can the right software help you overcome these common challenges? With all-in-one nonprofit case management software like Bonterra Apricot, you have one place to manage all of your data, programs, and reporting. Apricot was built to empower you to:
Increase staff capacity
No more switching from system to system and spending hours looking for the information you need. Save staff time by using a single case management solution to save all of your data and program information, build participant profiles, keep track of program progress, develop reports, and more.
Streamline workflows and simplify processes
Utilize Apricot’s workflow and alert features to help your staff keep things on track. Set up rules to automatically alert staff members when it’s time to complete a task, make sure you’re checking in with participants regularly, and more.
Consolidate data and improve reporting
With a single case management tool for all your data management and reporting, you always have the data you need at your fingertips. You never have to wonder if the info you have is the latest and greatest, you can avoid data silos that can lead to inaccuracies, and you can easily develop and edit reports to meet funder requirements.
Improve participant engagement and experience
Apricot features built-in participant engagement tools to make it super easy to communicate and collect data from clients. Utilize secure web forms to collect information and feedback, equip case managers to direct message participants, schedule appointments and meetings, and more.
Secure data and ensure compliance
Our solution is SOC2 Type II, ISO 27001:2022, and WCAG 2.0 AA certified and HIPPA compliant, meaning your data is always safe and secure with us.
Discover Apricot case management software for nonprofits
Ready to learn more about how our nonprofit case management software can support your organization? We’d love to hear from you. Fill out our demo request form and we can discuss your specific needs and show you a little more about our case management tools.
