Case management involves collecting plenty of data, and the right case management and reporting software should enable you to harness that data to demonstrate and increase your impact. Prior to joining Bonterra, Social Solutions was a notable name in case management software that enabled organizations to do exactly that.
In this brief article, we’ll explain what happened to Social Solutions and Social Solutions Apricot and how this essential case management product became part of Bonterra.
What is Social Solutions?
Founded in 2000, Social Solutions was a leading provider of case management software for nonprofit organizations and public sector agencies. To aid organizations in managing relationships with individual clients and delivering better outcomes, Social Solutions offered three products: Social Solutions Apricot, ETO, and Penelope. These platforms provided varying levels of support, customization, and scalability for nonprofit case management.
Starting in 2014, Social Solutions was acquired by various private equity firms before finally being purchased by Apax Partners LLP on August 4, 2021.
How Social Solutions joined Bonterra
In a joint statement, Apax announced it had acquired both Social Solutions and EveryAction with the intent to merge them with CyberGrants, which had been acquired earlier in June of that year.
“Joining forces will empower human services agencies in both the nonprofit and public sectors to fully capitalize on the opportunities for digital transformation. Our expanded offerings and opportunities for product innovation will create real value for our clients, improve outcomes for the people they serve, and help them accelerate lasting social change,” said then CEO of Social Solutions, Erin Mulligan Nelson.
At the time of this statement, Bonterra had yet to be officially named and announced, but Apax still shared their intentions to form leading SaaS solutions that would transform the social good sector. After the acquisition, Apax’s immediate goals were to:
- Develop integrations between the newly acquired software.
- Support innovation and continued product advancement.
- Accelerate growth both in terms of software capabilities and incoming revenue.
On March 23, 2022, Bonterra was formally introduced to the world, announcing its name and the intention for Social Solution’s products to form the basis of its case management platform. With this transition, our goal is to build an interactive network of measurement, support, and best practice content into the same tools our customers use every day to manage their cases and programs.
Where Social Solutions Apricot fits in the Bonterra ecosystem
Bonterra offers three main software solutions to meet the needs of nonprofits, public sector agencies, and corporations. Social Solution Apricot forms the basis of our case management solution, Bonterra Impact Management.
Impact Management is the leading case management solution for nonprofits and public sector agencies. Built primarily on Social Solution Apricot, Impact Management provides users with the following features:
- Case management: including tools for managing caseloads, exits and enrollments, schedules, and network and internal referrals.
- Forms and records: including a form designer, secure document folder, templates, and smart entry fields.
- Reporting tools: such as compliance reporting, aggregate reports, and an inventory dashboard.
- Workflow management features: including email triggers, workflow management, automated rules and alerts notifications.
- Security and administration controls: such as role-based permissions, complex passwords and inactivity checks, multi-factor authentication, and single sign-on tools.
- Participant engagement features: such as secure online forms, direct messaging, and a streamlined intake process.
- Attendance, inventory, and bulk data entry tools: such as batch record creation, attendance tracking, and inventory management.
- Imports and integrations: including an import tool, automated imports, and API access.
Plus, users can also purchase add-ons to expand their platform’s storage and integration capabilities.
If your nonprofit or agency needs to log in to Social Solutions ETO, Social Solutions Apricot, or any of Bonterra’s other legacy brands, you can access the portal from our login page.
Moving forward with Bonterra Impact Management
Your software should support your nonprofit or public agency’s ability to fulfill its purpose. With Bonterra Impact Management, you can rest assured that secure, user-friendly software will back your case management process every step of the way.
Explore Bonterra’s case management solutions to find a plan that fits your organization’s unique needs, or request a demo to learn more about how our platforms can support your goals.
