We’re dedicated to providing our customers with the best solutions possible to drive greater impact: That’s why one of our values is to innovate courageously, which means we are continuously focused on gathering your feedback and improving our products.
Earlier this year, we shared our product roadmap with our community, and we heard that it was incredibly valuable — so we wanted to share the latest for this half of the year. While this webinar was developed to support current customers — there’s still plenty of great info if you’re curious about case management software, how we’re innovating, and how our features can help you go further.
In our latest Bonterra Impact Management product roadmap webinar, we dive into how we’re improving user experience, helping you showcase more impact, empowering nonprofits and funders to work together toward common goals, and more. Each of these product updates falls within one of our vision’s value themes below, which are focused on helping you increase program capacity, measure program impact, and improve program impact. We have these themes to support the common challenges organizations and agencies are experiencing, including pressure to boost efficiency and prove outcomes.
In this blog, we cover the highlights of what was discussed during the session. To get started, here are a few of the key themes:
- Continued improvements we’re making to product infrastructure and performance, such as database enhancements
- How Enrollment data can play a key role in telling stronger impact stories
- How our new features will empower nonprofit and funder collaboratives to enhance connectivity, align data standards, and track their progress
Keep reading or watch the webinar to learn how we’re innovating our solutions to better support you now and in the future.
Recently released Apricot updates
Save staff time with optimized functionality
Value theme: increase program capacity
Some of the most impactful updates we’ve made center on improving efficiency and simplifying the user experience. Some highlights include Authentication Verification, which makes the system run more efficiently due to faster page load times with user verifications, and API enhancements for faster processing times. You can also skip the support line with User Unlock which allows you to personally manage user accounts that have been locked out.
Boost impact with inventory data
Value theme: measure program impact
Users can now access data about their inventory through an inventory-focused dashboard and with our Reporting Platform. Pre-built analytics allow you to easily see how many items are currently checked out, visualize inventory levels, and more. Plus, you can now generate your own inventory reports including key data points like items, distributions, and revisions, and connect inventory data to participants.
Interested in tracking your items with the inventory management feature? Contact your account manager or fill out the contact form to learn more.
Upcoming Apricot updates
Tell a stronger story with our Impact Hub
One of our key goals with our Impact Management solutions is to help you tell a cohesive and connected story of impact. To support this goal, we’re working on several updates:
Work with your network to meet a common goal
Value theme: improve program impact
We want to empower collaboratives and coalitions to work together to increase impact within their communities. That’s why we’re excited to be working on updates that will allow you to safely connect separate instances of Apricot and improve and expand our partner API, making it easier to share impact, use and report on common fields and forms, aggregate key metrics, and more.
Greater ease of use and automation
Value theme: increase program capacity
We recently released a new highly requested Draft Records feature, which allows you to save document drafts to come back to later. You can also look forward to enrollment enhancements that will improve import from other in-use and legacy systems and allow you to see attached Tier 2 data.
Harness the power of enrollment data
Value theme: measure program impact
We’re also working to integrate enrollment data into our Results Reporting feature. This will help you report on important dates, notes, exit reasons, critical intake and enrollment data, and more.
Recently released ETO updates
Security and access: quality of life improvements for admin
We know that you want products that are easier for admins to use. Now, enterprise managers can easily remove access to the Support Portal for all other user types. We also added a feature that allows admin to hide the “Manage my password & security questions” option from other users to reduce SSO complexity.
Better data quality, better reports
We’ve implemented cross-reference updates, meaning when you’re working on something, the system will seamlessly pull information from other areas of ETO. And you can now more easily link data from touchpoint to touchpoint and filter by site and parent form.
Expanded API, more data at your fingertips
We’ve expanded our referral API to automatically share referral information between databases — and it’s now set up to retrieve referrals, responses, and updates across individual, multiple, and family referrals.
Future ETO updates
More seamless workflow and automation
Soon you’ll see workflow performance improvements and a workflow cross-check feature that will make it as easy as possible to enter and pull the data you need.
Your questions, answered
We received a handful of questions from you during the live webinar (thanks as always for participating!). Here are the ones we believe are most helpful:
I feel like everyone is talking about Generative AI. How are you planning on utilizing these developments?
We understand that your data is sensitive. That’s why we are thinking very consciously about how, when, and where we may integrate GenAI into our products. One area we’re considering within Bonterra as a whole is improving the grant connectivity problem, making it easier for organizations to track, find, apply for, and report results on grants.
How could I get started with the Inventory Management feature? How are organizations using it now?This feature is currently available to our enterprise customers. Many are using it to manage items like gift cards, bus passes, or even bigger items like rooms and beds within housing organizations. Aging services organizations have used it to manage in and outflow of durable medical equipment, like shower bars and walkers. Others have used it to manage check in and check out of technology like laptops and tablets. If you’re interested in learning more, please reach out to your account manager to get started.
Impact Hub sounds interesting, but the reality is I have many funders. How will that work?
We’re interested in learning how funder data is collected, how you want to report back to funders, and how to meet both funder standards and compliance requirements. So, whether you already have a funder that could work within your collaborative, or you’re forming your own collaborative, we want to hear from you about specific standards or data points you need to collect to secure your funding. Our goal is to make data collection and reporting easier by working with you, the funders, and the supporters to drive this from both sides. We’d love to hear from you! Submit your Impact Hub ideas via the Ideas Portal in your app or email us at [email protected].
Go further with all the latest updates
Watch the on-demand webinar now for a deeper dive into what’s new and coming soon for Impact Management — and stay tuned as we continue to innovate the case management and impact measurement products you use every day.
Interested in leveling up your package, need additional licenses, or have questions about the roadmap? Reach out to your account manager or book a call with our team.
Case ManagementHuman services,Nonprofits,Public agencies,Coordinating social services
