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Bonterra Case Management Enterprise

Discover enterprise-grade case management

Improve efficiency and impact with a unified case management platform designed to handle multiple sites and programs with ease.

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Improve efficiency and impact across every program

Bonterra Case Management Enterprise empowers nonprofits and agencies to integrate, manage, and analyze all of your data in one solution. As a result, you can gain a clear, holistic view of your programs, expand the initiatives with the greatest impact, and measure your impact accurately.

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Optimize time and resources

With one unified platform that captures and stores all your data from all the applications you use, organizations can get a 360-degree view of participants, programs, and impact. Plus, one centralized system saves time and reduces complexity and cost.

Improve efficiency and accuracy

Generate more results in less time, so your team can focus on program growth. Bonterra Case Management Enterprise gives you the data, capabilities, and workflows to significantly simplify and streamline your team operations.

Deliver more services with greater impact

A comprehensive feature set, centralized data, and powerful real-time analytics combine to enable your nonprofit or agency to deliver more services with greater impact per program and participant – and powerful measurement tools help you quantify and communicate your accomplishments.

HOW IT WORKS

Manage all programs and outcomes in one powerful system

Case Management inventory screen
Case Management Enterprise time based alerts
Case Management Enterprise connect scheduler
Case Management Enterprise dashboard report
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One place for all of your data

Centralize all participant data in one unified platform through 3rd party integrations and APIs. Export and import data between Bonterra Case Management and other applications quickly and easily. Maintain strict workforce compliance with field-level access and role-based permissions.

One system for managing every program

Configure forms and workflows to streamline intake, assessments, case notes, direct scheduling, rules/alerts, goal planning, client communications, and more. Set up and manage sites and programs with enrollments, inventory management, and
network referrals. Ensure compliance using Blueprints, our out-of-the-box compliance and best practice template forms that keep you automatically updated with the latest regulations, protocols. and best practices.

One engine for all of your analysis

Nimble, easy-to-use native impact reporting displays key program and participant information. Powerful business intelligence reporting enables you to work with large data sets and perform sophisticated analysis. Built-in compliance reporting makes it easy to ensure that your data gets to funders as expected. Enhanced reporting capabilities allow you to see a high-level summary of program outcomes, make more informed decisions about future programming, and even schedule and deliver reports to key stakeholders.

Purpose-built for larger organizations

Rely on a case management tool built for organizations with more complex data and compliance needs. Leverage advanced reporting and analytics, our SFTP API, inventory management, and real-time and time-based alerts.

Unify and optimize impact at scale

Tools to centralize data, enhance analysis, and streamline complex operations

Integrate and centralize your data

Transform fragmented data into a single source of truth for complete program visibility.

  • Connect all participant and program data through API integration.
  • Eliminate silos with a unified platform for managing all your programs.
  • Ensure secure access with role-based permissions and field-level controls.

Manage complex programs with ease

Simplify workflows and scale efficiently with enterprise-grade tools.

  • Configure forms, workflows, and assessments to match your specific needs.
  • Automate case management, referrals, inventory tracking, and scheduling.
  • Maintain compliance with advanced templates and out-of-the-box solutions.

Leverage advanced analytics for deeper insights

Turn data into actionable insights to measure and maximize impact.

  • Perform sophisticated analysis with built-in business intelligence tools.
  • Automate compliance reporting to save time and meet funder requirements.
  • Visualize participant outcomes and program performance in real-time dashboards.

What’s stopping you from doing more good?

Tackle the challenges of managing complex programs and demonstrating impact with Bonterra Case Management Enterprise.

Bonterra Case Management Enterprise centralizes all participant and program data in one unified platform. With API integrations and real-time data sync, you can eliminate silos and gain a comprehensive view of your operations.

40%

reduction in time spend on reporting and analysis

35%

reduction in time spend on data entry

3.5X

more services as a result of efficiencies gained

Level up your program management

Support Packages

With Bonterra Support, your organization gains features like top-of-the-queue email and live chat support, dedicated subject matter expertise, up to 50 hours of program management services, and hands-on training and coaching.

Learn more
41%
Reduction in gang-related activity
View the full case study
Having enough funds to truly invest in a robust research and evaluation system like we have allows us to continue to get bigger opportunities because we have better data to show for it.
Carlos De Santiago
Regional program manager, City of Los Angeles Mayor’s Office of Gang Reduction and Youth Development
View the full case study

Award-winning case management software

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THE NEXT PHASE

Apricot is now a part of our family

For more than a decade, Apricot has been providing nonprofits and social service organizations with industry-leading case management software. Known for its efficient workflows, powerful automations and sophisticated reporting tools, Apricot has always empowered agencies and nonprofits to improve service delivery and outcomes through better data and technology.

Apricot is now part of the Bonterra Family as “Bonterra Impact Management.” This new branding of the same powerful Apricot software represents our ambition for the product. We are not just trying to build incrementally better case management tools. 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.

Apricot is now Bonterra logo

FAQs about Case Management Software

In nonprofit organizations, case management is a structured process that involves identifying, assessing, planning, coordinating, and monitoring services to meet the unique needs of individuals and families in need. Case managers work closely with clients to provide support, resources, and advocacy to help them navigate and access the services and assistance available to them. By streamlining communication, coordinating services, and tracking progress, case management ensures that individuals receive comprehensive and holistic support.

WORK WITH BONTERRA

Ready to drive more impact?

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