Case Management support

Achieve better outcomes and ROI

Scale your impact and secure more funding with dedicated, hands-on expertise committed to greater efficiency and better outcomes.

Talk to an expert

Choose the right support package for your nonprofit

Every organization is different. That’s why we have three tiers of offerings to support and scale your organization as it grows and evolves.

Technical expertise

Significantly boost program outcomes with expert guidance on how to maximize your use of Bonterra Impact Management.
Reduce time and energy spent managing technical complexities with expert-driven strategies to improve efficiency.

Administrative expertise

Focus more on core activities and less on administration by streamlining complex data management and compliance processes.
Meet funder requirements and safeguard essential funding streams with hands-on guidance to enhance reporting accuracy and speed.

Pricing structure

Standard – included
Enhanced – $
Premier – $$

Pricing structure is included in Standard

Pricing structure is included in Enhanced

Pricing structure is included in Premier

Standard – included
Enhanced – $
Premier – $$

Training

Standard – on demand
Enhanced – on demand
Premier – personalized

Training is included in Standard

Training is included in Enhanced

Training is included in Premier

Standard – on demand
Enhanced – on demand
Premier – personalized

Dedicated subject matter expert

Enhanced – reactive
Premier – proactive

Dedicated subject matter expert is not included in Standard

Dedicated subject matter expert is included in Enhanced

Dedicated subject matter expert is included in Premier

Enhanced – reactive
Premier – proactive

Program management

Premier – included

Program management is not included in Standard

Program management is not included in Enhanced

Program management is included in Premier

Premier – included

Results reporting

Premier – included

Results reporting is not included in Standard

Results reporting is not included in Enhanced

Results reporting is included in Premier

Premier – included

Chat support priority

Premier – top of queue

Chat support priority is not included in Standard

Chat support priority is not included in Enhanced

Chat support priority is included in Premier

Premier – top of queue

Portal support priority

Premier – top of queue

Portal support priority is not included in Standard

Portal support priority is not included in Enhanced

Portal support priority is included in Premier

Premier – top of queue

Email support priority

Premier – top of queue

Email support priority is not included in Standard

Email support priority is not included in Enhanced

Email support priority is included in Premier

Premier – top of queue

Case response time (business hours)

Standard – 24 hours
Enhanced – 6 hours
Premier – 4 hours

Case response time (business hours) is included in Standard

Case response time (business hours) is included in Enhanced

Case response time (business hours) is included in Premier

Standard – 24 hours
Enhanced – 6 hours
Premier – 4 hours

Off business hour coverage

Enhanced – Four hours/quarter
Premier – Eight hours/quarter

Off business hour coverage is not included in Standard

Off business hour coverage is included in Enhanced

Off business hour coverage is included in Premier

Enhanced – Four hours/quarter
Premier – Eight hours/quarter

Comprehensive training

Maximize platform ROI and drive better program outcomes with comprehensive training offerings including self-paced digital learning paths, 15+ unique webinars, three group training courses every month, and for Premier customers, a personalized session each month curated to your team’s needs.

Dedicated technical consultant

Partner with a dedicated, hands-on technical consultant on your most complex projects or tedious tasks. Services may include assessing data import needs, refining and optimizing workflows, creating forms and reports, consulting on best practices and more.

Program management

Get strategic guidance through a proactive partnership with our program experts. Premier customers enjoy a dedicated program manager who can ensure project deliverables align with goals and are completed on time, develop client-tailored organizational tools, and manage the end-to-end execution of special projects.

Program reporting

Premier customers can also unlock data-driven insights and reports without time-and resource-intensive manual efforts. Our program reporting services can help you gather data from different sources into unified reports, build custom reports to meet the needs of various roles, automate reporting, and track program progress across multiple metrics and organizational goals.

Priority support

Save time and headaches with prioritized support that ensures that your team stays focused on your mission. Every Support package includes response time SLAs to ensure business continuity. Enhanced and Premier packages include faster case response times and off business hour coverage, while Premier customers go to the top of the queue for any ticket on any channel.