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Using Data for Enhanced Nonprofit Performance: Insights and Strategies

Whitepaper, Driving Nonprofit Impact With Data and Technology, synthesizes the findings from a survey Executive Directors of 27 agencies in human services.Survey Insights Data Utilization The survey illuminates a crucial gap, with 73% of agencies underutilizing data in...
by Casebook Editorial Team 7 min read

Resolving Conflicts With Tech: 10 Strategies in Child Support Case Management

As a child support case manager, you play a pivotal role in ensuring children receive the support they need. However, managing child support cases can be complex, with many parties involved and the potential for conflicts. Fortunately, technology offers innovative...
by Casebook Editorial Team 15 min read
by Casebook Editorial Team 11 min read

What Is Intensive Case Management?

by Maryellen Hess Cameron 15 min read

How Can Workflows Support Home Visits?

Using Data for Enhanced Nonprofit Performance: Insights and Strategies

Whitepaper, Driving Nonprofit Impact With Data and Technology, synthesizes the findings from a survey Executive Directors of 27 agencies in human services.Survey Insights Data Utilization The survey illuminates a crucial gap, with 73% of agencies underutilizing data in...
by Casebook Editorial Team 7 min read

AI Tools for Human Services Nonprofits

Following are some AI tools for you to consider. There are many others available as well. These solutions will take some of the heavy lift off staff so your organization, and those you serve, can thrive! AI Solutions - Administrative With these tools, you can easily...
by Casebook Editorial Team 13 min read

Buy or Build Your Own Case Management System for Human Services?

You run a social services organization and you're keeping all of your records in a spreadsheet, and now you are wondering if the investment in a case management solution is right for you. You're probably already having trouble getting the reports you need and making...
by Andrew Pelletier 20 min read

Best Practices

The Ultimate Guide to Grant Funding Success

UPDATED for 2024: Discover best practices to securing grant funding with our comprehensive guide. From identifying opportunities to crafting winning proposals, we cover everything you need to succeed.

Download now and start your journey towards grant funding success.

Secure Your Funding Pt. 3 — Emphasis On The Data

So far, we’ve reviewed watchdog sites’ standards, detailing indicators for a nonprofit’s success, and articulating metrics. What do all of these have in common? DATA! Ratings, program development, case-making…all are driven by a drumbeat of qualitative and quantitative data. How the public v...

Reporting Impact and Communicating to Grant Funders

The previous post outlined the primary types of capacity-building projects and reviewed how transformational successful capacity-building implementation have been, for example, nonprofits...

by Sade Dozan4 min read

Capacity-Building Grants | Nonprofit Case Studies

In the previous post, we touched on how capacity-building grants are identified and developed in an effort to better position organizations for growth. Now, we’ll review the power of capacity-building g...

by Sade Dozan4 min read

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Latest Blogs

9 Essential Skills for Case Management in Social Work

Social work is not for the faint of heart. The demands it places particularly on case managers grow increasingly strenuous wherever and whenever socioeconomic decline occurs. Besides the specific prerequisites of the job, case management in social work calls for tremendous interpersonal and intraper...
Social work is not for the faint of heart. The demands it places particularly on case managers grow increasingly strenuous wherever and whenever socioeconomic decline occurs. Besides the specific prerequisites of the job, case management in social work calls for tremendous interpersonal and intrapersonal skills to meet these demands. Maintaining a balance between the personal and the professional can be challenging for social workers, as with many other professions. However, a host of occupational hazards exist that are unique to social work. To be an effective social worker today, you need a particular combination of abilities along with the appropriate digital tools. These abilities are central to effective case management in social work: 1. Empathy Your clients need to feel that you understand and support them. To make that happen, you need to build trust with them first while creating a positive rapport. This can be challenging, which is why empathy is so crucial for case management in social work. The ability to understand and feel the emotions of your clients — to put yourself in their shoes — is a determining factor in how effective any social worker is likely to be. Empathy is important for understanding your clients' needs, identifying their strengths and challenges, and developing appropriate interventions. To assess their needs and develop treatment plans for them, a genuine compassion for your clients is a necessary component of your role as a social worker. Building and maintaining relationships with your clients would be difficult on its own without the ability to empathize with them. Without exercising this invaluable ability, your clients may feel misunderstood or unsupported, and possibly disengage from your services. 2. Resilience Social work is a demanding field — physically, mentally, and emotionally — where you may regularly encounter difficult situations and clients. Staying resilient in the face of these challenges is a key part of doing the job over time. You need to be able to bounce back after experiencing personal and professional setbacks. Providing direct services like counseling and crisis intervention can require a great deal of energy and emotional fortitude. Resilience can help you maintain your motivation and focus so you can continue giving high-quality support to your clients, even when times are tough. 3. Communication Strong communication skills are essential for case management in social work. You need to be able to effectively communicate with your clients, colleagues, and other professionals by listening actively, asking appropriate questions, and expressing yourself clearly. To build trusting relationships with your clients, and to coordinate with other professional service providers, free and open communication is a must. Miscommunication can result in clients feeling frustrated or unheard, and may lead to a breakdown in the therapeutic relationship. One thing you can do to facilitate communication with your clients, colleagues, and service providers is to adopt a secure online platform for exchanging messages and documents. This can make it easier for you to stay in touch with your clients and others to help coordinate care. Sometimes meeting in person isn’t feasible, so having an accessible and mobile-friendly software available to enhance your services can make a considerable difference for your clients as well as for yourself. 4. Cultural Competence Social workers get opportunities to engage with people of a wide variety of cultural traditions, practices, and values. To assist people across the cultural spectrum, developing cultural competence is of tremendous importance. By enhancing your knowledge of other cultures, you can administer services in ways that respect and promote the diversity of your clients. Staying aware of and sensitive to the cultural backgrounds and experiences of your clients can help you adapt your practice to better meet their needs. 5. Organization Juggling large caseloads is common in social work, so it's important to be well-organized and to manage your time effectively. This might involve creating and maintaining detailed case records, setting goals and objectives for clients, and coordinating with other professionals, among other responsibilities. A lack of organization may interfere with your ability to manage a caseload effectively, which can lead to missed appointments, lost records, and other inefficiencies. This can make it difficult to provide timely and effective support to clients. Case management in social work has evolved to the point of requiring a modern, scalable information system to manage clients. Cloud-based software platforms can help social workers organize and manage case files, appointments, and other case-related information in a secure and remotely accessible central location, which can make it easier to keep track of your caseload and stay organized. This can save you time and reduce the risk of errors and missed appointments, helping to ensure better client experiences. Social work is not for the faint of heart. The demands it places particularly on case managers grow increasingly strenuous wherever and whenever socioeconomic decline occurs. Besides the specific prerequisites of the job, case management in social work calls for tremendous interpersonal and intrapersonal skills to meet these demands. Maintaining a balance between the personal and the professional can be challenging for social workers, as with many other professions. However, a host of occupational hazards exist that are unique to social work. To be an effective social worker today, you need a particular combination of abilities along with the appropriate digital tools. These abilities are central to effective case management in social work: 1. Empathy Your clients need to feel that you understand and support them. To make that happen, you need to build trust with them first while creating a positive rapport. This can be challenging, which is why empathy is so crucial for case management in social work. The ability to understand and feel the emotions of your clients — to put yourself in their shoes — is a determining factor in how effective any social worker is likely to be. Empathy is important for understanding your clients' needs, identifying their strengths and challenges, and developing appropriate interventions. To assess their needs and develop treatment plans for them, a genuine compassion for your clients is a necessary component of your role as a social worker. Building and maintaining relationships with your clients would be difficult on its own without the ability to empathize with them. Without exercising this invaluable ability, your clients may feel misunderstood or unsupported, and possibly disengage from your services. 2. Resilience Social work is a demanding field — physically, mentally, and emotionally — where you may regularly encounter difficult situations and clients. Staying resilient in the face of these challenges is a key part of doing the job over time. You need to be able to bounce back after experiencing personal and professional setbacks. Providing direct services like counseling and crisis intervention can require a great deal of energy and emotional fortitude. Resilience can help you maintain your motivation and focus so you can continue giving high-quality support to your clients, even when times are tough. 3. Communication Strong communication skills are essential for case management in social work. You need to be able to effectively communicate with your clients, colleagues, and other professionals by listening actively, asking appropriate questions, and expressing yourself clearly. To build trusting relationships with your clients, and to coordinate with other professional service providers, free and open communication is a must. Miscommunication can result in clients feeling frustrated or unheard, and may lead to a breakdown in the therapeutic relationship. One thing you can do to facilitate communication with your clients, colleagues, and service providers is to adopt a secure online platform for exchanging messages and documents. This can make it easier for you to stay in touch with your clients and others to help coordinate care. Sometimes meeting in person isn’t feasible, so having an accessible and mobile-friendly software available to enhance your services can make a considerable difference for your clients as well as for yourself. 4. Cultural Competence Social workers get opportunities to engage with people of a wide variety of cultural traditions, practices, and values. To assist people across the cultural spectrum, developing cultural competence is of tremendous importance. By enhancing your knowledge of other cultures, you can administer services in ways that respect and promote the diversity of your clients. Staying aware of and sensitive to the cultural backgrounds and experiences of your clients can help you adapt your practice to better meet their needs. 5. Organization Juggling large caseloads is common in social work, so it's important to be well-organized and to manage your time effectively. This might involve creating and maintaining detailed case records, setting goals and objectives for clients, and coordinating with other professionals, among other responsibilities. A lack of organization may interfere with your ability to manage a caseload effectively, which can lead to missed appointments, lost records, and other inefficiencies. This can make it difficult to provide timely and effective support to clients. Case management in social work has evolved to the point of requiring a modern, scalable information system to manage clients. Cloud-based software platforms can help social workers organize and manage case files, appointments, and other case-related information in a secure and remotely accessible central location, which can make it easier to keep track of your caseload and stay organized. This can save you time and reduce the risk of errors and missed appointments, helping to ensure better client experiences. Social work is not for the faint of heart. The demands it places particularly on case managers grow increasingly strenuous wherever and whenever socioeconomic decline occurs. Besides the specific prerequisites of the job, case management in social work calls for tremendous interpersonal and intrapersonal skills to meet these demands. Maintaining a balance between the personal and the professional can be challenging for social workers, as with many other professions. However, a host of occupational hazards exist that are unique to social work. To be an effective social worker today, you need a particular combination of abilities along with the appropriate digital tools. These abilities are central to effective case management in social work: 1. Empathy Your clients need to feel that you understand and support them. To make that happen, you need to build trust with them first while creating a positive rapport. This can be challenging, which is why empathy is so crucial for case management in social work. The ability to understand and feel the emotions of your clients — to put yourself in their shoes — is a determining factor in how effective any social worker is likely to be. Empathy is important for understanding your clients' needs, identifying their strengths and challenges, and developing appropriate interventions. To assess their needs and develop treatment plans for them, a genuine compassion for your clients is a necessary component of your role as a social worker. Building and maintaining relationships with your clients would be difficult on its own without the ability to empathize with them. Without exercising this invaluable ability, your clients may feel misunderstood or unsupported, and possibly disengage from your services. 2. Resilience Social work is a demanding field — physically, mentally, and emotionally — where you may regularly encounter difficult situations and clients. Staying resilient in the face of these challenges is a key part of doing the job over time. You need to be able to bounce back after experiencing personal and professional setbacks. Providing direct services like counseling and crisis intervention can require a great deal of energy and emotional fortitude. Resilience can help you maintain your motivation and focus so you can continue giving high-quality support to your clients, even when times are tough. 3. Communication Strong communication skills are essential for case management in social work. You need to be able to effectively communicate with your clients, colleagues, and other professionals by listening actively, asking appropriate questions, and expressing yourself clearly. To build trusting relationships with your clients, and to coordinate with other professional service providers, free and open communication is a must. Miscommunication can result in clients feeling frustrated or unheard, and may lead to a breakdown in the therapeutic relationship. One thing you can do to facilitate communication with your clients, colleagues, and service providers is to adopt a secure online platform for exchanging messages and documents. This can make it easier for you to stay in touch with your clients and others to help coordinate care. Sometimes meeting in person isn’t feasible, so having an accessible and mobile-friendly software available to enhance your services can make a considerable difference for your clients as well as for yourself. 4. Cultural Competence Social workers get opportunities to engage with people of a wide variety of cultural traditions, practices, and values. To assist people across the cultural spectrum, developing cultural competence is of tremendous importance. By enhancing your knowledge of other cultures, you can administer services in ways that respect and promote the diversity of your clients. Staying aware of and sensitive to the cultural backgrounds and experiences of your clients can help you adapt your practice to better meet their needs. 5. Organization Juggling large caseloads is common in social work, so it's important to be well-organized and to manage your time effectively. This might involve creating and maintaining detailed case records, setting goals and objectives for clients, and coordinating with other professionals, among other responsibilities. A lack of organization may interfere with your ability to manage a caseload effectively, which can lead to missed appointments, lost records, and other inefficiencies. This can make it difficult to provide timely and effective support to clients. Case management in social work has evolved to the point of requiring a modern, scalable information system to manage clients. Cloud-based software platforms can help social workers organize and manage case files, appointments, and other case-related information in a secure and remotely accessible central location, which can make it easier to keep track of your caseload and stay organized. This can save you time and reduce the risk of errors and missed appointments, helping to ensure better client experiences. Social work is not for the faint of heart. The demands it places particularly on case managers grow increasingly strenuous wherever and whenever socioeconomic decline occurs. Besides the specific prerequisites of the job, case management in social work calls for tremendous interpersonal and intrapersonal skills to meet these demands. Maintaining a balance between the personal and the professional can be challenging for social workers, as with many other professions. However, a host of occupational hazards exist that are unique to social work. To be an effective social worker today, you need a particular combination of abilities along with the appropriate digital tools. These abilities are central to effective case management in social work: 1. Empathy Your clients need to feel that you understand and support them. To make that happen, you need to build trust with them first while creating a positive rapport. This can be challenging, which is why empathy is so crucial for case management in social work. The ability to understand and feel the emotions of your clients — to put yourself in their shoes — is a determining factor in how effective any social worker is likely to be. Empathy is important for understanding your clients' needs, identifying their strengths and challenges, and developing appropriate interventions. To assess their needs and develop treatment plans for them, a genuine compassion for your clients is a necessary component of your role as a social worker. Building and maintaining relationships with your clients would be difficult on its own without the ability to empathize with them. Without exercising this invaluable ability, your clients may feel misunderstood or unsupported, and possibly disengage from your services. 2. Resilience Social work is a demanding field — physically, mentally, and emotionally — where you may regularly encounter difficult situations and clients. Staying resilient in the face of these challenges is a key part of doing the job over time. You need to be able to bounce back after experiencing personal and professional setbacks. Providing direct services like counseling and crisis intervention can require a great deal of energy and emotional fortitude. Resilience can help you maintain your motivation and focus so you can continue giving high-quality support to your clients, even when times are tough. 3. Communication Strong communication skills are essential for case management in social work. You need to be able to effectively communicate with your clients, colleagues, and other professionals by listening actively, asking appropriate questions, and expressing yourself clearly. To build trusting relationships with your clients, and to coordinate with other professional service providers, free and open communication is a must. Miscommunication can result in clients feeling frustrated or unheard, and may lead to a breakdown in the therapeutic relationship. One thing you can do to facilitate communication with your clients, colleagues, and service providers is to adopt a secure online platform for exchanging messages and documents. This can make it easier for you to stay in touch with your clients and others to help coordinate care. Sometimes meeting in person isn’t feasible, so having an accessible and mobile-friendly software available to enhance your services can make a considerable difference for your clients as well as for yourself. 4. Cultural Competence Social workers get opportunities to engage with people of a wide variety of cultural traditions, practices, and values. To assist people across the cultural spectrum, developing cultural competence is of tremendous importance. By enhancing your knowledge of other cultures, you can administer services in ways that respect and promote the diversity of your clients. Staying aware of and sensitive to the cultural backgrounds and experiences of your clients can help you adapt your practice to better meet their needs. 5. Organization Juggling large caseloads is common in social work, so it's important to be well-organized and to manage your time effectively. This might involve creating and maintaining detailed case records, setting goals and objectives for clients, and coordinating with other professionals, among other responsibilities. A lack of organization may interfere with your ability to manage a caseload effectively, which can lead to missed appointments, lost records, and other inefficiencies. This can make it difficult to provide timely and effective support to clients. Case management in social work has evolved to the point of requiring a modern, scalable information system to manage clients. Cloud-based software platforms can help social workers organize and manage case files, appointments, and other case-related information in a secure and remotely accessible central location, which can make it easier to keep track of your caseload and stay organized. This can save you time and reduce the risk of errors and missed appointments, helping to ensure better client experiences. Social work is not for the faint of heart. The demands it places particularly on case managers grow increasingly strenuous wherever and whenever socioeconomic decline occurs. Besides the specific prerequisites of the job, case management in social work calls for tremendous interpersonal and intrapersonal skills to meet these demands. Maintaining a balance between the personal and the professional can be challenging for social workers, as with many other professions. However, a host of occupational hazards exist that are unique to social work. To be an effective social worker today, you need a particular combination of abilities along with the appropriate digital tools. These abilities are central to effective case management in social work: 1. Empathy Your clients need to feel that you understand and support them. To make that happen, you need to build trust with them first while creating a positive rapport. This can be challenging, which is why empathy is so crucial for case management in social work. The ability to understand and feel the emotions of your clients — to put yourself in their shoes — is a determining factor in how effective any social worker is likely to be. Empathy is important for understanding your clients' needs, identifying their strengths and challenges, and developing appropriate interventions. To assess their needs and develop treatment plans for them, a genuine compassion for your clients is a necessary component of your role as a social worker. Building and maintaining relationships with your clients would be difficult on its own without the ability to empathize with them. Without exercising this invaluable ability, your clients may feel misunderstood or unsupported, and possibly disengage from your services. 2. Resilience Social work is a demanding field — physically, mentally, and emotionally — where you may regularly encounter difficult situations and clients. Staying resilient in the face of these challenges is a key part of doing the job over time. You need to be able to bounce back after experiencing personal and professional setbacks. Providing direct services like counseling and crisis intervention can require a great deal of energy and emotional fortitude. Resilience can help you maintain your motivation and focus so you can continue giving high-quality support to your clients, even when times are tough. 3. Communication Strong communication skills are essential for case management in social work. You need to be able to effectively communicate with your clients, colleagues, and other professionals by listening actively, asking appropriate questions, and expressing yourself clearly. To build trusting relationships with your clients, and to coordinate with other professional service providers, free and open communication is a must. Miscommunication can result in clients feeling frustrated or unheard, and may lead to a breakdown in the therapeutic relationship. One thing you can do to facilitate communication with your clients, colleagues, and service providers is to adopt a secure online platform for exchanging messages and documents. This can make it easier for you to stay in touch with your clients and others to help coordinate care. Sometimes meeting in person isn’t feasible, so having an accessible and mobile-friendly software available to enhance your services can make a considerable difference for your clients as well as for yourself. 4. Cultural Competence Social workers get opportunities to engage with people of a wide variety of cultural traditions, practices, and values. To assist people across the cultural spectrum, developing cultural competence is of tremendous importance. By enhancing your knowledge of other cultures, you can administer services in ways that respect and promote the diversity of your clients. Staying aware of and sensitive to the cultural backgrounds and experiences of your clients can help you adapt your practice to better meet their needs. 5. Organization Juggling large caseloads is common in social work, so it's important to be well-organized and to manage your time effectively. This might involve creating and maintaining detailed case records, setting goals and objectives for clients, and coordinating with other professionals, among other responsibilities. A lack of organization may interfere with your ability to manage a caseload effectively, which can lead to missed appointments, lost records, and other inefficiencies. This can make it difficult to provide timely and effective support to clients. Case management in social work has evolved to the point of requiring a modern, scalable information system to manage clients. Cloud-based software platforms can help social workers organize and manage case files, appointments, and other case-related information in a secure and remotely accessible central location, which can make it easier to keep track of your caseload and stay organized. This can save you time and reduce the risk of errors and missed appointments, helping to ensure better client experiences. Social work is not for the faint of heart. The demands it places particularly on case managers grow increasingly strenuous wherever and whenever socioeconomic decline occurs. Besides the specific prerequisites of the job, case management in social work calls for tremendous interpersonal and intrapersonal skills to meet these demands. Maintaining a balance between the personal and the professional can be challenging for social workers, as with many other professions. However, a host of occupational hazards exist that are unique to social work. To be an effective social worker today, you need a particular combination of abilities along with the appropriate digital tools. These abilities are central to effective case management in social work: 1. Empathy Your clients need to feel that you understand and support them. To make that happen, you need to build trust with them first while creating a positive rapport. This can be challenging, which is why empathy is so crucial for case management in social work. The ability to understand and feel the emotions of your clients — to put yourself in their shoes — is a determining factor in how effective any social worker is likely to be. Empathy is important for understanding your clients' needs, identifying their strengths and challenges, and developing appropriate interventions. To assess their needs and develop treatment plans for them, a genuine compassion for your clients is a necessary component of your role as a social worker. Building and maintaining relationships with your clients would be difficult on its own without the ability to empathize with them. Without exercising this invaluable ability, your clients may feel misunderstood or unsupported, and possibly disengage from your services. 2. Resilience Social work is a demanding field — physically, mentally, and emotionally — where you may regularly encounter difficult situations and clients. Staying resilient in the face of these challenges is a key part of doing the job over time. You need to be able to bounce back after experiencing personal and professional setbacks. Providing direct services like counseling and crisis intervention can require a great deal of energy and emotional fortitude. Resilience can help you maintain your motivation and focus so you can continue giving high-quality support to your clients, even when times are tough. 3. Communication Strong communication skills are essential for case management in social work. You need to be able to effectively communicate with your clients, colleagues, and other professionals by listening actively, asking appropriate questions, and expressing yourself clearly. To build trusting relationships with your clients, and to coordinate with other professional service providers, free and open communication is a must. Miscommunication can result in clients feeling frustrated or unheard, and may lead to a breakdown in the therapeutic relationship. One thing you can do to facilitate communication with your clients, colleagues, and service providers is to adopt a secure online platform for exchanging messages and documents. This can make it easier for you to stay in touch with your clients and others to help coordinate care. Sometimes meeting in person isn’t feasible, so having an accessible and mobile-friendly software available to enhance your services can make a considerable difference for your clients as well as for yourself. 4. Cultural Competence Social workers get opportunities to engage with people of a wide variety of cultural traditions, practices, and values. To assist people across the cultural spectrum, developing cultural competence is of tremendous importance. By enhancing your knowledge of other cultures, you can administer services in ways that respect and promote the diversity of your clients. Staying aware of and sensitive to the cultural backgrounds and experiences of your clients can help you adapt your practice to better meet their needs. 5. Organization Juggling large caseloads is common in social work, so it's important to be well-organized and to manage your time effectively. This might involve creating and maintaining detailed case records, setting goals and objectives for clients, and coordinating with other professionals, among other responsibilities. A lack of organization may interfere with your ability to manage a caseload effectively, which can lead to missed appointments, lost records, and other inefficiencies. This can make it difficult to provide timely and effective support to clients. Case management in social work has evolved to the point of requiring a modern, scalable information system to manage clients. Cloud-based software platforms can help social workers organize and manage case files, appointments, and other case-related information in a secure and remotely accessible central location, which can make it easier to keep track of your caseload and stay organized. This can save you time and reduce the risk of errors and missed appointments, helping to ensure better client experiences. Social work is not for the faint of heart. The demands it places particularly on case managers grow increasingly strenuous wherever and whenever socioeconomic decline occurs. Besides the specific prerequisites of the job, case management in social work calls for tremendous interpersonal and intrapersonal skills to meet these demands. Maintaining a balance between the personal and the professional can be challenging for social workers, as with many other professions. However, a host of occupational hazards exist that are unique to social work. To be an effective social worker today, you need a particular combination of abilities along with the appropriate digital tools. These abilities are central to effective case management in social work: 1. Empathy Your clients need to feel that you understand and support them. To make that happen, you need to build trust with them first while creating a positive rapport. This can be challenging, which is why empathy is so crucial for case management in social work. The ability to understand and feel the emotions of your clients — to put yourself in their shoes — is a determining factor in how effective any social worker is likely to be. Empathy is important for understanding your clients' needs, identifying their strengths and challenges, and developing appropriate interventions. To assess their needs and develop treatment plans for them, a genuine compassion for your clients is a necessary component of your role as a social worker. Building and maintaining relationships with your clients would be difficult on its own without the ability to empathize with them. Without exercising this invaluable ability, your clients may feel misunderstood or unsupported, and possibly disengage from your services. 2. Resilience Social work is a demanding field — physically, mentally, and emotionally — where you may regularly encounter difficult situations and clients. Staying resilient in the face of these challenges is a key part of doing the job over time. You need to be able to bounce back after experiencing personal and professional setbacks. Providing direct services like counseling and crisis intervention can require a great deal of energy and emotional fortitude. Resilience can help you maintain your motivation and focus so you can continue giving high-quality support to your clients, even when times are tough. 3. Communication Strong communication skills are essential for case management in social work. You need to be able to effectively communicate with your clients, colleagues, and other professionals by listening actively, asking appropriate questions, and expressing yourself clearly. To build trusting relationships with your clients, and to coordinate with other professional service providers, free and open communication is a must. Miscommunication can result in clients feeling frustrated or unheard, and may lead to a breakdown in the therapeutic relationship. One thing you can do to facilitate communication with your clients, colleagues, and service providers is to adopt a secure online platform for exchanging messages and documents. This can make it easier for you to stay in touch with your clients and others to help coordinate care. Sometimes meeting in person isn’t feasible, so having an accessible and mobile-friendly software available to enhance your services can make a considerable difference for your clients as well as for yourself. 4. Cultural Competence Social workers get opportunities to engage with people of a wide variety of cultural traditions, practices, and values. To assist people across the cultural spectrum, developing cultural competence is of tremendous importance. By enhancing your knowledge of other cultures, you can administer services in ways that respect and promote the diversity of your clients. Staying aware of and sensitive to the cultural backgrounds and experiences of your clients can help you adapt your practice to better meet their needs. 5. Organization Juggling large caseloads is common in social work, so it's important to be well-organized and to manage your time effectively. This might involve creating and maintaining detailed case records, setting goals and objectives for clients, and coordinating with other professionals, among other responsibilities. A lack of organization may interfere with your ability to manage a caseload effectively, which can lead to missed appointments, lost records, and other inefficiencies. This can make it difficult to provide timely and effective support to clients. Case management in social work has evolved to the point of requiring a modern, scalable information system to manage clients. Cloud-based software platforms can help social workers organize and manage case files, appointments, and other case-related information in a secure and remotely accessible central location, which can make it easier to keep track of your caseload and stay organized. This can save you time and reduce the risk of errors and missed appointments, helping to ensure better client experiences. Social work is not for the faint of heart. The demands it places particularly on case managers grow increasingly strenuous wherever and whenever socioeconomic decline occurs. Besides the specific prerequisites of the job, case management in social work calls for tremendous interpersonal and intrapersonal skills to meet these demands. Maintaining a balance between the personal and the professional can be challenging for social workers, as with many other professions. However, a host of occupational hazards exist that are unique to social work. To be an effective social worker today, you need a particular combination of abilities along with the appropriate digital tools. These abilities are central to effective case management in social work: 1. Empathy Your clients need to feel that you understand and support them. To make that happen, you need to build trust with them first while creating a positive rapport. This can be challenging, which is why empathy is so crucial for case management in social work. The ability to understand and feel the emotions of your clients — to put yourself in their shoes — is a determining factor in how effective any social worker is likely to be. Empathy is important for understanding your clients' needs, identifying their strengths and challenges, and developing appropriate interventions. To assess their needs and develop treatment plans for them, a genuine compassion for your clients is a necessary component of your role as a social worker. Building and maintaining relationships with your clients would be difficult on its own without the ability to empathize with them. Without exercising this invaluable ability, your clients may feel misunderstood or unsupported, and possibly disengage from your services. 2. Resilience Social work is a demanding field — physically, mentally, and emotionally — where you may regularly encounter difficult situations and clients. Staying resilient in the face of these challenges is a key part of doing the job over time. You need to be able to bounce back after experiencing personal and professional setbacks. Providing direct services like counseling and crisis intervention can require a great deal of energy and emotional fortitude. Resilience can help you maintain your motivation and focus so you can continue giving high-quality support to your clients, even when times are tough. 3. Communication Strong communication skills are essential for case management in social work. You need to be able to effectively communicate with your clients, colleagues, and other professionals by listening actively, asking appropriate questions, and expressing yourself clearly. To build trusting relationships with your clients, and to coordinate with other professional service providers, free and open communication is a must. Miscommunication can result in clients feeling frustrated or unheard, and may lead to a breakdown in the therapeutic relationship. One thing you can do to facilitate communication with your clients, colleagues, and service providers is to adopt a secure online platform for exchanging messages and documents. This can make it easier for you to stay in touch with your clients and others to help coordinate care. Sometimes meeting in person isn’t feasible, so having an accessible and mobile-friendly software available to enhance your services can make a considerable difference for your clients as well as for yourself. 4. Cultural Competence Social workers get opportunities to engage with people of a wide variety of cultural traditions, practices, and values. To assist people across the cultural spectrum, developing cultural competence is of tremendous importance. By enhancing your knowledge of other cultures, you can administer services in ways that respect and promote the diversity of your clients. Staying aware of and sensitive to the cultural backgrounds and experiences of your clients can help you adapt your practice to better meet their needs. 5. Organization Juggling large caseloads is common in social work, so it's important to be well-organized and to manage your time effectively. This might involve creating and maintaining detailed case records, setting goals and objectives for clients, and coordinating with other professionals, among other responsibilities. A lack of organization may interfere with your ability to manage a caseload effectively, which can lead to missed appointments, lost records, and other inefficiencies. This can make it difficult to provide timely and effective support to clients. Case management in social work has evolved to the point of requiring a modern, scalable information system to manage clients. Cloud-based software platforms can help social workers organize and manage case files, appointments, and other case-related information in a secure and remotely accessible central location, which can make it easier to keep track of your caseload and stay organized. This can save you time and reduce the risk of errors and missed appointments, helping to ensure better client experiences. Social work is not for the faint of heart. The demands it places particularly on case managers grow increasingly strenuous wherever and whenever socioeconomic decline occurs. Besides the specific prerequisites of the job, case management in social work calls for tremendous interpersonal and intrapersonal skills to meet these demands. Maintaining a balance between the personal and the professional can be challenging for social workers, as with many other professions. However, a host of occupational hazards exist that are unique to social work. To be an effective social worker today, you need a particular combination of abilities along with the appropriate digital tools. These abilities are central to effective case management in social work: 1. Empathy Your clients need to feel that you understand and support them. To make that happen, you need to build trust with them first while creating a positive rapport. This can be challenging, which is why empathy is so crucial for case management in social work. The ability to understand and feel the emotions of your clients — to put yourself in their shoes — is a determining factor in how effective any social worker is likely to be. Empathy is important for understanding your clients' needs, identifying their strengths and challenges, and developing appropriate interventions. To assess their needs and develop treatment plans for them, a genuine compassion for your clients is a necessary component of your role as a social worker. Building and maintaining relationships with your clients would be difficult on its own without the ability to empathize with them. Without exercising this invaluable ability, your clients may feel misunderstood or unsupported, and possibly disengage from your services. 2. Resilience Social work is a demanding field — physically, mentally, and emotionally — where you may regularly encounter difficult situations and clients. Staying resilient in the face of these challenges is a key part of doing the job over time. You need to be able to bounce back after experiencing personal and professional setbacks. Providing direct services like counseling and crisis intervention can require a great deal of energy and emotional fortitude. Resilience can help you maintain your motivation and focus so you can continue giving high-quality support to your clients, even when times are tough. 3. Communication Strong communication skills are essential for case management in social work. You need to be able to effectively communicate with your clients, colleagues, and other professionals by listening actively, asking appropriate questions, and expressing yourself clearly. To build trusting relationships with your clients, and to coordinate with other professional service providers, free and open communication is a must. Miscommunication can result in clients feeling frustrated or unheard, and may lead to a breakdown in the therapeutic relationship. One thing you can do to facilitate communication with your clients, colleagues, and service providers is to adopt a secure online platform for exchanging messages and documents. This can make it easier for you to stay in touch with your clients and others to help coordinate care. Sometimes meeting in person isn’t feasible, so having an accessible and mobile-friendly software available to enhance your services can make a considerable difference for your clients as well as for yourself. 4. Cultural Competence Social workers get opportunities to engage with people of a wide variety of cultural traditions, practices, and values. To assist people across the cultural spectrum, developing cultural competence is of tremendous importance. By enhancing your knowledge of other cultures, you can administer services in ways that respect and promote the diversity of your clients. Staying aware of and sensitive to the cultural backgrounds and experiences of your clients can help you adapt your practice to better meet their needs. 5. Organization Juggling large caseloads is common in social work, so it's important to be well-organized and to manage your time effectively. This might involve creating and maintaining detailed case records, setting goals and objectives for clients, and coordinating with other professionals, among other responsibilities. A lack of organization may interfere with your ability to manage a caseload effectively, which can lead to missed appointments, lost records, and other inefficiencies. This can make it difficult to provide timely and effective support to clients. Case management in social work has evolved to the point of requiring a modern, scalable information system to manage clients. Cloud-based software platforms can help social workers organize and manage case files, appointments, and other case-related information in a secure and remotely accessible central location, which can make it easier to keep track of your caseload and stay organized. This can save you time and reduce the risk of errors and missed appointments, helping to ensure better client experiences. Social work is not for the faint of heart. The demands it places particularly on case managers grow increasingly strenuous wherever and whenever socioeconomic decline occurs. Besides the specific prerequisites of the job, case management in social work calls for tremendous interpersonal and intrapersonal skills to meet these demands. Maintaining a balance between the personal and the professional can be challenging for social workers, as with many other professions. However, a host of occupational hazards exist that are unique to social work. To be an effective social worker today, you need a particular combination of abilities along with the appropriate digital tools. These abilities are central to effective case management in social work: 1. Empathy Your clients need to feel that you understand and support them. To make that happen, you need to build trust with them first while creating a positive rapport. This can be challenging, which is why empathy is so crucial for case management in social work. The ability to understand and feel the emotions of your clients — to put yourself in their shoes — is a determining factor in how effective any social worker is likely to be. Empathy is important for understanding your clients' needs, identifying their strengths and challenges, and developing appropriate interventions. To assess their needs and develop treatment plans for them, a genuine compassion for your clients is a necessary component of your role as a social worker. Building and maintaining relationships with your clients would be difficult on its own without the ability to empathize with them. Without exercising this invaluable ability, your clients may feel misunderstood or unsupported, and possibly disengage from your services. 2. Resilience Social work is a demanding field — physically, mentally, and emotionally — where you may regularly encounter difficult situations and clients. Staying resilient in the face of these challenges is a key part of doing the job over time. You need to be able to bounce back after experiencing personal and professional setbacks. Providing direct services like counseling and crisis intervention can require a great deal of energy and emotional fortitude. Resilience can help you maintain your motivation and focus so you can continue giving high-quality support to your clients, even when times are tough. 3. Communication Strong communication skills are essential for case management in social work. You need to be able to effectively communicate with your clients, colleagues, and other professionals by listening actively, asking appropriate questions, and expressing yourself clearly. To build trusting relationships with your clients, and to coordinate with other professional service providers, free and open communication is a must. Miscommunication can result in clients feeling frustrated or unheard, and may lead to a breakdown in the therapeutic relationship. One thing you can do to facilitate communication with your clients, colleagues, and service providers is to adopt a secure online platform for exchanging messages and documents. This can make it easier for you to stay in touch with your clients and others to help coordinate care. Sometimes meeting in person isn’t feasible, so having an accessible and mobile-friendly software available to enhance your services can make a considerable difference for your clients as well as for yourself. 4. Cultural Competence Social workers get opportunities to engage with people of a wide variety of cultural traditions, practices, and values. To assist people across the cultural spectrum, developing cultural competence is of tremendous importance. By enhancing your knowledge of other cultures, you can administer services in ways that respect and promote the diversity of your clients. Staying aware of and sensitive to the cultural backgrounds and experiences of your clients can help you adapt your practice to better meet their needs. 5. Organization Juggling large caseloads is common in social work, so it's important to be well-organized and to manage your time effectively. This might involve creating and maintaining detailed case records, setting goals and objectives for clients, and coordinating with other professionals, among other responsibilities. A lack of organization may interfere with your ability to manage a caseload effectively, which can lead to missed appointments, lost records, and other inefficiencies. This can make it difficult to provide timely and effective support to clients. Case management in social work has evolved to the point of requiring a modern, scalable information system to manage clients. Cloud-based software platforms can help social workers organize and manage case files, appointments, and other case-related information in a secure and remotely accessible central location, which can make it easier to keep track of your caseload and stay organized. This can save you time and reduce the risk of errors and missed appointments, helping to ensure better client experiences.
by Brian Johnson 16 min read

5 Benefits of Cloud-Based Workflows for Human Services

Workflows have undergone a rapid evolution in just the past few years. What used to require the hands-on cooperation of several people working onsite can now be handled by a small team of well-equipped professionals who collaborate remotely and more efficiently than anyone who still relies on manual...
Workflows have undergone a rapid evolution in just the past few years. What used to require the hands-on cooperation of several people working onsite can now be handled by a small team of well-equipped professionals who collaborate remotely and more efficiently than anyone who still relies on manual workflow processes. Modern workflow processes have been revolutionized by automation. According to 72 percent of organizations, this type of business process management boosts operational efficiency and improves customer satisfaction. Given their conservative approach to adopting new technologies, human services organizations may realize even more profound benefits from streamlining their workflows with cloud-based services than those of other industries. 5 Big Benefits of Cloud-Based Workflows Automation is central to the appeal of cloud workflows. As manual workflows get traded in for automated processes accessible from anywhere through the cloud, organizations are cutting costs and boosting productivity by reducing inefficiencies across their operations. Given the rate of innovation in cloud technology, it's no surprise that half of organizations are serious about improving their workflows. Human services organizations can find several benefits in automated, cloud-based workflows, including: Independence from slow, error-prone manual processes Time savings that help yield higher productivity Deeper and more fluid team collaboration Enhanced customer experiences Artificial intelligence (AI) and machine learning (ML) play an outsized role in delivering benefits through automated workflows. Besides the time and labor saved by these technologies, AI/ML capabilities are increasingly sought for the power of real-time data analysis. Human services professionals can leverage AI/ML to pour through massive amounts of data and inform their decisions about their clients rather than resort to guesswork over what kind of intervention may work for someone. Looking closer at how cloud-based workflows can support human services organizations, you'll notice quite a few benefits that elevate the cloud above other workflow solutions. Faster Task Management Workflow automation accelerates the completion of tasks, according to 42 percent of business leaders. A cloud-based software platform offering accessibility from a variety of mobile devices can not only automate workflows, but can also save your workers time and energy by freeing them from daily trips to and from the office. By streamlining your processes through software, platform, or infrastructure as a service (SaaS, PaaS, IaaS), the benefits to be gained in speed and efficiency are more than considerable. Fewer Processing Errors Manual workflows are highly prone to human error. Paper forms can easily get misplaced or damaged. Handwriting is often illegible. Your staff may also be adding to the confusion by entering the wrong data into systems. Besides the costly delays that processing errors bring to your organization, compliance issues could also arise during an audit. Cloud-based workflows help to mitigate these potential problems by cutting down on manual errors, according to half of business leaders and employees. Lower Labor Costs Cloud-based workflows allow smaller teams to accomplish the same amount of work as they would using manual processes. This leads to a decrease in payroll costs and, through automation, repetitive tasks consume fewer labor hours. Considering the reduction in processing errors that cloud workflows can bring, even more of your staff's time is saved without the need to correct those errors. Ultimately, automated workflows in the cloud deliver the benefit of cost savings to your organization multiple times over. Enhanced Scalability The inability to easily scale with the growth of your organization is a conspicuous limitation of manual workflows. To scale your manual processes, you would have to hire more personnel or add to your existing staff's workloads. SaaS, PaaS, and IaaS solutions make scaling a simple affair, allowing different automated tasks to occur simultaneously. This accelerates your processes while decreasing your organization's demand for human labor. The scalability offered by the cloud provides these crucial additional benefits to your workflows. Workflows have undergone a rapid evolution in just the past few years. What used to require the hands-on cooperation of several people working onsite can now be handled by a small team of well-equipped professionals who collaborate remotely and more efficiently than anyone who still relies on manual workflow processes. Modern workflow processes have been revolutionized by automation. According to 72 percent of organizations, this type of business process management boosts operational efficiency and improves customer satisfaction. Given their conservative approach to adopting new technologies, human services organizations may realize even more profound benefits from streamlining their workflows with cloud-based services than those of other industries. 5 Big Benefits of Cloud-Based Workflows Automation is central to the appeal of cloud workflows. As manual workflows get traded in for automated processes accessible from anywhere through the cloud, organizations are cutting costs and boosting productivity by reducing inefficiencies across their operations. Given the rate of innovation in cloud technology, it's no surprise that half of organizations are serious about improving their workflows. Human services organizations can find several benefits in automated, cloud-based workflows, including: Independence from slow, error-prone manual processes Time savings that help yield higher productivity Deeper and more fluid team collaboration Enhanced customer experiences Artificial intelligence (AI) and machine learning (ML) play an outsized role in delivering benefits through automated workflows. Besides the time and labor saved by these technologies, AI/ML capabilities are increasingly sought for the power of real-time data analysis. Human services professionals can leverage AI/ML to pour through massive amounts of data and inform their decisions about their clients rather than resort to guesswork over what kind of intervention may work for someone. Looking closer at how cloud-based workflows can support human services organizations, you'll notice quite a few benefits that elevate the cloud above other workflow solutions. Faster Task Management Workflow automation accelerates the completion of tasks, according to 42 percent of business leaders. A cloud-based software platform offering accessibility from a variety of mobile devices can not only automate workflows, but can also save your workers time and energy by freeing them from daily trips to and from the office. By streamlining your processes through software, platform, or infrastructure as a service (SaaS, PaaS, IaaS), the benefits to be gained in speed and efficiency are more than considerable. Fewer Processing Errors Manual workflows are highly prone to human error. Paper forms can easily get misplaced or damaged. Handwriting is often illegible. Your staff may also be adding to the confusion by entering the wrong data into systems. Besides the costly delays that processing errors bring to your organization, compliance issues could also arise during an audit. Cloud-based workflows help to mitigate these potential problems by cutting down on manual errors, according to half of business leaders and employees. Lower Labor Costs Cloud-based workflows allow smaller teams to accomplish the same amount of work as they would using manual processes. This leads to a decrease in payroll costs and, through automation, repetitive tasks consume fewer labor hours. Considering the reduction in processing errors that cloud workflows can bring, even more of your staff's time is saved without the need to correct those errors. Ultimately, automated workflows in the cloud deliver the benefit of cost savings to your organization multiple times over. Enhanced Scalability The inability to easily scale with the growth of your organization is a conspicuous limitation of manual workflows. To scale your manual processes, you would have to hire more personnel or add to your existing staff's workloads. SaaS, PaaS, and IaaS solutions make scaling a simple affair, allowing different automated tasks to occur simultaneously. This accelerates your processes while decreasing your organization's demand for human labor. The scalability offered by the cloud provides these crucial additional benefits to your workflows. Workflows have undergone a rapid evolution in just the past few years. What used to require the hands-on cooperation of several people working onsite can now be handled by a small team of well-equipped professionals who collaborate remotely and more efficiently than anyone who still relies on manual workflow processes. Modern workflow processes have been revolutionized by automation. According to 72 percent of organizations, this type of business process management boosts operational efficiency and improves customer satisfaction. Given their conservative approach to adopting new technologies, human services organizations may realize even more profound benefits from streamlining their workflows with cloud-based services than those of other industries. 5 Big Benefits of Cloud-Based Workflows Automation is central to the appeal of cloud workflows. As manual workflows get traded in for automated processes accessible from anywhere through the cloud, organizations are cutting costs and boosting productivity by reducing inefficiencies across their operations. Given the rate of innovation in cloud technology, it's no surprise that half of organizations are serious about improving their workflows. Human services organizations can find several benefits in automated, cloud-based workflows, including: Independence from slow, error-prone manual processes Time savings that help yield higher productivity Deeper and more fluid team collaboration Enhanced customer experiences Artificial intelligence (AI) and machine learning (ML) play an outsized role in delivering benefits through automated workflows. Besides the time and labor saved by these technologies, AI/ML capabilities are increasingly sought for the power of real-time data analysis. Human services professionals can leverage AI/ML to pour through massive amounts of data and inform their decisions about their clients rather than resort to guesswork over what kind of intervention may work for someone. Looking closer at how cloud-based workflows can support human services organizations, you'll notice quite a few benefits that elevate the cloud above other workflow solutions. Faster Task Management Workflow automation accelerates the completion of tasks, according to 42 percent of business leaders. A cloud-based software platform offering accessibility from a variety of mobile devices can not only automate workflows, but can also save your workers time and energy by freeing them from daily trips to and from the office. By streamlining your processes through software, platform, or infrastructure as a service (SaaS, PaaS, IaaS), the benefits to be gained in speed and efficiency are more than considerable. Fewer Processing Errors Manual workflows are highly prone to human error. Paper forms can easily get misplaced or damaged. Handwriting is often illegible. Your staff may also be adding to the confusion by entering the wrong data into systems. Besides the costly delays that processing errors bring to your organization, compliance issues could also arise during an audit. Cloud-based workflows help to mitigate these potential problems by cutting down on manual errors, according to half of business leaders and employees. Lower Labor Costs Cloud-based workflows allow smaller teams to accomplish the same amount of work as they would using manual processes. This leads to a decrease in payroll costs and, through automation, repetitive tasks consume fewer labor hours. Considering the reduction in processing errors that cloud workflows can bring, even more of your staff's time is saved without the need to correct those errors. Ultimately, automated workflows in the cloud deliver the benefit of cost savings to your organization multiple times over. Enhanced Scalability The inability to easily scale with the growth of your organization is a conspicuous limitation of manual workflows. To scale your manual processes, you would have to hire more personnel or add to your existing staff's workloads. SaaS, PaaS, and IaaS solutions make scaling a simple affair, allowing different automated tasks to occur simultaneously. This accelerates your processes while decreasing your organization's demand for human labor. The scalability offered by the cloud provides these crucial additional benefits to your workflows. Workflows have undergone a rapid evolution in just the past few years. What used to require the hands-on cooperation of several people working onsite can now be handled by a small team of well-equipped professionals who collaborate remotely and more efficiently than anyone who still relies on manual workflow processes. Modern workflow processes have been revolutionized by automation. According to 72 percent of organizations, this type of business process management boosts operational efficiency and improves customer satisfaction. Given their conservative approach to adopting new technologies, human services organizations may realize even more profound benefits from streamlining their workflows with cloud-based services than those of other industries. 5 Big Benefits of Cloud-Based Workflows Automation is central to the appeal of cloud workflows. As manual workflows get traded in for automated processes accessible from anywhere through the cloud, organizations are cutting costs and boosting productivity by reducing inefficiencies across their operations. Given the rate of innovation in cloud technology, it's no surprise that half of organizations are serious about improving their workflows. Human services organizations can find several benefits in automated, cloud-based workflows, including: Independence from slow, error-prone manual processes Time savings that help yield higher productivity Deeper and more fluid team collaboration Enhanced customer experiences Artificial intelligence (AI) and machine learning (ML) play an outsized role in delivering benefits through automated workflows. Besides the time and labor saved by these technologies, AI/ML capabilities are increasingly sought for the power of real-time data analysis. Human services professionals can leverage AI/ML to pour through massive amounts of data and inform their decisions about their clients rather than resort to guesswork over what kind of intervention may work for someone. Looking closer at how cloud-based workflows can support human services organizations, you'll notice quite a few benefits that elevate the cloud above other workflow solutions. Faster Task Management Workflow automation accelerates the completion of tasks, according to 42 percent of business leaders. A cloud-based software platform offering accessibility from a variety of mobile devices can not only automate workflows, but can also save your workers time and energy by freeing them from daily trips to and from the office. By streamlining your processes through software, platform, or infrastructure as a service (SaaS, PaaS, IaaS), the benefits to be gained in speed and efficiency are more than considerable. Fewer Processing Errors Manual workflows are highly prone to human error. Paper forms can easily get misplaced or damaged. Handwriting is often illegible. Your staff may also be adding to the confusion by entering the wrong data into systems. Besides the costly delays that processing errors bring to your organization, compliance issues could also arise during an audit. Cloud-based workflows help to mitigate these potential problems by cutting down on manual errors, according to half of business leaders and employees. Lower Labor Costs Cloud-based workflows allow smaller teams to accomplish the same amount of work as they would using manual processes. This leads to a decrease in payroll costs and, through automation, repetitive tasks consume fewer labor hours. Considering the reduction in processing errors that cloud workflows can bring, even more of your staff's time is saved without the need to correct those errors. Ultimately, automated workflows in the cloud deliver the benefit of cost savings to your organization multiple times over. Enhanced Scalability The inability to easily scale with the growth of your organization is a conspicuous limitation of manual workflows. To scale your manual processes, you would have to hire more personnel or add to your existing staff's workloads. SaaS, PaaS, and IaaS solutions make scaling a simple affair, allowing different automated tasks to occur simultaneously. This accelerates your processes while decreasing your organization's demand for human labor. The scalability offered by the cloud provides these crucial additional benefits to your workflows. Workflows have undergone a rapid evolution in just the past few years. What used to require the hands-on cooperation of several people working onsite can now be handled by a small team of well-equipped professionals who collaborate remotely and more efficiently than anyone who still relies on manual workflow processes. Modern workflow processes have been revolutionized by automation. According to 72 percent of organizations, this type of business process management boosts operational efficiency and improves customer satisfaction. Given their conservative approach to adopting new technologies, human services organizations may realize even more profound benefits from streamlining their workflows with cloud-based services than those of other industries. 5 Big Benefits of Cloud-Based Workflows Automation is central to the appeal of cloud workflows. As manual workflows get traded in for automated processes accessible from anywhere through the cloud, organizations are cutting costs and boosting productivity by reducing inefficiencies across their operations. Given the rate of innovation in cloud technology, it's no surprise that half of organizations are serious about improving their workflows. Human services organizations can find several benefits in automated, cloud-based workflows, including: Independence from slow, error-prone manual processes Time savings that help yield higher productivity Deeper and more fluid team collaboration Enhanced customer experiences Artificial intelligence (AI) and machine learning (ML) play an outsized role in delivering benefits through automated workflows. Besides the time and labor saved by these technologies, AI/ML capabilities are increasingly sought for the power of real-time data analysis. Human services professionals can leverage AI/ML to pour through massive amounts of data and inform their decisions about their clients rather than resort to guesswork over what kind of intervention may work for someone. Looking closer at how cloud-based workflows can support human services organizations, you'll notice quite a few benefits that elevate the cloud above other workflow solutions. Faster Task Management Workflow automation accelerates the completion of tasks, according to 42 percent of business leaders. A cloud-based software platform offering accessibility from a variety of mobile devices can not only automate workflows, but can also save your workers time and energy by freeing them from daily trips to and from the office. By streamlining your processes through software, platform, or infrastructure as a service (SaaS, PaaS, IaaS), the benefits to be gained in speed and efficiency are more than considerable. Fewer Processing Errors Manual workflows are highly prone to human error. Paper forms can easily get misplaced or damaged. Handwriting is often illegible. Your staff may also be adding to the confusion by entering the wrong data into systems. Besides the costly delays that processing errors bring to your organization, compliance issues could also arise during an audit. Cloud-based workflows help to mitigate these potential problems by cutting down on manual errors, according to half of business leaders and employees. Lower Labor Costs Cloud-based workflows allow smaller teams to accomplish the same amount of work as they would using manual processes. This leads to a decrease in payroll costs and, through automation, repetitive tasks consume fewer labor hours. Considering the reduction in processing errors that cloud workflows can bring, even more of your staff's time is saved without the need to correct those errors. Ultimately, automated workflows in the cloud deliver the benefit of cost savings to your organization multiple times over. Enhanced Scalability The inability to easily scale with the growth of your organization is a conspicuous limitation of manual workflows. To scale your manual processes, you would have to hire more personnel or add to your existing staff's workloads. SaaS, PaaS, and IaaS solutions make scaling a simple affair, allowing different automated tasks to occur simultaneously. This accelerates your processes while decreasing your organization's demand for human labor. The scalability offered by the cloud provides these crucial additional benefits to your workflows. Workflows have undergone a rapid evolution in just the past few years. What used to require the hands-on cooperation of several people working onsite can now be handled by a small team of well-equipped professionals who collaborate remotely and more efficiently than anyone who still relies on manual workflow processes. Modern workflow processes have been revolutionized by automation. According to 72 percent of organizations, this type of business process management boosts operational efficiency and improves customer satisfaction. Given their conservative approach to adopting new technologies, human services organizations may realize even more profound benefits from streamlining their workflows with cloud-based services than those of other industries. 5 Big Benefits of Cloud-Based Workflows Automation is central to the appeal of cloud workflows. As manual workflows get traded in for automated processes accessible from anywhere through the cloud, organizations are cutting costs and boosting productivity by reducing inefficiencies across their operations. Given the rate of innovation in cloud technology, it's no surprise that half of organizations are serious about improving their workflows. Human services organizations can find several benefits in automated, cloud-based workflows, including: Independence from slow, error-prone manual processes Time savings that help yield higher productivity Deeper and more fluid team collaboration Enhanced customer experiences Artificial intelligence (AI) and machine learning (ML) play an outsized role in delivering benefits through automated workflows. Besides the time and labor saved by these technologies, AI/ML capabilities are increasingly sought for the power of real-time data analysis. Human services professionals can leverage AI/ML to pour through massive amounts of data and inform their decisions about their clients rather than resort to guesswork over what kind of intervention may work for someone. Looking closer at how cloud-based workflows can support human services organizations, you'll notice quite a few benefits that elevate the cloud above other workflow solutions. Faster Task Management Workflow automation accelerates the completion of tasks, according to 42 percent of business leaders. A cloud-based software platform offering accessibility from a variety of mobile devices can not only automate workflows, but can also save your workers time and energy by freeing them from daily trips to and from the office. By streamlining your processes through software, platform, or infrastructure as a service (SaaS, PaaS, IaaS), the benefits to be gained in speed and efficiency are more than considerable. Fewer Processing Errors Manual workflows are highly prone to human error. Paper forms can easily get misplaced or damaged. Handwriting is often illegible. Your staff may also be adding to the confusion by entering the wrong data into systems. Besides the costly delays that processing errors bring to your organization, compliance issues could also arise during an audit. Cloud-based workflows help to mitigate these potential problems by cutting down on manual errors, according to half of business leaders and employees. Lower Labor Costs Cloud-based workflows allow smaller teams to accomplish the same amount of work as they would using manual processes. This leads to a decrease in payroll costs and, through automation, repetitive tasks consume fewer labor hours. Considering the reduction in processing errors that cloud workflows can bring, even more of your staff's time is saved without the need to correct those errors. Ultimately, automated workflows in the cloud deliver the benefit of cost savings to your organization multiple times over. Enhanced Scalability The inability to easily scale with the growth of your organization is a conspicuous limitation of manual workflows. To scale your manual processes, you would have to hire more personnel or add to your existing staff's workloads. SaaS, PaaS, and IaaS solutions make scaling a simple affair, allowing different automated tasks to occur simultaneously. This accelerates your processes while decreasing your organization's demand for human labor. The scalability offered by the cloud provides these crucial additional benefits to your workflows. Workflows have undergone a rapid evolution in just the past few years. What used to require the hands-on cooperation of several people working onsite can now be handled by a small team of well-equipped professionals who collaborate remotely and more efficiently than anyone who still relies on manual workflow processes. Modern workflow processes have been revolutionized by automation. According to 72 percent of organizations, this type of business process management boosts operational efficiency and improves customer satisfaction. Given their conservative approach to adopting new technologies, human services organizations may realize even more profound benefits from streamlining their workflows with cloud-based services than those of other industries. 5 Big Benefits of Cloud-Based Workflows Automation is central to the appeal of cloud workflows. As manual workflows get traded in for automated processes accessible from anywhere through the cloud, organizations are cutting costs and boosting productivity by reducing inefficiencies across their operations. Given the rate of innovation in cloud technology, it's no surprise that half of organizations are serious about improving their workflows. Human services organizations can find several benefits in automated, cloud-based workflows, including: Independence from slow, error-prone manual processes Time savings that help yield higher productivity Deeper and more fluid team collaboration Enhanced customer experiences Artificial intelligence (AI) and machine learning (ML) play an outsized role in delivering benefits through automated workflows. Besides the time and labor saved by these technologies, AI/ML capabilities are increasingly sought for the power of real-time data analysis. Human services professionals can leverage AI/ML to pour through massive amounts of data and inform their decisions about their clients rather than resort to guesswork over what kind of intervention may work for someone. Looking closer at how cloud-based workflows can support human services organizations, you'll notice quite a few benefits that elevate the cloud above other workflow solutions. Faster Task Management Workflow automation accelerates the completion of tasks, according to 42 percent of business leaders. A cloud-based software platform offering accessibility from a variety of mobile devices can not only automate workflows, but can also save your workers time and energy by freeing them from daily trips to and from the office. By streamlining your processes through software, platform, or infrastructure as a service (SaaS, PaaS, IaaS), the benefits to be gained in speed and efficiency are more than considerable. Fewer Processing Errors Manual workflows are highly prone to human error. Paper forms can easily get misplaced or damaged. Handwriting is often illegible. Your staff may also be adding to the confusion by entering the wrong data into systems. Besides the costly delays that processing errors bring to your organization, compliance issues could also arise during an audit. Cloud-based workflows help to mitigate these potential problems by cutting down on manual errors, according to half of business leaders and employees. Lower Labor Costs Cloud-based workflows allow smaller teams to accomplish the same amount of work as they would using manual processes. This leads to a decrease in payroll costs and, through automation, repetitive tasks consume fewer labor hours. Considering the reduction in processing errors that cloud workflows can bring, even more of your staff's time is saved without the need to correct those errors. Ultimately, automated workflows in the cloud deliver the benefit of cost savings to your organization multiple times over. Enhanced Scalability The inability to easily scale with the growth of your organization is a conspicuous limitation of manual workflows. To scale your manual processes, you would have to hire more personnel or add to your existing staff's workloads. SaaS, PaaS, and IaaS solutions make scaling a simple affair, allowing different automated tasks to occur simultaneously. This accelerates your processes while decreasing your organization's demand for human labor. The scalability offered by the cloud provides these crucial additional benefits to your workflows. Workflows have undergone a rapid evolution in just the past few years. What used to require the hands-on cooperation of several people working onsite can now be handled by a small team of well-equipped professionals who collaborate remotely and more efficiently than anyone who still relies on manual workflow processes. Modern workflow processes have been revolutionized by automation. According to 72 percent of organizations, this type of business process management boosts operational efficiency and improves customer satisfaction. Given their conservative approach to adopting new technologies, human services organizations may realize even more profound benefits from streamlining their workflows with cloud-based services than those of other industries. 5 Big Benefits of Cloud-Based Workflows Automation is central to the appeal of cloud workflows. As manual workflows get traded in for automated processes accessible from anywhere through the cloud, organizations are cutting costs and boosting productivity by reducing inefficiencies across their operations. Given the rate of innovation in cloud technology, it's no surprise that half of organizations are serious about improving their workflows. Human services organizations can find several benefits in automated, cloud-based workflows, including: Independence from slow, error-prone manual processes Time savings that help yield higher productivity Deeper and more fluid team collaboration Enhanced customer experiences Artificial intelligence (AI) and machine learning (ML) play an outsized role in delivering benefits through automated workflows. Besides the time and labor saved by these technologies, AI/ML capabilities are increasingly sought for the power of real-time data analysis. Human services professionals can leverage AI/ML to pour through massive amounts of data and inform their decisions about their clients rather than resort to guesswork over what kind of intervention may work for someone. Looking closer at how cloud-based workflows can support human services organizations, you'll notice quite a few benefits that elevate the cloud above other workflow solutions. Faster Task Management Workflow automation accelerates the completion of tasks, according to 42 percent of business leaders. A cloud-based software platform offering accessibility from a variety of mobile devices can not only automate workflows, but can also save your workers time and energy by freeing them from daily trips to and from the office. By streamlining your processes through software, platform, or infrastructure as a service (SaaS, PaaS, IaaS), the benefits to be gained in speed and efficiency are more than considerable. Fewer Processing Errors Manual workflows are highly prone to human error. Paper forms can easily get misplaced or damaged. Handwriting is often illegible. Your staff may also be adding to the confusion by entering the wrong data into systems. Besides the costly delays that processing errors bring to your organization, compliance issues could also arise during an audit. Cloud-based workflows help to mitigate these potential problems by cutting down on manual errors, according to half of business leaders and employees. Lower Labor Costs Cloud-based workflows allow smaller teams to accomplish the same amount of work as they would using manual processes. This leads to a decrease in payroll costs and, through automation, repetitive tasks consume fewer labor hours. Considering the reduction in processing errors that cloud workflows can bring, even more of your staff's time is saved without the need to correct those errors. Ultimately, automated workflows in the cloud deliver the benefit of cost savings to your organization multiple times over. Enhanced Scalability The inability to easily scale with the growth of your organization is a conspicuous limitation of manual workflows. To scale your manual processes, you would have to hire more personnel or add to your existing staff's workloads. SaaS, PaaS, and IaaS solutions make scaling a simple affair, allowing different automated tasks to occur simultaneously. This accelerates your processes while decreasing your organization's demand for human labor. The scalability offered by the cloud provides these crucial additional benefits to your workflows. Workflows have undergone a rapid evolution in just the past few years. What used to require the hands-on cooperation of several people working onsite can now be handled by a small team of well-equipped professionals who collaborate remotely and more efficiently than anyone who still relies on manual workflow processes. Modern workflow processes have been revolutionized by automation. According to 72 percent of organizations, this type of business process management boosts operational efficiency and improves customer satisfaction. Given their conservative approach to adopting new technologies, human services organizations may realize even more profound benefits from streamlining their workflows with cloud-based services than those of other industries. 5 Big Benefits of Cloud-Based Workflows Automation is central to the appeal of cloud workflows. As manual workflows get traded in for automated processes accessible from anywhere through the cloud, organizations are cutting costs and boosting productivity by reducing inefficiencies across their operations. Given the rate of innovation in cloud technology, it's no surprise that half of organizations are serious about improving their workflows. Human services organizations can find several benefits in automated, cloud-based workflows, including: Independence from slow, error-prone manual processes Time savings that help yield higher productivity Deeper and more fluid team collaboration Enhanced customer experiences Artificial intelligence (AI) and machine learning (ML) play an outsized role in delivering benefits through automated workflows. Besides the time and labor saved by these technologies, AI/ML capabilities are increasingly sought for the power of real-time data analysis. Human services professionals can leverage AI/ML to pour through massive amounts of data and inform their decisions about their clients rather than resort to guesswork over what kind of intervention may work for someone. Looking closer at how cloud-based workflows can support human services organizations, you'll notice quite a few benefits that elevate the cloud above other workflow solutions. Faster Task Management Workflow automation accelerates the completion of tasks, according to 42 percent of business leaders. A cloud-based software platform offering accessibility from a variety of mobile devices can not only automate workflows, but can also save your workers time and energy by freeing them from daily trips to and from the office. By streamlining your processes through software, platform, or infrastructure as a service (SaaS, PaaS, IaaS), the benefits to be gained in speed and efficiency are more than considerable. Fewer Processing Errors Manual workflows are highly prone to human error. Paper forms can easily get misplaced or damaged. Handwriting is often illegible. Your staff may also be adding to the confusion by entering the wrong data into systems. Besides the costly delays that processing errors bring to your organization, compliance issues could also arise during an audit. Cloud-based workflows help to mitigate these potential problems by cutting down on manual errors, according to half of business leaders and employees. Lower Labor Costs Cloud-based workflows allow smaller teams to accomplish the same amount of work as they would using manual processes. This leads to a decrease in payroll costs and, through automation, repetitive tasks consume fewer labor hours. Considering the reduction in processing errors that cloud workflows can bring, even more of your staff's time is saved without the need to correct those errors. Ultimately, automated workflows in the cloud deliver the benefit of cost savings to your organization multiple times over. Enhanced Scalability The inability to easily scale with the growth of your organization is a conspicuous limitation of manual workflows. To scale your manual processes, you would have to hire more personnel or add to your existing staff's workloads. SaaS, PaaS, and IaaS solutions make scaling a simple affair, allowing different automated tasks to occur simultaneously. This accelerates your processes while decreasing your organization's demand for human labor. The scalability offered by the cloud provides these crucial additional benefits to your workflows. Workflows have undergone a rapid evolution in just the past few years. What used to require the hands-on cooperation of several people working onsite can now be handled by a small team of well-equipped professionals who collaborate remotely and more efficiently than anyone who still relies on manual workflow processes. Modern workflow processes have been revolutionized by automation. According to 72 percent of organizations, this type of business process management boosts operational efficiency and improves customer satisfaction. Given their conservative approach to adopting new technologies, human services organizations may realize even more profound benefits from streamlining their workflows with cloud-based services than those of other industries. 5 Big Benefits of Cloud-Based Workflows Automation is central to the appeal of cloud workflows. As manual workflows get traded in for automated processes accessible from anywhere through the cloud, organizations are cutting costs and boosting productivity by reducing inefficiencies across their operations. Given the rate of innovation in cloud technology, it's no surprise that half of organizations are serious about improving their workflows. Human services organizations can find several benefits in automated, cloud-based workflows, including: Independence from slow, error-prone manual processes Time savings that help yield higher productivity Deeper and more fluid team collaboration Enhanced customer experiences Artificial intelligence (AI) and machine learning (ML) play an outsized role in delivering benefits through automated workflows. Besides the time and labor saved by these technologies, AI/ML capabilities are increasingly sought for the power of real-time data analysis. Human services professionals can leverage AI/ML to pour through massive amounts of data and inform their decisions about their clients rather than resort to guesswork over what kind of intervention may work for someone. Looking closer at how cloud-based workflows can support human services organizations, you'll notice quite a few benefits that elevate the cloud above other workflow solutions. Faster Task Management Workflow automation accelerates the completion of tasks, according to 42 percent of business leaders. A cloud-based software platform offering accessibility from a variety of mobile devices can not only automate workflows, but can also save your workers time and energy by freeing them from daily trips to and from the office. By streamlining your processes through software, platform, or infrastructure as a service (SaaS, PaaS, IaaS), the benefits to be gained in speed and efficiency are more than considerable. Fewer Processing Errors Manual workflows are highly prone to human error. Paper forms can easily get misplaced or damaged. Handwriting is often illegible. Your staff may also be adding to the confusion by entering the wrong data into systems. Besides the costly delays that processing errors bring to your organization, compliance issues could also arise during an audit. Cloud-based workflows help to mitigate these potential problems by cutting down on manual errors, according to half of business leaders and employees. Lower Labor Costs Cloud-based workflows allow smaller teams to accomplish the same amount of work as they would using manual processes. This leads to a decrease in payroll costs and, through automation, repetitive tasks consume fewer labor hours. Considering the reduction in processing errors that cloud workflows can bring, even more of your staff's time is saved without the need to correct those errors. Ultimately, automated workflows in the cloud deliver the benefit of cost savings to your organization multiple times over. Enhanced Scalability The inability to easily scale with the growth of your organization is a conspicuous limitation of manual workflows. To scale your manual processes, you would have to hire more personnel or add to your existing staff's workloads. SaaS, PaaS, and IaaS solutions make scaling a simple affair, allowing different automated tasks to occur simultaneously. This accelerates your processes while decreasing your organization's demand for human labor. The scalability offered by the cloud provides these crucial additional benefits to your workflows.
by Brian Johnson 13 min read

3 Things to Look for When Choosing Your Nonprofit Management Software

If you’re in the market for new software to help manage your organization, look to the cloud. Software-as-a-service (SaaS) platforms continue to explode in number and popularity, offering innovative solutions to serve organizations in virtually every industry. Nonprofits especially are finding SaaS ...
If you’re in the market for new software to help manage your organization, look to the cloud. Software-as-a-service (SaaS) platforms continue to explode in number and popularity, offering innovative solutions to serve organizations in virtually every industry. Nonprofits especially are finding SaaS offerings that help them operate more efficiently, making it easier to carry out their missions. To help you evaluate the many nonprofit management software options currently available to you, consider the following. What You Want From Your Nonprofit Management Software Knowing exactly what you expect to get from a software platform will help immensely as you search for one. By understanding your organization’s administrative and operational pain points, you’ll be able to narrow down the extensive volume of options. If you’re focused on fundraising, you’ll want your solution to simplify grant funding by providing quick and easy access to the reports you need for applications to grant providers. Whatever your organization’s greatest needs are must dictate its software of choice. Nonprofit management software comes in such a variety that it’s easy to lose track of what matters: your organization’s mission. Let this guiding influence inform your judgment as you weigh what’s right for your teams, your leadership, and those whom your organization serves. Naturally, ease of use and affordability are key considerations when shopping for any new software. Beyond these must-haves, three qualities stand out as essential for whichever nonprofit management software you choose to have: accessibility, security, and configurability. 1. Accessibility Unless everyone in your organization works at the same location every day, on-premise software may be insufficient for its needs. Cloud-based software is accessed online, so you can access it remotely with an internet connection without having to download anything. Platforms that have application programming interface (API) connectivity help you increase their accessibility by making integration with other software easy. The possibility of working from anywhere with seamless interoperability between different software programs is a notable strength of cloud-based platforms. SaaS providers eliminate the need for lengthy downloads, allowing for real-time access to your system by workers in the field. The bane of digital storage issues also evaporates, making for a more streamlined experience than with other nonprofit management software. As remote employment trends continue to expand their reach, online accessibility of information systems becomes a greater imperative not just for nonprofits, but for any organization seeking to function seamlessly as a team without being confined to a single location. 2. Security Although on-premise platforms may have been given a reputation for being more secure than software in the cloud, you can achieve a comparable level of cybersecurity with each option. Whatever your choice — either on-premise or cloud-based solutions — each can provide the security your organization needs. As cybersecurity advancements accelerate, more nonprofits are adopting online SaaS solutions to take advantage of their convenience without sacrificing cybersecurity. Regulatory frameworks like SOC and HIPAA establish critical guidelines for ensuring privacy through data security, setting stringent standards for compliance. Your nonprofit management software should offer the controls necessary to meet or exceed the standards identified in the regulations of any relevant frameworks, on top of any other cybersecurity needs specific to your organization. Given the demand for online software that offers robust security, SaaS providers continue to boost their cybersecurity offerings and credentials. 3. Configurability Understanding the distinction between configuration and customization is crucial when looking for your nonprofit management software. Your organization’s unique identity makes it challenging to find the right platform to suit its needs from among widely available options, like many CRM and ERP systems. That’s where configuring and customizing come in. They differ in a few ways, not the least of which is cost, with customizations typically carrying much more in terms of time and money. Configurable software is built with a baseline level of capability tailored for a particular sector, providing some control in shaping the platform to meet your organization’s requirements. Configurability enables you to adjust preloaded functionality in a user-friendly way that’s designed to help organizations conform software to align with their needs. Without the ability to easily configure your platform, you may have to adapt your processes to suit a new system if you want to avoid paying for an expensive customization. If you’re in the market for new software to help manage your organization, look to the cloud. Software-as-a-service (SaaS) platforms continue to explode in number and popularity, offering innovative solutions to serve organizations in virtually every industry. Nonprofits especially are finding SaaS offerings that help them operate more efficiently, making it easier to carry out their missions. To help you evaluate the many nonprofit management software options currently available to you, consider the following. What You Want From Your Nonprofit Management Software Knowing exactly what you expect to get from a software platform will help immensely as you search for one. By understanding your organization’s administrative and operational pain points, you’ll be able to narrow down the extensive volume of options. If you’re focused on fundraising, you’ll want your solution to simplify grant funding by providing quick and easy access to the reports you need for applications to grant providers. Whatever your organization’s greatest needs are must dictate its software of choice. Nonprofit management software comes in such a variety that it’s easy to lose track of what matters: your organization’s mission. Let this guiding influence inform your judgment as you weigh what’s right for your teams, your leadership, and those whom your organization serves. Naturally, ease of use and affordability are key considerations when shopping for any new software. Beyond these must-haves, three qualities stand out as essential for whichever nonprofit management software you choose to have: accessibility, security, and configurability. 1. Accessibility Unless everyone in your organization works at the same location every day, on-premise software may be insufficient for its needs. Cloud-based software is accessed online, so you can access it remotely with an internet connection without having to download anything. Platforms that have application programming interface (API) connectivity help you increase their accessibility by making integration with other software easy. The possibility of working from anywhere with seamless interoperability between different software programs is a notable strength of cloud-based platforms. SaaS providers eliminate the need for lengthy downloads, allowing for real-time access to your system by workers in the field. The bane of digital storage issues also evaporates, making for a more streamlined experience than with other nonprofit management software. As remote employment trends continue to expand their reach, online accessibility of information systems becomes a greater imperative not just for nonprofits, but for any organization seeking to function seamlessly as a team without being confined to a single location. 2. Security Although on-premise platforms may have been given a reputation for being more secure than software in the cloud, you can achieve a comparable level of cybersecurity with each option. Whatever your choice — either on-premise or cloud-based solutions — each can provide the security your organization needs. As cybersecurity advancements accelerate, more nonprofits are adopting online SaaS solutions to take advantage of their convenience without sacrificing cybersecurity. Regulatory frameworks like SOC and HIPAA establish critical guidelines for ensuring privacy through data security, setting stringent standards for compliance. Your nonprofit management software should offer the controls necessary to meet or exceed the standards identified in the regulations of any relevant frameworks, on top of any other cybersecurity needs specific to your organization. Given the demand for online software that offers robust security, SaaS providers continue to boost their cybersecurity offerings and credentials. 3. Configurability Understanding the distinction between configuration and customization is crucial when looking for your nonprofit management software. Your organization’s unique identity makes it challenging to find the right platform to suit its needs from among widely available options, like many CRM and ERP systems. That’s where configuring and customizing come in. They differ in a few ways, not the least of which is cost, with customizations typically carrying much more in terms of time and money. Configurable software is built with a baseline level of capability tailored for a particular sector, providing some control in shaping the platform to meet your organization’s requirements. Configurability enables you to adjust preloaded functionality in a user-friendly way that’s designed to help organizations conform software to align with their needs. Without the ability to easily configure your platform, you may have to adapt your processes to suit a new system if you want to avoid paying for an expensive customization. If you’re in the market for new software to help manage your organization, look to the cloud. Software-as-a-service (SaaS) platforms continue to explode in number and popularity, offering innovative solutions to serve organizations in virtually every industry. Nonprofits especially are finding SaaS offerings that help them operate more efficiently, making it easier to carry out their missions. To help you evaluate the many nonprofit management software options currently available to you, consider the following. What You Want From Your Nonprofit Management Software Knowing exactly what you expect to get from a software platform will help immensely as you search for one. By understanding your organization’s administrative and operational pain points, you’ll be able to narrow down the extensive volume of options. If you’re focused on fundraising, you’ll want your solution to simplify grant funding by providing quick and easy access to the reports you need for applications to grant providers. Whatever your organization’s greatest needs are must dictate its software of choice. Nonprofit management software comes in such a variety that it’s easy to lose track of what matters: your organization’s mission. Let this guiding influence inform your judgment as you weigh what’s right for your teams, your leadership, and those whom your organization serves. Naturally, ease of use and affordability are key considerations when shopping for any new software. Beyond these must-haves, three qualities stand out as essential for whichever nonprofit management software you choose to have: accessibility, security, and configurability. 1. Accessibility Unless everyone in your organization works at the same location every day, on-premise software may be insufficient for its needs. Cloud-based software is accessed online, so you can access it remotely with an internet connection without having to download anything. Platforms that have application programming interface (API) connectivity help you increase their accessibility by making integration with other software easy. The possibility of working from anywhere with seamless interoperability between different software programs is a notable strength of cloud-based platforms. SaaS providers eliminate the need for lengthy downloads, allowing for real-time access to your system by workers in the field. The bane of digital storage issues also evaporates, making for a more streamlined experience than with other nonprofit management software. As remote employment trends continue to expand their reach, online accessibility of information systems becomes a greater imperative not just for nonprofits, but for any organization seeking to function seamlessly as a team without being confined to a single location. 2. Security Although on-premise platforms may have been given a reputation for being more secure than software in the cloud, you can achieve a comparable level of cybersecurity with each option. Whatever your choice — either on-premise or cloud-based solutions — each can provide the security your organization needs. As cybersecurity advancements accelerate, more nonprofits are adopting online SaaS solutions to take advantage of their convenience without sacrificing cybersecurity. Regulatory frameworks like SOC and HIPAA establish critical guidelines for ensuring privacy through data security, setting stringent standards for compliance. Your nonprofit management software should offer the controls necessary to meet or exceed the standards identified in the regulations of any relevant frameworks, on top of any other cybersecurity needs specific to your organization. Given the demand for online software that offers robust security, SaaS providers continue to boost their cybersecurity offerings and credentials. 3. Configurability Understanding the distinction between configuration and customization is crucial when looking for your nonprofit management software. Your organization’s unique identity makes it challenging to find the right platform to suit its needs from among widely available options, like many CRM and ERP systems. That’s where configuring and customizing come in. They differ in a few ways, not the least of which is cost, with customizations typically carrying much more in terms of time and money. Configurable software is built with a baseline level of capability tailored for a particular sector, providing some control in shaping the platform to meet your organization’s requirements. Configurability enables you to adjust preloaded functionality in a user-friendly way that’s designed to help organizations conform software to align with their needs. Without the ability to easily configure your platform, you may have to adapt your processes to suit a new system if you want to avoid paying for an expensive customization. If you’re in the market for new software to help manage your organization, look to the cloud. Software-as-a-service (SaaS) platforms continue to explode in number and popularity, offering innovative solutions to serve organizations in virtually every industry. Nonprofits especially are finding SaaS offerings that help them operate more efficiently, making it easier to carry out their missions. To help you evaluate the many nonprofit management software options currently available to you, consider the following. What You Want From Your Nonprofit Management Software Knowing exactly what you expect to get from a software platform will help immensely as you search for one. By understanding your organization’s administrative and operational pain points, you’ll be able to narrow down the extensive volume of options. If you’re focused on fundraising, you’ll want your solution to simplify grant funding by providing quick and easy access to the reports you need for applications to grant providers. Whatever your organization’s greatest needs are must dictate its software of choice. Nonprofit management software comes in such a variety that it’s easy to lose track of what matters: your organization’s mission. Let this guiding influence inform your judgment as you weigh what’s right for your teams, your leadership, and those whom your organization serves. Naturally, ease of use and affordability are key considerations when shopping for any new software. Beyond these must-haves, three qualities stand out as essential for whichever nonprofit management software you choose to have: accessibility, security, and configurability. 1. Accessibility Unless everyone in your organization works at the same location every day, on-premise software may be insufficient for its needs. Cloud-based software is accessed online, so you can access it remotely with an internet connection without having to download anything. Platforms that have application programming interface (API) connectivity help you increase their accessibility by making integration with other software easy. The possibility of working from anywhere with seamless interoperability between different software programs is a notable strength of cloud-based platforms. SaaS providers eliminate the need for lengthy downloads, allowing for real-time access to your system by workers in the field. The bane of digital storage issues also evaporates, making for a more streamlined experience than with other nonprofit management software. As remote employment trends continue to expand their reach, online accessibility of information systems becomes a greater imperative not just for nonprofits, but for any organization seeking to function seamlessly as a team without being confined to a single location. 2. Security Although on-premise platforms may have been given a reputation for being more secure than software in the cloud, you can achieve a comparable level of cybersecurity with each option. Whatever your choice — either on-premise or cloud-based solutions — each can provide the security your organization needs. As cybersecurity advancements accelerate, more nonprofits are adopting online SaaS solutions to take advantage of their convenience without sacrificing cybersecurity. Regulatory frameworks like SOC and HIPAA establish critical guidelines for ensuring privacy through data security, setting stringent standards for compliance. Your nonprofit management software should offer the controls necessary to meet or exceed the standards identified in the regulations of any relevant frameworks, on top of any other cybersecurity needs specific to your organization. Given the demand for online software that offers robust security, SaaS providers continue to boost their cybersecurity offerings and credentials. 3. Configurability Understanding the distinction between configuration and customization is crucial when looking for your nonprofit management software. Your organization’s unique identity makes it challenging to find the right platform to suit its needs from among widely available options, like many CRM and ERP systems. That’s where configuring and customizing come in. They differ in a few ways, not the least of which is cost, with customizations typically carrying much more in terms of time and money. Configurable software is built with a baseline level of capability tailored for a particular sector, providing some control in shaping the platform to meet your organization’s requirements. Configurability enables you to adjust preloaded functionality in a user-friendly way that’s designed to help organizations conform software to align with their needs. Without the ability to easily configure your platform, you may have to adapt your processes to suit a new system if you want to avoid paying for an expensive customization. If you’re in the market for new software to help manage your organization, look to the cloud. Software-as-a-service (SaaS) platforms continue to explode in number and popularity, offering innovative solutions to serve organizations in virtually every industry. Nonprofits especially are finding SaaS offerings that help them operate more efficiently, making it easier to carry out their missions. To help you evaluate the many nonprofit management software options currently available to you, consider the following. What You Want From Your Nonprofit Management Software Knowing exactly what you expect to get from a software platform will help immensely as you search for one. By understanding your organization’s administrative and operational pain points, you’ll be able to narrow down the extensive volume of options. If you’re focused on fundraising, you’ll want your solution to simplify grant funding by providing quick and easy access to the reports you need for applications to grant providers. Whatever your organization’s greatest needs are must dictate its software of choice. Nonprofit management software comes in such a variety that it’s easy to lose track of what matters: your organization’s mission. Let this guiding influence inform your judgment as you weigh what’s right for your teams, your leadership, and those whom your organization serves. Naturally, ease of use and affordability are key considerations when shopping for any new software. Beyond these must-haves, three qualities stand out as essential for whichever nonprofit management software you choose to have: accessibility, security, and configurability. 1. Accessibility Unless everyone in your organization works at the same location every day, on-premise software may be insufficient for its needs. Cloud-based software is accessed online, so you can access it remotely with an internet connection without having to download anything. Platforms that have application programming interface (API) connectivity help you increase their accessibility by making integration with other software easy. The possibility of working from anywhere with seamless interoperability between different software programs is a notable strength of cloud-based platforms. SaaS providers eliminate the need for lengthy downloads, allowing for real-time access to your system by workers in the field. The bane of digital storage issues also evaporates, making for a more streamlined experience than with other nonprofit management software. As remote employment trends continue to expand their reach, online accessibility of information systems becomes a greater imperative not just for nonprofits, but for any organization seeking to function seamlessly as a team without being confined to a single location. 2. Security Although on-premise platforms may have been given a reputation for being more secure than software in the cloud, you can achieve a comparable level of cybersecurity with each option. Whatever your choice — either on-premise or cloud-based solutions — each can provide the security your organization needs. As cybersecurity advancements accelerate, more nonprofits are adopting online SaaS solutions to take advantage of their convenience without sacrificing cybersecurity. Regulatory frameworks like SOC and HIPAA establish critical guidelines for ensuring privacy through data security, setting stringent standards for compliance. Your nonprofit management software should offer the controls necessary to meet or exceed the standards identified in the regulations of any relevant frameworks, on top of any other cybersecurity needs specific to your organization. Given the demand for online software that offers robust security, SaaS providers continue to boost their cybersecurity offerings and credentials. 3. Configurability Understanding the distinction between configuration and customization is crucial when looking for your nonprofit management software. Your organization’s unique identity makes it challenging to find the right platform to suit its needs from among widely available options, like many CRM and ERP systems. That’s where configuring and customizing come in. They differ in a few ways, not the least of which is cost, with customizations typically carrying much more in terms of time and money. Configurable software is built with a baseline level of capability tailored for a particular sector, providing some control in shaping the platform to meet your organization’s requirements. Configurability enables you to adjust preloaded functionality in a user-friendly way that’s designed to help organizations conform software to align with their needs. Without the ability to easily configure your platform, you may have to adapt your processes to suit a new system if you want to avoid paying for an expensive customization. If you’re in the market for new software to help manage your organization, look to the cloud. Software-as-a-service (SaaS) platforms continue to explode in number and popularity, offering innovative solutions to serve organizations in virtually every industry. Nonprofits especially are finding SaaS offerings that help them operate more efficiently, making it easier to carry out their missions. To help you evaluate the many nonprofit management software options currently available to you, consider the following. What You Want From Your Nonprofit Management Software Knowing exactly what you expect to get from a software platform will help immensely as you search for one. By understanding your organization’s administrative and operational pain points, you’ll be able to narrow down the extensive volume of options. If you’re focused on fundraising, you’ll want your solution to simplify grant funding by providing quick and easy access to the reports you need for applications to grant providers. Whatever your organization’s greatest needs are must dictate its software of choice. Nonprofit management software comes in such a variety that it’s easy to lose track of what matters: your organization’s mission. Let this guiding influence inform your judgment as you weigh what’s right for your teams, your leadership, and those whom your organization serves. Naturally, ease of use and affordability are key considerations when shopping for any new software. Beyond these must-haves, three qualities stand out as essential for whichever nonprofit management software you choose to have: accessibility, security, and configurability. 1. Accessibility Unless everyone in your organization works at the same location every day, on-premise software may be insufficient for its needs. Cloud-based software is accessed online, so you can access it remotely with an internet connection without having to download anything. Platforms that have application programming interface (API) connectivity help you increase their accessibility by making integration with other software easy. The possibility of working from anywhere with seamless interoperability between different software programs is a notable strength of cloud-based platforms. SaaS providers eliminate the need for lengthy downloads, allowing for real-time access to your system by workers in the field. The bane of digital storage issues also evaporates, making for a more streamlined experience than with other nonprofit management software. As remote employment trends continue to expand their reach, online accessibility of information systems becomes a greater imperative not just for nonprofits, but for any organization seeking to function seamlessly as a team without being confined to a single location. 2. Security Although on-premise platforms may have been given a reputation for being more secure than software in the cloud, you can achieve a comparable level of cybersecurity with each option. Whatever your choice — either on-premise or cloud-based solutions — each can provide the security your organization needs. As cybersecurity advancements accelerate, more nonprofits are adopting online SaaS solutions to take advantage of their convenience without sacrificing cybersecurity. Regulatory frameworks like SOC and HIPAA establish critical guidelines for ensuring privacy through data security, setting stringent standards for compliance. Your nonprofit management software should offer the controls necessary to meet or exceed the standards identified in the regulations of any relevant frameworks, on top of any other cybersecurity needs specific to your organization. Given the demand for online software that offers robust security, SaaS providers continue to boost their cybersecurity offerings and credentials. 3. Configurability Understanding the distinction between configuration and customization is crucial when looking for your nonprofit management software. Your organization’s unique identity makes it challenging to find the right platform to suit its needs from among widely available options, like many CRM and ERP systems. That’s where configuring and customizing come in. They differ in a few ways, not the least of which is cost, with customizations typically carrying much more in terms of time and money. Configurable software is built with a baseline level of capability tailored for a particular sector, providing some control in shaping the platform to meet your organization’s requirements. Configurability enables you to adjust preloaded functionality in a user-friendly way that’s designed to help organizations conform software to align with their needs. Without the ability to easily configure your platform, you may have to adapt your processes to suit a new system if you want to avoid paying for an expensive customization. If you’re in the market for new software to help manage your organization, look to the cloud. Software-as-a-service (SaaS) platforms continue to explode in number and popularity, offering innovative solutions to serve organizations in virtually every industry. Nonprofits especially are finding SaaS offerings that help them operate more efficiently, making it easier to carry out their missions. To help you evaluate the many nonprofit management software options currently available to you, consider the following. What You Want From Your Nonprofit Management Software Knowing exactly what you expect to get from a software platform will help immensely as you search for one. By understanding your organization’s administrative and operational pain points, you’ll be able to narrow down the extensive volume of options. If you’re focused on fundraising, you’ll want your solution to simplify grant funding by providing quick and easy access to the reports you need for applications to grant providers. Whatever your organization’s greatest needs are must dictate its software of choice. Nonprofit management software comes in such a variety that it’s easy to lose track of what matters: your organization’s mission. Let this guiding influence inform your judgment as you weigh what’s right for your teams, your leadership, and those whom your organization serves. Naturally, ease of use and affordability are key considerations when shopping for any new software. Beyond these must-haves, three qualities stand out as essential for whichever nonprofit management software you choose to have: accessibility, security, and configurability. 1. Accessibility Unless everyone in your organization works at the same location every day, on-premise software may be insufficient for its needs. Cloud-based software is accessed online, so you can access it remotely with an internet connection without having to download anything. Platforms that have application programming interface (API) connectivity help you increase their accessibility by making integration with other software easy. The possibility of working from anywhere with seamless interoperability between different software programs is a notable strength of cloud-based platforms. SaaS providers eliminate the need for lengthy downloads, allowing for real-time access to your system by workers in the field. The bane of digital storage issues also evaporates, making for a more streamlined experience than with other nonprofit management software. As remote employment trends continue to expand their reach, online accessibility of information systems becomes a greater imperative not just for nonprofits, but for any organization seeking to function seamlessly as a team without being confined to a single location. 2. Security Although on-premise platforms may have been given a reputation for being more secure than software in the cloud, you can achieve a comparable level of cybersecurity with each option. Whatever your choice — either on-premise or cloud-based solutions — each can provide the security your organization needs. As cybersecurity advancements accelerate, more nonprofits are adopting online SaaS solutions to take advantage of their convenience without sacrificing cybersecurity. Regulatory frameworks like SOC and HIPAA establish critical guidelines for ensuring privacy through data security, setting stringent standards for compliance. Your nonprofit management software should offer the controls necessary to meet or exceed the standards identified in the regulations of any relevant frameworks, on top of any other cybersecurity needs specific to your organization. Given the demand for online software that offers robust security, SaaS providers continue to boost their cybersecurity offerings and credentials. 3. Configurability Understanding the distinction between configuration and customization is crucial when looking for your nonprofit management software. Your organization’s unique identity makes it challenging to find the right platform to suit its needs from among widely available options, like many CRM and ERP systems. That’s where configuring and customizing come in. They differ in a few ways, not the least of which is cost, with customizations typically carrying much more in terms of time and money. Configurable software is built with a baseline level of capability tailored for a particular sector, providing some control in shaping the platform to meet your organization’s requirements. Configurability enables you to adjust preloaded functionality in a user-friendly way that’s designed to help organizations conform software to align with their needs. Without the ability to easily configure your platform, you may have to adapt your processes to suit a new system if you want to avoid paying for an expensive customization. If you’re in the market for new software to help manage your organization, look to the cloud. Software-as-a-service (SaaS) platforms continue to explode in number and popularity, offering innovative solutions to serve organizations in virtually every industry. Nonprofits especially are finding SaaS offerings that help them operate more efficiently, making it easier to carry out their missions. To help you evaluate the many nonprofit management software options currently available to you, consider the following. What You Want From Your Nonprofit Management Software Knowing exactly what you expect to get from a software platform will help immensely as you search for one. By understanding your organization’s administrative and operational pain points, you’ll be able to narrow down the extensive volume of options. If you’re focused on fundraising, you’ll want your solution to simplify grant funding by providing quick and easy access to the reports you need for applications to grant providers. Whatever your organization’s greatest needs are must dictate its software of choice. Nonprofit management software comes in such a variety that it’s easy to lose track of what matters: your organization’s mission. Let this guiding influence inform your judgment as you weigh what’s right for your teams, your leadership, and those whom your organization serves. Naturally, ease of use and affordability are key considerations when shopping for any new software. Beyond these must-haves, three qualities stand out as essential for whichever nonprofit management software you choose to have: accessibility, security, and configurability. 1. Accessibility Unless everyone in your organization works at the same location every day, on-premise software may be insufficient for its needs. Cloud-based software is accessed online, so you can access it remotely with an internet connection without having to download anything. Platforms that have application programming interface (API) connectivity help you increase their accessibility by making integration with other software easy. The possibility of working from anywhere with seamless interoperability between different software programs is a notable strength of cloud-based platforms. SaaS providers eliminate the need for lengthy downloads, allowing for real-time access to your system by workers in the field. The bane of digital storage issues also evaporates, making for a more streamlined experience than with other nonprofit management software. As remote employment trends continue to expand their reach, online accessibility of information systems becomes a greater imperative not just for nonprofits, but for any organization seeking to function seamlessly as a team without being confined to a single location. 2. Security Although on-premise platforms may have been given a reputation for being more secure than software in the cloud, you can achieve a comparable level of cybersecurity with each option. Whatever your choice — either on-premise or cloud-based solutions — each can provide the security your organization needs. As cybersecurity advancements accelerate, more nonprofits are adopting online SaaS solutions to take advantage of their convenience without sacrificing cybersecurity. Regulatory frameworks like SOC and HIPAA establish critical guidelines for ensuring privacy through data security, setting stringent standards for compliance. Your nonprofit management software should offer the controls necessary to meet or exceed the standards identified in the regulations of any relevant frameworks, on top of any other cybersecurity needs specific to your organization. Given the demand for online software that offers robust security, SaaS providers continue to boost their cybersecurity offerings and credentials. 3. Configurability Understanding the distinction between configuration and customization is crucial when looking for your nonprofit management software. Your organization’s unique identity makes it challenging to find the right platform to suit its needs from among widely available options, like many CRM and ERP systems. That’s where configuring and customizing come in. They differ in a few ways, not the least of which is cost, with customizations typically carrying much more in terms of time and money. Configurable software is built with a baseline level of capability tailored for a particular sector, providing some control in shaping the platform to meet your organization’s requirements. Configurability enables you to adjust preloaded functionality in a user-friendly way that’s designed to help organizations conform software to align with their needs. Without the ability to easily configure your platform, you may have to adapt your processes to suit a new system if you want to avoid paying for an expensive customization. If you’re in the market for new software to help manage your organization, look to the cloud. Software-as-a-service (SaaS) platforms continue to explode in number and popularity, offering innovative solutions to serve organizations in virtually every industry. Nonprofits especially are finding SaaS offerings that help them operate more efficiently, making it easier to carry out their missions. To help you evaluate the many nonprofit management software options currently available to you, consider the following. What You Want From Your Nonprofit Management Software Knowing exactly what you expect to get from a software platform will help immensely as you search for one. By understanding your organization’s administrative and operational pain points, you’ll be able to narrow down the extensive volume of options. If you’re focused on fundraising, you’ll want your solution to simplify grant funding by providing quick and easy access to the reports you need for applications to grant providers. Whatever your organization’s greatest needs are must dictate its software of choice. Nonprofit management software comes in such a variety that it’s easy to lose track of what matters: your organization’s mission. Let this guiding influence inform your judgment as you weigh what’s right for your teams, your leadership, and those whom your organization serves. Naturally, ease of use and affordability are key considerations when shopping for any new software. Beyond these must-haves, three qualities stand out as essential for whichever nonprofit management software you choose to have: accessibility, security, and configurability. 1. Accessibility Unless everyone in your organization works at the same location every day, on-premise software may be insufficient for its needs. Cloud-based software is accessed online, so you can access it remotely with an internet connection without having to download anything. Platforms that have application programming interface (API) connectivity help you increase their accessibility by making integration with other software easy. The possibility of working from anywhere with seamless interoperability between different software programs is a notable strength of cloud-based platforms. SaaS providers eliminate the need for lengthy downloads, allowing for real-time access to your system by workers in the field. The bane of digital storage issues also evaporates, making for a more streamlined experience than with other nonprofit management software. As remote employment trends continue to expand their reach, online accessibility of information systems becomes a greater imperative not just for nonprofits, but for any organization seeking to function seamlessly as a team without being confined to a single location. 2. Security Although on-premise platforms may have been given a reputation for being more secure than software in the cloud, you can achieve a comparable level of cybersecurity with each option. Whatever your choice — either on-premise or cloud-based solutions — each can provide the security your organization needs. As cybersecurity advancements accelerate, more nonprofits are adopting online SaaS solutions to take advantage of their convenience without sacrificing cybersecurity. Regulatory frameworks like SOC and HIPAA establish critical guidelines for ensuring privacy through data security, setting stringent standards for compliance. Your nonprofit management software should offer the controls necessary to meet or exceed the standards identified in the regulations of any relevant frameworks, on top of any other cybersecurity needs specific to your organization. Given the demand for online software that offers robust security, SaaS providers continue to boost their cybersecurity offerings and credentials. 3. Configurability Understanding the distinction between configuration and customization is crucial when looking for your nonprofit management software. Your organization’s unique identity makes it challenging to find the right platform to suit its needs from among widely available options, like many CRM and ERP systems. That’s where configuring and customizing come in. They differ in a few ways, not the least of which is cost, with customizations typically carrying much more in terms of time and money. Configurable software is built with a baseline level of capability tailored for a particular sector, providing some control in shaping the platform to meet your organization’s requirements. Configurability enables you to adjust preloaded functionality in a user-friendly way that’s designed to help organizations conform software to align with their needs. Without the ability to easily configure your platform, you may have to adapt your processes to suit a new system if you want to avoid paying for an expensive customization. If you’re in the market for new software to help manage your organization, look to the cloud. Software-as-a-service (SaaS) platforms continue to explode in number and popularity, offering innovative solutions to serve organizations in virtually every industry. Nonprofits especially are finding SaaS offerings that help them operate more efficiently, making it easier to carry out their missions. To help you evaluate the many nonprofit management software options currently available to you, consider the following. What You Want From Your Nonprofit Management Software Knowing exactly what you expect to get from a software platform will help immensely as you search for one. By understanding your organization’s administrative and operational pain points, you’ll be able to narrow down the extensive volume of options. If you’re focused on fundraising, you’ll want your solution to simplify grant funding by providing quick and easy access to the reports you need for applications to grant providers. Whatever your organization’s greatest needs are must dictate its software of choice. Nonprofit management software comes in such a variety that it’s easy to lose track of what matters: your organization’s mission. Let this guiding influence inform your judgment as you weigh what’s right for your teams, your leadership, and those whom your organization serves. Naturally, ease of use and affordability are key considerations when shopping for any new software. Beyond these must-haves, three qualities stand out as essential for whichever nonprofit management software you choose to have: accessibility, security, and configurability. 1. Accessibility Unless everyone in your organization works at the same location every day, on-premise software may be insufficient for its needs. Cloud-based software is accessed online, so you can access it remotely with an internet connection without having to download anything. Platforms that have application programming interface (API) connectivity help you increase their accessibility by making integration with other software easy. The possibility of working from anywhere with seamless interoperability between different software programs is a notable strength of cloud-based platforms. SaaS providers eliminate the need for lengthy downloads, allowing for real-time access to your system by workers in the field. The bane of digital storage issues also evaporates, making for a more streamlined experience than with other nonprofit management software. As remote employment trends continue to expand their reach, online accessibility of information systems becomes a greater imperative not just for nonprofits, but for any organization seeking to function seamlessly as a team without being confined to a single location. 2. Security Although on-premise platforms may have been given a reputation for being more secure than software in the cloud, you can achieve a comparable level of cybersecurity with each option. Whatever your choice — either on-premise or cloud-based solutions — each can provide the security your organization needs. As cybersecurity advancements accelerate, more nonprofits are adopting online SaaS solutions to take advantage of their convenience without sacrificing cybersecurity. Regulatory frameworks like SOC and HIPAA establish critical guidelines for ensuring privacy through data security, setting stringent standards for compliance. Your nonprofit management software should offer the controls necessary to meet or exceed the standards identified in the regulations of any relevant frameworks, on top of any other cybersecurity needs specific to your organization. Given the demand for online software that offers robust security, SaaS providers continue to boost their cybersecurity offerings and credentials. 3. Configurability Understanding the distinction between configuration and customization is crucial when looking for your nonprofit management software. Your organization’s unique identity makes it challenging to find the right platform to suit its needs from among widely available options, like many CRM and ERP systems. That’s where configuring and customizing come in. They differ in a few ways, not the least of which is cost, with customizations typically carrying much more in terms of time and money. Configurable software is built with a baseline level of capability tailored for a particular sector, providing some control in shaping the platform to meet your organization’s requirements. Configurability enables you to adjust preloaded functionality in a user-friendly way that’s designed to help organizations conform software to align with their needs. Without the ability to easily configure your platform, you may have to adapt your processes to suit a new system if you want to avoid paying for an expensive customization.
by Brian Johnson 15 min read

Top 5 Mistakes You Can Make Choosing Family Services Software

If you’re on the lookout for a software solution for your family services organization, proceed with caution. Your choices have exploded in the last few years, but not all of your options are capable of meeting the needs of your organization or the people it serves. To identify and implement your id...
If you’re on the lookout for a software solution for your family services organization, proceed with caution. Your choices have exploded in the last few years, but not all of your options are capable of meeting the needs of your organization or the people it serves. To identify and implement your ideal solution, it’s incumbent on you to take some steps to prepare for the change. An Expanding Variety of Family Services Software Family services organizations, like many of those in human services, have been relatively slow in adopting new technologies. This delay threatens to place the most vulnerable in society at an even greater risk than they already endure. With the growing need for real-time access to data about clients as well as internal matters, family services software solutions are proliferating and evolving to meet the changing needs of these organizations. As you consider adopting a new software platform for your organization, you’ll want to stay aware of the following pitfalls that could jeopardize its success. 1. Losing Focus on the Mission Whatever solution you decide on, your organization’s mission must remain your central concern. Software is simply a tool, and your tools should give you exactly what you need — no more and no less. Excessive functionality can present a problem to those looking for a speedy, uncomplicated process and user-friendly experiences. Unless you have in-house software developers or opt for a customized system, you’ll almost certainly be adapting an existing platform to suit the needs of your organization. This requires configurability. Configurability enables you to adjust prebuilt software capabilities, giving you freedom and flexibility to mold a platform to your specifications. Configurable software can be purpose-built for the industries and trades they serve, providing the control needed to help you avoid paying for consulting services that aren’t included with your original purchase. With family services software that can be configured to meet your particular needs, your organization’s mission becomes a much shorter hill to climb. 2. Choosing by Price or Perceived Popularity It’s remarkably easy to do a quick search online and pick a platform that lists high on the results page. It’s equally tempting to select your family services software based on price alone. But finding the right solution for your organization and its mission isn’t likely to be quite as simple as that. By allowing your choice to be guided by what “everybody else” does, you may be shortchanging your organization in the midst of the various options available today. The number of web-based apps dedicated to the needs of family services organizations has skyrocketed. However, brand recognition, bold marketing, and daring pricing tactics can obscure what are actually outdated programs that come up short and don’t deliver what your organization truly needs. Letting the allure of popularity or an outsized fixation on price compel your decision can easily lead you to paying a premium for antiquated technology. This common error could damage your organization and hinder its mission. Your organization’s unique objective imposes specific demands on whatever solution you ultimately choose. To determine what’s best equipped to advance your organization’s mission, product demos are often a vital step of the process. These valuable sessions make it possible to know if a well-known provider is offering essentially the same software that it came out with years ago, or if an unfamiliar new competitor has created the ideal app that your team deserves. 3. Neglecting to Consult the Whole Team Adding the right family services software to your technology stack can certainly help your organization fulfill its mission. But it also makes your team’s jobs easier — from the back office to the workers in the field. Your new solution will have a definite impact across your organization, so why not include your team in the decision? If enough people in your organization aren’t involved in choosing its new system, you may see some backlash. A unilateral approach to this process can make stakeholders feel left out, resulting in a high probability for pushback as you’re transitioning from one system to another. To ensure you’ve gathered sufficient support from those who will be using it, get buy-in from your team members by consulting with them and soliciting their approval of any software platforms you’re seriously considering. Regardless of whatever operational efficiencies a new platform may bring to your organization, your team is liable to be unimpressed if they feel unrepresented in its selection. Since using any new software that you introduce will be an integral part of their jobs, you should regard your teammates as indispensable resources to be consulted before you reach a decision. 4. Forgetting About the Onboarding Phase It’s tempting to think that, after purchasing your new family services software, you can immediately replace your old system. But the transition isn’t quite that simple. Platform implementation can take weeks or even months, depending on your organization’s size, readiness, and other factors. Onboarding your team to the new system is a core part of the implementation process — and it takes up a generous portion of time. To make this transition smooth, it’s important that you select a software provider with an efficient and accommodating onboarding process. Find out how the providers you’re considering handle onboarding. How quickly can they get your team up and running on the platform? How flexible is the onboarding schedule? What will the provider expect from you and your team during the onboarding phase and other phases of implementation? These are the kinds of questions to prepare when you’re shopping around. 5. Expecting Software to Fix a Flawed Process Cloud technology has radically changed business and information management, resulting in abundant new tools for family services organizations. However, since technology is dependent on the people and processes that govern its use, your tools can’t fix broken methods. It would be a mistake to approach your search for a new platform without thoroughly understanding this point. Bear in mind that no software solution can repair an operation with inadequacies in its people or its process. Effective software simply takes what your organization does best and amplifies it, enhancing your clients’ experience. It saves your team time by expediting workflows, creating greater opportunities for assisting more families. But, before you pick up any new tool, it’s a good idea to review your organization from end to end. Try to identify sources of waste and address them well in advance of moving to any new system. This will help ensure the success of your new software. Choosing new software for your organization can be a demanding, stressful process full of promise and uncertainty. With an expanding multitude of options, family services professionals need to take care in their selection, as any change will often carry long-lasting and far-reaching consequences for their organization. By avoiding common mistakes in your search for a software platform, you can maximize the effectiveness of your solution, whatever you finally decide to do. To learn more about choosin If you’re on the lookout for a software solution for your family services organization, proceed with caution. Your choices have exploded in the last few years, but not all of your options are capable of meeting the needs of your organization or the people it serves. To identify and implement your ideal solution, it’s incumbent on you to take some steps to prepare for the change. An Expanding Variety of Family Services Software Family services organizations, like many of those in human services, have been relatively slow in adopting new technologies. This delay threatens to place the most vulnerable in society at an even greater risk than they already endure. With the growing need for real-time access to data about clients as well as internal matters, family services software solutions are proliferating and evolving to meet the changing needs of these organizations. As you consider adopting a new software platform for your organization, you’ll want to stay aware of the following pitfalls that could jeopardize its success. 1. Losing Focus on the Mission Whatever solution you decide on, your organization’s mission must remain your central concern. Software is simply a tool, and your tools should give you exactly what you need — no more and no less. Excessive functionality can present a problem to those looking for a speedy, uncomplicated process and user-friendly experiences. Unless you have in-house software developers or opt for a customized system, you’ll almost certainly be adapting an existing platform to suit the needs of your organization. This requires configurability. Configurability enables you to adjust prebuilt software capabilities, giving you freedom and flexibility to mold a platform to your specifications. Configurable software can be purpose-built for the industries and trades they serve, providing the control needed to help you avoid paying for consulting services that aren’t included with your original purchase. With family services software that can be configured to meet your particular needs, your organization’s mission becomes a much shorter hill to climb. 2. Choosing by Price or Perceived Popularity It’s remarkably easy to do a quick search online and pick a platform that lists high on the results page. It’s equally tempting to select your family services software based on price alone. But finding the right solution for your organization and its mission isn’t likely to be quite as simple as that. By allowing your choice to be guided by what “everybody else” does, you may be shortchanging your organization in the midst of the various options available today. The number of web-based apps dedicated to the needs of family services organizations has skyrocketed. However, brand recognition, bold marketing, and daring pricing tactics can obscure what are actually outdated programs that come up short and don’t deliver what your organization truly needs. Letting the allure of popularity or an outsized fixation on price compel your decision can easily lead you to paying a premium for antiquated technology. This common error could damage your organization and hinder its mission. Your organization’s unique objective imposes specific demands on whatever solution you ultimately choose. To determine what’s best equipped to advance your organization’s mission, product demos are often a vital step of the process. These valuable sessions make it possible to know if a well-known provider is offering essentially the same software that it came out with years ago, or if an unfamiliar new competitor has created the ideal app that your team deserves. 3. Neglecting to Consult the Whole Team Adding the right family services software to your technology stack can certainly help your organization fulfill its mission. But it also makes your team’s jobs easier — from the back office to the workers in the field. Your new solution will have a definite impact across your organization, so why not include your team in the decision? If enough people in your organization aren’t involved in choosing its new system, you may see some backlash. A unilateral approach to this process can make stakeholders feel left out, resulting in a high probability for pushback as you’re transitioning from one system to another. To ensure you’ve gathered sufficient support from those who will be using it, get buy-in from your team members by consulting with them and soliciting their approval of any software platforms you’re seriously considering. Regardless of whatever operational efficiencies a new platform may bring to your organization, your team is liable to be unimpressed if they feel unrepresented in its selection. Since using any new software that you introduce will be an integral part of their jobs, you should regard your teammates as indispensable resources to be consulted before you reach a decision. 4. Forgetting About the Onboarding Phase It’s tempting to think that, after purchasing your new family services software, you can immediately replace your old system. But the transition isn’t quite that simple. Platform implementation can take weeks or even months, depending on your organization’s size, readiness, and other factors. Onboarding your team to the new system is a core part of the implementation process — and it takes up a generous portion of time. To make this transition smooth, it’s important that you select a software provider with an efficient and accommodating onboarding process. Find out how the providers you’re considering handle onboarding. How quickly can they get your team up and running on the platform? How flexible is the onboarding schedule? What will the provider expect from you and your team during the onboarding phase and other phases of implementation? These are the kinds of questions to prepare when you’re shopping around. 5. Expecting Software to Fix a Flawed Process Cloud technology has radically changed business and information management, resulting in abundant new tools for family services organizations. However, since technology is dependent on the people and processes that govern its use, your tools can’t fix broken methods. It would be a mistake to approach your search for a new platform without thoroughly understanding this point. Bear in mind that no software solution can repair an operation with inadequacies in its people or its process. Effective software simply takes what your organization does best and amplifies it, enhancing your clients’ experience. It saves your team time by expediting workflows, creating greater opportunities for assisting more families. But, before you pick up any new tool, it’s a good idea to review your organization from end to end. Try to identify sources of waste and address them well in advance of moving to any new system. This will help ensure the success of your new software. Choosing new software for your organization can be a demanding, stressful process full of promise and uncertainty. With an expanding multitude of options, family services professionals need to take care in their selection, as any change will often carry long-lasting and far-reaching consequences for their organization. By avoiding common mistakes in your search for a software platform, you can maximize the effectiveness of your solution, whatever you finally decide to do. To learn more about choosin If you’re on the lookout for a software solution for your family services organization, proceed with caution. Your choices have exploded in the last few years, but not all of your options are capable of meeting the needs of your organization or the people it serves. To identify and implement your ideal solution, it’s incumbent on you to take some steps to prepare for the change. An Expanding Variety of Family Services Software Family services organizations, like many of those in human services, have been relatively slow in adopting new technologies. This delay threatens to place the most vulnerable in society at an even greater risk than they already endure. With the growing need for real-time access to data about clients as well as internal matters, family services software solutions are proliferating and evolving to meet the changing needs of these organizations. As you consider adopting a new software platform for your organization, you’ll want to stay aware of the following pitfalls that could jeopardize its success. 1. Losing Focus on the Mission Whatever solution you decide on, your organization’s mission must remain your central concern. Software is simply a tool, and your tools should give you exactly what you need — no more and no less. Excessive functionality can present a problem to those looking for a speedy, uncomplicated process and user-friendly experiences. Unless you have in-house software developers or opt for a customized system, you’ll almost certainly be adapting an existing platform to suit the needs of your organization. This requires configurability. Configurability enables you to adjust prebuilt software capabilities, giving you freedom and flexibility to mold a platform to your specifications. Configurable software can be purpose-built for the industries and trades they serve, providing the control needed to help you avoid paying for consulting services that aren’t included with your original purchase. With family services software that can be configured to meet your particular needs, your organization’s mission becomes a much shorter hill to climb. 2. Choosing by Price or Perceived Popularity It’s remarkably easy to do a quick search online and pick a platform that lists high on the results page. It’s equally tempting to select your family services software based on price alone. But finding the right solution for your organization and its mission isn’t likely to be quite as simple as that. By allowing your choice to be guided by what “everybody else” does, you may be shortchanging your organization in the midst of the various options available today. The number of web-based apps dedicated to the needs of family services organizations has skyrocketed. However, brand recognition, bold marketing, and daring pricing tactics can obscure what are actually outdated programs that come up short and don’t deliver what your organization truly needs. Letting the allure of popularity or an outsized fixation on price compel your decision can easily lead you to paying a premium for antiquated technology. This common error could damage your organization and hinder its mission. Your organization’s unique objective imposes specific demands on whatever solution you ultimately choose. To determine what’s best equipped to advance your organization’s mission, product demos are often a vital step of the process. These valuable sessions make it possible to know if a well-known provider is offering essentially the same software that it came out with years ago, or if an unfamiliar new competitor has created the ideal app that your team deserves. 3. Neglecting to Consult the Whole Team Adding the right family services software to your technology stack can certainly help your organization fulfill its mission. But it also makes your team’s jobs easier — from the back office to the workers in the field. Your new solution will have a definite impact across your organization, so why not include your team in the decision? If enough people in your organization aren’t involved in choosing its new system, you may see some backlash. A unilateral approach to this process can make stakeholders feel left out, resulting in a high probability for pushback as you’re transitioning from one system to another. To ensure you’ve gathered sufficient support from those who will be using it, get buy-in from your team members by consulting with them and soliciting their approval of any software platforms you’re seriously considering. Regardless of whatever operational efficiencies a new platform may bring to your organization, your team is liable to be unimpressed if they feel unrepresented in its selection. Since using any new software that you introduce will be an integral part of their jobs, you should regard your teammates as indispensable resources to be consulted before you reach a decision. 4. Forgetting About the Onboarding Phase It’s tempting to think that, after purchasing your new family services software, you can immediately replace your old system. But the transition isn’t quite that simple. Platform implementation can take weeks or even months, depending on your organization’s size, readiness, and other factors. Onboarding your team to the new system is a core part of the implementation process — and it takes up a generous portion of time. To make this transition smooth, it’s important that you select a software provider with an efficient and accommodating onboarding process. Find out how the providers you’re considering handle onboarding. How quickly can they get your team up and running on the platform? How flexible is the onboarding schedule? What will the provider expect from you and your team during the onboarding phase and other phases of implementation? These are the kinds of questions to prepare when you’re shopping around. 5. Expecting Software to Fix a Flawed Process Cloud technology has radically changed business and information management, resulting in abundant new tools for family services organizations. However, since technology is dependent on the people and processes that govern its use, your tools can’t fix broken methods. It would be a mistake to approach your search for a new platform without thoroughly understanding this point. Bear in mind that no software solution can repair an operation with inadequacies in its people or its process. Effective software simply takes what your organization does best and amplifies it, enhancing your clients’ experience. It saves your team time by expediting workflows, creating greater opportunities for assisting more families. But, before you pick up any new tool, it’s a good idea to review your organization from end to end. Try to identify sources of waste and address them well in advance of moving to any new system. This will help ensure the success of your new software. Choosing new software for your organization can be a demanding, stressful process full of promise and uncertainty. With an expanding multitude of options, family services professionals need to take care in their selection, as any change will often carry long-lasting and far-reaching consequences for their organization. By avoiding common mistakes in your search for a software platform, you can maximize the effectiveness of your solution, whatever you finally decide to do. To learn more about choosin If you’re on the lookout for a software solution for your family services organization, proceed with caution. Your choices have exploded in the last few years, but not all of your options are capable of meeting the needs of your organization or the people it serves. To identify and implement your ideal solution, it’s incumbent on you to take some steps to prepare for the change. An Expanding Variety of Family Services Software Family services organizations, like many of those in human services, have been relatively slow in adopting new technologies. This delay threatens to place the most vulnerable in society at an even greater risk than they already endure. With the growing need for real-time access to data about clients as well as internal matters, family services software solutions are proliferating and evolving to meet the changing needs of these organizations. As you consider adopting a new software platform for your organization, you’ll want to stay aware of the following pitfalls that could jeopardize its success. 1. Losing Focus on the Mission Whatever solution you decide on, your organization’s mission must remain your central concern. Software is simply a tool, and your tools should give you exactly what you need — no more and no less. Excessive functionality can present a problem to those looking for a speedy, uncomplicated process and user-friendly experiences. Unless you have in-house software developers or opt for a customized system, you’ll almost certainly be adapting an existing platform to suit the needs of your organization. This requires configurability. Configurability enables you to adjust prebuilt software capabilities, giving you freedom and flexibility to mold a platform to your specifications. Configurable software can be purpose-built for the industries and trades they serve, providing the control needed to help you avoid paying for consulting services that aren’t included with your original purchase. With family services software that can be configured to meet your particular needs, your organization’s mission becomes a much shorter hill to climb. 2. Choosing by Price or Perceived Popularity It’s remarkably easy to do a quick search online and pick a platform that lists high on the results page. It’s equally tempting to select your family services software based on price alone. But finding the right solution for your organization and its mission isn’t likely to be quite as simple as that. By allowing your choice to be guided by what “everybody else” does, you may be shortchanging your organization in the midst of the various options available today. The number of web-based apps dedicated to the needs of family services organizations has skyrocketed. However, brand recognition, bold marketing, and daring pricing tactics can obscure what are actually outdated programs that come up short and don’t deliver what your organization truly needs. Letting the allure of popularity or an outsized fixation on price compel your decision can easily lead you to paying a premium for antiquated technology. This common error could damage your organization and hinder its mission. Your organization’s unique objective imposes specific demands on whatever solution you ultimately choose. To determine what’s best equipped to advance your organization’s mission, product demos are often a vital step of the process. These valuable sessions make it possible to know if a well-known provider is offering essentially the same software that it came out with years ago, or if an unfamiliar new competitor has created the ideal app that your team deserves. 3. Neglecting to Consult the Whole Team Adding the right family services software to your technology stack can certainly help your organization fulfill its mission. But it also makes your team’s jobs easier — from the back office to the workers in the field. Your new solution will have a definite impact across your organization, so why not include your team in the decision? If enough people in your organization aren’t involved in choosing its new system, you may see some backlash. A unilateral approach to this process can make stakeholders feel left out, resulting in a high probability for pushback as you’re transitioning from one system to another. To ensure you’ve gathered sufficient support from those who will be using it, get buy-in from your team members by consulting with them and soliciting their approval of any software platforms you’re seriously considering. Regardless of whatever operational efficiencies a new platform may bring to your organization, your team is liable to be unimpressed if they feel unrepresented in its selection. Since using any new software that you introduce will be an integral part of their jobs, you should regard your teammates as indispensable resources to be consulted before you reach a decision. 4. Forgetting About the Onboarding Phase It’s tempting to think that, after purchasing your new family services software, you can immediately replace your old system. But the transition isn’t quite that simple. Platform implementation can take weeks or even months, depending on your organization’s size, readiness, and other factors. Onboarding your team to the new system is a core part of the implementation process — and it takes up a generous portion of time. To make this transition smooth, it’s important that you select a software provider with an efficient and accommodating onboarding process. Find out how the providers you’re considering handle onboarding. How quickly can they get your team up and running on the platform? How flexible is the onboarding schedule? What will the provider expect from you and your team during the onboarding phase and other phases of implementation? These are the kinds of questions to prepare when you’re shopping around. 5. Expecting Software to Fix a Flawed Process Cloud technology has radically changed business and information management, resulting in abundant new tools for family services organizations. However, since technology is dependent on the people and processes that govern its use, your tools can’t fix broken methods. It would be a mistake to approach your search for a new platform without thoroughly understanding this point. Bear in mind that no software solution can repair an operation with inadequacies in its people or its process. Effective software simply takes what your organization does best and amplifies it, enhancing your clients’ experience. It saves your team time by expediting workflows, creating greater opportunities for assisting more families. But, before you pick up any new tool, it’s a good idea to review your organization from end to end. Try to identify sources of waste and address them well in advance of moving to any new system. This will help ensure the success of your new software. Choosing new software for your organization can be a demanding, stressful process full of promise and uncertainty. With an expanding multitude of options, family services professionals need to take care in their selection, as any change will often carry long-lasting and far-reaching consequences for their organization. By avoiding common mistakes in your search for a software platform, you can maximize the effectiveness of your solution, whatever you finally decide to do. To learn more about choosin If you’re on the lookout for a software solution for your family services organization, proceed with caution. Your choices have exploded in the last few years, but not all of your options are capable of meeting the needs of your organization or the people it serves. To identify and implement your ideal solution, it’s incumbent on you to take some steps to prepare for the change. An Expanding Variety of Family Services Software Family services organizations, like many of those in human services, have been relatively slow in adopting new technologies. This delay threatens to place the most vulnerable in society at an even greater risk than they already endure. With the growing need for real-time access to data about clients as well as internal matters, family services software solutions are proliferating and evolving to meet the changing needs of these organizations. As you consider adopting a new software platform for your organization, you’ll want to stay aware of the following pitfalls that could jeopardize its success. 1. Losing Focus on the Mission Whatever solution you decide on, your organization’s mission must remain your central concern. Software is simply a tool, and your tools should give you exactly what you need — no more and no less. Excessive functionality can present a problem to those looking for a speedy, uncomplicated process and user-friendly experiences. Unless you have in-house software developers or opt for a customized system, you’ll almost certainly be adapting an existing platform to suit the needs of your organization. This requires configurability. Configurability enables you to adjust prebuilt software capabilities, giving you freedom and flexibility to mold a platform to your specifications. Configurable software can be purpose-built for the industries and trades they serve, providing the control needed to help you avoid paying for consulting services that aren’t included with your original purchase. With family services software that can be configured to meet your particular needs, your organization’s mission becomes a much shorter hill to climb. 2. Choosing by Price or Perceived Popularity It’s remarkably easy to do a quick search online and pick a platform that lists high on the results page. It’s equally tempting to select your family services software based on price alone. But finding the right solution for your organization and its mission isn’t likely to be quite as simple as that. By allowing your choice to be guided by what “everybody else” does, you may be shortchanging your organization in the midst of the various options available today. The number of web-based apps dedicated to the needs of family services organizations has skyrocketed. However, brand recognition, bold marketing, and daring pricing tactics can obscure what are actually outdated programs that come up short and don’t deliver what your organization truly needs. Letting the allure of popularity or an outsized fixation on price compel your decision can easily lead you to paying a premium for antiquated technology. This common error could damage your organization and hinder its mission. Your organization’s unique objective imposes specific demands on whatever solution you ultimately choose. To determine what’s best equipped to advance your organization’s mission, product demos are often a vital step of the process. These valuable sessions make it possible to know if a well-known provider is offering essentially the same software that it came out with years ago, or if an unfamiliar new competitor has created the ideal app that your team deserves. 3. Neglecting to Consult the Whole Team Adding the right family services software to your technology stack can certainly help your organization fulfill its mission. But it also makes your team’s jobs easier — from the back office to the workers in the field. Your new solution will have a definite impact across your organization, so why not include your team in the decision? If enough people in your organization aren’t involved in choosing its new system, you may see some backlash. A unilateral approach to this process can make stakeholders feel left out, resulting in a high probability for pushback as you’re transitioning from one system to another. To ensure you’ve gathered sufficient support from those who will be using it, get buy-in from your team members by consulting with them and soliciting their approval of any software platforms you’re seriously considering. Regardless of whatever operational efficiencies a new platform may bring to your organization, your team is liable to be unimpressed if they feel unrepresented in its selection. Since using any new software that you introduce will be an integral part of their jobs, you should regard your teammates as indispensable resources to be consulted before you reach a decision. 4. Forgetting About the Onboarding Phase It’s tempting to think that, after purchasing your new family services software, you can immediately replace your old system. But the transition isn’t quite that simple. Platform implementation can take weeks or even months, depending on your organization’s size, readiness, and other factors. Onboarding your team to the new system is a core part of the implementation process — and it takes up a generous portion of time. To make this transition smooth, it’s important that you select a software provider with an efficient and accommodating onboarding process. Find out how the providers you’re considering handle onboarding. How quickly can they get your team up and running on the platform? How flexible is the onboarding schedule? What will the provider expect from you and your team during the onboarding phase and other phases of implementation? These are the kinds of questions to prepare when you’re shopping around. 5. Expecting Software to Fix a Flawed Process Cloud technology has radically changed business and information management, resulting in abundant new tools for family services organizations. However, since technology is dependent on the people and processes that govern its use, your tools can’t fix broken methods. It would be a mistake to approach your search for a new platform without thoroughly understanding this point. Bear in mind that no software solution can repair an operation with inadequacies in its people or its process. Effective software simply takes what your organization does best and amplifies it, enhancing your clients’ experience. It saves your team time by expediting workflows, creating greater opportunities for assisting more families. But, before you pick up any new tool, it’s a good idea to review your organization from end to end. Try to identify sources of waste and address them well in advance of moving to any new system. This will help ensure the success of your new software. Choosing new software for your organization can be a demanding, stressful process full of promise and uncertainty. With an expanding multitude of options, family services professionals need to take care in their selection, as any change will often carry long-lasting and far-reaching consequences for their organization. By avoiding common mistakes in your search for a software platform, you can maximize the effectiveness of your solution, whatever you finally decide to do. To learn more about choosin If you’re on the lookout for a software solution for your family services organization, proceed with caution. Your choices have exploded in the last few years, but not all of your options are capable of meeting the needs of your organization or the people it serves. To identify and implement your ideal solution, it’s incumbent on you to take some steps to prepare for the change. An Expanding Variety of Family Services Software Family services organizations, like many of those in human services, have been relatively slow in adopting new technologies. This delay threatens to place the most vulnerable in society at an even greater risk than they already endure. With the growing need for real-time access to data about clients as well as internal matters, family services software solutions are proliferating and evolving to meet the changing needs of these organizations. As you consider adopting a new software platform for your organization, you’ll want to stay aware of the following pitfalls that could jeopardize its success. 1. Losing Focus on the Mission Whatever solution you decide on, your organization’s mission must remain your central concern. Software is simply a tool, and your tools should give you exactly what you need — no more and no less. Excessive functionality can present a problem to those looking for a speedy, uncomplicated process and user-friendly experiences. Unless you have in-house software developers or opt for a customized system, you’ll almost certainly be adapting an existing platform to suit the needs of your organization. This requires configurability. Configurability enables you to adjust prebuilt software capabilities, giving you freedom and flexibility to mold a platform to your specifications. Configurable software can be purpose-built for the industries and trades they serve, providing the control needed to help you avoid paying for consulting services that aren’t included with your original purchase. With family services software that can be configured to meet your particular needs, your organization’s mission becomes a much shorter hill to climb. 2. Choosing by Price or Perceived Popularity It’s remarkably easy to do a quick search online and pick a platform that lists high on the results page. It’s equally tempting to select your family services software based on price alone. But finding the right solution for your organization and its mission isn’t likely to be quite as simple as that. By allowing your choice to be guided by what “everybody else” does, you may be shortchanging your organization in the midst of the various options available today. The number of web-based apps dedicated to the needs of family services organizations has skyrocketed. However, brand recognition, bold marketing, and daring pricing tactics can obscure what are actually outdated programs that come up short and don’t deliver what your organization truly needs. Letting the allure of popularity or an outsized fixation on price compel your decision can easily lead you to paying a premium for antiquated technology. This common error could damage your organization and hinder its mission. Your organization’s unique objective imposes specific demands on whatever solution you ultimately choose. To determine what’s best equipped to advance your organization’s mission, product demos are often a vital step of the process. These valuable sessions make it possible to know if a well-known provider is offering essentially the same software that it came out with years ago, or if an unfamiliar new competitor has created the ideal app that your team deserves. 3. Neglecting to Consult the Whole Team Adding the right family services software to your technology stack can certainly help your organization fulfill its mission. But it also makes your team’s jobs easier — from the back office to the workers in the field. Your new solution will have a definite impact across your organization, so why not include your team in the decision? If enough people in your organization aren’t involved in choosing its new system, you may see some backlash. A unilateral approach to this process can make stakeholders feel left out, resulting in a high probability for pushback as you’re transitioning from one system to another. To ensure you’ve gathered sufficient support from those who will be using it, get buy-in from your team members by consulting with them and soliciting their approval of any software platforms you’re seriously considering. Regardless of whatever operational efficiencies a new platform may bring to your organization, your team is liable to be unimpressed if they feel unrepresented in its selection. Since using any new software that you introduce will be an integral part of their jobs, you should regard your teammates as indispensable resources to be consulted before you reach a decision. 4. Forgetting About the Onboarding Phase It’s tempting to think that, after purchasing your new family services software, you can immediately replace your old system. But the transition isn’t quite that simple. Platform implementation can take weeks or even months, depending on your organization’s size, readiness, and other factors. Onboarding your team to the new system is a core part of the implementation process — and it takes up a generous portion of time. To make this transition smooth, it’s important that you select a software provider with an efficient and accommodating onboarding process. Find out how the providers you’re considering handle onboarding. How quickly can they get your team up and running on the platform? How flexible is the onboarding schedule? What will the provider expect from you and your team during the onboarding phase and other phases of implementation? These are the kinds of questions to prepare when you’re shopping around. 5. Expecting Software to Fix a Flawed Process Cloud technology has radically changed business and information management, resulting in abundant new tools for family services organizations. However, since technology is dependent on the people and processes that govern its use, your tools can’t fix broken methods. It would be a mistake to approach your search for a new platform without thoroughly understanding this point. Bear in mind that no software solution can repair an operation with inadequacies in its people or its process. Effective software simply takes what your organization does best and amplifies it, enhancing your clients’ experience. It saves your team time by expediting workflows, creating greater opportunities for assisting more families. But, before you pick up any new tool, it’s a good idea to review your organization from end to end. Try to identify sources of waste and address them well in advance of moving to any new system. This will help ensure the success of your new software. Choosing new software for your organization can be a demanding, stressful process full of promise and uncertainty. With an expanding multitude of options, family services professionals need to take care in their selection, as any change will often carry long-lasting and far-reaching consequences for their organization. By avoiding common mistakes in your search for a software platform, you can maximize the effectiveness of your solution, whatever you finally decide to do. To learn more about choosin If you’re on the lookout for a software solution for your family services organization, proceed with caution. Your choices have exploded in the last few years, but not all of your options are capable of meeting the needs of your organization or the people it serves. To identify and implement your ideal solution, it’s incumbent on you to take some steps to prepare for the change. An Expanding Variety of Family Services Software Family services organizations, like many of those in human services, have been relatively slow in adopting new technologies. This delay threatens to place the most vulnerable in society at an even greater risk than they already endure. With the growing need for real-time access to data about clients as well as internal matters, family services software solutions are proliferating and evolving to meet the changing needs of these organizations. As you consider adopting a new software platform for your organization, you’ll want to stay aware of the following pitfalls that could jeopardize its success. 1. Losing Focus on the Mission Whatever solution you decide on, your organization’s mission must remain your central concern. Software is simply a tool, and your tools should give you exactly what you need — no more and no less. Excessive functionality can present a problem to those looking for a speedy, uncomplicated process and user-friendly experiences. Unless you have in-house software developers or opt for a customized system, you’ll almost certainly be adapting an existing platform to suit the needs of your organization. This requires configurability. Configurability enables you to adjust prebuilt software capabilities, giving you freedom and flexibility to mold a platform to your specifications. Configurable software can be purpose-built for the industries and trades they serve, providing the control needed to help you avoid paying for consulting services that aren’t included with your original purchase. With family services software that can be configured to meet your particular needs, your organization’s mission becomes a much shorter hill to climb. 2. Choosing by Price or Perceived Popularity It’s remarkably easy to do a quick search online and pick a platform that lists high on the results page. It’s equally tempting to select your family services software based on price alone. But finding the right solution for your organization and its mission isn’t likely to be quite as simple as that. By allowing your choice to be guided by what “everybody else” does, you may be shortchanging your organization in the midst of the various options available today. The number of web-based apps dedicated to the needs of family services organizations has skyrocketed. However, brand recognition, bold marketing, and daring pricing tactics can obscure what are actually outdated programs that come up short and don’t deliver what your organization truly needs. Letting the allure of popularity or an outsized fixation on price compel your decision can easily lead you to paying a premium for antiquated technology. This common error could damage your organization and hinder its mission. Your organization’s unique objective imposes specific demands on whatever solution you ultimately choose. To determine what’s best equipped to advance your organization’s mission, product demos are often a vital step of the process. These valuable sessions make it possible to know if a well-known provider is offering essentially the same software that it came out with years ago, or if an unfamiliar new competitor has created the ideal app that your team deserves. 3. Neglecting to Consult the Whole Team Adding the right family services software to your technology stack can certainly help your organization fulfill its mission. But it also makes your team’s jobs easier — from the back office to the workers in the field. Your new solution will have a definite impact across your organization, so why not include your team in the decision? If enough people in your organization aren’t involved in choosing its new system, you may see some backlash. A unilateral approach to this process can make stakeholders feel left out, resulting in a high probability for pushback as you’re transitioning from one system to another. To ensure you’ve gathered sufficient support from those who will be using it, get buy-in from your team members by consulting with them and soliciting their approval of any software platforms you’re seriously considering. Regardless of whatever operational efficiencies a new platform may bring to your organization, your team is liable to be unimpressed if they feel unrepresented in its selection. Since using any new software that you introduce will be an integral part of their jobs, you should regard your teammates as indispensable resources to be consulted before you reach a decision. 4. Forgetting About the Onboarding Phase It’s tempting to think that, after purchasing your new family services software, you can immediately replace your old system. But the transition isn’t quite that simple. Platform implementation can take weeks or even months, depending on your organization’s size, readiness, and other factors. Onboarding your team to the new system is a core part of the implementation process — and it takes up a generous portion of time. To make this transition smooth, it’s important that you select a software provider with an efficient and accommodating onboarding process. Find out how the providers you’re considering handle onboarding. How quickly can they get your team up and running on the platform? How flexible is the onboarding schedule? What will the provider expect from you and your team during the onboarding phase and other phases of implementation? These are the kinds of questions to prepare when you’re shopping around. 5. Expecting Software to Fix a Flawed Process Cloud technology has radically changed business and information management, resulting in abundant new tools for family services organizations. However, since technology is dependent on the people and processes that govern its use, your tools can’t fix broken methods. It would be a mistake to approach your search for a new platform without thoroughly understanding this point. Bear in mind that no software solution can repair an operation with inadequacies in its people or its process. Effective software simply takes what your organization does best and amplifies it, enhancing your clients’ experience. It saves your team time by expediting workflows, creating greater opportunities for assisting more families. But, before you pick up any new tool, it’s a good idea to review your organization from end to end. Try to identify sources of waste and address them well in advance of moving to any new system. This will help ensure the success of your new software. Choosing new software for your organization can be a demanding, stressful process full of promise and uncertainty. With an expanding multitude of options, family services professionals need to take care in their selection, as any change will often carry long-lasting and far-reaching consequences for their organization. By avoiding common mistakes in your search for a software platform, you can maximize the effectiveness of your solution, whatever you finally decide to do. To learn more about choosin If you’re on the lookout for a software solution for your family services organization, proceed with caution. Your choices have exploded in the last few years, but not all of your options are capable of meeting the needs of your organization or the people it serves. To identify and implement your ideal solution, it’s incumbent on you to take some steps to prepare for the change. An Expanding Variety of Family Services Software Family services organizations, like many of those in human services, have been relatively slow in adopting new technologies. This delay threatens to place the most vulnerable in society at an even greater risk than they already endure. With the growing need for real-time access to data about clients as well as internal matters, family services software solutions are proliferating and evolving to meet the changing needs of these organizations. As you consider adopting a new software platform for your organization, you’ll want to stay aware of the following pitfalls that could jeopardize its success. 1. Losing Focus on the Mission Whatever solution you decide on, your organization’s mission must remain your central concern. Software is simply a tool, and your tools should give you exactly what you need — no more and no less. Excessive functionality can present a problem to those looking for a speedy, uncomplicated process and user-friendly experiences. Unless you have in-house software developers or opt for a customized system, you’ll almost certainly be adapting an existing platform to suit the needs of your organization. This requires configurability. Configurability enables you to adjust prebuilt software capabilities, giving you freedom and flexibility to mold a platform to your specifications. Configurable software can be purpose-built for the industries and trades they serve, providing the control needed to help you avoid paying for consulting services that aren’t included with your original purchase. With family services software that can be configured to meet your particular needs, your organization’s mission becomes a much shorter hill to climb. 2. Choosing by Price or Perceived Popularity It’s remarkably easy to do a quick search online and pick a platform that lists high on the results page. It’s equally tempting to select your family services software based on price alone. But finding the right solution for your organization and its mission isn’t likely to be quite as simple as that. By allowing your choice to be guided by what “everybody else” does, you may be shortchanging your organization in the midst of the various options available today. The number of web-based apps dedicated to the needs of family services organizations has skyrocketed. However, brand recognition, bold marketing, and daring pricing tactics can obscure what are actually outdated programs that come up short and don’t deliver what your organization truly needs. Letting the allure of popularity or an outsized fixation on price compel your decision can easily lead you to paying a premium for antiquated technology. This common error could damage your organization and hinder its mission. Your organization’s unique objective imposes specific demands on whatever solution you ultimately choose. To determine what’s best equipped to advance your organization’s mission, product demos are often a vital step of the process. These valuable sessions make it possible to know if a well-known provider is offering essentially the same software that it came out with years ago, or if an unfamiliar new competitor has created the ideal app that your team deserves. 3. Neglecting to Consult the Whole Team Adding the right family services software to your technology stack can certainly help your organization fulfill its mission. But it also makes your team’s jobs easier — from the back office to the workers in the field. Your new solution will have a definite impact across your organization, so why not include your team in the decision? If enough people in your organization aren’t involved in choosing its new system, you may see some backlash. A unilateral approach to this process can make stakeholders feel left out, resulting in a high probability for pushback as you’re transitioning from one system to another. To ensure you’ve gathered sufficient support from those who will be using it, get buy-in from your team members by consulting with them and soliciting their approval of any software platforms you’re seriously considering. Regardless of whatever operational efficiencies a new platform may bring to your organization, your team is liable to be unimpressed if they feel unrepresented in its selection. Since using any new software that you introduce will be an integral part of their jobs, you should regard your teammates as indispensable resources to be consulted before you reach a decision. 4. Forgetting About the Onboarding Phase It’s tempting to think that, after purchasing your new family services software, you can immediately replace your old system. But the transition isn’t quite that simple. Platform implementation can take weeks or even months, depending on your organization’s size, readiness, and other factors. Onboarding your team to the new system is a core part of the implementation process — and it takes up a generous portion of time. To make this transition smooth, it’s important that you select a software provider with an efficient and accommodating onboarding process. Find out how the providers you’re considering handle onboarding. How quickly can they get your team up and running on the platform? How flexible is the onboarding schedule? What will the provider expect from you and your team during the onboarding phase and other phases of implementation? These are the kinds of questions to prepare when you’re shopping around. 5. Expecting Software to Fix a Flawed Process Cloud technology has radically changed business and information management, resulting in abundant new tools for family services organizations. However, since technology is dependent on the people and processes that govern its use, your tools can’t fix broken methods. It would be a mistake to approach your search for a new platform without thoroughly understanding this point. Bear in mind that no software solution can repair an operation with inadequacies in its people or its process. Effective software simply takes what your organization does best and amplifies it, enhancing your clients’ experience. It saves your team time by expediting workflows, creating greater opportunities for assisting more families. But, before you pick up any new tool, it’s a good idea to review your organization from end to end. Try to identify sources of waste and address them well in advance of moving to any new system. This will help ensure the success of your new software. Choosing new software for your organization can be a demanding, stressful process full of promise and uncertainty. With an expanding multitude of options, family services professionals need to take care in their selection, as any change will often carry long-lasting and far-reaching consequences for their organization. By avoiding common mistakes in your search for a software platform, you can maximize the effectiveness of your solution, whatever you finally decide to do. To learn more about choosin If you’re on the lookout for a software solution for your family services organization, proceed with caution. Your choices have exploded in the last few years, but not all of your options are capable of meeting the needs of your organization or the people it serves. To identify and implement your ideal solution, it’s incumbent on you to take some steps to prepare for the change. An Expanding Variety of Family Services Software Family services organizations, like many of those in human services, have been relatively slow in adopting new technologies. This delay threatens to place the most vulnerable in society at an even greater risk than they already endure. With the growing need for real-time access to data about clients as well as internal matters, family services software solutions are proliferating and evolving to meet the changing needs of these organizations. As you consider adopting a new software platform for your organization, you’ll want to stay aware of the following pitfalls that could jeopardize its success. 1. Losing Focus on the Mission Whatever solution you decide on, your organization’s mission must remain your central concern. Software is simply a tool, and your tools should give you exactly what you need — no more and no less. Excessive functionality can present a problem to those looking for a speedy, uncomplicated process and user-friendly experiences. Unless you have in-house software developers or opt for a customized system, you’ll almost certainly be adapting an existing platform to suit the needs of your organization. This requires configurability. Configurability enables you to adjust prebuilt software capabilities, giving you freedom and flexibility to mold a platform to your specifications. Configurable software can be purpose-built for the industries and trades they serve, providing the control needed to help you avoid paying for consulting services that aren’t included with your original purchase. With family services software that can be configured to meet your particular needs, your organization’s mission becomes a much shorter hill to climb. 2. Choosing by Price or Perceived Popularity It’s remarkably easy to do a quick search online and pick a platform that lists high on the results page. It’s equally tempting to select your family services software based on price alone. But finding the right solution for your organization and its mission isn’t likely to be quite as simple as that. By allowing your choice to be guided by what “everybody else” does, you may be shortchanging your organization in the midst of the various options available today. The number of web-based apps dedicated to the needs of family services organizations has skyrocketed. However, brand recognition, bold marketing, and daring pricing tactics can obscure what are actually outdated programs that come up short and don’t deliver what your organization truly needs. Letting the allure of popularity or an outsized fixation on price compel your decision can easily lead you to paying a premium for antiquated technology. This common error could damage your organization and hinder its mission. Your organization’s unique objective imposes specific demands on whatever solution you ultimately choose. To determine what’s best equipped to advance your organization’s mission, product demos are often a vital step of the process. These valuable sessions make it possible to know if a well-known provider is offering essentially the same software that it came out with years ago, or if an unfamiliar new competitor has created the ideal app that your team deserves. 3. Neglecting to Consult the Whole Team Adding the right family services software to your technology stack can certainly help your organization fulfill its mission. But it also makes your team’s jobs easier — from the back office to the workers in the field. Your new solution will have a definite impact across your organization, so why not include your team in the decision? If enough people in your organization aren’t involved in choosing its new system, you may see some backlash. A unilateral approach to this process can make stakeholders feel left out, resulting in a high probability for pushback as you’re transitioning from one system to another. To ensure you’ve gathered sufficient support from those who will be using it, get buy-in from your team members by consulting with them and soliciting their approval of any software platforms you’re seriously considering. Regardless of whatever operational efficiencies a new platform may bring to your organization, your team is liable to be unimpressed if they feel unrepresented in its selection. Since using any new software that you introduce will be an integral part of their jobs, you should regard your teammates as indispensable resources to be consulted before you reach a decision. 4. Forgetting About the Onboarding Phase It’s tempting to think that, after purchasing your new family services software, you can immediately replace your old system. But the transition isn’t quite that simple. Platform implementation can take weeks or even months, depending on your organization’s size, readiness, and other factors. Onboarding your team to the new system is a core part of the implementation process — and it takes up a generous portion of time. To make this transition smooth, it’s important that you select a software provider with an efficient and accommodating onboarding process. Find out how the providers you’re considering handle onboarding. How quickly can they get your team up and running on the platform? How flexible is the onboarding schedule? What will the provider expect from you and your team during the onboarding phase and other phases of implementation? These are the kinds of questions to prepare when you’re shopping around. 5. Expecting Software to Fix a Flawed Process Cloud technology has radically changed business and information management, resulting in abundant new tools for family services organizations. However, since technology is dependent on the people and processes that govern its use, your tools can’t fix broken methods. It would be a mistake to approach your search for a new platform without thoroughly understanding this point. Bear in mind that no software solution can repair an operation with inadequacies in its people or its process. Effective software simply takes what your organization does best and amplifies it, enhancing your clients’ experience. It saves your team time by expediting workflows, creating greater opportunities for assisting more families. But, before you pick up any new tool, it’s a good idea to review your organization from end to end. Try to identify sources of waste and address them well in advance of moving to any new system. This will help ensure the success of your new software. Choosing new software for your organization can be a demanding, stressful process full of promise and uncertainty. With an expanding multitude of options, family services professionals need to take care in their selection, as any change will often carry long-lasting and far-reaching consequences for their organization. By avoiding common mistakes in your search for a software platform, you can maximize the effectiveness of your solution, whatever you finally decide to do. To learn more about choosin If you’re on the lookout for a software solution for your family services organization, proceed with caution. Your choices have exploded in the last few years, but not all of your options are capable of meeting the needs of your organization or the people it serves. To identify and implement your ideal solution, it’s incumbent on you to take some steps to prepare for the change. An Expanding Variety of Family Services Software Family services organizations, like many of those in human services, have been relatively slow in adopting new technologies. This delay threatens to place the most vulnerable in society at an even greater risk than they already endure. With the growing need for real-time access to data about clients as well as internal matters, family services software solutions are proliferating and evolving to meet the changing needs of these organizations. As you consider adopting a new software platform for your organization, you’ll want to stay aware of the following pitfalls that could jeopardize its success. 1. Losing Focus on the Mission Whatever solution you decide on, your organization’s mission must remain your central concern. Software is simply a tool, and your tools should give you exactly what you need — no more and no less. Excessive functionality can present a problem to those looking for a speedy, uncomplicated process and user-friendly experiences. Unless you have in-house software developers or opt for a customized system, you’ll almost certainly be adapting an existing platform to suit the needs of your organization. This requires configurability. Configurability enables you to adjust prebuilt software capabilities, giving you freedom and flexibility to mold a platform to your specifications. Configurable software can be purpose-built for the industries and trades they serve, providing the control needed to help you avoid paying for consulting services that aren’t included with your original purchase. With family services software that can be configured to meet your particular needs, your organization’s mission becomes a much shorter hill to climb. 2. Choosing by Price or Perceived Popularity It’s remarkably easy to do a quick search online and pick a platform that lists high on the results page. It’s equally tempting to select your family services software based on price alone. But finding the right solution for your organization and its mission isn’t likely to be quite as simple as that. By allowing your choice to be guided by what “everybody else” does, you may be shortchanging your organization in the midst of the various options available today. The number of web-based apps dedicated to the needs of family services organizations has skyrocketed. However, brand recognition, bold marketing, and daring pricing tactics can obscure what are actually outdated programs that come up short and don’t deliver what your organization truly needs. Letting the allure of popularity or an outsized fixation on price compel your decision can easily lead you to paying a premium for antiquated technology. This common error could damage your organization and hinder its mission. Your organization’s unique objective imposes specific demands on whatever solution you ultimately choose. To determine what’s best equipped to advance your organization’s mission, product demos are often a vital step of the process. These valuable sessions make it possible to know if a well-known provider is offering essentially the same software that it came out with years ago, or if an unfamiliar new competitor has created the ideal app that your team deserves. 3. Neglecting to Consult the Whole Team Adding the right family services software to your technology stack can certainly help your organization fulfill its mission. But it also makes your team’s jobs easier — from the back office to the workers in the field. Your new solution will have a definite impact across your organization, so why not include your team in the decision? If enough people in your organization aren’t involved in choosing its new system, you may see some backlash. A unilateral approach to this process can make stakeholders feel left out, resulting in a high probability for pushback as you’re transitioning from one system to another. To ensure you’ve gathered sufficient support from those who will be using it, get buy-in from your team members by consulting with them and soliciting their approval of any software platforms you’re seriously considering. Regardless of whatever operational efficiencies a new platform may bring to your organization, your team is liable to be unimpressed if they feel unrepresented in its selection. Since using any new software that you introduce will be an integral part of their jobs, you should regard your teammates as indispensable resources to be consulted before you reach a decision. 4. Forgetting About the Onboarding Phase It’s tempting to think that, after purchasing your new family services software, you can immediately replace your old system. But the transition isn’t quite that simple. Platform implementation can take weeks or even months, depending on your organization’s size, readiness, and other factors. Onboarding your team to the new system is a core part of the implementation process — and it takes up a generous portion of time. To make this transition smooth, it’s important that you select a software provider with an efficient and accommodating onboarding process. Find out how the providers you’re considering handle onboarding. How quickly can they get your team up and running on the platform? How flexible is the onboarding schedule? What will the provider expect from you and your team during the onboarding phase and other phases of implementation? These are the kinds of questions to prepare when you’re shopping around. 5. Expecting Software to Fix a Flawed Process Cloud technology has radically changed business and information management, resulting in abundant new tools for family services organizations. However, since technology is dependent on the people and processes that govern its use, your tools can’t fix broken methods. It would be a mistake to approach your search for a new platform without thoroughly understanding this point. Bear in mind that no software solution can repair an operation with inadequacies in its people or its process. Effective software simply takes what your organization does best and amplifies it, enhancing your clients’ experience. It saves your team time by expediting workflows, creating greater opportunities for assisting more families. But, before you pick up any new tool, it’s a good idea to review your organization from end to end. Try to identify sources of waste and address them well in advance of moving to any new system. This will help ensure the success of your new software. Choosing new software for your organization can be a demanding, stressful process full of promise and uncertainty. With an expanding multitude of options, family services professionals need to take care in their selection, as any change will often carry long-lasting and far-reaching consequences for their organization. By avoiding common mistakes in your search for a software platform, you can maximize the effectiveness of your solution, whatever you finally decide to do. To learn more about choosin
by Brian Johnson 24 min read

Single vs Multi-Tenant SaaS Architecture for Your Human Services Organization

The two types of cloud architecture have different structures and offer various advantages and disadvantages for your human services organization. Whether your organization is a nonprofit, private enterprise, or public sector agency, you will want to familiarize yourself with these distinct structur...
The two types of cloud architecture have different structures and offer various advantages and disadvantages for your human services organization. Whether your organization is a nonprofit, private enterprise, or public sector agency, you will want to familiarize yourself with these distinct structures as you consider the possibilities for SaaS. Differences Between Single-Tenant and Multi-Tenant SaaS At a basic level, the single-tenant architecture provides a single instance (piece) of software and its associated infrastructure to a single customer, whereas multi-tenant architecture serves multiple customers. As their names suggest, the two types of tenancy in SaaS architecture may be compared to different housing arrangements. In a single-tenant arrangement, as in a single-family home, the customer owns the structure and everything in it. They are responsible for maintenance, repairs, and utilities, as well as more specialized requirements, such as security. Single-tenancy SaaS architecture supports one platform user running a single platform codebase on their website. With single tenancy, each customer has their own separate database and instance of the software. No sharing among tenants occurs with this option, as there is only one tenant. On the other hand, using multi-tenant software could be equated to living in an apartment building. Portions of the infrastructure are shared among tenants, yet each tenant has their own private "space." Compared to maintaining a house, renting an apartment comes with less cost and commitment, and includes ongoing services from providers. Similarly, your SaaS server provider handles the maintenance and upgrade process so you don’t have to. With multi-tenancy, the single instance of the software's codebase is shared between multiple users. In multi-tenant SaaS, each tenant's individual data remains discrete, unseen, and secure from other tenants, but they all share: Web servers Infrastructure services Database Memory Let's take a closer look at how single-tenancy and multi-tenancy environments differ, and how these differences may impact your human services organization. Cost Single-tenant architecture usually allows the customer more resources than does multi-tenant. But, since they're all dedicated to one customer, those resources can carry a hefty price tag. In a multi-tenant setup, the cost for the service is shared, and those savings are typically passed on to the customer. Public sector agencies, private enterprises, and nonprofits often work within tight budget constraints, making multi-tenancy a sensible option for many different types of human services organizations. Setup and Configuration Compared to a multi-tenant setup, single-tenant software will often demand more time and effort from your organization. It consumes more resources during setup and ongoing maintenance, requiring some level of customization to be implemented. Multi-tenant SaaS, conversely, allows for quick setups and light management. Customers can add data, users, and third-party integrations with relative ease in the multi-tenant environment, which is configurable to your organization's specific needs. Scalability and Efficiency Since resources in a single-tenant cloud are dedicated to one tenant, utilization is generally less efficient than in a multi-tenant cloud. Scalability can be a challenge with single-tenancy also, as customers are often operating with fixed resources. With multi-tenant architecture, resources are balanced across customers, leading to greater overall efficiency. A multi-tenant system can shift computing resources where they're needed, keeping vendor costs low and resulting in a scalable solution for your human services organization. The two types of cloud architecture have different structures and offer various advantages and disadvantages for your human services organization. Whether your organization is a nonprofit, private enterprise, or public sector agency, you will want to familiarize yourself with these distinct structures as you consider the possibilities for SaaS. Differences Between Single-Tenant and Multi-Tenant SaaS At a basic level, the single-tenant architecture provides a single instance (piece) of software and its associated infrastructure to a single customer, whereas multi-tenant architecture serves multiple customers. As their names suggest, the two types of tenancy in SaaS architecture may be compared to different housing arrangements. In a single-tenant arrangement, as in a single-family home, the customer owns the structure and everything in it. They are responsible for maintenance, repairs, and utilities, as well as more specialized requirements, such as security. Single-tenancy SaaS architecture supports one platform user running a single platform codebase on their website. With single tenancy, each customer has their own separate database and instance of the software. No sharing among tenants occurs with this option, as there is only one tenant. On the other hand, using multi-tenant software could be equated to living in an apartment building. Portions of the infrastructure are shared among tenants, yet each tenant has their own private "space." Compared to maintaining a house, renting an apartment comes with less cost and commitment, and includes ongoing services from providers. Similarly, your SaaS server provider handles the maintenance and upgrade process so you don’t have to. With multi-tenancy, the single instance of the software's codebase is shared between multiple users. In multi-tenant SaaS, each tenant's individual data remains discrete, unseen, and secure from other tenants, but they all share: Web servers Infrastructure services Database Memory Let's take a closer look at how single-tenancy and multi-tenancy environments differ, and how these differences may impact your human services organization. Cost Single-tenant architecture usually allows the customer more resources than does multi-tenant. But, since they're all dedicated to one customer, those resources can carry a hefty price tag. In a multi-tenant setup, the cost for the service is shared, and those savings are typically passed on to the customer. Public sector agencies, private enterprises, and nonprofits often work within tight budget constraints, making multi-tenancy a sensible option for many different types of human services organizations. Setup and Configuration Compared to a multi-tenant setup, single-tenant software will often demand more time and effort from your organization. It consumes more resources during setup and ongoing maintenance, requiring some level of customization to be implemented. Multi-tenant SaaS, conversely, allows for quick setups and light management. Customers can add data, users, and third-party integrations with relative ease in the multi-tenant environment, which is configurable to your organization's specific needs. Scalability and Efficiency Since resources in a single-tenant cloud are dedicated to one tenant, utilization is generally less efficient than in a multi-tenant cloud. Scalability can be a challenge with single-tenancy also, as customers are often operating with fixed resources. With multi-tenant architecture, resources are balanced across customers, leading to greater overall efficiency. A multi-tenant system can shift computing resources where they're needed, keeping vendor costs low and resulting in a scalable solution for your human services organization. The two types of cloud architecture have different structures and offer various advantages and disadvantages for your human services organization. Whether your organization is a nonprofit, private enterprise, or public sector agency, you will want to familiarize yourself with these distinct structures as you consider the possibilities for SaaS. Differences Between Single-Tenant and Multi-Tenant SaaS At a basic level, the single-tenant architecture provides a single instance (piece) of software and its associated infrastructure to a single customer, whereas multi-tenant architecture serves multiple customers. As their names suggest, the two types of tenancy in SaaS architecture may be compared to different housing arrangements. In a single-tenant arrangement, as in a single-family home, the customer owns the structure and everything in it. They are responsible for maintenance, repairs, and utilities, as well as more specialized requirements, such as security. Single-tenancy SaaS architecture supports one platform user running a single platform codebase on their website. With single tenancy, each customer has their own separate database and instance of the software. No sharing among tenants occurs with this option, as there is only one tenant. On the other hand, using multi-tenant software could be equated to living in an apartment building. Portions of the infrastructure are shared among tenants, yet each tenant has their own private "space." Compared to maintaining a house, renting an apartment comes with less cost and commitment, and includes ongoing services from providers. Similarly, your SaaS server provider handles the maintenance and upgrade process so you don’t have to. With multi-tenancy, the single instance of the software's codebase is shared between multiple users. In multi-tenant SaaS, each tenant's individual data remains discrete, unseen, and secure from other tenants, but they all share: Web servers Infrastructure services Database Memory Let's take a closer look at how single-tenancy and multi-tenancy environments differ, and how these differences may impact your human services organization. Cost Single-tenant architecture usually allows the customer more resources than does multi-tenant. But, since they're all dedicated to one customer, those resources can carry a hefty price tag. In a multi-tenant setup, the cost for the service is shared, and those savings are typically passed on to the customer. Public sector agencies, private enterprises, and nonprofits often work within tight budget constraints, making multi-tenancy a sensible option for many different types of human services organizations. Setup and Configuration Compared to a multi-tenant setup, single-tenant software will often demand more time and effort from your organization. It consumes more resources during setup and ongoing maintenance, requiring some level of customization to be implemented. Multi-tenant SaaS, conversely, allows for quick setups and light management. Customers can add data, users, and third-party integrations with relative ease in the multi-tenant environment, which is configurable to your organization's specific needs. Scalability and Efficiency Since resources in a single-tenant cloud are dedicated to one tenant, utilization is generally less efficient than in a multi-tenant cloud. Scalability can be a challenge with single-tenancy also, as customers are often operating with fixed resources. With multi-tenant architecture, resources are balanced across customers, leading to greater overall efficiency. A multi-tenant system can shift computing resources where they're needed, keeping vendor costs low and resulting in a scalable solution for your human services organization. The two types of cloud architecture have different structures and offer various advantages and disadvantages for your human services organization. Whether your organization is a nonprofit, private enterprise, or public sector agency, you will want to familiarize yourself with these distinct structures as you consider the possibilities for SaaS. Differences Between Single-Tenant and Multi-Tenant SaaS At a basic level, the single-tenant architecture provides a single instance (piece) of software and its associated infrastructure to a single customer, whereas multi-tenant architecture serves multiple customers. As their names suggest, the two types of tenancy in SaaS architecture may be compared to different housing arrangements. In a single-tenant arrangement, as in a single-family home, the customer owns the structure and everything in it. They are responsible for maintenance, repairs, and utilities, as well as more specialized requirements, such as security. Single-tenancy SaaS architecture supports one platform user running a single platform codebase on their website. With single tenancy, each customer has their own separate database and instance of the software. No sharing among tenants occurs with this option, as there is only one tenant. On the other hand, using multi-tenant software could be equated to living in an apartment building. Portions of the infrastructure are shared among tenants, yet each tenant has their own private "space." Compared to maintaining a house, renting an apartment comes with less cost and commitment, and includes ongoing services from providers. Similarly, your SaaS server provider handles the maintenance and upgrade process so you don’t have to. With multi-tenancy, the single instance of the software's codebase is shared between multiple users. In multi-tenant SaaS, each tenant's individual data remains discrete, unseen, and secure from other tenants, but they all share: Web servers Infrastructure services Database Memory Let's take a closer look at how single-tenancy and multi-tenancy environments differ, and how these differences may impact your human services organization. Cost Single-tenant architecture usually allows the customer more resources than does multi-tenant. But, since they're all dedicated to one customer, those resources can carry a hefty price tag. In a multi-tenant setup, the cost for the service is shared, and those savings are typically passed on to the customer. Public sector agencies, private enterprises, and nonprofits often work within tight budget constraints, making multi-tenancy a sensible option for many different types of human services organizations. Setup and Configuration Compared to a multi-tenant setup, single-tenant software will often demand more time and effort from your organization. It consumes more resources during setup and ongoing maintenance, requiring some level of customization to be implemented. Multi-tenant SaaS, conversely, allows for quick setups and light management. Customers can add data, users, and third-party integrations with relative ease in the multi-tenant environment, which is configurable to your organization's specific needs. Scalability and Efficiency Since resources in a single-tenant cloud are dedicated to one tenant, utilization is generally less efficient than in a multi-tenant cloud. Scalability can be a challenge with single-tenancy also, as customers are often operating with fixed resources. With multi-tenant architecture, resources are balanced across customers, leading to greater overall efficiency. A multi-tenant system can shift computing resources where they're needed, keeping vendor costs low and resulting in a scalable solution for your human services organization. The two types of cloud architecture have different structures and offer various advantages and disadvantages for your human services organization. Whether your organization is a nonprofit, private enterprise, or public sector agency, you will want to familiarize yourself with these distinct structures as you consider the possibilities for SaaS. Differences Between Single-Tenant and Multi-Tenant SaaS At a basic level, the single-tenant architecture provides a single instance (piece) of software and its associated infrastructure to a single customer, whereas multi-tenant architecture serves multiple customers. As their names suggest, the two types of tenancy in SaaS architecture may be compared to different housing arrangements. In a single-tenant arrangement, as in a single-family home, the customer owns the structure and everything in it. They are responsible for maintenance, repairs, and utilities, as well as more specialized requirements, such as security. Single-tenancy SaaS architecture supports one platform user running a single platform codebase on their website. With single tenancy, each customer has their own separate database and instance of the software. No sharing among tenants occurs with this option, as there is only one tenant. On the other hand, using multi-tenant software could be equated to living in an apartment building. Portions of the infrastructure are shared among tenants, yet each tenant has their own private "space." Compared to maintaining a house, renting an apartment comes with less cost and commitment, and includes ongoing services from providers. Similarly, your SaaS server provider handles the maintenance and upgrade process so you don’t have to. With multi-tenancy, the single instance of the software's codebase is shared between multiple users. In multi-tenant SaaS, each tenant's individual data remains discrete, unseen, and secure from other tenants, but they all share: Web servers Infrastructure services Database Memory Let's take a closer look at how single-tenancy and multi-tenancy environments differ, and how these differences may impact your human services organization. Cost Single-tenant architecture usually allows the customer more resources than does multi-tenant. But, since they're all dedicated to one customer, those resources can carry a hefty price tag. In a multi-tenant setup, the cost for the service is shared, and those savings are typically passed on to the customer. Public sector agencies, private enterprises, and nonprofits often work within tight budget constraints, making multi-tenancy a sensible option for many different types of human services organizations. Setup and Configuration Compared to a multi-tenant setup, single-tenant software will often demand more time and effort from your organization. It consumes more resources during setup and ongoing maintenance, requiring some level of customization to be implemented. Multi-tenant SaaS, conversely, allows for quick setups and light management. Customers can add data, users, and third-party integrations with relative ease in the multi-tenant environment, which is configurable to your organization's specific needs. Scalability and Efficiency Since resources in a single-tenant cloud are dedicated to one tenant, utilization is generally less efficient than in a multi-tenant cloud. Scalability can be a challenge with single-tenancy also, as customers are often operating with fixed resources. With multi-tenant architecture, resources are balanced across customers, leading to greater overall efficiency. A multi-tenant system can shift computing resources where they're needed, keeping vendor costs low and resulting in a scalable solution for your human services organization. The two types of cloud architecture have different structures and offer various advantages and disadvantages for your human services organization. Whether your organization is a nonprofit, private enterprise, or public sector agency, you will want to familiarize yourself with these distinct structures as you consider the possibilities for SaaS. Differences Between Single-Tenant and Multi-Tenant SaaS At a basic level, the single-tenant architecture provides a single instance (piece) of software and its associated infrastructure to a single customer, whereas multi-tenant architecture serves multiple customers. As their names suggest, the two types of tenancy in SaaS architecture may be compared to different housing arrangements. In a single-tenant arrangement, as in a single-family home, the customer owns the structure and everything in it. They are responsible for maintenance, repairs, and utilities, as well as more specialized requirements, such as security. Single-tenancy SaaS architecture supports one platform user running a single platform codebase on their website. With single tenancy, each customer has their own separate database and instance of the software. No sharing among tenants occurs with this option, as there is only one tenant. On the other hand, using multi-tenant software could be equated to living in an apartment building. Portions of the infrastructure are shared among tenants, yet each tenant has their own private "space." Compared to maintaining a house, renting an apartment comes with less cost and commitment, and includes ongoing services from providers. Similarly, your SaaS server provider handles the maintenance and upgrade process so you don’t have to. With multi-tenancy, the single instance of the software's codebase is shared between multiple users. In multi-tenant SaaS, each tenant's individual data remains discrete, unseen, and secure from other tenants, but they all share: Web servers Infrastructure services Database Memory Let's take a closer look at how single-tenancy and multi-tenancy environments differ, and how these differences may impact your human services organization. Cost Single-tenant architecture usually allows the customer more resources than does multi-tenant. But, since they're all dedicated to one customer, those resources can carry a hefty price tag. In a multi-tenant setup, the cost for the service is shared, and those savings are typically passed on to the customer. Public sector agencies, private enterprises, and nonprofits often work within tight budget constraints, making multi-tenancy a sensible option for many different types of human services organizations. Setup and Configuration Compared to a multi-tenant setup, single-tenant software will often demand more time and effort from your organization. It consumes more resources during setup and ongoing maintenance, requiring some level of customization to be implemented. Multi-tenant SaaS, conversely, allows for quick setups and light management. Customers can add data, users, and third-party integrations with relative ease in the multi-tenant environment, which is configurable to your organization's specific needs. Scalability and Efficiency Since resources in a single-tenant cloud are dedicated to one tenant, utilization is generally less efficient than in a multi-tenant cloud. Scalability can be a challenge with single-tenancy also, as customers are often operating with fixed resources. With multi-tenant architecture, resources are balanced across customers, leading to greater overall efficiency. A multi-tenant system can shift computing resources where they're needed, keeping vendor costs low and resulting in a scalable solution for your human services organization. The two types of cloud architecture have different structures and offer various advantages and disadvantages for your human services organization. Whether your organization is a nonprofit, private enterprise, or public sector agency, you will want to familiarize yourself with these distinct structures as you consider the possibilities for SaaS. Differences Between Single-Tenant and Multi-Tenant SaaS At a basic level, the single-tenant architecture provides a single instance (piece) of software and its associated infrastructure to a single customer, whereas multi-tenant architecture serves multiple customers. As their names suggest, the two types of tenancy in SaaS architecture may be compared to different housing arrangements. In a single-tenant arrangement, as in a single-family home, the customer owns the structure and everything in it. They are responsible for maintenance, repairs, and utilities, as well as more specialized requirements, such as security. Single-tenancy SaaS architecture supports one platform user running a single platform codebase on their website. With single tenancy, each customer has their own separate database and instance of the software. No sharing among tenants occurs with this option, as there is only one tenant. On the other hand, using multi-tenant software could be equated to living in an apartment building. Portions of the infrastructure are shared among tenants, yet each tenant has their own private "space." Compared to maintaining a house, renting an apartment comes with less cost and commitment, and includes ongoing services from providers. Similarly, your SaaS server provider handles the maintenance and upgrade process so you don’t have to. With multi-tenancy, the single instance of the software's codebase is shared between multiple users. In multi-tenant SaaS, each tenant's individual data remains discrete, unseen, and secure from other tenants, but they all share: Web servers Infrastructure services Database Memory Let's take a closer look at how single-tenancy and multi-tenancy environments differ, and how these differences may impact your human services organization. Cost Single-tenant architecture usually allows the customer more resources than does multi-tenant. But, since they're all dedicated to one customer, those resources can carry a hefty price tag. In a multi-tenant setup, the cost for the service is shared, and those savings are typically passed on to the customer. Public sector agencies, private enterprises, and nonprofits often work within tight budget constraints, making multi-tenancy a sensible option for many different types of human services organizations. Setup and Configuration Compared to a multi-tenant setup, single-tenant software will often demand more time and effort from your organization. It consumes more resources during setup and ongoing maintenance, requiring some level of customization to be implemented. Multi-tenant SaaS, conversely, allows for quick setups and light management. Customers can add data, users, and third-party integrations with relative ease in the multi-tenant environment, which is configurable to your organization's specific needs. Scalability and Efficiency Since resources in a single-tenant cloud are dedicated to one tenant, utilization is generally less efficient than in a multi-tenant cloud. Scalability can be a challenge with single-tenancy also, as customers are often operating with fixed resources. With multi-tenant architecture, resources are balanced across customers, leading to greater overall efficiency. A multi-tenant system can shift computing resources where they're needed, keeping vendor costs low and resulting in a scalable solution for your human services organization. The two types of cloud architecture have different structures and offer various advantages and disadvantages for your human services organization. Whether your organization is a nonprofit, private enterprise, or public sector agency, you will want to familiarize yourself with these distinct structures as you consider the possibilities for SaaS. Differences Between Single-Tenant and Multi-Tenant SaaS At a basic level, the single-tenant architecture provides a single instance (piece) of software and its associated infrastructure to a single customer, whereas multi-tenant architecture serves multiple customers. As their names suggest, the two types of tenancy in SaaS architecture may be compared to different housing arrangements. In a single-tenant arrangement, as in a single-family home, the customer owns the structure and everything in it. They are responsible for maintenance, repairs, and utilities, as well as more specialized requirements, such as security. Single-tenancy SaaS architecture supports one platform user running a single platform codebase on their website. With single tenancy, each customer has their own separate database and instance of the software. No sharing among tenants occurs with this option, as there is only one tenant. On the other hand, using multi-tenant software could be equated to living in an apartment building. Portions of the infrastructure are shared among tenants, yet each tenant has their own private "space." Compared to maintaining a house, renting an apartment comes with less cost and commitment, and includes ongoing services from providers. Similarly, your SaaS server provider handles the maintenance and upgrade process so you don’t have to. With multi-tenancy, the single instance of the software's codebase is shared between multiple users. In multi-tenant SaaS, each tenant's individual data remains discrete, unseen, and secure from other tenants, but they all share: Web servers Infrastructure services Database Memory Let's take a closer look at how single-tenancy and multi-tenancy environments differ, and how these differences may impact your human services organization. Cost Single-tenant architecture usually allows the customer more resources than does multi-tenant. But, since they're all dedicated to one customer, those resources can carry a hefty price tag. In a multi-tenant setup, the cost for the service is shared, and those savings are typically passed on to the customer. Public sector agencies, private enterprises, and nonprofits often work within tight budget constraints, making multi-tenancy a sensible option for many different types of human services organizations. Setup and Configuration Compared to a multi-tenant setup, single-tenant software will often demand more time and effort from your organization. It consumes more resources during setup and ongoing maintenance, requiring some level of customization to be implemented. Multi-tenant SaaS, conversely, allows for quick setups and light management. Customers can add data, users, and third-party integrations with relative ease in the multi-tenant environment, which is configurable to your organization's specific needs. Scalability and Efficiency Since resources in a single-tenant cloud are dedicated to one tenant, utilization is generally less efficient than in a multi-tenant cloud. Scalability can be a challenge with single-tenancy also, as customers are often operating with fixed resources. With multi-tenant architecture, resources are balanced across customers, leading to greater overall efficiency. A multi-tenant system can shift computing resources where they're needed, keeping vendor costs low and resulting in a scalable solution for your human services organization. The two types of cloud architecture have different structures and offer various advantages and disadvantages for your human services organization. Whether your organization is a nonprofit, private enterprise, or public sector agency, you will want to familiarize yourself with these distinct structures as you consider the possibilities for SaaS. Differences Between Single-Tenant and Multi-Tenant SaaS At a basic level, the single-tenant architecture provides a single instance (piece) of software and its associated infrastructure to a single customer, whereas multi-tenant architecture serves multiple customers. As their names suggest, the two types of tenancy in SaaS architecture may be compared to different housing arrangements. In a single-tenant arrangement, as in a single-family home, the customer owns the structure and everything in it. They are responsible for maintenance, repairs, and utilities, as well as more specialized requirements, such as security. Single-tenancy SaaS architecture supports one platform user running a single platform codebase on their website. With single tenancy, each customer has their own separate database and instance of the software. No sharing among tenants occurs with this option, as there is only one tenant. On the other hand, using multi-tenant software could be equated to living in an apartment building. Portions of the infrastructure are shared among tenants, yet each tenant has their own private "space." Compared to maintaining a house, renting an apartment comes with less cost and commitment, and includes ongoing services from providers. Similarly, your SaaS server provider handles the maintenance and upgrade process so you don’t have to. With multi-tenancy, the single instance of the software's codebase is shared between multiple users. In multi-tenant SaaS, each tenant's individual data remains discrete, unseen, and secure from other tenants, but they all share: Web servers Infrastructure services Database Memory Let's take a closer look at how single-tenancy and multi-tenancy environments differ, and how these differences may impact your human services organization. Cost Single-tenant architecture usually allows the customer more resources than does multi-tenant. But, since they're all dedicated to one customer, those resources can carry a hefty price tag. In a multi-tenant setup, the cost for the service is shared, and those savings are typically passed on to the customer. Public sector agencies, private enterprises, and nonprofits often work within tight budget constraints, making multi-tenancy a sensible option for many different types of human services organizations. Setup and Configuration Compared to a multi-tenant setup, single-tenant software will often demand more time and effort from your organization. It consumes more resources during setup and ongoing maintenance, requiring some level of customization to be implemented. Multi-tenant SaaS, conversely, allows for quick setups and light management. Customers can add data, users, and third-party integrations with relative ease in the multi-tenant environment, which is configurable to your organization's specific needs. Scalability and Efficiency Since resources in a single-tenant cloud are dedicated to one tenant, utilization is generally less efficient than in a multi-tenant cloud. Scalability can be a challenge with single-tenancy also, as customers are often operating with fixed resources. With multi-tenant architecture, resources are balanced across customers, leading to greater overall efficiency. A multi-tenant system can shift computing resources where they're needed, keeping vendor costs low and resulting in a scalable solution for your human services organization. The two types of cloud architecture have different structures and offer various advantages and disadvantages for your human services organization. Whether your organization is a nonprofit, private enterprise, or public sector agency, you will want to familiarize yourself with these distinct structures as you consider the possibilities for SaaS. Differences Between Single-Tenant and Multi-Tenant SaaS At a basic level, the single-tenant architecture provides a single instance (piece) of software and its associated infrastructure to a single customer, whereas multi-tenant architecture serves multiple customers. As their names suggest, the two types of tenancy in SaaS architecture may be compared to different housing arrangements. In a single-tenant arrangement, as in a single-family home, the customer owns the structure and everything in it. They are responsible for maintenance, repairs, and utilities, as well as more specialized requirements, such as security. Single-tenancy SaaS architecture supports one platform user running a single platform codebase on their website. With single tenancy, each customer has their own separate database and instance of the software. No sharing among tenants occurs with this option, as there is only one tenant. On the other hand, using multi-tenant software could be equated to living in an apartment building. Portions of the infrastructure are shared among tenants, yet each tenant has their own private "space." Compared to maintaining a house, renting an apartment comes with less cost and commitment, and includes ongoing services from providers. Similarly, your SaaS server provider handles the maintenance and upgrade process so you don’t have to. With multi-tenancy, the single instance of the software's codebase is shared between multiple users. In multi-tenant SaaS, each tenant's individual data remains discrete, unseen, and secure from other tenants, but they all share: Web servers Infrastructure services Database Memory Let's take a closer look at how single-tenancy and multi-tenancy environments differ, and how these differences may impact your human services organization. Cost Single-tenant architecture usually allows the customer more resources than does multi-tenant. But, since they're all dedicated to one customer, those resources can carry a hefty price tag. In a multi-tenant setup, the cost for the service is shared, and those savings are typically passed on to the customer. Public sector agencies, private enterprises, and nonprofits often work within tight budget constraints, making multi-tenancy a sensible option for many different types of human services organizations. Setup and Configuration Compared to a multi-tenant setup, single-tenant software will often demand more time and effort from your organization. It consumes more resources during setup and ongoing maintenance, requiring some level of customization to be implemented. Multi-tenant SaaS, conversely, allows for quick setups and light management. Customers can add data, users, and third-party integrations with relative ease in the multi-tenant environment, which is configurable to your organization's specific needs. Scalability and Efficiency Since resources in a single-tenant cloud are dedicated to one tenant, utilization is generally less efficient than in a multi-tenant cloud. Scalability can be a challenge with single-tenancy also, as customers are often operating with fixed resources. With multi-tenant architecture, resources are balanced across customers, leading to greater overall efficiency. A multi-tenant system can shift computing resources where they're needed, keeping vendor costs low and resulting in a scalable solution for your human services organization.
by Brian Johnson 11 min read

Why Organizations are Choosing Configurable vs. Customizable Software

Configurable software allows users to adjust certain settings or parameters in order to customize the way it functions. This is often done through a user interface or configuration file, which enables users to easily make changes without having to delve into the underlying code of the software. On t...
Configurable software allows users to adjust certain settings or parameters in order to customize the way it functions. This is often done through a user interface or configuration file, which enables users to easily make changes without having to delve into the underlying code of the software. On the other hand, customizable software is software that can be modified or extended by users through direct manipulation of the code. This typically requires a deeper understanding of programming and software development, as well as access to the source code of the software. There are several reasons why configurable software is generally considered to be better than customizable software. First, configurable software is generally easier to use. Most users do not have the technical expertise or resources to modify the code of software, so the ability to make changes through a simple user interface or configuration file is much more accessible. This means that users can easily customize the software to meet their specific needs or preferences, without having to worry about breaking anything or causing unintended consequences. Second, configurable software is often more stable and reliable. When users modify the code of software directly, there is a risk of introducing bugs or other issues that can negatively impact the performance of the software. With configurable software, these risks are minimized, as users are only able to adjust certain parameters and settings, rather than modifying the core code of the software. Third, configurable software is often more scalable. As a business or organization grows and evolves, its software needs may change as well. With configurable software, it is often easier to make these changes without having to re-write large portions of the code. Customizable software, on the other hand, may require more extensive modifications in order to meet the changing needs of the organization. Fourth, configurable software is generally more cost-effective. Developing customizable software can be a time-consuming and expensive process, as it requires specialized technical skills and resources. Configurable software, on the other hand, can often be implemented more quickly and at a lower cost, as it does not require the same level of development effort. Overall, configurable software offers a number of benefits over customizable software. It is easier to use, more stable and reliable, more scalable, and more cost-effective. For these reasons, it is often the preferred choice for businesses and organizations looking to customize their software to meet their specific needs. Configurable software allows users to adjust certain settings or parameters in order to customize the way it functions. This is often done through a user interface or configuration file, which enables users to easily make changes without having to delve into the underlying code of the software. On the other hand, customizable software is software that can be modified or extended by users through direct manipulation of the code. This typically requires a deeper understanding of programming and software development, as well as access to the source code of the software. There are several reasons why configurable software is generally considered to be better than customizable software. First, configurable software is generally easier to use. Most users do not have the technical expertise or resources to modify the code of software, so the ability to make changes through a simple user interface or configuration file is much more accessible. This means that users can easily customize the software to meet their specific needs or preferences, without having to worry about breaking anything or causing unintended consequences. Second, configurable software is often more stable and reliable. When users modify the code of software directly, there is a risk of introducing bugs or other issues that can negatively impact the performance of the software. With configurable software, these risks are minimized, as users are only able to adjust certain parameters and settings, rather than modifying the core code of the software. Third, configurable software is often more scalable. As a business or organization grows and evolves, its software needs may change as well. With configurable software, it is often easier to make these changes without having to re-write large portions of the code. Customizable software, on the other hand, may require more extensive modifications in order to meet the changing needs of the organization. Fourth, configurable software is generally more cost-effective. Developing customizable software can be a time-consuming and expensive process, as it requires specialized technical skills and resources. Configurable software, on the other hand, can often be implemented more quickly and at a lower cost, as it does not require the same level of development effort. Overall, configurable software offers a number of benefits over customizable software. It is easier to use, more stable and reliable, more scalable, and more cost-effective. For these reasons, it is often the preferred choice for businesses and organizations looking to customize their software to meet their specific needs. Configurable software allows users to adjust certain settings or parameters in order to customize the way it functions. This is often done through a user interface or configuration file, which enables users to easily make changes without having to delve into the underlying code of the software. On the other hand, customizable software is software that can be modified or extended by users through direct manipulation of the code. This typically requires a deeper understanding of programming and software development, as well as access to the source code of the software. There are several reasons why configurable software is generally considered to be better than customizable software. First, configurable software is generally easier to use. Most users do not have the technical expertise or resources to modify the code of software, so the ability to make changes through a simple user interface or configuration file is much more accessible. This means that users can easily customize the software to meet their specific needs or preferences, without having to worry about breaking anything or causing unintended consequences. Second, configurable software is often more stable and reliable. When users modify the code of software directly, there is a risk of introducing bugs or other issues that can negatively impact the performance of the software. With configurable software, these risks are minimized, as users are only able to adjust certain parameters and settings, rather than modifying the core code of the software. Third, configurable software is often more scalable. As a business or organization grows and evolves, its software needs may change as well. With configurable software, it is often easier to make these changes without having to re-write large portions of the code. Customizable software, on the other hand, may require more extensive modifications in order to meet the changing needs of the organization. Fourth, configurable software is generally more cost-effective. Developing customizable software can be a time-consuming and expensive process, as it requires specialized technical skills and resources. Configurable software, on the other hand, can often be implemented more quickly and at a lower cost, as it does not require the same level of development effort. Overall, configurable software offers a number of benefits over customizable software. It is easier to use, more stable and reliable, more scalable, and more cost-effective. For these reasons, it is often the preferred choice for businesses and organizations looking to customize their software to meet their specific needs. Configurable software allows users to adjust certain settings or parameters in order to customize the way it functions. This is often done through a user interface or configuration file, which enables users to easily make changes without having to delve into the underlying code of the software. On the other hand, customizable software is software that can be modified or extended by users through direct manipulation of the code. This typically requires a deeper understanding of programming and software development, as well as access to the source code of the software. There are several reasons why configurable software is generally considered to be better than customizable software. First, configurable software is generally easier to use. Most users do not have the technical expertise or resources to modify the code of software, so the ability to make changes through a simple user interface or configuration file is much more accessible. This means that users can easily customize the software to meet their specific needs or preferences, without having to worry about breaking anything or causing unintended consequences. Second, configurable software is often more stable and reliable. When users modify the code of software directly, there is a risk of introducing bugs or other issues that can negatively impact the performance of the software. With configurable software, these risks are minimized, as users are only able to adjust certain parameters and settings, rather than modifying the core code of the software. Third, configurable software is often more scalable. As a business or organization grows and evolves, its software needs may change as well. With configurable software, it is often easier to make these changes without having to re-write large portions of the code. Customizable software, on the other hand, may require more extensive modifications in order to meet the changing needs of the organization. Fourth, configurable software is generally more cost-effective. Developing customizable software can be a time-consuming and expensive process, as it requires specialized technical skills and resources. Configurable software, on the other hand, can often be implemented more quickly and at a lower cost, as it does not require the same level of development effort. Overall, configurable software offers a number of benefits over customizable software. It is easier to use, more stable and reliable, more scalable, and more cost-effective. For these reasons, it is often the preferred choice for businesses and organizations looking to customize their software to meet their specific needs. Configurable software allows users to adjust certain settings or parameters in order to customize the way it functions. This is often done through a user interface or configuration file, which enables users to easily make changes without having to delve into the underlying code of the software. On the other hand, customizable software is software that can be modified or extended by users through direct manipulation of the code. This typically requires a deeper understanding of programming and software development, as well as access to the source code of the software. There are several reasons why configurable software is generally considered to be better than customizable software. First, configurable software is generally easier to use. Most users do not have the technical expertise or resources to modify the code of software, so the ability to make changes through a simple user interface or configuration file is much more accessible. This means that users can easily customize the software to meet their specific needs or preferences, without having to worry about breaking anything or causing unintended consequences. Second, configurable software is often more stable and reliable. When users modify the code of software directly, there is a risk of introducing bugs or other issues that can negatively impact the performance of the software. With configurable software, these risks are minimized, as users are only able to adjust certain parameters and settings, rather than modifying the core code of the software. Third, configurable software is often more scalable. As a business or organization grows and evolves, its software needs may change as well. With configurable software, it is often easier to make these changes without having to re-write large portions of the code. Customizable software, on the other hand, may require more extensive modifications in order to meet the changing needs of the organization. Fourth, configurable software is generally more cost-effective. Developing customizable software can be a time-consuming and expensive process, as it requires specialized technical skills and resources. Configurable software, on the other hand, can often be implemented more quickly and at a lower cost, as it does not require the same level of development effort. Overall, configurable software offers a number of benefits over customizable software. It is easier to use, more stable and reliable, more scalable, and more cost-effective. For these reasons, it is often the preferred choice for businesses and organizations looking to customize their software to meet their specific needs. Configurable software allows users to adjust certain settings or parameters in order to customize the way it functions. This is often done through a user interface or configuration file, which enables users to easily make changes without having to delve into the underlying code of the software. On the other hand, customizable software is software that can be modified or extended by users through direct manipulation of the code. This typically requires a deeper understanding of programming and software development, as well as access to the source code of the software. There are several reasons why configurable software is generally considered to be better than customizable software. First, configurable software is generally easier to use. Most users do not have the technical expertise or resources to modify the code of software, so the ability to make changes through a simple user interface or configuration file is much more accessible. This means that users can easily customize the software to meet their specific needs or preferences, without having to worry about breaking anything or causing unintended consequences. Second, configurable software is often more stable and reliable. When users modify the code of software directly, there is a risk of introducing bugs or other issues that can negatively impact the performance of the software. With configurable software, these risks are minimized, as users are only able to adjust certain parameters and settings, rather than modifying the core code of the software. Third, configurable software is often more scalable. As a business or organization grows and evolves, its software needs may change as well. With configurable software, it is often easier to make these changes without having to re-write large portions of the code. Customizable software, on the other hand, may require more extensive modifications in order to meet the changing needs of the organization. Fourth, configurable software is generally more cost-effective. Developing customizable software can be a time-consuming and expensive process, as it requires specialized technical skills and resources. Configurable software, on the other hand, can often be implemented more quickly and at a lower cost, as it does not require the same level of development effort. Overall, configurable software offers a number of benefits over customizable software. It is easier to use, more stable and reliable, more scalable, and more cost-effective. For these reasons, it is often the preferred choice for businesses and organizations looking to customize their software to meet their specific needs. Configurable software allows users to adjust certain settings or parameters in order to customize the way it functions. This is often done through a user interface or configuration file, which enables users to easily make changes without having to delve into the underlying code of the software. On the other hand, customizable software is software that can be modified or extended by users through direct manipulation of the code. This typically requires a deeper understanding of programming and software development, as well as access to the source code of the software. There are several reasons why configurable software is generally considered to be better than customizable software. First, configurable software is generally easier to use. Most users do not have the technical expertise or resources to modify the code of software, so the ability to make changes through a simple user interface or configuration file is much more accessible. This means that users can easily customize the software to meet their specific needs or preferences, without having to worry about breaking anything or causing unintended consequences. Second, configurable software is often more stable and reliable. When users modify the code of software directly, there is a risk of introducing bugs or other issues that can negatively impact the performance of the software. With configurable software, these risks are minimized, as users are only able to adjust certain parameters and settings, rather than modifying the core code of the software. Third, configurable software is often more scalable. As a business or organization grows and evolves, its software needs may change as well. With configurable software, it is often easier to make these changes without having to re-write large portions of the code. Customizable software, on the other hand, may require more extensive modifications in order to meet the changing needs of the organization. Fourth, configurable software is generally more cost-effective. Developing customizable software can be a time-consuming and expensive process, as it requires specialized technical skills and resources. Configurable software, on the other hand, can often be implemented more quickly and at a lower cost, as it does not require the same level of development effort. Overall, configurable software offers a number of benefits over customizable software. It is easier to use, more stable and reliable, more scalable, and more cost-effective. For these reasons, it is often the preferred choice for businesses and organizations looking to customize their software to meet their specific needs. Configurable software allows users to adjust certain settings or parameters in order to customize the way it functions. This is often done through a user interface or configuration file, which enables users to easily make changes without having to delve into the underlying code of the software. On the other hand, customizable software is software that can be modified or extended by users through direct manipulation of the code. This typically requires a deeper understanding of programming and software development, as well as access to the source code of the software. There are several reasons why configurable software is generally considered to be better than customizable software. First, configurable software is generally easier to use. Most users do not have the technical expertise or resources to modify the code of software, so the ability to make changes through a simple user interface or configuration file is much more accessible. This means that users can easily customize the software to meet their specific needs or preferences, without having to worry about breaking anything or causing unintended consequences. Second, configurable software is often more stable and reliable. When users modify the code of software directly, there is a risk of introducing bugs or other issues that can negatively impact the performance of the software. With configurable software, these risks are minimized, as users are only able to adjust certain parameters and settings, rather than modifying the core code of the software. Third, configurable software is often more scalable. As a business or organization grows and evolves, its software needs may change as well. With configurable software, it is often easier to make these changes without having to re-write large portions of the code. Customizable software, on the other hand, may require more extensive modifications in order to meet the changing needs of the organization. Fourth, configurable software is generally more cost-effective. Developing customizable software can be a time-consuming and expensive process, as it requires specialized technical skills and resources. Configurable software, on the other hand, can often be implemented more quickly and at a lower cost, as it does not require the same level of development effort. Overall, configurable software offers a number of benefits over customizable software. It is easier to use, more stable and reliable, more scalable, and more cost-effective. For these reasons, it is often the preferred choice for businesses and organizations looking to customize their software to meet their specific needs. Configurable software allows users to adjust certain settings or parameters in order to customize the way it functions. This is often done through a user interface or configuration file, which enables users to easily make changes without having to delve into the underlying code of the software. On the other hand, customizable software is software that can be modified or extended by users through direct manipulation of the code. This typically requires a deeper understanding of programming and software development, as well as access to the source code of the software. There are several reasons why configurable software is generally considered to be better than customizable software. First, configurable software is generally easier to use. Most users do not have the technical expertise or resources to modify the code of software, so the ability to make changes through a simple user interface or configuration file is much more accessible. This means that users can easily customize the software to meet their specific needs or preferences, without having to worry about breaking anything or causing unintended consequences. Second, configurable software is often more stable and reliable. When users modify the code of software directly, there is a risk of introducing bugs or other issues that can negatively impact the performance of the software. With configurable software, these risks are minimized, as users are only able to adjust certain parameters and settings, rather than modifying the core code of the software. Third, configurable software is often more scalable. As a business or organization grows and evolves, its software needs may change as well. With configurable software, it is often easier to make these changes without having to re-write large portions of the code. Customizable software, on the other hand, may require more extensive modifications in order to meet the changing needs of the organization. Fourth, configurable software is generally more cost-effective. Developing customizable software can be a time-consuming and expensive process, as it requires specialized technical skills and resources. Configurable software, on the other hand, can often be implemented more quickly and at a lower cost, as it does not require the same level of development effort. Overall, configurable software offers a number of benefits over customizable software. It is easier to use, more stable and reliable, more scalable, and more cost-effective. For these reasons, it is often the preferred choice for businesses and organizations looking to customize their software to meet their specific needs. Configurable software allows users to adjust certain settings or parameters in order to customize the way it functions. This is often done through a user interface or configuration file, which enables users to easily make changes without having to delve into the underlying code of the software. On the other hand, customizable software is software that can be modified or extended by users through direct manipulation of the code. This typically requires a deeper understanding of programming and software development, as well as access to the source code of the software. There are several reasons why configurable software is generally considered to be better than customizable software. First, configurable software is generally easier to use. Most users do not have the technical expertise or resources to modify the code of software, so the ability to make changes through a simple user interface or configuration file is much more accessible. This means that users can easily customize the software to meet their specific needs or preferences, without having to worry about breaking anything or causing unintended consequences. Second, configurable software is often more stable and reliable. When users modify the code of software directly, there is a risk of introducing bugs or other issues that can negatively impact the performance of the software. With configurable software, these risks are minimized, as users are only able to adjust certain parameters and settings, rather than modifying the core code of the software. Third, configurable software is often more scalable. As a business or organization grows and evolves, its software needs may change as well. With configurable software, it is often easier to make these changes without having to re-write large portions of the code. Customizable software, on the other hand, may require more extensive modifications in order to meet the changing needs of the organization. Fourth, configurable software is generally more cost-effective. Developing customizable software can be a time-consuming and expensive process, as it requires specialized technical skills and resources. Configurable software, on the other hand, can often be implemented more quickly and at a lower cost, as it does not require the same level of development effort. Overall, configurable software offers a number of benefits over customizable software. It is easier to use, more stable and reliable, more scalable, and more cost-effective. For these reasons, it is often the preferred choice for businesses and organizations looking to customize their software to meet their specific needs.
by Brian Johnson 8 min read

Increasing the Efficiency of Case Managers

As nonprofit organizations grow, it's inevitable that efficiency will plateau along your journey to help others. There are several ways you can increase the efficiency of your case managers. As an added benefit, these five suggestions can also help reduce turnover, a constant concern for human servi...
As nonprofit organizations grow, it's inevitable that efficiency will plateau along your journey to help others. There are several ways you can increase the efficiency of your case managers. As an added benefit, these five suggestions can also help reduce turnover, a constant concern for human services leaders. Here are some of the fundamental suggestions that can help organizations that help others overcome decreased efficiency. Provide regular training and support: Regular training and support can help case managers stay up-to-date on best practices and new developments in the field, and can also provide them with the tools and resources they need to be more effective in their roles. Streamline processes: Identify and streamline any redundant or unnecessary processes, so that case managers can focus their time and energy on the most important tasks. Start by mapping out your processes internally or by hiring a short-term consultant from a services like Upwork. Encourage collaboration and teamwork: Case managers can be more efficient when they work together and share information and resources. Encourage your case managers to collaborate and support each other whenever possible. Regularly review and assess performance: Regular performance reviews can help you identify areas where case managers can improve their efficiency and effectiveness, and can also help you provide them with the support and resources they need to succeed. Invest in technology: Human services software with case management functionality can help Case Managers manage their workload more efficiently, by automating routine tasks and providing easy access to client information. These 5 suggestions can help set your human services organization up for long-term success and growth so you can continue to make an impact. While these aren't groundbreaking suggestions, they are essential to improved efficiency without sacrificing the experience of your clients. If you'd like to learn more about how to improve your team's efficiency, talk with one of our advisors. As nonprofit organizations grow, it's inevitable that efficiency will plateau along your journey to help others. There are several ways you can increase the efficiency of your case managers. As an added benefit, these five suggestions can also help reduce turnover, a constant concern for human services leaders. Here are some of the fundamental suggestions that can help organizations that help others overcome decreased efficiency. Provide regular training and support: Regular training and support can help case managers stay up-to-date on best practices and new developments in the field, and can also provide them with the tools and resources they need to be more effective in their roles. Streamline processes: Identify and streamline any redundant or unnecessary processes, so that case managers can focus their time and energy on the most important tasks. Start by mapping out your processes internally or by hiring a short-term consultant from a services like Upwork. Encourage collaboration and teamwork: Case managers can be more efficient when they work together and share information and resources. Encourage your case managers to collaborate and support each other whenever possible. Regularly review and assess performance: Regular performance reviews can help you identify areas where case managers can improve their efficiency and effectiveness, and can also help you provide them with the support and resources they need to succeed. Invest in technology: Human services software with case management functionality can help Case Managers manage their workload more efficiently, by automating routine tasks and providing easy access to client information. These 5 suggestions can help set your human services organization up for long-term success and growth so you can continue to make an impact. While these aren't groundbreaking suggestions, they are essential to improved efficiency without sacrificing the experience of your clients. If you'd like to learn more about how to improve your team's efficiency, talk with one of our advisors. As nonprofit organizations grow, it's inevitable that efficiency will plateau along your journey to help others. There are several ways you can increase the efficiency of your case managers. As an added benefit, these five suggestions can also help reduce turnover, a constant concern for human services leaders. Here are some of the fundamental suggestions that can help organizations that help others overcome decreased efficiency. Provide regular training and support: Regular training and support can help case managers stay up-to-date on best practices and new developments in the field, and can also provide them with the tools and resources they need to be more effective in their roles. Streamline processes: Identify and streamline any redundant or unnecessary processes, so that case managers can focus their time and energy on the most important tasks. Start by mapping out your processes internally or by hiring a short-term consultant from a services like Upwork. Encourage collaboration and teamwork: Case managers can be more efficient when they work together and share information and resources. Encourage your case managers to collaborate and support each other whenever possible. Regularly review and assess performance: Regular performance reviews can help you identify areas where case managers can improve their efficiency and effectiveness, and can also help you provide them with the support and resources they need to succeed. Invest in technology: Human services software with case management functionality can help Case Managers manage their workload more efficiently, by automating routine tasks and providing easy access to client information. These 5 suggestions can help set your human services organization up for long-term success and growth so you can continue to make an impact. While these aren't groundbreaking suggestions, they are essential to improved efficiency without sacrificing the experience of your clients. If you'd like to learn more about how to improve your team's efficiency, talk with one of our advisors. As nonprofit organizations grow, it's inevitable that efficiency will plateau along your journey to help others. There are several ways you can increase the efficiency of your case managers. As an added benefit, these five suggestions can also help reduce turnover, a constant concern for human services leaders. Here are some of the fundamental suggestions that can help organizations that help others overcome decreased efficiency. Provide regular training and support: Regular training and support can help case managers stay up-to-date on best practices and new developments in the field, and can also provide them with the tools and resources they need to be more effective in their roles. Streamline processes: Identify and streamline any redundant or unnecessary processes, so that case managers can focus their time and energy on the most important tasks. Start by mapping out your processes internally or by hiring a short-term consultant from a services like Upwork. Encourage collaboration and teamwork: Case managers can be more efficient when they work together and share information and resources. Encourage your case managers to collaborate and support each other whenever possible. Regularly review and assess performance: Regular performance reviews can help you identify areas where case managers can improve their efficiency and effectiveness, and can also help you provide them with the support and resources they need to succeed. Invest in technology: Human services software with case management functionality can help Case Managers manage their workload more efficiently, by automating routine tasks and providing easy access to client information. These 5 suggestions can help set your human services organization up for long-term success and growth so you can continue to make an impact. While these aren't groundbreaking suggestions, they are essential to improved efficiency without sacrificing the experience of your clients. If you'd like to learn more about how to improve your team's efficiency, talk with one of our advisors. As nonprofit organizations grow, it's inevitable that efficiency will plateau along your journey to help others. There are several ways you can increase the efficiency of your case managers. As an added benefit, these five suggestions can also help reduce turnover, a constant concern for human services leaders. Here are some of the fundamental suggestions that can help organizations that help others overcome decreased efficiency. Provide regular training and support: Regular training and support can help case managers stay up-to-date on best practices and new developments in the field, and can also provide them with the tools and resources they need to be more effective in their roles. Streamline processes: Identify and streamline any redundant or unnecessary processes, so that case managers can focus their time and energy on the most important tasks. Start by mapping out your processes internally or by hiring a short-term consultant from a services like Upwork. Encourage collaboration and teamwork: Case managers can be more efficient when they work together and share information and resources. Encourage your case managers to collaborate and support each other whenever possible. Regularly review and assess performance: Regular performance reviews can help you identify areas where case managers can improve their efficiency and effectiveness, and can also help you provide them with the support and resources they need to succeed. Invest in technology: Human services software with case management functionality can help Case Managers manage their workload more efficiently, by automating routine tasks and providing easy access to client information. These 5 suggestions can help set your human services organization up for long-term success and growth so you can continue to make an impact. While these aren't groundbreaking suggestions, they are essential to improved efficiency without sacrificing the experience of your clients. If you'd like to learn more about how to improve your team's efficiency, talk with one of our advisors. As nonprofit organizations grow, it's inevitable that efficiency will plateau along your journey to help others. There are several ways you can increase the efficiency of your case managers. As an added benefit, these five suggestions can also help reduce turnover, a constant concern for human services leaders. Here are some of the fundamental suggestions that can help organizations that help others overcome decreased efficiency. Provide regular training and support: Regular training and support can help case managers stay up-to-date on best practices and new developments in the field, and can also provide them with the tools and resources they need to be more effective in their roles. Streamline processes: Identify and streamline any redundant or unnecessary processes, so that case managers can focus their time and energy on the most important tasks. Start by mapping out your processes internally or by hiring a short-term consultant from a services like Upwork. Encourage collaboration and teamwork: Case managers can be more efficient when they work together and share information and resources. Encourage your case managers to collaborate and support each other whenever possible. Regularly review and assess performance: Regular performance reviews can help you identify areas where case managers can improve their efficiency and effectiveness, and can also help you provide them with the support and resources they need to succeed. Invest in technology: Human services software with case management functionality can help Case Managers manage their workload more efficiently, by automating routine tasks and providing easy access to client information. These 5 suggestions can help set your human services organization up for long-term success and growth so you can continue to make an impact. While these aren't groundbreaking suggestions, they are essential to improved efficiency without sacrificing the experience of your clients. If you'd like to learn more about how to improve your team's efficiency, talk with one of our advisors. As nonprofit organizations grow, it's inevitable that efficiency will plateau along your journey to help others. There are several ways you can increase the efficiency of your case managers. As an added benefit, these five suggestions can also help reduce turnover, a constant concern for human services leaders. Here are some of the fundamental suggestions that can help organizations that help others overcome decreased efficiency. Provide regular training and support: Regular training and support can help case managers stay up-to-date on best practices and new developments in the field, and can also provide them with the tools and resources they need to be more effective in their roles. Streamline processes: Identify and streamline any redundant or unnecessary processes, so that case managers can focus their time and energy on the most important tasks. Start by mapping out your processes internally or by hiring a short-term consultant from a services like Upwork. Encourage collaboration and teamwork: Case managers can be more efficient when they work together and share information and resources. Encourage your case managers to collaborate and support each other whenever possible. Regularly review and assess performance: Regular performance reviews can help you identify areas where case managers can improve their efficiency and effectiveness, and can also help you provide them with the support and resources they need to succeed. Invest in technology: Human services software with case management functionality can help Case Managers manage their workload more efficiently, by automating routine tasks and providing easy access to client information. These 5 suggestions can help set your human services organization up for long-term success and growth so you can continue to make an impact. While these aren't groundbreaking suggestions, they are essential to improved efficiency without sacrificing the experience of your clients. If you'd like to learn more about how to improve your team's efficiency, talk with one of our advisors. As nonprofit organizations grow, it's inevitable that efficiency will plateau along your journey to help others. There are several ways you can increase the efficiency of your case managers. As an added benefit, these five suggestions can also help reduce turnover, a constant concern for human services leaders. Here are some of the fundamental suggestions that can help organizations that help others overcome decreased efficiency. Provide regular training and support: Regular training and support can help case managers stay up-to-date on best practices and new developments in the field, and can also provide them with the tools and resources they need to be more effective in their roles. Streamline processes: Identify and streamline any redundant or unnecessary processes, so that case managers can focus their time and energy on the most important tasks. Start by mapping out your processes internally or by hiring a short-term consultant from a services like Upwork. Encourage collaboration and teamwork: Case managers can be more efficient when they work together and share information and resources. Encourage your case managers to collaborate and support each other whenever possible. Regularly review and assess performance: Regular performance reviews can help you identify areas where case managers can improve their efficiency and effectiveness, and can also help you provide them with the support and resources they need to succeed. Invest in technology: Human services software with case management functionality can help Case Managers manage their workload more efficiently, by automating routine tasks and providing easy access to client information. These 5 suggestions can help set your human services organization up for long-term success and growth so you can continue to make an impact. While these aren't groundbreaking suggestions, they are essential to improved efficiency without sacrificing the experience of your clients. If you'd like to learn more about how to improve your team's efficiency, talk with one of our advisors. As nonprofit organizations grow, it's inevitable that efficiency will plateau along your journey to help others. There are several ways you can increase the efficiency of your case managers. As an added benefit, these five suggestions can also help reduce turnover, a constant concern for human services leaders. Here are some of the fundamental suggestions that can help organizations that help others overcome decreased efficiency. Provide regular training and support: Regular training and support can help case managers stay up-to-date on best practices and new developments in the field, and can also provide them with the tools and resources they need to be more effective in their roles. Streamline processes: Identify and streamline any redundant or unnecessary processes, so that case managers can focus their time and energy on the most important tasks. Start by mapping out your processes internally or by hiring a short-term consultant from a services like Upwork. Encourage collaboration and teamwork: Case managers can be more efficient when they work together and share information and resources. Encourage your case managers to collaborate and support each other whenever possible. Regularly review and assess performance: Regular performance reviews can help you identify areas where case managers can improve their efficiency and effectiveness, and can also help you provide them with the support and resources they need to succeed. Invest in technology: Human services software with case management functionality can help Case Managers manage their workload more efficiently, by automating routine tasks and providing easy access to client information. These 5 suggestions can help set your human services organization up for long-term success and growth so you can continue to make an impact. While these aren't groundbreaking suggestions, they are essential to improved efficiency without sacrificing the experience of your clients. If you'd like to learn more about how to improve your team's efficiency, talk with one of our advisors. As nonprofit organizations grow, it's inevitable that efficiency will plateau along your journey to help others. There are several ways you can increase the efficiency of your case managers. As an added benefit, these five suggestions can also help reduce turnover, a constant concern for human services leaders. Here are some of the fundamental suggestions that can help organizations that help others overcome decreased efficiency. Provide regular training and support: Regular training and support can help case managers stay up-to-date on best practices and new developments in the field, and can also provide them with the tools and resources they need to be more effective in their roles. Streamline processes: Identify and streamline any redundant or unnecessary processes, so that case managers can focus their time and energy on the most important tasks. Start by mapping out your processes internally or by hiring a short-term consultant from a services like Upwork. Encourage collaboration and teamwork: Case managers can be more efficient when they work together and share information and resources. Encourage your case managers to collaborate and support each other whenever possible. Regularly review and assess performance: Regular performance reviews can help you identify areas where case managers can improve their efficiency and effectiveness, and can also help you provide them with the support and resources they need to succeed. Invest in technology: Human services software with case management functionality can help Case Managers manage their workload more efficiently, by automating routine tasks and providing easy access to client information. These 5 suggestions can help set your human services organization up for long-term success and growth so you can continue to make an impact. While these aren't groundbreaking suggestions, they are essential to improved efficiency without sacrificing the experience of your clients. If you'd like to learn more about how to improve your team's efficiency, talk with one of our advisors.
by Brian Johnson 6 min read

Software for Human Services: Casebook Lightspeed '22 & Quickstart

Casebook’s flexibly priced software platform comes in a range of subscription plans from Starter to Enterprise. Whichever plan you opt for, you'll get to select the implementation package that works best for you. While Casebook does offer custom implementation services for enterprises undergoing lar...
Casebook’s flexibly priced software platform comes in a range of subscription plans from Starter to Enterprise. Whichever plan you opt for, you'll get to select the implementation package that works best for you. While Casebook does offer custom implementation services for enterprises undergoing large-scale transformations in technology, Lightspeed and Quickstart are the implementation packages that are most likely to benefit your organization. Here are some things to consider as you weigh your options. Lightspeed and Quickstart: The Similarities Lightspeed and Quickstart are the two standard implementation packages that Casebook offers for our configurable platform. Although each package provides distinctly different advantages for human services organizations, Lightspeed and Quickstart are similar in some key ways. Both options give you full access to all of our online resources, including: An online course curriculum for getting your users up to speed A comprehensive knowledge base to reference information quickly Instructional videos to make learning about your implementation easy Helpful, friendly technical support in case you need additional assistance Monthly training sessions to refresh and hone your team’s Casebook skills Also, each package comes with digital end-user onboarding. This free online curriculum is designed to assist you with implementing Casebook across your organization so it’s up and running as smoothly and as soon as possible. Anyone in your organization using Casebook can be enrolled to make sure everyone’s getting the most out of the software. Both packages are supported by our technology experts, who will help you and your team configure the software to meet your organizational needs. Both packages help you get Casebook implemented efficiently and set your teams up for success. So what sets them apart? Let’s dive into the differences. What Makes Lightspeed ‘22 Different? Lightspeed ‘22 is the latest iteration of our classic Lightspeed implementation package. The product of more than a decade of development, Lightspeed was built to be agile so that it could work with larger systems. It’s designed to replicate onboarding with commercial platforms, coming with structured onboarding support that includes six hours of one-on-one sessions with a Casebook onboarding specialist. Lightspeed originally included lots of pre-loaded features, some of which weren’t required by all the organizations that implemented it. Using customer feedback to retool the package, we released Lightspeed ‘22 as a more streamlined and configurable implementation that offers a greater opportunity for organizations to customize their software experience. With stronger support mechanisms built in to encourage ongoing training and let users go at their own pace, Lightspeed ‘22 saves your organization time so you can go live quickly. Casebook’s flexibly priced software platform comes in a range of subscription plans from Starter to Enterprise. Whichever plan you opt for, you'll get to select the implementation package that works best for you. While Casebook does offer custom implementation services for enterprises undergoing large-scale transformations in technology, Lightspeed and Quickstart are the implementation packages that are most likely to benefit your organization. Here are some things to consider as you weigh your options. Lightspeed and Quickstart: The Similarities Lightspeed and Quickstart are the two standard implementation packages that Casebook offers for our configurable platform. Although each package provides distinctly different advantages for human services organizations, Lightspeed and Quickstart are similar in some key ways. Both options give you full access to all of our online resources, including: An online course curriculum for getting your users up to speed A comprehensive knowledge base to reference information quickly Instructional videos to make learning about your implementation easy Helpful, friendly technical support in case you need additional assistance Monthly training sessions to refresh and hone your team’s Casebook skills Also, each package comes with digital end-user onboarding. This free online curriculum is designed to assist you with implementing Casebook across your organization so it’s up and running as smoothly and as soon as possible. Anyone in your organization using Casebook can be enrolled to make sure everyone’s getting the most out of the software. Both packages are supported by our technology experts, who will help you and your team configure the software to meet your organizational needs. Both packages help you get Casebook implemented efficiently and set your teams up for success. So what sets them apart? Let’s dive into the differences. What Makes Lightspeed ‘22 Different? Lightspeed ‘22 is the latest iteration of our classic Lightspeed implementation package. The product of more than a decade of development, Lightspeed was built to be agile so that it could work with larger systems. It’s designed to replicate onboarding with commercial platforms, coming with structured onboarding support that includes six hours of one-on-one sessions with a Casebook onboarding specialist. Lightspeed originally included lots of pre-loaded features, some of which weren’t required by all the organizations that implemented it. Using customer feedback to retool the package, we released Lightspeed ‘22 as a more streamlined and configurable implementation that offers a greater opportunity for organizations to customize their software experience. With stronger support mechanisms built in to encourage ongoing training and let users go at their own pace, Lightspeed ‘22 saves your organization time so you can go live quickly. Casebook’s flexibly priced software platform comes in a range of subscription plans from Starter to Enterprise. Whichever plan you opt for, you'll get to select the implementation package that works best for you. While Casebook does offer custom implementation services for enterprises undergoing large-scale transformations in technology, Lightspeed and Quickstart are the implementation packages that are most likely to benefit your organization. Here are some things to consider as you weigh your options. Lightspeed and Quickstart: The Similarities Lightspeed and Quickstart are the two standard implementation packages that Casebook offers for our configurable platform. Although each package provides distinctly different advantages for human services organizations, Lightspeed and Quickstart are similar in some key ways. Both options give you full access to all of our online resources, including: An online course curriculum for getting your users up to speed A comprehensive knowledge base to reference information quickly Instructional videos to make learning about your implementation easy Helpful, friendly technical support in case you need additional assistance Monthly training sessions to refresh and hone your team’s Casebook skills Also, each package comes with digital end-user onboarding. This free online curriculum is designed to assist you with implementing Casebook across your organization so it’s up and running as smoothly and as soon as possible. Anyone in your organization using Casebook can be enrolled to make sure everyone’s getting the most out of the software. Both packages are supported by our technology experts, who will help you and your team configure the software to meet your organizational needs. Both packages help you get Casebook implemented efficiently and set your teams up for success. So what sets them apart? Let’s dive into the differences. What Makes Lightspeed ‘22 Different? Lightspeed ‘22 is the latest iteration of our classic Lightspeed implementation package. The product of more than a decade of development, Lightspeed was built to be agile so that it could work with larger systems. It’s designed to replicate onboarding with commercial platforms, coming with structured onboarding support that includes six hours of one-on-one sessions with a Casebook onboarding specialist. Lightspeed originally included lots of pre-loaded features, some of which weren’t required by all the organizations that implemented it. Using customer feedback to retool the package, we released Lightspeed ‘22 as a more streamlined and configurable implementation that offers a greater opportunity for organizations to customize their software experience. With stronger support mechanisms built in to encourage ongoing training and let users go at their own pace, Lightspeed ‘22 saves your organization time so you can go live quickly. Casebook’s flexibly priced software platform comes in a range of subscription plans from Starter to Enterprise. Whichever plan you opt for, you'll get to select the implementation package that works best for you. While Casebook does offer custom implementation services for enterprises undergoing large-scale transformations in technology, Lightspeed and Quickstart are the implementation packages that are most likely to benefit your organization. Here are some things to consider as you weigh your options. Lightspeed and Quickstart: The Similarities Lightspeed and Quickstart are the two standard implementation packages that Casebook offers for our configurable platform. Although each package provides distinctly different advantages for human services organizations, Lightspeed and Quickstart are similar in some key ways. Both options give you full access to all of our online resources, including: An online course curriculum for getting your users up to speed A comprehensive knowledge base to reference information quickly Instructional videos to make learning about your implementation easy Helpful, friendly technical support in case you need additional assistance Monthly training sessions to refresh and hone your team’s Casebook skills Also, each package comes with digital end-user onboarding. This free online curriculum is designed to assist you with implementing Casebook across your organization so it’s up and running as smoothly and as soon as possible. Anyone in your organization using Casebook can be enrolled to make sure everyone’s getting the most out of the software. Both packages are supported by our technology experts, who will help you and your team configure the software to meet your organizational needs. Both packages help you get Casebook implemented efficiently and set your teams up for success. So what sets them apart? Let’s dive into the differences. What Makes Lightspeed ‘22 Different? Lightspeed ‘22 is the latest iteration of our classic Lightspeed implementation package. The product of more than a decade of development, Lightspeed was built to be agile so that it could work with larger systems. It’s designed to replicate onboarding with commercial platforms, coming with structured onboarding support that includes six hours of one-on-one sessions with a Casebook onboarding specialist. Lightspeed originally included lots of pre-loaded features, some of which weren’t required by all the organizations that implemented it. Using customer feedback to retool the package, we released Lightspeed ‘22 as a more streamlined and configurable implementation that offers a greater opportunity for organizations to customize their software experience. With stronger support mechanisms built in to encourage ongoing training and let users go at their own pace, Lightspeed ‘22 saves your organization time so you can go live quickly. Casebook’s flexibly priced software platform comes in a range of subscription plans from Starter to Enterprise. Whichever plan you opt for, you'll get to select the implementation package that works best for you. While Casebook does offer custom implementation services for enterprises undergoing large-scale transformations in technology, Lightspeed and Quickstart are the implementation packages that are most likely to benefit your organization. Here are some things to consider as you weigh your options. Lightspeed and Quickstart: The Similarities Lightspeed and Quickstart are the two standard implementation packages that Casebook offers for our configurable platform. Although each package provides distinctly different advantages for human services organizations, Lightspeed and Quickstart are similar in some key ways. Both options give you full access to all of our online resources, including: An online course curriculum for getting your users up to speed A comprehensive knowledge base to reference information quickly Instructional videos to make learning about your implementation easy Helpful, friendly technical support in case you need additional assistance Monthly training sessions to refresh and hone your team’s Casebook skills Also, each package comes with digital end-user onboarding. This free online curriculum is designed to assist you with implementing Casebook across your organization so it’s up and running as smoothly and as soon as possible. Anyone in your organization using Casebook can be enrolled to make sure everyone’s getting the most out of the software. Both packages are supported by our technology experts, who will help you and your team configure the software to meet your organizational needs. Both packages help you get Casebook implemented efficiently and set your teams up for success. So what sets them apart? Let’s dive into the differences. What Makes Lightspeed ‘22 Different? Lightspeed ‘22 is the latest iteration of our classic Lightspeed implementation package. The product of more than a decade of development, Lightspeed was built to be agile so that it could work with larger systems. It’s designed to replicate onboarding with commercial platforms, coming with structured onboarding support that includes six hours of one-on-one sessions with a Casebook onboarding specialist. Lightspeed originally included lots of pre-loaded features, some of which weren’t required by all the organizations that implemented it. Using customer feedback to retool the package, we released Lightspeed ‘22 as a more streamlined and configurable implementation that offers a greater opportunity for organizations to customize their software experience. With stronger support mechanisms built in to encourage ongoing training and let users go at their own pace, Lightspeed ‘22 saves your organization time so you can go live quickly. Casebook’s flexibly priced software platform comes in a range of subscription plans from Starter to Enterprise. Whichever plan you opt for, you'll get to select the implementation package that works best for you. While Casebook does offer custom implementation services for enterprises undergoing large-scale transformations in technology, Lightspeed and Quickstart are the implementation packages that are most likely to benefit your organization. Here are some things to consider as you weigh your options. Lightspeed and Quickstart: The Similarities Lightspeed and Quickstart are the two standard implementation packages that Casebook offers for our configurable platform. Although each package provides distinctly different advantages for human services organizations, Lightspeed and Quickstart are similar in some key ways. Both options give you full access to all of our online resources, including: An online course curriculum for getting your users up to speed A comprehensive knowledge base to reference information quickly Instructional videos to make learning about your implementation easy Helpful, friendly technical support in case you need additional assistance Monthly training sessions to refresh and hone your team’s Casebook skills Also, each package comes with digital end-user onboarding. This free online curriculum is designed to assist you with implementing Casebook across your organization so it’s up and running as smoothly and as soon as possible. Anyone in your organization using Casebook can be enrolled to make sure everyone’s getting the most out of the software. Both packages are supported by our technology experts, who will help you and your team configure the software to meet your organizational needs. Both packages help you get Casebook implemented efficiently and set your teams up for success. So what sets them apart? Let’s dive into the differences. What Makes Lightspeed ‘22 Different? Lightspeed ‘22 is the latest iteration of our classic Lightspeed implementation package. The product of more than a decade of development, Lightspeed was built to be agile so that it could work with larger systems. It’s designed to replicate onboarding with commercial platforms, coming with structured onboarding support that includes six hours of one-on-one sessions with a Casebook onboarding specialist. Lightspeed originally included lots of pre-loaded features, some of which weren’t required by all the organizations that implemented it. Using customer feedback to retool the package, we released Lightspeed ‘22 as a more streamlined and configurable implementation that offers a greater opportunity for organizations to customize their software experience. With stronger support mechanisms built in to encourage ongoing training and let users go at their own pace, Lightspeed ‘22 saves your organization time so you can go live quickly. Casebook’s flexibly priced software platform comes in a range of subscription plans from Starter to Enterprise. Whichever plan you opt for, you'll get to select the implementation package that works best for you. While Casebook does offer custom implementation services for enterprises undergoing large-scale transformations in technology, Lightspeed and Quickstart are the implementation packages that are most likely to benefit your organization. Here are some things to consider as you weigh your options. Lightspeed and Quickstart: The Similarities Lightspeed and Quickstart are the two standard implementation packages that Casebook offers for our configurable platform. Although each package provides distinctly different advantages for human services organizations, Lightspeed and Quickstart are similar in some key ways. Both options give you full access to all of our online resources, including: An online course curriculum for getting your users up to speed A comprehensive knowledge base to reference information quickly Instructional videos to make learning about your implementation easy Helpful, friendly technical support in case you need additional assistance Monthly training sessions to refresh and hone your team’s Casebook skills Also, each package comes with digital end-user onboarding. This free online curriculum is designed to assist you with implementing Casebook across your organization so it’s up and running as smoothly and as soon as possible. Anyone in your organization using Casebook can be enrolled to make sure everyone’s getting the most out of the software. Both packages are supported by our technology experts, who will help you and your team configure the software to meet your organizational needs. Both packages help you get Casebook implemented efficiently and set your teams up for success. So what sets them apart? Let’s dive into the differences. What Makes Lightspeed ‘22 Different? Lightspeed ‘22 is the latest iteration of our classic Lightspeed implementation package. The product of more than a decade of development, Lightspeed was built to be agile so that it could work with larger systems. It’s designed to replicate onboarding with commercial platforms, coming with structured onboarding support that includes six hours of one-on-one sessions with a Casebook onboarding specialist. Lightspeed originally included lots of pre-loaded features, some of which weren’t required by all the organizations that implemented it. Using customer feedback to retool the package, we released Lightspeed ‘22 as a more streamlined and configurable implementation that offers a greater opportunity for organizations to customize their software experience. With stronger support mechanisms built in to encourage ongoing training and let users go at their own pace, Lightspeed ‘22 saves your organization time so you can go live quickly. Casebook’s flexibly priced software platform comes in a range of subscription plans from Starter to Enterprise. Whichever plan you opt for, you'll get to select the implementation package that works best for you. While Casebook does offer custom implementation services for enterprises undergoing large-scale transformations in technology, Lightspeed and Quickstart are the implementation packages that are most likely to benefit your organization. Here are some things to consider as you weigh your options. Lightspeed and Quickstart: The Similarities Lightspeed and Quickstart are the two standard implementation packages that Casebook offers for our configurable platform. Although each package provides distinctly different advantages for human services organizations, Lightspeed and Quickstart are similar in some key ways. Both options give you full access to all of our online resources, including: An online course curriculum for getting your users up to speed A comprehensive knowledge base to reference information quickly Instructional videos to make learning about your implementation easy Helpful, friendly technical support in case you need additional assistance Monthly training sessions to refresh and hone your team’s Casebook skills Also, each package comes with digital end-user onboarding. This free online curriculum is designed to assist you with implementing Casebook across your organization so it’s up and running as smoothly and as soon as possible. Anyone in your organization using Casebook can be enrolled to make sure everyone’s getting the most out of the software. Both packages are supported by our technology experts, who will help you and your team configure the software to meet your organizational needs. Both packages help you get Casebook implemented efficiently and set your teams up for success. So what sets them apart? Let’s dive into the differences. What Makes Lightspeed ‘22 Different? Lightspeed ‘22 is the latest iteration of our classic Lightspeed implementation package. The product of more than a decade of development, Lightspeed was built to be agile so that it could work with larger systems. It’s designed to replicate onboarding with commercial platforms, coming with structured onboarding support that includes six hours of one-on-one sessions with a Casebook onboarding specialist. Lightspeed originally included lots of pre-loaded features, some of which weren’t required by all the organizations that implemented it. Using customer feedback to retool the package, we released Lightspeed ‘22 as a more streamlined and configurable implementation that offers a greater opportunity for organizations to customize their software experience. With stronger support mechanisms built in to encourage ongoing training and let users go at their own pace, Lightspeed ‘22 saves your organization time so you can go live quickly. Casebook’s flexibly priced software platform comes in a range of subscription plans from Starter to Enterprise. Whichever plan you opt for, you'll get to select the implementation package that works best for you. While Casebook does offer custom implementation services for enterprises undergoing large-scale transformations in technology, Lightspeed and Quickstart are the implementation packages that are most likely to benefit your organization. Here are some things to consider as you weigh your options. Lightspeed and Quickstart: The Similarities Lightspeed and Quickstart are the two standard implementation packages that Casebook offers for our configurable platform. Although each package provides distinctly different advantages for human services organizations, Lightspeed and Quickstart are similar in some key ways. Both options give you full access to all of our online resources, including: An online course curriculum for getting your users up to speed A comprehensive knowledge base to reference information quickly Instructional videos to make learning about your implementation easy Helpful, friendly technical support in case you need additional assistance Monthly training sessions to refresh and hone your team’s Casebook skills Also, each package comes with digital end-user onboarding. This free online curriculum is designed to assist you with implementing Casebook across your organization so it’s up and running as smoothly and as soon as possible. Anyone in your organization using Casebook can be enrolled to make sure everyone’s getting the most out of the software. Both packages are supported by our technology experts, who will help you and your team configure the software to meet your organizational needs. Both packages help you get Casebook implemented efficiently and set your teams up for success. So what sets them apart? Let’s dive into the differences. What Makes Lightspeed ‘22 Different? Lightspeed ‘22 is the latest iteration of our classic Lightspeed implementation package. The product of more than a decade of development, Lightspeed was built to be agile so that it could work with larger systems. It’s designed to replicate onboarding with commercial platforms, coming with structured onboarding support that includes six hours of one-on-one sessions with a Casebook onboarding specialist. Lightspeed originally included lots of pre-loaded features, some of which weren’t required by all the organizations that implemented it. Using customer feedback to retool the package, we released Lightspeed ‘22 as a more streamlined and configurable implementation that offers a greater opportunity for organizations to customize their software experience. With stronger support mechanisms built in to encourage ongoing training and let users go at their own pace, Lightspeed ‘22 saves your organization time so you can go live quickly. Casebook’s flexibly priced software platform comes in a range of subscription plans from Starter to Enterprise. Whichever plan you opt for, you'll get to select the implementation package that works best for you. While Casebook does offer custom implementation services for enterprises undergoing large-scale transformations in technology, Lightspeed and Quickstart are the implementation packages that are most likely to benefit your organization. Here are some things to consider as you weigh your options. Lightspeed and Quickstart: The Similarities Lightspeed and Quickstart are the two standard implementation packages that Casebook offers for our configurable platform. Although each package provides distinctly different advantages for human services organizations, Lightspeed and Quickstart are similar in some key ways. Both options give you full access to all of our online resources, including: An online course curriculum for getting your users up to speed A comprehensive knowledge base to reference information quickly Instructional videos to make learning about your implementation easy Helpful, friendly technical support in case you need additional assistance Monthly training sessions to refresh and hone your team’s Casebook skills Also, each package comes with digital end-user onboarding. This free online curriculum is designed to assist you with implementing Casebook across your organization so it’s up and running as smoothly and as soon as possible. Anyone in your organization using Casebook can be enrolled to make sure everyone’s getting the most out of the software. Both packages are supported by our technology experts, who will help you and your team configure the software to meet your organizational needs. Both packages help you get Casebook implemented efficiently and set your teams up for success. So what sets them apart? Let’s dive into the differences. What Makes Lightspeed ‘22 Different? Lightspeed ‘22 is the latest iteration of our classic Lightspeed implementation package. The product of more than a decade of development, Lightspeed was built to be agile so that it could work with larger systems. It’s designed to replicate onboarding with commercial platforms, coming with structured onboarding support that includes six hours of one-on-one sessions with a Casebook onboarding specialist. Lightspeed originally included lots of pre-loaded features, some of which weren’t required by all the organizations that implemented it. Using customer feedback to retool the package, we released Lightspeed ‘22 as a more streamlined and configurable implementation that offers a greater opportunity for organizations to customize their software experience. With stronger support mechanisms built in to encourage ongoing training and let users go at their own pace, Lightspeed ‘22 saves your organization time so you can go live quickly.
by Brian Johnson 9 min read

What's the Right Software for Your Human Services Organization?

In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to r...
In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. As it has for every kind of enterprise, software for human services organizations has developed prodigiously in a few short years. Volunteers and workers who confront disease and deprivation on a daily basis, however, are still ill-equipped to defeat these enemies which drive their efforts and guide their missions. As you consider the range of options available to suit your organization's purposes, there are some fundamental questions that should be answered. Features can vary dramatically, offering divergent functionalities and many degrees of user-friendliness. Read on for a better sense of the software choices available to support your organization. 4 Key Advantages of Software for Human Services Organizations The technologies in common use by human services organizations have consistently been decades behind those in other fields. Widespread adoption of software applications for essential processes has been a long time coming, putting the most vulnerable people in society at greater and greater risk. Providers increasingly need real-time access to data regarding their clients as well as internal matters, and so software solutions are constantly updated to meet the evolving needs of human services organizations. Besides the gains in efficiency that the right software brings to your organization, other advantages include: Cleaner, more reliable data resulting from fewer manual processes and reduced likelihood of human error Analytics to provide actionable insights on your clients, staff, funding sources, and more Less paper and material infrastructure to maintain, creating less cumbersome and more sustainable processes Improved user experiences for everyone involved — your staff, administration, and your clients The increased visibility into your internal resources made possible by software also leads to fewer interruptions for your staff in the event of shift schedule changes and work absences. However, considerable contrast exists in the available types of software for human services organizations. Before wading into individual software options, your organization will want to come to a decision on a fundamental question: would an on-premise or cloud-based solution serve you best? In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. As it has for every kind of enterprise, software for human services organizations has developed prodigiously in a few short years. Volunteers and workers who confront disease and deprivation on a daily basis, however, are still ill-equipped to defeat these enemies which drive their efforts and guide their missions. As you consider the range of options available to suit your organization's purposes, there are some fundamental questions that should be answered. Features can vary dramatically, offering divergent functionalities and many degrees of user-friendliness. Read on for a better sense of the software choices available to support your organization. 4 Key Advantages of Software for Human Services Organizations The technologies in common use by human services organizations have consistently been decades behind those in other fields. Widespread adoption of software applications for essential processes has been a long time coming, putting the most vulnerable people in society at greater and greater risk. Providers increasingly need real-time access to data regarding their clients as well as internal matters, and so software solutions are constantly updated to meet the evolving needs of human services organizations. Besides the gains in efficiency that the right software brings to your organization, other advantages include: Cleaner, more reliable data resulting from fewer manual processes and reduced likelihood of human error Analytics to provide actionable insights on your clients, staff, funding sources, and more Less paper and material infrastructure to maintain, creating less cumbersome and more sustainable processes Improved user experiences for everyone involved — your staff, administration, and your clients The increased visibility into your internal resources made possible by software also leads to fewer interruptions for your staff in the event of shift schedule changes and work absences. However, considerable contrast exists in the available types of software for human services organizations. Before wading into individual software options, your organization will want to come to a decision on a fundamental question: would an on-premise or cloud-based solution serve you best? In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. As it has for every kind of enterprise, software for human services organizations has developed prodigiously in a few short years. Volunteers and workers who confront disease and deprivation on a daily basis, however, are still ill-equipped to defeat these enemies which drive their efforts and guide their missions. As you consider the range of options available to suit your organization's purposes, there are some fundamental questions that should be answered. Features can vary dramatically, offering divergent functionalities and many degrees of user-friendliness. Read on for a better sense of the software choices available to support your organization. 4 Key Advantages of Software for Human Services Organizations The technologies in common use by human services organizations have consistently been decades behind those in other fields. Widespread adoption of software applications for essential processes has been a long time coming, putting the most vulnerable people in society at greater and greater risk. Providers increasingly need real-time access to data regarding their clients as well as internal matters, and so software solutions are constantly updated to meet the evolving needs of human services organizations. Besides the gains in efficiency that the right software brings to your organization, other advantages include: Cleaner, more reliable data resulting from fewer manual processes and reduced likelihood of human error Analytics to provide actionable insights on your clients, staff, funding sources, and more Less paper and material infrastructure to maintain, creating less cumbersome and more sustainable processes Improved user experiences for everyone involved — your staff, administration, and your clients The increased visibility into your internal resources made possible by software also leads to fewer interruptions for your staff in the event of shift schedule changes and work absences. However, considerable contrast exists in the available types of software for human services organizations. Before wading into individual software options, your organization will want to come to a decision on a fundamental question: would an on-premise or cloud-based solution serve you best? In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. As it has for every kind of enterprise, software for human services organizations has developed prodigiously in a few short years. Volunteers and workers who confront disease and deprivation on a daily basis, however, are still ill-equipped to defeat these enemies which drive their efforts and guide their missions. As you consider the range of options available to suit your organization's purposes, there are some fundamental questions that should be answered. Features can vary dramatically, offering divergent functionalities and many degrees of user-friendliness. Read on for a better sense of the software choices available to support your organization. 4 Key Advantages of Software for Human Services Organizations The technologies in common use by human services organizations have consistently been decades behind those in other fields. Widespread adoption of software applications for essential processes has been a long time coming, putting the most vulnerable people in society at greater and greater risk. Providers increasingly need real-time access to data regarding their clients as well as internal matters, and so software solutions are constantly updated to meet the evolving needs of human services organizations. Besides the gains in efficiency that the right software brings to your organization, other advantages include: Cleaner, more reliable data resulting from fewer manual processes and reduced likelihood of human error Analytics to provide actionable insights on your clients, staff, funding sources, and more Less paper and material infrastructure to maintain, creating less cumbersome and more sustainable processes Improved user experiences for everyone involved — your staff, administration, and your clients The increased visibility into your internal resources made possible by software also leads to fewer interruptions for your staff in the event of shift schedule changes and work absences. However, considerable contrast exists in the available types of software for human services organizations. Before wading into individual software options, your organization will want to come to a decision on a fundamental question: would an on-premise or cloud-based solution serve you best? In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. As it has for every kind of enterprise, software for human services organizations has developed prodigiously in a few short years. Volunteers and workers who confront disease and deprivation on a daily basis, however, are still ill-equipped to defeat these enemies which drive their efforts and guide their missions. As you consider the range of options available to suit your organization's purposes, there are some fundamental questions that should be answered. Features can vary dramatically, offering divergent functionalities and many degrees of user-friendliness. Read on for a better sense of the software choices available to support your organization. 4 Key Advantages of Software for Human Services Organizations The technologies in common use by human services organizations have consistently been decades behind those in other fields. Widespread adoption of software applications for essential processes has been a long time coming, putting the most vulnerable people in society at greater and greater risk. Providers increasingly need real-time access to data regarding their clients as well as internal matters, and so software solutions are constantly updated to meet the evolving needs of human services organizations. Besides the gains in efficiency that the right software brings to your organization, other advantages include: Cleaner, more reliable data resulting from fewer manual processes and reduced likelihood of human error Analytics to provide actionable insights on your clients, staff, funding sources, and more Less paper and material infrastructure to maintain, creating less cumbersome and more sustainable processes Improved user experiences for everyone involved — your staff, administration, and your clients The increased visibility into your internal resources made possible by software also leads to fewer interruptions for your staff in the event of shift schedule changes and work absences. However, considerable contrast exists in the available types of software for human services organizations. Before wading into individual software options, your organization will want to come to a decision on a fundamental question: would an on-premise or cloud-based solution serve you best? In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. As it has for every kind of enterprise, software for human services organizations has developed prodigiously in a few short years. Volunteers and workers who confront disease and deprivation on a daily basis, however, are still ill-equipped to defeat these enemies which drive their efforts and guide their missions. As you consider the range of options available to suit your organization's purposes, there are some fundamental questions that should be answered. Features can vary dramatically, offering divergent functionalities and many degrees of user-friendliness. Read on for a better sense of the software choices available to support your organization. 4 Key Advantages of Software for Human Services Organizations The technologies in common use by human services organizations have consistently been decades behind those in other fields. Widespread adoption of software applications for essential processes has been a long time coming, putting the most vulnerable people in society at greater and greater risk. Providers increasingly need real-time access to data regarding their clients as well as internal matters, and so software solutions are constantly updated to meet the evolving needs of human services organizations. Besides the gains in efficiency that the right software brings to your organization, other advantages include: Cleaner, more reliable data resulting from fewer manual processes and reduced likelihood of human error Analytics to provide actionable insights on your clients, staff, funding sources, and more Less paper and material infrastructure to maintain, creating less cumbersome and more sustainable processes Improved user experiences for everyone involved — your staff, administration, and your clients The increased visibility into your internal resources made possible by software also leads to fewer interruptions for your staff in the event of shift schedule changes and work absences. However, considerable contrast exists in the available types of software for human services organizations. Before wading into individual software options, your organization will want to come to a decision on a fundamental question: would an on-premise or cloud-based solution serve you best? In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. As it has for every kind of enterprise, software for human services organizations has developed prodigiously in a few short years. Volunteers and workers who confront disease and deprivation on a daily basis, however, are still ill-equipped to defeat these enemies which drive their efforts and guide their missions. As you consider the range of options available to suit your organization's purposes, there are some fundamental questions that should be answered. Features can vary dramatically, offering divergent functionalities and many degrees of user-friendliness. Read on for a better sense of the software choices available to support your organization. 4 Key Advantages of Software for Human Services Organizations The technologies in common use by human services organizations have consistently been decades behind those in other fields. Widespread adoption of software applications for essential processes has been a long time coming, putting the most vulnerable people in society at greater and greater risk. Providers increasingly need real-time access to data regarding their clients as well as internal matters, and so software solutions are constantly updated to meet the evolving needs of human services organizations. Besides the gains in efficiency that the right software brings to your organization, other advantages include: Cleaner, more reliable data resulting from fewer manual processes and reduced likelihood of human error Analytics to provide actionable insights on your clients, staff, funding sources, and more Less paper and material infrastructure to maintain, creating less cumbersome and more sustainable processes Improved user experiences for everyone involved — your staff, administration, and your clients The increased visibility into your internal resources made possible by software also leads to fewer interruptions for your staff in the event of shift schedule changes and work absences. However, considerable contrast exists in the available types of software for human services organizations. Before wading into individual software options, your organization will want to come to a decision on a fundamental question: would an on-premise or cloud-based solution serve you best? In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. As it has for every kind of enterprise, software for human services organizations has developed prodigiously in a few short years. Volunteers and workers who confront disease and deprivation on a daily basis, however, are still ill-equipped to defeat these enemies which drive their efforts and guide their missions. As you consider the range of options available to suit your organization's purposes, there are some fundamental questions that should be answered. Features can vary dramatically, offering divergent functionalities and many degrees of user-friendliness. Read on for a better sense of the software choices available to support your organization. 4 Key Advantages of Software for Human Services Organizations The technologies in common use by human services organizations have consistently been decades behind those in other fields. Widespread adoption of software applications for essential processes has been a long time coming, putting the most vulnerable people in society at greater and greater risk. Providers increasingly need real-time access to data regarding their clients as well as internal matters, and so software solutions are constantly updated to meet the evolving needs of human services organizations. Besides the gains in efficiency that the right software brings to your organization, other advantages include: Cleaner, more reliable data resulting from fewer manual processes and reduced likelihood of human error Analytics to provide actionable insights on your clients, staff, funding sources, and more Less paper and material infrastructure to maintain, creating less cumbersome and more sustainable processes Improved user experiences for everyone involved — your staff, administration, and your clients The increased visibility into your internal resources made possible by software also leads to fewer interruptions for your staff in the event of shift schedule changes and work absences. However, considerable contrast exists in the available types of software for human services organizations. Before wading into individual software options, your organization will want to come to a decision on a fundamental question: would an on-premise or cloud-based solution serve you best? In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. As it has for every kind of enterprise, software for human services organizations has developed prodigiously in a few short years. Volunteers and workers who confront disease and deprivation on a daily basis, however, are still ill-equipped to defeat these enemies which drive their efforts and guide their missions. As you consider the range of options available to suit your organization's purposes, there are some fundamental questions that should be answered. Features can vary dramatically, offering divergent functionalities and many degrees of user-friendliness. Read on for a better sense of the software choices available to support your organization. 4 Key Advantages of Software for Human Services Organizations The technologies in common use by human services organizations have consistently been decades behind those in other fields. Widespread adoption of software applications for essential processes has been a long time coming, putting the most vulnerable people in society at greater and greater risk. Providers increasingly need real-time access to data regarding their clients as well as internal matters, and so software solutions are constantly updated to meet the evolving needs of human services organizations. Besides the gains in efficiency that the right software brings to your organization, other advantages include: Cleaner, more reliable data resulting from fewer manual processes and reduced likelihood of human error Analytics to provide actionable insights on your clients, staff, funding sources, and more Less paper and material infrastructure to maintain, creating less cumbersome and more sustainable processes Improved user experiences for everyone involved — your staff, administration, and your clients The increased visibility into your internal resources made possible by software also leads to fewer interruptions for your staff in the event of shift schedule changes and work absences. However, considerable contrast exists in the available types of software for human services organizations. Before wading into individual software options, your organization will want to come to a decision on a fundamental question: would an on-premise or cloud-based solution serve you best? In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. As it has for every kind of enterprise, software for human services organizations has developed prodigiously in a few short years. Volunteers and workers who confront disease and deprivation on a daily basis, however, are still ill-equipped to defeat these enemies which drive their efforts and guide their missions. As you consider the range of options available to suit your organization's purposes, there are some fundamental questions that should be answered. Features can vary dramatically, offering divergent functionalities and many degrees of user-friendliness. Read on for a better sense of the software choices available to support your organization. 4 Key Advantages of Software for Human Services Organizations The technologies in common use by human services organizations have consistently been decades behind those in other fields. Widespread adoption of software applications for essential processes has been a long time coming, putting the most vulnerable people in society at greater and greater risk. Providers increasingly need real-time access to data regarding their clients as well as internal matters, and so software solutions are constantly updated to meet the evolving needs of human services organizations. Besides the gains in efficiency that the right software brings to your organization, other advantages include: Cleaner, more reliable data resulting from fewer manual processes and reduced likelihood of human error Analytics to provide actionable insights on your clients, staff, funding sources, and more Less paper and material infrastructure to maintain, creating less cumbersome and more sustainable processes Improved user experiences for everyone involved — your staff, administration, and your clients The increased visibility into your internal resources made possible by software also leads to fewer interruptions for your staff in the event of shift schedule changes and work absences. However, considerable contrast exists in the available types of software for human services organizations. Before wading into individual software options, your organization will want to come to a decision on a fundamental question: would an on-premise or cloud-based solution serve you best?
by Brian Johnson 8 min read

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