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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

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

Casebook's Impact on Foster Care Services

Working in adoption and foster care means holding peoples’ lives in your hands, their dreams and hopes for finding and starting a new family. It’s sensitive information, and you want to know that data is accurate, safe, and confidential. Your funders want to ensure the data is showing positive outco...
Working in adoption and foster care means holding peoples’ lives in your hands, their dreams and hopes for finding and starting a new family. It’s sensitive information, and you want to know that data is accurate, safe, and confidential. Your funders want to ensure the data is showing positive outcomes and impacts that merit their resources. For organizations and their funders alike, cb Reporting is the solution to all your data needs. Working in adoption and foster care means holding peoples’ lives in your hands, their dreams and hopes for finding and starting a new family. It’s sensitive information, and you want to know that data is accurate, safe, and confidential. Your funders want to ensure the data is showing positive outcomes and impacts that merit their resources. For organizations and their funders alike, cb Reporting is the solution to all your data needs. Working in adoption and foster care means holding peoples’ lives in your hands, their dreams and hopes for finding and starting a new family. It’s sensitive information, and you want to know that data is accurate, safe, and confidential. Your funders want to ensure the data is showing positive outcomes and impacts that merit their resources. For organizations and their funders alike, cb Reporting is the solution to all your data needs. Working in adoption and foster care means holding peoples’ lives in your hands, their dreams and hopes for finding and starting a new family. It’s sensitive information, and you want to know that data is accurate, safe, and confidential. Your funders want to ensure the data is showing positive outcomes and impacts that merit their resources. For organizations and their funders alike, cb Reporting is the solution to all your data needs. Working in adoption and foster care means holding peoples’ lives in your hands, their dreams and hopes for finding and starting a new family. It’s sensitive information, and you want to know that data is accurate, safe, and confidential. Your funders want to ensure the data is showing positive outcomes and impacts that merit their resources. For organizations and their funders alike, cb Reporting is the solution to all your data needs. Working in adoption and foster care means holding peoples’ lives in your hands, their dreams and hopes for finding and starting a new family. It’s sensitive information, and you want to know that data is accurate, safe, and confidential. Your funders want to ensure the data is showing positive outcomes and impacts that merit their resources. For organizations and their funders alike, cb Reporting is the solution to all your data needs. Working in adoption and foster care means holding peoples’ lives in your hands, their dreams and hopes for finding and starting a new family. It’s sensitive information, and you want to know that data is accurate, safe, and confidential. Your funders want to ensure the data is showing positive outcomes and impacts that merit their resources. For organizations and their funders alike, cb Reporting is the solution to all your data needs. Working in adoption and foster care means holding peoples’ lives in your hands, their dreams and hopes for finding and starting a new family. It’s sensitive information, and you want to know that data is accurate, safe, and confidential. Your funders want to ensure the data is showing positive outcomes and impacts that merit their resources. For organizations and their funders alike, cb Reporting is the solution to all your data needs. Working in adoption and foster care means holding peoples’ lives in your hands, their dreams and hopes for finding and starting a new family. It’s sensitive information, and you want to know that data is accurate, safe, and confidential. Your funders want to ensure the data is showing positive outcomes and impacts that merit their resources. For organizations and their funders alike, cb Reporting is the solution to all your data needs. Working in adoption and foster care means holding peoples’ lives in your hands, their dreams and hopes for finding and starting a new family. It’s sensitive information, and you want to know that data is accurate, safe, and confidential. Your funders want to ensure the data is showing positive outcomes and impacts that merit their resources. For organizations and their funders alike, cb Reporting is the solution to all your data needs.
by Ilana Novick 1 min read

Using Casebook to Optimize Multi-Service Organizations

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. When you work for a multi-service community center, you’re dealing with a thousand moving parts. From managing a gym to running a preschool or even a shelter, your organization does it all. You need case management software and a reporting system that can capture the breadth and depth of the services you offer. You should have that information at your fingertips without sorting through unwieldy spreadsheets or databases. Casebook’s cb Reporting with dynamic fields can help. cb Reporting streamlines the process with prebuilt reports covering the most important data points that you and your funders want to know. Organizations can simply enter the information during each reporting period and save it, without scrambling to find the information funders want right before a report is due. And if the pre-built reports don’t work for you, you can easily configure your own reports based on your funder’s requirements, adding and deleting fields as necessary. Next Level Reporting Features These features are applicable in multiple situations for organizations like yours. Take fundraising. Every agency has a different set of funders, and those funders all have different kinds of data they want tracked. Do different funders have different names for the same data point? With the dynamic fields feature, you can even change the name of a particular data point with just a couple of clicks, with no data lost from the name change. Since you’re a multi-service agency, the funders for your after school youth programs might be different from those of your food pantry. cb Reporting is configurable from the start, so you can quickly and easily create customized templates for monthly or quarterly reports for each funder. Dynamic fields help your organization keep up with changing reporting and naming requirements without wasting hours of staff time or sacrificing data clarity. 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. When you work for a multi-service community center, you’re dealing with a thousand moving parts. From managing a gym to running a preschool or even a shelter, your organization does it all. You need case management software and a reporting system that can capture the breadth and depth of the services you offer. You should have that information at your fingertips without sorting through unwieldy spreadsheets or databases. Casebook’s cb Reporting with dynamic fields can help. cb Reporting streamlines the process with prebuilt reports covering the most important data points that you and your funders want to know. Organizations can simply enter the information during each reporting period and save it, without scrambling to find the information funders want right before a report is due. And if the pre-built reports don’t work for you, you can easily configure your own reports based on your funder’s requirements, adding and deleting fields as necessary. Next Level Reporting Features These features are applicable in multiple situations for organizations like yours. Take fundraising. Every agency has a different set of funders, and those funders all have different kinds of data they want tracked. Do different funders have different names for the same data point? With the dynamic fields feature, you can even change the name of a particular data point with just a couple of clicks, with no data lost from the name change. Since you’re a multi-service agency, the funders for your after school youth programs might be different from those of your food pantry. cb Reporting is configurable from the start, so you can quickly and easily create customized templates for monthly or quarterly reports for each funder. Dynamic fields help your organization keep up with changing reporting and naming requirements without wasting hours of staff time or sacrificing data clarity. 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. When you work for a multi-service community center, you’re dealing with a thousand moving parts. From managing a gym to running a preschool or even a shelter, your organization does it all. You need case management software and a reporting system that can capture the breadth and depth of the services you offer. You should have that information at your fingertips without sorting through unwieldy spreadsheets or databases. Casebook’s cb Reporting with dynamic fields can help. cb Reporting streamlines the process with prebuilt reports covering the most important data points that you and your funders want to know. Organizations can simply enter the information during each reporting period and save it, without scrambling to find the information funders want right before a report is due. And if the pre-built reports don’t work for you, you can easily configure your own reports based on your funder’s requirements, adding and deleting fields as necessary. Next Level Reporting Features These features are applicable in multiple situations for organizations like yours. Take fundraising. Every agency has a different set of funders, and those funders all have different kinds of data they want tracked. Do different funders have different names for the same data point? With the dynamic fields feature, you can even change the name of a particular data point with just a couple of clicks, with no data lost from the name change. Since you’re a multi-service agency, the funders for your after school youth programs might be different from those of your food pantry. cb Reporting is configurable from the start, so you can quickly and easily create customized templates for monthly or quarterly reports for each funder. Dynamic fields help your organization keep up with changing reporting and naming requirements without wasting hours of staff time or sacrificing data clarity. 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. When you work for a multi-service community center, you’re dealing with a thousand moving parts. From managing a gym to running a preschool or even a shelter, your organization does it all. You need case management software and a reporting system that can capture the breadth and depth of the services you offer. You should have that information at your fingertips without sorting through unwieldy spreadsheets or databases. Casebook’s cb Reporting with dynamic fields can help. cb Reporting streamlines the process with prebuilt reports covering the most important data points that you and your funders want to know. Organizations can simply enter the information during each reporting period and save it, without scrambling to find the information funders want right before a report is due. And if the pre-built reports don’t work for you, you can easily configure your own reports based on your funder’s requirements, adding and deleting fields as necessary. Next Level Reporting Features These features are applicable in multiple situations for organizations like yours. Take fundraising. Every agency has a different set of funders, and those funders all have different kinds of data they want tracked. Do different funders have different names for the same data point? With the dynamic fields feature, you can even change the name of a particular data point with just a couple of clicks, with no data lost from the name change. Since you’re a multi-service agency, the funders for your after school youth programs might be different from those of your food pantry. cb Reporting is configurable from the start, so you can quickly and easily create customized templates for monthly or quarterly reports for each funder. Dynamic fields help your organization keep up with changing reporting and naming requirements without wasting hours of staff time or sacrificing data clarity. 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. When you work for a multi-service community center, you’re dealing with a thousand moving parts. From managing a gym to running a preschool or even a shelter, your organization does it all. You need case management software and a reporting system that can capture the breadth and depth of the services you offer. You should have that information at your fingertips without sorting through unwieldy spreadsheets or databases. Casebook’s cb Reporting with dynamic fields can help. cb Reporting streamlines the process with prebuilt reports covering the most important data points that you and your funders want to know. Organizations can simply enter the information during each reporting period and save it, without scrambling to find the information funders want right before a report is due. And if the pre-built reports don’t work for you, you can easily configure your own reports based on your funder’s requirements, adding and deleting fields as necessary. Next Level Reporting Features These features are applicable in multiple situations for organizations like yours. Take fundraising. Every agency has a different set of funders, and those funders all have different kinds of data they want tracked. Do different funders have different names for the same data point? With the dynamic fields feature, you can even change the name of a particular data point with just a couple of clicks, with no data lost from the name change. Since you’re a multi-service agency, the funders for your after school youth programs might be different from those of your food pantry. cb Reporting is configurable from the start, so you can quickly and easily create customized templates for monthly or quarterly reports for each funder. Dynamic fields help your organization keep up with changing reporting and naming requirements without wasting hours of staff time or sacrificing data clarity. 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. When you work for a multi-service community center, you’re dealing with a thousand moving parts. From managing a gym to running a preschool or even a shelter, your organization does it all. You need case management software and a reporting system that can capture the breadth and depth of the services you offer. You should have that information at your fingertips without sorting through unwieldy spreadsheets or databases. Casebook’s cb Reporting with dynamic fields can help. cb Reporting streamlines the process with prebuilt reports covering the most important data points that you and your funders want to know. Organizations can simply enter the information during each reporting period and save it, without scrambling to find the information funders want right before a report is due. And if the pre-built reports don’t work for you, you can easily configure your own reports based on your funder’s requirements, adding and deleting fields as necessary. Next Level Reporting Features These features are applicable in multiple situations for organizations like yours. Take fundraising. Every agency has a different set of funders, and those funders all have different kinds of data they want tracked. Do different funders have different names for the same data point? With the dynamic fields feature, you can even change the name of a particular data point with just a couple of clicks, with no data lost from the name change. Since you’re a multi-service agency, the funders for your after school youth programs might be different from those of your food pantry. cb Reporting is configurable from the start, so you can quickly and easily create customized templates for monthly or quarterly reports for each funder. Dynamic fields help your organization keep up with changing reporting and naming requirements without wasting hours of staff time or sacrificing data clarity. 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. When you work for a multi-service community center, you’re dealing with a thousand moving parts. From managing a gym to running a preschool or even a shelter, your organization does it all. You need case management software and a reporting system that can capture the breadth and depth of the services you offer. You should have that information at your fingertips without sorting through unwieldy spreadsheets or databases. Casebook’s cb Reporting with dynamic fields can help. cb Reporting streamlines the process with prebuilt reports covering the most important data points that you and your funders want to know. Organizations can simply enter the information during each reporting period and save it, without scrambling to find the information funders want right before a report is due. And if the pre-built reports don’t work for you, you can easily configure your own reports based on your funder’s requirements, adding and deleting fields as necessary. Next Level Reporting Features These features are applicable in multiple situations for organizations like yours. Take fundraising. Every agency has a different set of funders, and those funders all have different kinds of data they want tracked. Do different funders have different names for the same data point? With the dynamic fields feature, you can even change the name of a particular data point with just a couple of clicks, with no data lost from the name change. Since you’re a multi-service agency, the funders for your after school youth programs might be different from those of your food pantry. cb Reporting is configurable from the start, so you can quickly and easily create customized templates for monthly or quarterly reports for each funder. Dynamic fields help your organization keep up with changing reporting and naming requirements without wasting hours of staff time or sacrificing data clarity. 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. When you work for a multi-service community center, you’re dealing with a thousand moving parts. From managing a gym to running a preschool or even a shelter, your organization does it all. You need case management software and a reporting system that can capture the breadth and depth of the services you offer. You should have that information at your fingertips without sorting through unwieldy spreadsheets or databases. Casebook’s cb Reporting with dynamic fields can help. cb Reporting streamlines the process with prebuilt reports covering the most important data points that you and your funders want to know. Organizations can simply enter the information during each reporting period and save it, without scrambling to find the information funders want right before a report is due. And if the pre-built reports don’t work for you, you can easily configure your own reports based on your funder’s requirements, adding and deleting fields as necessary. Next Level Reporting Features These features are applicable in multiple situations for organizations like yours. Take fundraising. Every agency has a different set of funders, and those funders all have different kinds of data they want tracked. Do different funders have different names for the same data point? With the dynamic fields feature, you can even change the name of a particular data point with just a couple of clicks, with no data lost from the name change. Since you’re a multi-service agency, the funders for your after school youth programs might be different from those of your food pantry. cb Reporting is configurable from the start, so you can quickly and easily create customized templates for monthly or quarterly reports for each funder. Dynamic fields help your organization keep up with changing reporting and naming requirements without wasting hours of staff time or sacrificing data clarity. 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. When you work for a multi-service community center, you’re dealing with a thousand moving parts. From managing a gym to running a preschool or even a shelter, your organization does it all. You need case management software and a reporting system that can capture the breadth and depth of the services you offer. You should have that information at your fingertips without sorting through unwieldy spreadsheets or databases. Casebook’s cb Reporting with dynamic fields can help. cb Reporting streamlines the process with prebuilt reports covering the most important data points that you and your funders want to know. Organizations can simply enter the information during each reporting period and save it, without scrambling to find the information funders want right before a report is due. And if the pre-built reports don’t work for you, you can easily configure your own reports based on your funder’s requirements, adding and deleting fields as necessary. Next Level Reporting Features These features are applicable in multiple situations for organizations like yours. Take fundraising. Every agency has a different set of funders, and those funders all have different kinds of data they want tracked. Do different funders have different names for the same data point? With the dynamic fields feature, you can even change the name of a particular data point with just a couple of clicks, with no data lost from the name change. Since you’re a multi-service agency, the funders for your after school youth programs might be different from those of your food pantry. cb Reporting is configurable from the start, so you can quickly and easily create customized templates for monthly or quarterly reports for each funder. Dynamic fields help your organization keep up with changing reporting and naming requirements without wasting hours of staff time or sacrificing data clarity. 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. When you work for a multi-service community center, you’re dealing with a thousand moving parts. From managing a gym to running a preschool or even a shelter, your organization does it all. You need case management software and a reporting system that can capture the breadth and depth of the services you offer. You should have that information at your fingertips without sorting through unwieldy spreadsheets or databases. Casebook’s cb Reporting with dynamic fields can help. cb Reporting streamlines the process with prebuilt reports covering the most important data points that you and your funders want to know. Organizations can simply enter the information during each reporting period and save it, without scrambling to find the information funders want right before a report is due. And if the pre-built reports don’t work for you, you can easily configure your own reports based on your funder’s requirements, adding and deleting fields as necessary. Next Level Reporting Features These features are applicable in multiple situations for organizations like yours. Take fundraising. Every agency has a different set of funders, and those funders all have different kinds of data they want tracked. Do different funders have different names for the same data point? With the dynamic fields feature, you can even change the name of a particular data point with just a couple of clicks, with no data lost from the name change. Since you’re a multi-service agency, the funders for your after school youth programs might be different from those of your food pantry. cb Reporting is configurable from the start, so you can quickly and easily create customized templates for monthly or quarterly reports for each funder. Dynamic fields help your organization keep up with changing reporting and naming requirements without wasting hours of staff time or sacrificing data clarity.
by Ilana Novick 7 min read

Casebook's Impact on Foster Care Services

Working in adoption and foster care means holding peoples’ lives in your hands, their dreams and hopes for finding and starting a new family. It’s sensitive information, and you want to know that data is accurate, safe, and confidential. Your funders want to ensure the data is showing positive outco...
Working in adoption and foster care means holding peoples’ lives in your hands, their dreams and hopes for finding and starting a new family. It’s sensitive information, and you want to know that data is accurate, safe, and confidential. Your funders want to ensure the data is showing positive outcomes and impacts that merit their resources. For organizations and their funders alike, cb Reporting is the solution to all your data needs. Simplify Your Data Management Casebook’s original products were created with foster care and adoption agencies in mind, and so was cb Reporting. cb Reporting puts all your data in one easy to access place. The software platform that handles your case management system, intake, and tracking is also your one stop shop for data analysis and reporting. The system works collaboratively with Casebook’s foundational intake and tracking software, so you can organize all of the data on your placements, children, families, homes and all services seamlessly for internal use and for funders. The data from other Casebook modules is automatically imported to cb Reporting. There’s no need to switch between programs, re-input data or go through a frustrating import from one software to another. Easily Create Reports for Funders When you’re dealing with a new funder, they’re going to want information on the people your organization serves, the services you provide, and the outcomes your clients have. cb Reporting reduces barriers to quality reporting practices, while easily adapting to different organization’s needs. For example, prebuilt reports allow you to quickly create funder updates for the most frequently asked for outcomes and information, so whether it’s regular grant reporting time or a one off request, you’ll easily be able to pull up what they need. Whatever the data point is, from the number of children you’re trying to place, the number of families available for foster versus adoption or the rate of permanent placements or all of the above, cb Reporting allows you to track, analyze, and even present it all, in a clear, easy to understand format. If your funders require greater specificity, cb Reporting gives you the ability to customize report templates for monthly or quarterly reporting and to edit those reports as requirements change, saving hours of time and providing accurate information for grant applications and updates. If a new funder has a different name for a particular data point, for example, foster families versus resource families, cb Reporting’s dynamic fields feature easily lets you change the name, without a cumbersome system update or call to tech support. Working in adoption and foster care means holding peoples’ lives in your hands, their dreams and hopes for finding and starting a new family. It’s sensitive information, and you want to know that data is accurate, safe, and confidential. Your funders want to ensure the data is showing positive outcomes and impacts that merit their resources. For organizations and their funders alike, cb Reporting is the solution to all your data needs. Simplify Your Data Management Casebook’s original products were created with foster care and adoption agencies in mind, and so was cb Reporting. cb Reporting puts all your data in one easy to access place. The software platform that handles your case management system, intake, and tracking is also your one stop shop for data analysis and reporting. The system works collaboratively with Casebook’s foundational intake and tracking software, so you can organize all of the data on your placements, children, families, homes and all services seamlessly for internal use and for funders. The data from other Casebook modules is automatically imported to cb Reporting. There’s no need to switch between programs, re-input data or go through a frustrating import from one software to another. Easily Create Reports for Funders When you’re dealing with a new funder, they’re going to want information on the people your organization serves, the services you provide, and the outcomes your clients have. cb Reporting reduces barriers to quality reporting practices, while easily adapting to different organization’s needs. For example, prebuilt reports allow you to quickly create funder updates for the most frequently asked for outcomes and information, so whether it’s regular grant reporting time or a one off request, you’ll easily be able to pull up what they need. Whatever the data point is, from the number of children you’re trying to place, the number of families available for foster versus adoption or the rate of permanent placements or all of the above, cb Reporting allows you to track, analyze, and even present it all, in a clear, easy to understand format. If your funders require greater specificity, cb Reporting gives you the ability to customize report templates for monthly or quarterly reporting and to edit those reports as requirements change, saving hours of time and providing accurate information for grant applications and updates. If a new funder has a different name for a particular data point, for example, foster families versus resource families, cb Reporting’s dynamic fields feature easily lets you change the name, without a cumbersome system update or call to tech support. Working in adoption and foster care means holding peoples’ lives in your hands, their dreams and hopes for finding and starting a new family. It’s sensitive information, and you want to know that data is accurate, safe, and confidential. Your funders want to ensure the data is showing positive outcomes and impacts that merit their resources. For organizations and their funders alike, cb Reporting is the solution to all your data needs. Simplify Your Data Management Casebook’s original products were created with foster care and adoption agencies in mind, and so was cb Reporting. cb Reporting puts all your data in one easy to access place. The software platform that handles your case management system, intake, and tracking is also your one stop shop for data analysis and reporting. The system works collaboratively with Casebook’s foundational intake and tracking software, so you can organize all of the data on your placements, children, families, homes and all services seamlessly for internal use and for funders. The data from other Casebook modules is automatically imported to cb Reporting. There’s no need to switch between programs, re-input data or go through a frustrating import from one software to another. Easily Create Reports for Funders When you’re dealing with a new funder, they’re going to want information on the people your organization serves, the services you provide, and the outcomes your clients have. cb Reporting reduces barriers to quality reporting practices, while easily adapting to different organization’s needs. For example, prebuilt reports allow you to quickly create funder updates for the most frequently asked for outcomes and information, so whether it’s regular grant reporting time or a one off request, you’ll easily be able to pull up what they need. Whatever the data point is, from the number of children you’re trying to place, the number of families available for foster versus adoption or the rate of permanent placements or all of the above, cb Reporting allows you to track, analyze, and even present it all, in a clear, easy to understand format. If your funders require greater specificity, cb Reporting gives you the ability to customize report templates for monthly or quarterly reporting and to edit those reports as requirements change, saving hours of time and providing accurate information for grant applications and updates. If a new funder has a different name for a particular data point, for example, foster families versus resource families, cb Reporting’s dynamic fields feature easily lets you change the name, without a cumbersome system update or call to tech support. Working in adoption and foster care means holding peoples’ lives in your hands, their dreams and hopes for finding and starting a new family. It’s sensitive information, and you want to know that data is accurate, safe, and confidential. Your funders want to ensure the data is showing positive outcomes and impacts that merit their resources. For organizations and their funders alike, cb Reporting is the solution to all your data needs. Simplify Your Data Management Casebook’s original products were created with foster care and adoption agencies in mind, and so was cb Reporting. cb Reporting puts all your data in one easy to access place. The software platform that handles your case management system, intake, and tracking is also your one stop shop for data analysis and reporting. The system works collaboratively with Casebook’s foundational intake and tracking software, so you can organize all of the data on your placements, children, families, homes and all services seamlessly for internal use and for funders. The data from other Casebook modules is automatically imported to cb Reporting. There’s no need to switch between programs, re-input data or go through a frustrating import from one software to another. Easily Create Reports for Funders When you’re dealing with a new funder, they’re going to want information on the people your organization serves, the services you provide, and the outcomes your clients have. cb Reporting reduces barriers to quality reporting practices, while easily adapting to different organization’s needs. For example, prebuilt reports allow you to quickly create funder updates for the most frequently asked for outcomes and information, so whether it’s regular grant reporting time or a one off request, you’ll easily be able to pull up what they need. Whatever the data point is, from the number of children you’re trying to place, the number of families available for foster versus adoption or the rate of permanent placements or all of the above, cb Reporting allows you to track, analyze, and even present it all, in a clear, easy to understand format. If your funders require greater specificity, cb Reporting gives you the ability to customize report templates for monthly or quarterly reporting and to edit those reports as requirements change, saving hours of time and providing accurate information for grant applications and updates. If a new funder has a different name for a particular data point, for example, foster families versus resource families, cb Reporting’s dynamic fields feature easily lets you change the name, without a cumbersome system update or call to tech support. Working in adoption and foster care means holding peoples’ lives in your hands, their dreams and hopes for finding and starting a new family. It’s sensitive information, and you want to know that data is accurate, safe, and confidential. Your funders want to ensure the data is showing positive outcomes and impacts that merit their resources. For organizations and their funders alike, cb Reporting is the solution to all your data needs. Simplify Your Data Management Casebook’s original products were created with foster care and adoption agencies in mind, and so was cb Reporting. cb Reporting puts all your data in one easy to access place. The software platform that handles your case management system, intake, and tracking is also your one stop shop for data analysis and reporting. The system works collaboratively with Casebook’s foundational intake and tracking software, so you can organize all of the data on your placements, children, families, homes and all services seamlessly for internal use and for funders. The data from other Casebook modules is automatically imported to cb Reporting. There’s no need to switch between programs, re-input data or go through a frustrating import from one software to another. Easily Create Reports for Funders When you’re dealing with a new funder, they’re going to want information on the people your organization serves, the services you provide, and the outcomes your clients have. cb Reporting reduces barriers to quality reporting practices, while easily adapting to different organization’s needs. For example, prebuilt reports allow you to quickly create funder updates for the most frequently asked for outcomes and information, so whether it’s regular grant reporting time or a one off request, you’ll easily be able to pull up what they need. Whatever the data point is, from the number of children you’re trying to place, the number of families available for foster versus adoption or the rate of permanent placements or all of the above, cb Reporting allows you to track, analyze, and even present it all, in a clear, easy to understand format. If your funders require greater specificity, cb Reporting gives you the ability to customize report templates for monthly or quarterly reporting and to edit those reports as requirements change, saving hours of time and providing accurate information for grant applications and updates. If a new funder has a different name for a particular data point, for example, foster families versus resource families, cb Reporting’s dynamic fields feature easily lets you change the name, without a cumbersome system update or call to tech support. Working in adoption and foster care means holding peoples’ lives in your hands, their dreams and hopes for finding and starting a new family. It’s sensitive information, and you want to know that data is accurate, safe, and confidential. Your funders want to ensure the data is showing positive outcomes and impacts that merit their resources. For organizations and their funders alike, cb Reporting is the solution to all your data needs. Simplify Your Data Management Casebook’s original products were created with foster care and adoption agencies in mind, and so was cb Reporting. cb Reporting puts all your data in one easy to access place. The software platform that handles your case management system, intake, and tracking is also your one stop shop for data analysis and reporting. The system works collaboratively with Casebook’s foundational intake and tracking software, so you can organize all of the data on your placements, children, families, homes and all services seamlessly for internal use and for funders. The data from other Casebook modules is automatically imported to cb Reporting. There’s no need to switch between programs, re-input data or go through a frustrating import from one software to another. Easily Create Reports for Funders When you’re dealing with a new funder, they’re going to want information on the people your organization serves, the services you provide, and the outcomes your clients have. cb Reporting reduces barriers to quality reporting practices, while easily adapting to different organization’s needs. For example, prebuilt reports allow you to quickly create funder updates for the most frequently asked for outcomes and information, so whether it’s regular grant reporting time or a one off request, you’ll easily be able to pull up what they need. Whatever the data point is, from the number of children you’re trying to place, the number of families available for foster versus adoption or the rate of permanent placements or all of the above, cb Reporting allows you to track, analyze, and even present it all, in a clear, easy to understand format. If your funders require greater specificity, cb Reporting gives you the ability to customize report templates for monthly or quarterly reporting and to edit those reports as requirements change, saving hours of time and providing accurate information for grant applications and updates. If a new funder has a different name for a particular data point, for example, foster families versus resource families, cb Reporting’s dynamic fields feature easily lets you change the name, without a cumbersome system update or call to tech support. Working in adoption and foster care means holding peoples’ lives in your hands, their dreams and hopes for finding and starting a new family. It’s sensitive information, and you want to know that data is accurate, safe, and confidential. Your funders want to ensure the data is showing positive outcomes and impacts that merit their resources. For organizations and their funders alike, cb Reporting is the solution to all your data needs. Simplify Your Data Management Casebook’s original products were created with foster care and adoption agencies in mind, and so was cb Reporting. cb Reporting puts all your data in one easy to access place. The software platform that handles your case management system, intake, and tracking is also your one stop shop for data analysis and reporting. The system works collaboratively with Casebook’s foundational intake and tracking software, so you can organize all of the data on your placements, children, families, homes and all services seamlessly for internal use and for funders. The data from other Casebook modules is automatically imported to cb Reporting. There’s no need to switch between programs, re-input data or go through a frustrating import from one software to another. Easily Create Reports for Funders When you’re dealing with a new funder, they’re going to want information on the people your organization serves, the services you provide, and the outcomes your clients have. cb Reporting reduces barriers to quality reporting practices, while easily adapting to different organization’s needs. For example, prebuilt reports allow you to quickly create funder updates for the most frequently asked for outcomes and information, so whether it’s regular grant reporting time or a one off request, you’ll easily be able to pull up what they need. Whatever the data point is, from the number of children you’re trying to place, the number of families available for foster versus adoption or the rate of permanent placements or all of the above, cb Reporting allows you to track, analyze, and even present it all, in a clear, easy to understand format. If your funders require greater specificity, cb Reporting gives you the ability to customize report templates for monthly or quarterly reporting and to edit those reports as requirements change, saving hours of time and providing accurate information for grant applications and updates. If a new funder has a different name for a particular data point, for example, foster families versus resource families, cb Reporting’s dynamic fields feature easily lets you change the name, without a cumbersome system update or call to tech support. Working in adoption and foster care means holding peoples’ lives in your hands, their dreams and hopes for finding and starting a new family. It’s sensitive information, and you want to know that data is accurate, safe, and confidential. Your funders want to ensure the data is showing positive outcomes and impacts that merit their resources. For organizations and their funders alike, cb Reporting is the solution to all your data needs. Simplify Your Data Management Casebook’s original products were created with foster care and adoption agencies in mind, and so was cb Reporting. cb Reporting puts all your data in one easy to access place. The software platform that handles your case management system, intake, and tracking is also your one stop shop for data analysis and reporting. The system works collaboratively with Casebook’s foundational intake and tracking software, so you can organize all of the data on your placements, children, families, homes and all services seamlessly for internal use and for funders. The data from other Casebook modules is automatically imported to cb Reporting. There’s no need to switch between programs, re-input data or go through a frustrating import from one software to another. Easily Create Reports for Funders When you’re dealing with a new funder, they’re going to want information on the people your organization serves, the services you provide, and the outcomes your clients have. cb Reporting reduces barriers to quality reporting practices, while easily adapting to different organization’s needs. For example, prebuilt reports allow you to quickly create funder updates for the most frequently asked for outcomes and information, so whether it’s regular grant reporting time or a one off request, you’ll easily be able to pull up what they need. Whatever the data point is, from the number of children you’re trying to place, the number of families available for foster versus adoption or the rate of permanent placements or all of the above, cb Reporting allows you to track, analyze, and even present it all, in a clear, easy to understand format. If your funders require greater specificity, cb Reporting gives you the ability to customize report templates for monthly or quarterly reporting and to edit those reports as requirements change, saving hours of time and providing accurate information for grant applications and updates. If a new funder has a different name for a particular data point, for example, foster families versus resource families, cb Reporting’s dynamic fields feature easily lets you change the name, without a cumbersome system update or call to tech support. Working in adoption and foster care means holding peoples’ lives in your hands, their dreams and hopes for finding and starting a new family. It’s sensitive information, and you want to know that data is accurate, safe, and confidential. Your funders want to ensure the data is showing positive outcomes and impacts that merit their resources. For organizations and their funders alike, cb Reporting is the solution to all your data needs. Simplify Your Data Management Casebook’s original products were created with foster care and adoption agencies in mind, and so was cb Reporting. cb Reporting puts all your data in one easy to access place. The software platform that handles your case management system, intake, and tracking is also your one stop shop for data analysis and reporting. The system works collaboratively with Casebook’s foundational intake and tracking software, so you can organize all of the data on your placements, children, families, homes and all services seamlessly for internal use and for funders. The data from other Casebook modules is automatically imported to cb Reporting. There’s no need to switch between programs, re-input data or go through a frustrating import from one software to another. Easily Create Reports for Funders When you’re dealing with a new funder, they’re going to want information on the people your organization serves, the services you provide, and the outcomes your clients have. cb Reporting reduces barriers to quality reporting practices, while easily adapting to different organization’s needs. For example, prebuilt reports allow you to quickly create funder updates for the most frequently asked for outcomes and information, so whether it’s regular grant reporting time or a one off request, you’ll easily be able to pull up what they need. Whatever the data point is, from the number of children you’re trying to place, the number of families available for foster versus adoption or the rate of permanent placements or all of the above, cb Reporting allows you to track, analyze, and even present it all, in a clear, easy to understand format. If your funders require greater specificity, cb Reporting gives you the ability to customize report templates for monthly or quarterly reporting and to edit those reports as requirements change, saving hours of time and providing accurate information for grant applications and updates. If a new funder has a different name for a particular data point, for example, foster families versus resource families, cb Reporting’s dynamic fields feature easily lets you change the name, without a cumbersome system update or call to tech support. Working in adoption and foster care means holding peoples’ lives in your hands, their dreams and hopes for finding and starting a new family. It’s sensitive information, and you want to know that data is accurate, safe, and confidential. Your funders want to ensure the data is showing positive outcomes and impacts that merit their resources. For organizations and their funders alike, cb Reporting is the solution to all your data needs. Simplify Your Data Management Casebook’s original products were created with foster care and adoption agencies in mind, and so was cb Reporting. cb Reporting puts all your data in one easy to access place. The software platform that handles your case management system, intake, and tracking is also your one stop shop for data analysis and reporting. The system works collaboratively with Casebook’s foundational intake and tracking software, so you can organize all of the data on your placements, children, families, homes and all services seamlessly for internal use and for funders. The data from other Casebook modules is automatically imported to cb Reporting. There’s no need to switch between programs, re-input data or go through a frustrating import from one software to another. Easily Create Reports for Funders When you’re dealing with a new funder, they’re going to want information on the people your organization serves, the services you provide, and the outcomes your clients have. cb Reporting reduces barriers to quality reporting practices, while easily adapting to different organization’s needs. For example, prebuilt reports allow you to quickly create funder updates for the most frequently asked for outcomes and information, so whether it’s regular grant reporting time or a one off request, you’ll easily be able to pull up what they need. Whatever the data point is, from the number of children you’re trying to place, the number of families available for foster versus adoption or the rate of permanent placements or all of the above, cb Reporting allows you to track, analyze, and even present it all, in a clear, easy to understand format. If your funders require greater specificity, cb Reporting gives you the ability to customize report templates for monthly or quarterly reporting and to edit those reports as requirements change, saving hours of time and providing accurate information for grant applications and updates. If a new funder has a different name for a particular data point, for example, foster families versus resource families, cb Reporting’s dynamic fields feature easily lets you change the name, without a cumbersome system update or call to tech support.
by Ilana Novick 9 min read

Dynamic Fields

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. Intro Ilana Novick Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... When you work in social services, using the right language is essential. Even if you’ve been in the same field for a few years, changing jobs might involve memorizing completely different sets of terms than the ones you’re used to, even for the same situation. Two child services agencies might call the same set of caregivers a [foster family] vs a [resource family]. This can cause confusion in the data which may lead to creating the same file over and over under different names. This is one of the reasons why Casebook created dynamic fields. With dynamic fields, Casebook users can configure the software to meet their specific data needs, adding brand new fields with just a few clicks. No organization, especially small and medium sized ones, wants to spend time/money on a vendor to make small changes in their software like the adding a new field or changing the field's name. With dynamic fields, you can simply make the changes yourself, no coding background required. “You can track data you care about from day one,” said Rachel Lorencz, Product Manager at Casebook. Whether you’re a manager trying to measure your caseworkers’ progress or another staff member gathering information for a grant report, you need a case management software flexible enough to adapt to your lingo and to meet your reporting needs. Maybe a licensing agency wants you to track your clients’ credentials status. Or a funder might request new information to track for an upcoming grant report. “It’s very hard to add new things, to update [other software],” Lorencz said, “You have to pay money to do that. With Casebook, you can do it immediately. And you have total control of it, no matter how big or small your organization is.” “Casebook is for organizations of all sizes because it is accessible to those who cannot afford paying for custom build-outs of large CRM systems but also powerful enough to scale with larger companies who want to control their data processes,” said Ninad Amondikar, Data Product Manager at Casebook. Even if you’re transitioning from paper records to an electronic database, dynamic fields, as well as all of Casebook’s capabilities, are easy to implement. If you do need support, the Customer Success team is available to answer any questions. But don’t take our word for it. As one Casebook partner told Amondikar, “You've done an amazing job giving us a suite of tools and now we can go back and use it to map our processes to it to save time and make things easier.” 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. Intro Ilana Novick Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... When you work in social services, using the right language is essential. Even if you’ve been in the same field for a few years, changing jobs might involve memorizing completely different sets of terms than the ones you’re used to, even for the same situation. Two child services agencies might call the same set of caregivers a [foster family] vs a [resource family]. This can cause confusion in the data which may lead to creating the same file over and over under different names. This is one of the reasons why Casebook created dynamic fields. With dynamic fields, Casebook users can configure the software to meet their specific data needs, adding brand new fields with just a few clicks. No organization, especially small and medium sized ones, wants to spend time/money on a vendor to make small changes in their software like the adding a new field or changing the field's name. With dynamic fields, you can simply make the changes yourself, no coding background required. “You can track data you care about from day one,” said Rachel Lorencz, Product Manager at Casebook. Whether you’re a manager trying to measure your caseworkers’ progress or another staff member gathering information for a grant report, you need a case management software flexible enough to adapt to your lingo and to meet your reporting needs. Maybe a licensing agency wants you to track your clients’ credentials status. Or a funder might request new information to track for an upcoming grant report. “It’s very hard to add new things, to update [other software],” Lorencz said, “You have to pay money to do that. With Casebook, you can do it immediately. And you have total control of it, no matter how big or small your organization is.” “Casebook is for organizations of all sizes because it is accessible to those who cannot afford paying for custom build-outs of large CRM systems but also powerful enough to scale with larger companies who want to control their data processes,” said Ninad Amondikar, Data Product Manager at Casebook. Even if you’re transitioning from paper records to an electronic database, dynamic fields, as well as all of Casebook’s capabilities, are easy to implement. If you do need support, the Customer Success team is available to answer any questions. But don’t take our word for it. As one Casebook partner told Amondikar, “You've done an amazing job giving us a suite of tools and now we can go back and use it to map our processes to it to save time and make things easier.” 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. Intro Ilana Novick Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... When you work in social services, using the right language is essential. Even if you’ve been in the same field for a few years, changing jobs might involve memorizing completely different sets of terms than the ones you’re used to, even for the same situation. Two child services agencies might call the same set of caregivers a [foster family] vs a [resource family]. This can cause confusion in the data which may lead to creating the same file over and over under different names. This is one of the reasons why Casebook created dynamic fields. With dynamic fields, Casebook users can configure the software to meet their specific data needs, adding brand new fields with just a few clicks. No organization, especially small and medium sized ones, wants to spend time/money on a vendor to make small changes in their software like the adding a new field or changing the field's name. With dynamic fields, you can simply make the changes yourself, no coding background required. “You can track data you care about from day one,” said Rachel Lorencz, Product Manager at Casebook. Whether you’re a manager trying to measure your caseworkers’ progress or another staff member gathering information for a grant report, you need a case management software flexible enough to adapt to your lingo and to meet your reporting needs. Maybe a licensing agency wants you to track your clients’ credentials status. Or a funder might request new information to track for an upcoming grant report. “It’s very hard to add new things, to update [other software],” Lorencz said, “You have to pay money to do that. With Casebook, you can do it immediately. And you have total control of it, no matter how big or small your organization is.” “Casebook is for organizations of all sizes because it is accessible to those who cannot afford paying for custom build-outs of large CRM systems but also powerful enough to scale with larger companies who want to control their data processes,” said Ninad Amondikar, Data Product Manager at Casebook. Even if you’re transitioning from paper records to an electronic database, dynamic fields, as well as all of Casebook’s capabilities, are easy to implement. If you do need support, the Customer Success team is available to answer any questions. But don’t take our word for it. As one Casebook partner told Amondikar, “You've done an amazing job giving us a suite of tools and now we can go back and use it to map our processes to it to save time and make things easier.” 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. Intro Ilana Novick Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... When you work in social services, using the right language is essential. Even if you’ve been in the same field for a few years, changing jobs might involve memorizing completely different sets of terms than the ones you’re used to, even for the same situation. Two child services agencies might call the same set of caregivers a [foster family] vs a [resource family]. This can cause confusion in the data which may lead to creating the same file over and over under different names. This is one of the reasons why Casebook created dynamic fields. With dynamic fields, Casebook users can configure the software to meet their specific data needs, adding brand new fields with just a few clicks. No organization, especially small and medium sized ones, wants to spend time/money on a vendor to make small changes in their software like the adding a new field or changing the field's name. With dynamic fields, you can simply make the changes yourself, no coding background required. “You can track data you care about from day one,” said Rachel Lorencz, Product Manager at Casebook. Whether you’re a manager trying to measure your caseworkers’ progress or another staff member gathering information for a grant report, you need a case management software flexible enough to adapt to your lingo and to meet your reporting needs. Maybe a licensing agency wants you to track your clients’ credentials status. Or a funder might request new information to track for an upcoming grant report. “It’s very hard to add new things, to update [other software],” Lorencz said, “You have to pay money to do that. With Casebook, you can do it immediately. And you have total control of it, no matter how big or small your organization is.” “Casebook is for organizations of all sizes because it is accessible to those who cannot afford paying for custom build-outs of large CRM systems but also powerful enough to scale with larger companies who want to control their data processes,” said Ninad Amondikar, Data Product Manager at Casebook. Even if you’re transitioning from paper records to an electronic database, dynamic fields, as well as all of Casebook’s capabilities, are easy to implement. If you do need support, the Customer Success team is available to answer any questions. But don’t take our word for it. As one Casebook partner told Amondikar, “You've done an amazing job giving us a suite of tools and now we can go back and use it to map our processes to it to save time and make things easier.” 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. Intro Ilana Novick Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... When you work in social services, using the right language is essential. Even if you’ve been in the same field for a few years, changing jobs might involve memorizing completely different sets of terms than the ones you’re used to, even for the same situation. Two child services agencies might call the same set of caregivers a [foster family] vs a [resource family]. This can cause confusion in the data which may lead to creating the same file over and over under different names. This is one of the reasons why Casebook created dynamic fields. With dynamic fields, Casebook users can configure the software to meet their specific data needs, adding brand new fields with just a few clicks. No organization, especially small and medium sized ones, wants to spend time/money on a vendor to make small changes in their software like the adding a new field or changing the field's name. With dynamic fields, you can simply make the changes yourself, no coding background required. “You can track data you care about from day one,” said Rachel Lorencz, Product Manager at Casebook. Whether you’re a manager trying to measure your caseworkers’ progress or another staff member gathering information for a grant report, you need a case management software flexible enough to adapt to your lingo and to meet your reporting needs. Maybe a licensing agency wants you to track your clients’ credentials status. Or a funder might request new information to track for an upcoming grant report. “It’s very hard to add new things, to update [other software],” Lorencz said, “You have to pay money to do that. With Casebook, you can do it immediately. And you have total control of it, no matter how big or small your organization is.” “Casebook is for organizations of all sizes because it is accessible to those who cannot afford paying for custom build-outs of large CRM systems but also powerful enough to scale with larger companies who want to control their data processes,” said Ninad Amondikar, Data Product Manager at Casebook. Even if you’re transitioning from paper records to an electronic database, dynamic fields, as well as all of Casebook’s capabilities, are easy to implement. If you do need support, the Customer Success team is available to answer any questions. But don’t take our word for it. As one Casebook partner told Amondikar, “You've done an amazing job giving us a suite of tools and now we can go back and use it to map our processes to it to save time and make things easier.” 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. Intro Ilana Novick Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... When you work in social services, using the right language is essential. Even if you’ve been in the same field for a few years, changing jobs might involve memorizing completely different sets of terms than the ones you’re used to, even for the same situation. Two child services agencies might call the same set of caregivers a [foster family] vs a [resource family]. This can cause confusion in the data which may lead to creating the same file over and over under different names. This is one of the reasons why Casebook created dynamic fields. With dynamic fields, Casebook users can configure the software to meet their specific data needs, adding brand new fields with just a few clicks. No organization, especially small and medium sized ones, wants to spend time/money on a vendor to make small changes in their software like the adding a new field or changing the field's name. With dynamic fields, you can simply make the changes yourself, no coding background required. “You can track data you care about from day one,” said Rachel Lorencz, Product Manager at Casebook. Whether you’re a manager trying to measure your caseworkers’ progress or another staff member gathering information for a grant report, you need a case management software flexible enough to adapt to your lingo and to meet your reporting needs. Maybe a licensing agency wants you to track your clients’ credentials status. Or a funder might request new information to track for an upcoming grant report. “It’s very hard to add new things, to update [other software],” Lorencz said, “You have to pay money to do that. With Casebook, you can do it immediately. And you have total control of it, no matter how big or small your organization is.” “Casebook is for organizations of all sizes because it is accessible to those who cannot afford paying for custom build-outs of large CRM systems but also powerful enough to scale with larger companies who want to control their data processes,” said Ninad Amondikar, Data Product Manager at Casebook. Even if you’re transitioning from paper records to an electronic database, dynamic fields, as well as all of Casebook’s capabilities, are easy to implement. If you do need support, the Customer Success team is available to answer any questions. But don’t take our word for it. As one Casebook partner told Amondikar, “You've done an amazing job giving us a suite of tools and now we can go back and use it to map our processes to it to save time and make things easier.” 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. Intro Ilana Novick Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... When you work in social services, using the right language is essential. Even if you’ve been in the same field for a few years, changing jobs might involve memorizing completely different sets of terms than the ones you’re used to, even for the same situation. Two child services agencies might call the same set of caregivers a [foster family] vs a [resource family]. This can cause confusion in the data which may lead to creating the same file over and over under different names. This is one of the reasons why Casebook created dynamic fields. With dynamic fields, Casebook users can configure the software to meet their specific data needs, adding brand new fields with just a few clicks. No organization, especially small and medium sized ones, wants to spend time/money on a vendor to make small changes in their software like the adding a new field or changing the field's name. With dynamic fields, you can simply make the changes yourself, no coding background required. “You can track data you care about from day one,” said Rachel Lorencz, Product Manager at Casebook. Whether you’re a manager trying to measure your caseworkers’ progress or another staff member gathering information for a grant report, you need a case management software flexible enough to adapt to your lingo and to meet your reporting needs. Maybe a licensing agency wants you to track your clients’ credentials status. Or a funder might request new information to track for an upcoming grant report. “It’s very hard to add new things, to update [other software],” Lorencz said, “You have to pay money to do that. With Casebook, you can do it immediately. And you have total control of it, no matter how big or small your organization is.” “Casebook is for organizations of all sizes because it is accessible to those who cannot afford paying for custom build-outs of large CRM systems but also powerful enough to scale with larger companies who want to control their data processes,” said Ninad Amondikar, Data Product Manager at Casebook. Even if you’re transitioning from paper records to an electronic database, dynamic fields, as well as all of Casebook’s capabilities, are easy to implement. If you do need support, the Customer Success team is available to answer any questions. But don’t take our word for it. As one Casebook partner told Amondikar, “You've done an amazing job giving us a suite of tools and now we can go back and use it to map our processes to it to save time and make things easier.” 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. Intro Ilana Novick Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... When you work in social services, using the right language is essential. Even if you’ve been in the same field for a few years, changing jobs might involve memorizing completely different sets of terms than the ones you’re used to, even for the same situation. Two child services agencies might call the same set of caregivers a [foster family] vs a [resource family]. This can cause confusion in the data which may lead to creating the same file over and over under different names. This is one of the reasons why Casebook created dynamic fields. With dynamic fields, Casebook users can configure the software to meet their specific data needs, adding brand new fields with just a few clicks. No organization, especially small and medium sized ones, wants to spend time/money on a vendor to make small changes in their software like the adding a new field or changing the field's name. With dynamic fields, you can simply make the changes yourself, no coding background required. “You can track data you care about from day one,” said Rachel Lorencz, Product Manager at Casebook. Whether you’re a manager trying to measure your caseworkers’ progress or another staff member gathering information for a grant report, you need a case management software flexible enough to adapt to your lingo and to meet your reporting needs. Maybe a licensing agency wants you to track your clients’ credentials status. Or a funder might request new information to track for an upcoming grant report. “It’s very hard to add new things, to update [other software],” Lorencz said, “You have to pay money to do that. With Casebook, you can do it immediately. And you have total control of it, no matter how big or small your organization is.” “Casebook is for organizations of all sizes because it is accessible to those who cannot afford paying for custom build-outs of large CRM systems but also powerful enough to scale with larger companies who want to control their data processes,” said Ninad Amondikar, Data Product Manager at Casebook. Even if you’re transitioning from paper records to an electronic database, dynamic fields, as well as all of Casebook’s capabilities, are easy to implement. If you do need support, the Customer Success team is available to answer any questions. But don’t take our word for it. As one Casebook partner told Amondikar, “You've done an amazing job giving us a suite of tools and now we can go back and use it to map our processes to it to save time and make things easier.” 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. Intro Ilana Novick Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... When you work in social services, using the right language is essential. Even if you’ve been in the same field for a few years, changing jobs might involve memorizing completely different sets of terms than the ones you’re used to, even for the same situation. Two child services agencies might call the same set of caregivers a [foster family] vs a [resource family]. This can cause confusion in the data which may lead to creating the same file over and over under different names. This is one of the reasons why Casebook created dynamic fields. With dynamic fields, Casebook users can configure the software to meet their specific data needs, adding brand new fields with just a few clicks. No organization, especially small and medium sized ones, wants to spend time/money on a vendor to make small changes in their software like the adding a new field or changing the field's name. With dynamic fields, you can simply make the changes yourself, no coding background required. “You can track data you care about from day one,” said Rachel Lorencz, Product Manager at Casebook. Whether you’re a manager trying to measure your caseworkers’ progress or another staff member gathering information for a grant report, you need a case management software flexible enough to adapt to your lingo and to meet your reporting needs. Maybe a licensing agency wants you to track your clients’ credentials status. Or a funder might request new information to track for an upcoming grant report. “It’s very hard to add new things, to update [other software],” Lorencz said, “You have to pay money to do that. With Casebook, you can do it immediately. And you have total control of it, no matter how big or small your organization is.” “Casebook is for organizations of all sizes because it is accessible to those who cannot afford paying for custom build-outs of large CRM systems but also powerful enough to scale with larger companies who want to control their data processes,” said Ninad Amondikar, Data Product Manager at Casebook. Even if you’re transitioning from paper records to an electronic database, dynamic fields, as well as all of Casebook’s capabilities, are easy to implement. If you do need support, the Customer Success team is available to answer any questions. But don’t take our word for it. As one Casebook partner told Amondikar, “You've done an amazing job giving us a suite of tools and now we can go back and use it to map our processes to it to save time and make things easier.” 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. Intro Ilana Novick Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... When you work in social services, using the right language is essential. Even if you’ve been in the same field for a few years, changing jobs might involve memorizing completely different sets of terms than the ones you’re used to, even for the same situation. Two child services agencies might call the same set of caregivers a [foster family] vs a [resource family]. This can cause confusion in the data which may lead to creating the same file over and over under different names. This is one of the reasons why Casebook created dynamic fields. With dynamic fields, Casebook users can configure the software to meet their specific data needs, adding brand new fields with just a few clicks. No organization, especially small and medium sized ones, wants to spend time/money on a vendor to make small changes in their software like the adding a new field or changing the field's name. With dynamic fields, you can simply make the changes yourself, no coding background required. “You can track data you care about from day one,” said Rachel Lorencz, Product Manager at Casebook. Whether you’re a manager trying to measure your caseworkers’ progress or another staff member gathering information for a grant report, you need a case management software flexible enough to adapt to your lingo and to meet your reporting needs. Maybe a licensing agency wants you to track your clients’ credentials status. Or a funder might request new information to track for an upcoming grant report. “It’s very hard to add new things, to update [other software],” Lorencz said, “You have to pay money to do that. With Casebook, you can do it immediately. And you have total control of it, no matter how big or small your organization is.” “Casebook is for organizations of all sizes because it is accessible to those who cannot afford paying for custom build-outs of large CRM systems but also powerful enough to scale with larger companies who want to control their data processes,” said Ninad Amondikar, Data Product Manager at Casebook. Even if you’re transitioning from paper records to an electronic database, dynamic fields, as well as all of Casebook’s capabilities, are easy to implement. If you do need support, the Customer Success team is available to answer any questions. But don’t take our word for it. As one Casebook partner told Amondikar, “You've done an amazing job giving us a suite of tools and now we can go back and use it to map our processes to it to save time and make things easier.”
by Ilana Novick 10 min read

cb Reporting: Data That Matters

Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensu...
Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers need to track staff and program progress to achieve organizational goals. For organizations without dedicated data staff however, reporting can be expensive, time consuming, and a drain on teams hired to serve their communities, not crunch numbers. Casebook’s new cb Reporting feature can help. With multiple pre-built reports and out-of-the-box dashboards, it’s easy to start gathering and analyzing data immediately. The dashboards are like the front page of cb Reporting, capturing a snapshot of key metrics an organization is tracking at a given time. The pre-built reports allow users to dig deeper on the information managers, funders, and other stakeholders might require as part of evaluation and fundraising. “Casebook's reporting capabilities are intended for all people in the human services field,” said Ninad Amondikar, Data Product Manager at Casebook PBC, and for organizations of all sizes. Dashboards and pre-built reports don’t require extensive knowledge of data analysis. “Someone who may not have any comfort with data can go into cb Reporting and leverage our library of pre-built reports,” Amondikar added. “It reduces the time that agency supervisors and program administrators spend time setting up reports. The upfront investment required is minimal.” cb Reporting works in collaboration with the rest of Casebook’s product suite, taking data from the other modules, and turning them into customizable reports, covering the entire lifecycle of case management, which is critical for building comprehensive reports. These reports and dashboards were created with the most essential human services reporting needs in mind. Reports are pre-built however, this doesn’t mean that there isn’t room for customization. If an organization wants to run a report that includes some but not all of the metrics in a pre-built one, they can simply filter out the information they don’t need with the click of a button. If, for example, a manager wants to filter a particular report by race but not age, they can un-click the checkbox for age. Or, if a funder requests a specific new datapoint, it can be easily added. Users can save the changes for easy access in the future. This frees workers to continue their work in the field, using Casebook’s data entry system, while managers and administrators can easily track what’s happening without hovering over their staff's shoulders or attempting to be in multiple places at once. Dashboards and pre-built reports are also important for grant reporting. As Amondikar explained, “the majority of our users, and the organizations that we work with, are grant funded. And grant funding can vary based on the type of activities that they do, and their requirements for reporting impact can vary based on the funder itself.” With pre-built reports, organizations can easily start reporting out how their activities are meeting grant requirements. Whether funders want stats on service delivery, demographics, client interactions, or any other data, reports and dashboards take the stress out of data collection, analysis and reporting for organizations of any size./p> Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers need to track staff and program progress to achieve organizational goals. For organizations without dedicated data staff however, reporting can be expensive, time consuming, and a drain on teams hired to serve their communities, not crunch numbers. Casebook’s new cb Reporting feature can help. With multiple pre-built reports and out-of-the-box dashboards, it’s easy to start gathering and analyzing data immediately. The dashboards are like the front page of cb Reporting, capturing a snapshot of key metrics an organization is tracking at a given time. The pre-built reports allow users to dig deeper on the information managers, funders, and other stakeholders might require as part of evaluation and fundraising. “Casebook's reporting capabilities are intended for all people in the human services field,” said Ninad Amondikar, Data Product Manager at Casebook PBC, and for organizations of all sizes. Dashboards and pre-built reports don’t require extensive knowledge of data analysis. “Someone who may not have any comfort with data can go into cb Reporting and leverage our library of pre-built reports,” Amondikar added. “It reduces the time that agency supervisors and program administrators spend time setting up reports. The upfront investment required is minimal.” cb Reporting works in collaboration with the rest of Casebook’s product suite, taking data from the other modules, and turning them into customizable reports, covering the entire lifecycle of case management, which is critical for building comprehensive reports. These reports and dashboards were created with the most essential human services reporting needs in mind. Reports are pre-built however, this doesn’t mean that there isn’t room for customization. If an organization wants to run a report that includes some but not all of the metrics in a pre-built one, they can simply filter out the information they don’t need with the click of a button. If, for example, a manager wants to filter a particular report by race but not age, they can un-click the checkbox for age. Or, if a funder requests a specific new datapoint, it can be easily added. Users can save the changes for easy access in the future. This frees workers to continue their work in the field, using Casebook’s data entry system, while managers and administrators can easily track what’s happening without hovering over their staff's shoulders or attempting to be in multiple places at once. Dashboards and pre-built reports are also important for grant reporting. As Amondikar explained, “the majority of our users, and the organizations that we work with, are grant funded. And grant funding can vary based on the type of activities that they do, and their requirements for reporting impact can vary based on the funder itself.” With pre-built reports, organizations can easily start reporting out how their activities are meeting grant requirements. Whether funders want stats on service delivery, demographics, client interactions, or any other data, reports and dashboards take the stress out of data collection, analysis and reporting for organizations of any size./p> Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers need to track staff and program progress to achieve organizational goals. For organizations without dedicated data staff however, reporting can be expensive, time consuming, and a drain on teams hired to serve their communities, not crunch numbers. Casebook’s new cb Reporting feature can help. With multiple pre-built reports and out-of-the-box dashboards, it’s easy to start gathering and analyzing data immediately. The dashboards are like the front page of cb Reporting, capturing a snapshot of key metrics an organization is tracking at a given time. The pre-built reports allow users to dig deeper on the information managers, funders, and other stakeholders might require as part of evaluation and fundraising. “Casebook's reporting capabilities are intended for all people in the human services field,” said Ninad Amondikar, Data Product Manager at Casebook PBC, and for organizations of all sizes. Dashboards and pre-built reports don’t require extensive knowledge of data analysis. “Someone who may not have any comfort with data can go into cb Reporting and leverage our library of pre-built reports,” Amondikar added. “It reduces the time that agency supervisors and program administrators spend time setting up reports. The upfront investment required is minimal.” cb Reporting works in collaboration with the rest of Casebook’s product suite, taking data from the other modules, and turning them into customizable reports, covering the entire lifecycle of case management, which is critical for building comprehensive reports. These reports and dashboards were created with the most essential human services reporting needs in mind. Reports are pre-built however, this doesn’t mean that there isn’t room for customization. If an organization wants to run a report that includes some but not all of the metrics in a pre-built one, they can simply filter out the information they don’t need with the click of a button. If, for example, a manager wants to filter a particular report by race but not age, they can un-click the checkbox for age. Or, if a funder requests a specific new datapoint, it can be easily added. Users can save the changes for easy access in the future. This frees workers to continue their work in the field, using Casebook’s data entry system, while managers and administrators can easily track what’s happening without hovering over their staff's shoulders or attempting to be in multiple places at once. Dashboards and pre-built reports are also important for grant reporting. As Amondikar explained, “the majority of our users, and the organizations that we work with, are grant funded. And grant funding can vary based on the type of activities that they do, and their requirements for reporting impact can vary based on the funder itself.” With pre-built reports, organizations can easily start reporting out how their activities are meeting grant requirements. Whether funders want stats on service delivery, demographics, client interactions, or any other data, reports and dashboards take the stress out of data collection, analysis and reporting for organizations of any size./p> Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers need to track staff and program progress to achieve organizational goals. For organizations without dedicated data staff however, reporting can be expensive, time consuming, and a drain on teams hired to serve their communities, not crunch numbers. Casebook’s new cb Reporting feature can help. With multiple pre-built reports and out-of-the-box dashboards, it’s easy to start gathering and analyzing data immediately. The dashboards are like the front page of cb Reporting, capturing a snapshot of key metrics an organization is tracking at a given time. The pre-built reports allow users to dig deeper on the information managers, funders, and other stakeholders might require as part of evaluation and fundraising. “Casebook's reporting capabilities are intended for all people in the human services field,” said Ninad Amondikar, Data Product Manager at Casebook PBC, and for organizations of all sizes. Dashboards and pre-built reports don’t require extensive knowledge of data analysis. “Someone who may not have any comfort with data can go into cb Reporting and leverage our library of pre-built reports,” Amondikar added. “It reduces the time that agency supervisors and program administrators spend time setting up reports. The upfront investment required is minimal.” cb Reporting works in collaboration with the rest of Casebook’s product suite, taking data from the other modules, and turning them into customizable reports, covering the entire lifecycle of case management, which is critical for building comprehensive reports. These reports and dashboards were created with the most essential human services reporting needs in mind. Reports are pre-built however, this doesn’t mean that there isn’t room for customization. If an organization wants to run a report that includes some but not all of the metrics in a pre-built one, they can simply filter out the information they don’t need with the click of a button. If, for example, a manager wants to filter a particular report by race but not age, they can un-click the checkbox for age. Or, if a funder requests a specific new datapoint, it can be easily added. Users can save the changes for easy access in the future. This frees workers to continue their work in the field, using Casebook’s data entry system, while managers and administrators can easily track what’s happening without hovering over their staff's shoulders or attempting to be in multiple places at once. Dashboards and pre-built reports are also important for grant reporting. As Amondikar explained, “the majority of our users, and the organizations that we work with, are grant funded. And grant funding can vary based on the type of activities that they do, and their requirements for reporting impact can vary based on the funder itself.” With pre-built reports, organizations can easily start reporting out how their activities are meeting grant requirements. Whether funders want stats on service delivery, demographics, client interactions, or any other data, reports and dashboards take the stress out of data collection, analysis and reporting for organizations of any size./p> Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers need to track staff and program progress to achieve organizational goals. For organizations without dedicated data staff however, reporting can be expensive, time consuming, and a drain on teams hired to serve their communities, not crunch numbers. Casebook’s new cb Reporting feature can help. With multiple pre-built reports and out-of-the-box dashboards, it’s easy to start gathering and analyzing data immediately. The dashboards are like the front page of cb Reporting, capturing a snapshot of key metrics an organization is tracking at a given time. The pre-built reports allow users to dig deeper on the information managers, funders, and other stakeholders might require as part of evaluation and fundraising. “Casebook's reporting capabilities are intended for all people in the human services field,” said Ninad Amondikar, Data Product Manager at Casebook PBC, and for organizations of all sizes. Dashboards and pre-built reports don’t require extensive knowledge of data analysis. “Someone who may not have any comfort with data can go into cb Reporting and leverage our library of pre-built reports,” Amondikar added. “It reduces the time that agency supervisors and program administrators spend time setting up reports. The upfront investment required is minimal.” cb Reporting works in collaboration with the rest of Casebook’s product suite, taking data from the other modules, and turning them into customizable reports, covering the entire lifecycle of case management, which is critical for building comprehensive reports. These reports and dashboards were created with the most essential human services reporting needs in mind. Reports are pre-built however, this doesn’t mean that there isn’t room for customization. If an organization wants to run a report that includes some but not all of the metrics in a pre-built one, they can simply filter out the information they don’t need with the click of a button. If, for example, a manager wants to filter a particular report by race but not age, they can un-click the checkbox for age. Or, if a funder requests a specific new datapoint, it can be easily added. Users can save the changes for easy access in the future. This frees workers to continue their work in the field, using Casebook’s data entry system, while managers and administrators can easily track what’s happening without hovering over their staff's shoulders or attempting to be in multiple places at once. Dashboards and pre-built reports are also important for grant reporting. As Amondikar explained, “the majority of our users, and the organizations that we work with, are grant funded. And grant funding can vary based on the type of activities that they do, and their requirements for reporting impact can vary based on the funder itself.” With pre-built reports, organizations can easily start reporting out how their activities are meeting grant requirements. Whether funders want stats on service delivery, demographics, client interactions, or any other data, reports and dashboards take the stress out of data collection, analysis and reporting for organizations of any size./p> Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers need to track staff and program progress to achieve organizational goals. For organizations without dedicated data staff however, reporting can be expensive, time consuming, and a drain on teams hired to serve their communities, not crunch numbers. Casebook’s new cb Reporting feature can help. With multiple pre-built reports and out-of-the-box dashboards, it’s easy to start gathering and analyzing data immediately. The dashboards are like the front page of cb Reporting, capturing a snapshot of key metrics an organization is tracking at a given time. The pre-built reports allow users to dig deeper on the information managers, funders, and other stakeholders might require as part of evaluation and fundraising. “Casebook's reporting capabilities are intended for all people in the human services field,” said Ninad Amondikar, Data Product Manager at Casebook PBC, and for organizations of all sizes. Dashboards and pre-built reports don’t require extensive knowledge of data analysis. “Someone who may not have any comfort with data can go into cb Reporting and leverage our library of pre-built reports,” Amondikar added. “It reduces the time that agency supervisors and program administrators spend time setting up reports. The upfront investment required is minimal.” cb Reporting works in collaboration with the rest of Casebook’s product suite, taking data from the other modules, and turning them into customizable reports, covering the entire lifecycle of case management, which is critical for building comprehensive reports. These reports and dashboards were created with the most essential human services reporting needs in mind. Reports are pre-built however, this doesn’t mean that there isn’t room for customization. If an organization wants to run a report that includes some but not all of the metrics in a pre-built one, they can simply filter out the information they don’t need with the click of a button. If, for example, a manager wants to filter a particular report by race but not age, they can un-click the checkbox for age. Or, if a funder requests a specific new datapoint, it can be easily added. Users can save the changes for easy access in the future. This frees workers to continue their work in the field, using Casebook’s data entry system, while managers and administrators can easily track what’s happening without hovering over their staff's shoulders or attempting to be in multiple places at once. Dashboards and pre-built reports are also important for grant reporting. As Amondikar explained, “the majority of our users, and the organizations that we work with, are grant funded. And grant funding can vary based on the type of activities that they do, and their requirements for reporting impact can vary based on the funder itself.” With pre-built reports, organizations can easily start reporting out how their activities are meeting grant requirements. Whether funders want stats on service delivery, demographics, client interactions, or any other data, reports and dashboards take the stress out of data collection, analysis and reporting for organizations of any size./p> Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers need to track staff and program progress to achieve organizational goals. For organizations without dedicated data staff however, reporting can be expensive, time consuming, and a drain on teams hired to serve their communities, not crunch numbers. Casebook’s new cb Reporting feature can help. With multiple pre-built reports and out-of-the-box dashboards, it’s easy to start gathering and analyzing data immediately. The dashboards are like the front page of cb Reporting, capturing a snapshot of key metrics an organization is tracking at a given time. The pre-built reports allow users to dig deeper on the information managers, funders, and other stakeholders might require as part of evaluation and fundraising. “Casebook's reporting capabilities are intended for all people in the human services field,” said Ninad Amondikar, Data Product Manager at Casebook PBC, and for organizations of all sizes. Dashboards and pre-built reports don’t require extensive knowledge of data analysis. “Someone who may not have any comfort with data can go into cb Reporting and leverage our library of pre-built reports,” Amondikar added. “It reduces the time that agency supervisors and program administrators spend time setting up reports. The upfront investment required is minimal.” cb Reporting works in collaboration with the rest of Casebook’s product suite, taking data from the other modules, and turning them into customizable reports, covering the entire lifecycle of case management, which is critical for building comprehensive reports. These reports and dashboards were created with the most essential human services reporting needs in mind. Reports are pre-built however, this doesn’t mean that there isn’t room for customization. If an organization wants to run a report that includes some but not all of the metrics in a pre-built one, they can simply filter out the information they don’t need with the click of a button. If, for example, a manager wants to filter a particular report by race but not age, they can un-click the checkbox for age. Or, if a funder requests a specific new datapoint, it can be easily added. Users can save the changes for easy access in the future. This frees workers to continue their work in the field, using Casebook’s data entry system, while managers and administrators can easily track what’s happening without hovering over their staff's shoulders or attempting to be in multiple places at once. Dashboards and pre-built reports are also important for grant reporting. As Amondikar explained, “the majority of our users, and the organizations that we work with, are grant funded. And grant funding can vary based on the type of activities that they do, and their requirements for reporting impact can vary based on the funder itself.” With pre-built reports, organizations can easily start reporting out how their activities are meeting grant requirements. Whether funders want stats on service delivery, demographics, client interactions, or any other data, reports and dashboards take the stress out of data collection, analysis and reporting for organizations of any size./p> Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers need to track staff and program progress to achieve organizational goals. For organizations without dedicated data staff however, reporting can be expensive, time consuming, and a drain on teams hired to serve their communities, not crunch numbers. Casebook’s new cb Reporting feature can help. With multiple pre-built reports and out-of-the-box dashboards, it’s easy to start gathering and analyzing data immediately. The dashboards are like the front page of cb Reporting, capturing a snapshot of key metrics an organization is tracking at a given time. The pre-built reports allow users to dig deeper on the information managers, funders, and other stakeholders might require as part of evaluation and fundraising. “Casebook's reporting capabilities are intended for all people in the human services field,” said Ninad Amondikar, Data Product Manager at Casebook PBC, and for organizations of all sizes. Dashboards and pre-built reports don’t require extensive knowledge of data analysis. “Someone who may not have any comfort with data can go into cb Reporting and leverage our library of pre-built reports,” Amondikar added. “It reduces the time that agency supervisors and program administrators spend time setting up reports. The upfront investment required is minimal.” cb Reporting works in collaboration with the rest of Casebook’s product suite, taking data from the other modules, and turning them into customizable reports, covering the entire lifecycle of case management, which is critical for building comprehensive reports. These reports and dashboards were created with the most essential human services reporting needs in mind. Reports are pre-built however, this doesn’t mean that there isn’t room for customization. If an organization wants to run a report that includes some but not all of the metrics in a pre-built one, they can simply filter out the information they don’t need with the click of a button. If, for example, a manager wants to filter a particular report by race but not age, they can un-click the checkbox for age. Or, if a funder requests a specific new datapoint, it can be easily added. Users can save the changes for easy access in the future. This frees workers to continue their work in the field, using Casebook’s data entry system, while managers and administrators can easily track what’s happening without hovering over their staff's shoulders or attempting to be in multiple places at once. Dashboards and pre-built reports are also important for grant reporting. As Amondikar explained, “the majority of our users, and the organizations that we work with, are grant funded. And grant funding can vary based on the type of activities that they do, and their requirements for reporting impact can vary based on the funder itself.” With pre-built reports, organizations can easily start reporting out how their activities are meeting grant requirements. Whether funders want stats on service delivery, demographics, client interactions, or any other data, reports and dashboards take the stress out of data collection, analysis and reporting for organizations of any size./p> Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers need to track staff and program progress to achieve organizational goals. For organizations without dedicated data staff however, reporting can be expensive, time consuming, and a drain on teams hired to serve their communities, not crunch numbers. Casebook’s new cb Reporting feature can help. With multiple pre-built reports and out-of-the-box dashboards, it’s easy to start gathering and analyzing data immediately. The dashboards are like the front page of cb Reporting, capturing a snapshot of key metrics an organization is tracking at a given time. The pre-built reports allow users to dig deeper on the information managers, funders, and other stakeholders might require as part of evaluation and fundraising. “Casebook's reporting capabilities are intended for all people in the human services field,” said Ninad Amondikar, Data Product Manager at Casebook PBC, and for organizations of all sizes. Dashboards and pre-built reports don’t require extensive knowledge of data analysis. “Someone who may not have any comfort with data can go into cb Reporting and leverage our library of pre-built reports,” Amondikar added. “It reduces the time that agency supervisors and program administrators spend time setting up reports. The upfront investment required is minimal.” cb Reporting works in collaboration with the rest of Casebook’s product suite, taking data from the other modules, and turning them into customizable reports, covering the entire lifecycle of case management, which is critical for building comprehensive reports. These reports and dashboards were created with the most essential human services reporting needs in mind. Reports are pre-built however, this doesn’t mean that there isn’t room for customization. If an organization wants to run a report that includes some but not all of the metrics in a pre-built one, they can simply filter out the information they don’t need with the click of a button. If, for example, a manager wants to filter a particular report by race but not age, they can un-click the checkbox for age. Or, if a funder requests a specific new datapoint, it can be easily added. Users can save the changes for easy access in the future. This frees workers to continue their work in the field, using Casebook’s data entry system, while managers and administrators can easily track what’s happening without hovering over their staff's shoulders or attempting to be in multiple places at once. Dashboards and pre-built reports are also important for grant reporting. As Amondikar explained, “the majority of our users, and the organizations that we work with, are grant funded. And grant funding can vary based on the type of activities that they do, and their requirements for reporting impact can vary based on the funder itself.” With pre-built reports, organizations can easily start reporting out how their activities are meeting grant requirements. Whether funders want stats on service delivery, demographics, client interactions, or any other data, reports and dashboards take the stress out of data collection, analysis and reporting for organizations of any size./p> Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Ilana Novick is a journalist and writer based in New York City. Her writing has appeared in Vice, AlterNet,.... Evaluation, reporting, and data management are a necessary part of life in the social services field. Funders want to measure the impact of their donations, licensing agencies need to ensure professional standards are met, and managers need to track staff and program progress to achieve organizational goals. For organizations without dedicated data staff however, reporting can be expensive, time consuming, and a drain on teams hired to serve their communities, not crunch numbers. Casebook’s new cb Reporting feature can help. With multiple pre-built reports and out-of-the-box dashboards, it’s easy to start gathering and analyzing data immediately. The dashboards are like the front page of cb Reporting, capturing a snapshot of key metrics an organization is tracking at a given time. The pre-built reports allow users to dig deeper on the information managers, funders, and other stakeholders might require as part of evaluation and fundraising. “Casebook's reporting capabilities are intended for all people in the human services field,” said Ninad Amondikar, Data Product Manager at Casebook PBC, and for organizations of all sizes. Dashboards and pre-built reports don’t require extensive knowledge of data analysis. “Someone who may not have any comfort with data can go into cb Reporting and leverage our library of pre-built reports,” Amondikar added. “It reduces the time that agency supervisors and program administrators spend time setting up reports. The upfront investment required is minimal.” cb Reporting works in collaboration with the rest of Casebook’s product suite, taking data from the other modules, and turning them into customizable reports, covering the entire lifecycle of case management, which is critical for building comprehensive reports. These reports and dashboards were created with the most essential human services reporting needs in mind. Reports are pre-built however, this doesn’t mean that there isn’t room for customization. If an organization wants to run a report that includes some but not all of the metrics in a pre-built one, they can simply filter out the information they don’t need with the click of a button. If, for example, a manager wants to filter a particular report by race but not age, they can un-click the checkbox for age. Or, if a funder requests a specific new datapoint, it can be easily added. Users can save the changes for easy access in the future. This frees workers to continue their work in the field, using Casebook’s data entry system, while managers and administrators can easily track what’s happening without hovering over their staff's shoulders or attempting to be in multiple places at once. Dashboards and pre-built reports are also important for grant reporting. As Amondikar explained, “the majority of our users, and the organizations that we work with, are grant funded. And grant funding can vary based on the type of activities that they do, and their requirements for reporting impact can vary based on the funder itself.” With pre-built reports, organizations can easily start reporting out how their activities are meeting grant requirements. Whether funders want stats on service delivery, demographics, client interactions, or any other data, reports and dashboards take the stress out of data collection, analysis and reporting for organizations of any size./p>
by Ilana Novick 13 min read

Transitioning Out of Foster Care and Into Opportunity

How to best serve the needs of youth aging out of foster care? The law may believe they’re old enough for independent living, but in reality the barriers to doing so can feel insurmountable. It’s a challenging question for even the most seasoned child welfare professionals, but there are actions tha...
How to best serve the needs of youth aging out of foster care? The law may believe they’re old enough for independent living, but in reality the barriers to doing so can feel insurmountable. It’s a challenging question for even the most seasoned child welfare professionals, but there are actions that government agencies and non-profit organizations can take that tangibly improve the lives of transition- age youth. Below are a few examples of what social service agencies can do, from programs around the country. Extend the age of eligibility for services in all states: More time means more access to the other factors discussed below including housing assistance, education opportunities, and job training. A 2010 University of Chicago study of transition-age youth in Illinois and Wisconsin found that “the number of years a youth remained in care from age 18 to 21 is positively associated with wages...youth remaining in care attain higher educational credentials and earn higher wages.” Facilitate social capital and connections: How many of us had a family member, teacher, or mentor guide us through milestones like finding our first apartment, opening a bank account, looking for a job, even finding mental health care? Long-term support networks are critical for all of our development, but often harder to access for foster age youth. A 2017 report from Child Trends cites the Southern California Foster Family and Adoption Agency as an example of an organization that breaks that pattern. Their programs include the Foster Alumni co-Mentoring Experience (FACE), which pairs youth in transition with alumni who have previously aged out, providing youth in foster not only with a mentor, but one who understands their unique situation and can help guide them through it. Provide transitional and supportive housing, financial literacy, healthcare, and access to transportation: A 2014 report from the American Youth Policy Forum (AYPF) calls this category permanency support. It’s the foundation on which all of the other important factors are built. After all, you can’t apply for a job if you don’t have an address, and it’s harder to get paid if you don’t have a bank account. Covenant House, an organization with branches across North and Central America, developed their Continuum of Care services with that in mind, including an 18 month long semi-independent housing program that includes classes ranging from cooking to saving money. Expand access to and funding for post-secondary education, job training, and obtaining employment: Many states offer some kind of post-secondary school and support, but only 17 provide state-funded scholarships for transition-age youth, and not all pair education with employment support and training, or professional mentorship. Exceptions include Friends of Foster Care which pairs internship participants with mentors, in Arizona, and Virginia’s Great Expectations program that starts in high school. Great Expectations helps youth gain access to community college education, supports them while they’re in school, and provides additional services that help ease the transition from foster care to independent living. How to best serve the needs of youth aging out of foster care? The law may believe they’re old enough for independent living, but in reality the barriers to doing so can feel insurmountable. It’s a challenging question for even the most seasoned child welfare professionals, but there are actions that government agencies and non-profit organizations can take that tangibly improve the lives of transition- age youth. Below are a few examples of what social service agencies can do, from programs around the country. Extend the age of eligibility for services in all states: More time means more access to the other factors discussed below including housing assistance, education opportunities, and job training. A 2010 University of Chicago study of transition-age youth in Illinois and Wisconsin found that “the number of years a youth remained in care from age 18 to 21 is positively associated with wages...youth remaining in care attain higher educational credentials and earn higher wages.” Facilitate social capital and connections: How many of us had a family member, teacher, or mentor guide us through milestones like finding our first apartment, opening a bank account, looking for a job, even finding mental health care? Long-term support networks are critical for all of our development, but often harder to access for foster age youth. A 2017 report from Child Trends cites the Southern California Foster Family and Adoption Agency as an example of an organization that breaks that pattern. Their programs include the Foster Alumni co-Mentoring Experience (FACE), which pairs youth in transition with alumni who have previously aged out, providing youth in foster not only with a mentor, but one who understands their unique situation and can help guide them through it. Provide transitional and supportive housing, financial literacy, healthcare, and access to transportation: A 2014 report from the American Youth Policy Forum (AYPF) calls this category permanency support. It’s the foundation on which all of the other important factors are built. After all, you can’t apply for a job if you don’t have an address, and it’s harder to get paid if you don’t have a bank account. Covenant House, an organization with branches across North and Central America, developed their Continuum of Care services with that in mind, including an 18 month long semi-independent housing program that includes classes ranging from cooking to saving money. Expand access to and funding for post-secondary education, job training, and obtaining employment: Many states offer some kind of post-secondary school and support, but only 17 provide state-funded scholarships for transition-age youth, and not all pair education with employment support and training, or professional mentorship. Exceptions include Friends of Foster Care which pairs internship participants with mentors, in Arizona, and Virginia’s Great Expectations program that starts in high school. Great Expectations helps youth gain access to community college education, supports them while they’re in school, and provides additional services that help ease the transition from foster care to independent living. How to best serve the needs of youth aging out of foster care? The law may believe they’re old enough for independent living, but in reality the barriers to doing so can feel insurmountable. It’s a challenging question for even the most seasoned child welfare professionals, but there are actions that government agencies and non-profit organizations can take that tangibly improve the lives of transition- age youth. Below are a few examples of what social service agencies can do, from programs around the country. Extend the age of eligibility for services in all states: More time means more access to the other factors discussed below including housing assistance, education opportunities, and job training. A 2010 University of Chicago study of transition-age youth in Illinois and Wisconsin found that “the number of years a youth remained in care from age 18 to 21 is positively associated with wages...youth remaining in care attain higher educational credentials and earn higher wages.” Facilitate social capital and connections: How many of us had a family member, teacher, or mentor guide us through milestones like finding our first apartment, opening a bank account, looking for a job, even finding mental health care? Long-term support networks are critical for all of our development, but often harder to access for foster age youth. A 2017 report from Child Trends cites the Southern California Foster Family and Adoption Agency as an example of an organization that breaks that pattern. Their programs include the Foster Alumni co-Mentoring Experience (FACE), which pairs youth in transition with alumni who have previously aged out, providing youth in foster not only with a mentor, but one who understands their unique situation and can help guide them through it. Provide transitional and supportive housing, financial literacy, healthcare, and access to transportation: A 2014 report from the American Youth Policy Forum (AYPF) calls this category permanency support. It’s the foundation on which all of the other important factors are built. After all, you can’t apply for a job if you don’t have an address, and it’s harder to get paid if you don’t have a bank account. Covenant House, an organization with branches across North and Central America, developed their Continuum of Care services with that in mind, including an 18 month long semi-independent housing program that includes classes ranging from cooking to saving money. Expand access to and funding for post-secondary education, job training, and obtaining employment: Many states offer some kind of post-secondary school and support, but only 17 provide state-funded scholarships for transition-age youth, and not all pair education with employment support and training, or professional mentorship. Exceptions include Friends of Foster Care which pairs internship participants with mentors, in Arizona, and Virginia’s Great Expectations program that starts in high school. Great Expectations helps youth gain access to community college education, supports them while they’re in school, and provides additional services that help ease the transition from foster care to independent living. How to best serve the needs of youth aging out of foster care? The law may believe they’re old enough for independent living, but in reality the barriers to doing so can feel insurmountable. It’s a challenging question for even the most seasoned child welfare professionals, but there are actions that government agencies and non-profit organizations can take that tangibly improve the lives of transition- age youth. Below are a few examples of what social service agencies can do, from programs around the country. Extend the age of eligibility for services in all states: More time means more access to the other factors discussed below including housing assistance, education opportunities, and job training. A 2010 University of Chicago study of transition-age youth in Illinois and Wisconsin found that “the number of years a youth remained in care from age 18 to 21 is positively associated with wages...youth remaining in care attain higher educational credentials and earn higher wages.” Facilitate social capital and connections: How many of us had a family member, teacher, or mentor guide us through milestones like finding our first apartment, opening a bank account, looking for a job, even finding mental health care? Long-term support networks are critical for all of our development, but often harder to access for foster age youth. A 2017 report from Child Trends cites the Southern California Foster Family and Adoption Agency as an example of an organization that breaks that pattern. Their programs include the Foster Alumni co-Mentoring Experience (FACE), which pairs youth in transition with alumni who have previously aged out, providing youth in foster not only with a mentor, but one who understands their unique situation and can help guide them through it. Provide transitional and supportive housing, financial literacy, healthcare, and access to transportation: A 2014 report from the American Youth Policy Forum (AYPF) calls this category permanency support. It’s the foundation on which all of the other important factors are built. After all, you can’t apply for a job if you don’t have an address, and it’s harder to get paid if you don’t have a bank account. Covenant House, an organization with branches across North and Central America, developed their Continuum of Care services with that in mind, including an 18 month long semi-independent housing program that includes classes ranging from cooking to saving money. Expand access to and funding for post-secondary education, job training, and obtaining employment: Many states offer some kind of post-secondary school and support, but only 17 provide state-funded scholarships for transition-age youth, and not all pair education with employment support and training, or professional mentorship. Exceptions include Friends of Foster Care which pairs internship participants with mentors, in Arizona, and Virginia’s Great Expectations program that starts in high school. Great Expectations helps youth gain access to community college education, supports them while they’re in school, and provides additional services that help ease the transition from foster care to independent living. How to best serve the needs of youth aging out of foster care? The law may believe they’re old enough for independent living, but in reality the barriers to doing so can feel insurmountable. It’s a challenging question for even the most seasoned child welfare professionals, but there are actions that government agencies and non-profit organizations can take that tangibly improve the lives of transition- age youth. Below are a few examples of what social service agencies can do, from programs around the country. Extend the age of eligibility for services in all states: More time means more access to the other factors discussed below including housing assistance, education opportunities, and job training. A 2010 University of Chicago study of transition-age youth in Illinois and Wisconsin found that “the number of years a youth remained in care from age 18 to 21 is positively associated with wages...youth remaining in care attain higher educational credentials and earn higher wages.” Facilitate social capital and connections: How many of us had a family member, teacher, or mentor guide us through milestones like finding our first apartment, opening a bank account, looking for a job, even finding mental health care? Long-term support networks are critical for all of our development, but often harder to access for foster age youth. A 2017 report from Child Trends cites the Southern California Foster Family and Adoption Agency as an example of an organization that breaks that pattern. Their programs include the Foster Alumni co-Mentoring Experience (FACE), which pairs youth in transition with alumni who have previously aged out, providing youth in foster not only with a mentor, but one who understands their unique situation and can help guide them through it. Provide transitional and supportive housing, financial literacy, healthcare, and access to transportation: A 2014 report from the American Youth Policy Forum (AYPF) calls this category permanency support. It’s the foundation on which all of the other important factors are built. After all, you can’t apply for a job if you don’t have an address, and it’s harder to get paid if you don’t have a bank account. Covenant House, an organization with branches across North and Central America, developed their Continuum of Care services with that in mind, including an 18 month long semi-independent housing program that includes classes ranging from cooking to saving money. Expand access to and funding for post-secondary education, job training, and obtaining employment: Many states offer some kind of post-secondary school and support, but only 17 provide state-funded scholarships for transition-age youth, and not all pair education with employment support and training, or professional mentorship. Exceptions include Friends of Foster Care which pairs internship participants with mentors, in Arizona, and Virginia’s Great Expectations program that starts in high school. Great Expectations helps youth gain access to community college education, supports them while they’re in school, and provides additional services that help ease the transition from foster care to independent living. How to best serve the needs of youth aging out of foster care? The law may believe they’re old enough for independent living, but in reality the barriers to doing so can feel insurmountable. It’s a challenging question for even the most seasoned child welfare professionals, but there are actions that government agencies and non-profit organizations can take that tangibly improve the lives of transition- age youth. Below are a few examples of what social service agencies can do, from programs around the country. Extend the age of eligibility for services in all states: More time means more access to the other factors discussed below including housing assistance, education opportunities, and job training. A 2010 University of Chicago study of transition-age youth in Illinois and Wisconsin found that “the number of years a youth remained in care from age 18 to 21 is positively associated with wages...youth remaining in care attain higher educational credentials and earn higher wages.” Facilitate social capital and connections: How many of us had a family member, teacher, or mentor guide us through milestones like finding our first apartment, opening a bank account, looking for a job, even finding mental health care? Long-term support networks are critical for all of our development, but often harder to access for foster age youth. A 2017 report from Child Trends cites the Southern California Foster Family and Adoption Agency as an example of an organization that breaks that pattern. Their programs include the Foster Alumni co-Mentoring Experience (FACE), which pairs youth in transition with alumni who have previously aged out, providing youth in foster not only with a mentor, but one who understands their unique situation and can help guide them through it. Provide transitional and supportive housing, financial literacy, healthcare, and access to transportation: A 2014 report from the American Youth Policy Forum (AYPF) calls this category permanency support. It’s the foundation on which all of the other important factors are built. After all, you can’t apply for a job if you don’t have an address, and it’s harder to get paid if you don’t have a bank account. Covenant House, an organization with branches across North and Central America, developed their Continuum of Care services with that in mind, including an 18 month long semi-independent housing program that includes classes ranging from cooking to saving money. Expand access to and funding for post-secondary education, job training, and obtaining employment: Many states offer some kind of post-secondary school and support, but only 17 provide state-funded scholarships for transition-age youth, and not all pair education with employment support and training, or professional mentorship. Exceptions include Friends of Foster Care which pairs internship participants with mentors, in Arizona, and Virginia’s Great Expectations program that starts in high school. Great Expectations helps youth gain access to community college education, supports them while they’re in school, and provides additional services that help ease the transition from foster care to independent living. How to best serve the needs of youth aging out of foster care? The law may believe they’re old enough for independent living, but in reality the barriers to doing so can feel insurmountable. It’s a challenging question for even the most seasoned child welfare professionals, but there are actions that government agencies and non-profit organizations can take that tangibly improve the lives of transition- age youth. Below are a few examples of what social service agencies can do, from programs around the country. Extend the age of eligibility for services in all states: More time means more access to the other factors discussed below including housing assistance, education opportunities, and job training. A 2010 University of Chicago study of transition-age youth in Illinois and Wisconsin found that “the number of years a youth remained in care from age 18 to 21 is positively associated with wages...youth remaining in care attain higher educational credentials and earn higher wages.” Facilitate social capital and connections: How many of us had a family member, teacher, or mentor guide us through milestones like finding our first apartment, opening a bank account, looking for a job, even finding mental health care? Long-term support networks are critical for all of our development, but often harder to access for foster age youth. A 2017 report from Child Trends cites the Southern California Foster Family and Adoption Agency as an example of an organization that breaks that pattern. Their programs include the Foster Alumni co-Mentoring Experience (FACE), which pairs youth in transition with alumni who have previously aged out, providing youth in foster not only with a mentor, but one who understands their unique situation and can help guide them through it. Provide transitional and supportive housing, financial literacy, healthcare, and access to transportation: A 2014 report from the American Youth Policy Forum (AYPF) calls this category permanency support. It’s the foundation on which all of the other important factors are built. After all, you can’t apply for a job if you don’t have an address, and it’s harder to get paid if you don’t have a bank account. Covenant House, an organization with branches across North and Central America, developed their Continuum of Care services with that in mind, including an 18 month long semi-independent housing program that includes classes ranging from cooking to saving money. Expand access to and funding for post-secondary education, job training, and obtaining employment: Many states offer some kind of post-secondary school and support, but only 17 provide state-funded scholarships for transition-age youth, and not all pair education with employment support and training, or professional mentorship. Exceptions include Friends of Foster Care which pairs internship participants with mentors, in Arizona, and Virginia’s Great Expectations program that starts in high school. Great Expectations helps youth gain access to community college education, supports them while they’re in school, and provides additional services that help ease the transition from foster care to independent living. How to best serve the needs of youth aging out of foster care? The law may believe they’re old enough for independent living, but in reality the barriers to doing so can feel insurmountable. It’s a challenging question for even the most seasoned child welfare professionals, but there are actions that government agencies and non-profit organizations can take that tangibly improve the lives of transition- age youth. Below are a few examples of what social service agencies can do, from programs around the country. Extend the age of eligibility for services in all states: More time means more access to the other factors discussed below including housing assistance, education opportunities, and job training. A 2010 University of Chicago study of transition-age youth in Illinois and Wisconsin found that “the number of years a youth remained in care from age 18 to 21 is positively associated with wages...youth remaining in care attain higher educational credentials and earn higher wages.” Facilitate social capital and connections: How many of us had a family member, teacher, or mentor guide us through milestones like finding our first apartment, opening a bank account, looking for a job, even finding mental health care? Long-term support networks are critical for all of our development, but often harder to access for foster age youth. A 2017 report from Child Trends cites the Southern California Foster Family and Adoption Agency as an example of an organization that breaks that pattern. Their programs include the Foster Alumni co-Mentoring Experience (FACE), which pairs youth in transition with alumni who have previously aged out, providing youth in foster not only with a mentor, but one who understands their unique situation and can help guide them through it. Provide transitional and supportive housing, financial literacy, healthcare, and access to transportation: A 2014 report from the American Youth Policy Forum (AYPF) calls this category permanency support. It’s the foundation on which all of the other important factors are built. After all, you can’t apply for a job if you don’t have an address, and it’s harder to get paid if you don’t have a bank account. Covenant House, an organization with branches across North and Central America, developed their Continuum of Care services with that in mind, including an 18 month long semi-independent housing program that includes classes ranging from cooking to saving money. Expand access to and funding for post-secondary education, job training, and obtaining employment: Many states offer some kind of post-secondary school and support, but only 17 provide state-funded scholarships for transition-age youth, and not all pair education with employment support and training, or professional mentorship. Exceptions include Friends of Foster Care which pairs internship participants with mentors, in Arizona, and Virginia’s Great Expectations program that starts in high school. Great Expectations helps youth gain access to community college education, supports them while they’re in school, and provides additional services that help ease the transition from foster care to independent living. How to best serve the needs of youth aging out of foster care? The law may believe they’re old enough for independent living, but in reality the barriers to doing so can feel insurmountable. It’s a challenging question for even the most seasoned child welfare professionals, but there are actions that government agencies and non-profit organizations can take that tangibly improve the lives of transition- age youth. Below are a few examples of what social service agencies can do, from programs around the country. Extend the age of eligibility for services in all states: More time means more access to the other factors discussed below including housing assistance, education opportunities, and job training. A 2010 University of Chicago study of transition-age youth in Illinois and Wisconsin found that “the number of years a youth remained in care from age 18 to 21 is positively associated with wages...youth remaining in care attain higher educational credentials and earn higher wages.” Facilitate social capital and connections: How many of us had a family member, teacher, or mentor guide us through milestones like finding our first apartment, opening a bank account, looking for a job, even finding mental health care? Long-term support networks are critical for all of our development, but often harder to access for foster age youth. A 2017 report from Child Trends cites the Southern California Foster Family and Adoption Agency as an example of an organization that breaks that pattern. Their programs include the Foster Alumni co-Mentoring Experience (FACE), which pairs youth in transition with alumni who have previously aged out, providing youth in foster not only with a mentor, but one who understands their unique situation and can help guide them through it. Provide transitional and supportive housing, financial literacy, healthcare, and access to transportation: A 2014 report from the American Youth Policy Forum (AYPF) calls this category permanency support. It’s the foundation on which all of the other important factors are built. After all, you can’t apply for a job if you don’t have an address, and it’s harder to get paid if you don’t have a bank account. Covenant House, an organization with branches across North and Central America, developed their Continuum of Care services with that in mind, including an 18 month long semi-independent housing program that includes classes ranging from cooking to saving money. Expand access to and funding for post-secondary education, job training, and obtaining employment: Many states offer some kind of post-secondary school and support, but only 17 provide state-funded scholarships for transition-age youth, and not all pair education with employment support and training, or professional mentorship. Exceptions include Friends of Foster Care which pairs internship participants with mentors, in Arizona, and Virginia’s Great Expectations program that starts in high school. Great Expectations helps youth gain access to community college education, supports them while they’re in school, and provides additional services that help ease the transition from foster care to independent living. How to best serve the needs of youth aging out of foster care? The law may believe they’re old enough for independent living, but in reality the barriers to doing so can feel insurmountable. It’s a challenging question for even the most seasoned child welfare professionals, but there are actions that government agencies and non-profit organizations can take that tangibly improve the lives of transition- age youth. Below are a few examples of what social service agencies can do, from programs around the country. Extend the age of eligibility for services in all states: More time means more access to the other factors discussed below including housing assistance, education opportunities, and job training. A 2010 University of Chicago study of transition-age youth in Illinois and Wisconsin found that “the number of years a youth remained in care from age 18 to 21 is positively associated with wages...youth remaining in care attain higher educational credentials and earn higher wages.” Facilitate social capital and connections: How many of us had a family member, teacher, or mentor guide us through milestones like finding our first apartment, opening a bank account, looking for a job, even finding mental health care? Long-term support networks are critical for all of our development, but often harder to access for foster age youth. A 2017 report from Child Trends cites the Southern California Foster Family and Adoption Agency as an example of an organization that breaks that pattern. Their programs include the Foster Alumni co-Mentoring Experience (FACE), which pairs youth in transition with alumni who have previously aged out, providing youth in foster not only with a mentor, but one who understands their unique situation and can help guide them through it. Provide transitional and supportive housing, financial literacy, healthcare, and access to transportation: A 2014 report from the American Youth Policy Forum (AYPF) calls this category permanency support. It’s the foundation on which all of the other important factors are built. After all, you can’t apply for a job if you don’t have an address, and it’s harder to get paid if you don’t have a bank account. Covenant House, an organization with branches across North and Central America, developed their Continuum of Care services with that in mind, including an 18 month long semi-independent housing program that includes classes ranging from cooking to saving money. Expand access to and funding for post-secondary education, job training, and obtaining employment: Many states offer some kind of post-secondary school and support, but only 17 provide state-funded scholarships for transition-age youth, and not all pair education with employment support and training, or professional mentorship. Exceptions include Friends of Foster Care which pairs internship participants with mentors, in Arizona, and Virginia’s Great Expectations program that starts in high school. Great Expectations helps youth gain access to community college education, supports them while they’re in school, and provides additional services that help ease the transition from foster care to independent living.
by Ilana Novick 10 min read

Casebook Security: Passwords, Permissions & Encryption

Everyone has personal information that can't get into the wrong hands. Whether you're in child welfare, workforce development, foster care, community services or any area helping others, working in the social services sector means the most sensitive parts of their lives are in your hands, or at leas...
Everyone has personal information that can't get into the wrong hands. Whether you're in child welfare, workforce development, foster care, community services or any area helping others, working in the social services sector means the most sensitive parts of their lives are in your hands, or at least your case files. How you protect, store, and organize that data is critical for doing your job, and the right software can not only help you stay organized but keep your clients safe. That's where Casebook comes in. With Casebook, privacy and security features kick in the moment you open the software, with an extremely stringent password validation system, continuing with customizable permission levels that easily allow you to determine which staff members have access to what information, encrypts that data so it doesn't fall into the wrong hands, and updates the software on a frequent basis to stay ahead of any new challenges. Speaking of passwords, you can't use Casebook with a password as hackable as welcome123 or anything else as common. Casebook requires that users create passwords that, as Chief Technology Officer Jordan Jan explains, "are extremely hard to guess." In addition to the current strict password controls, he adds that "we are adding multi-factor authentication," providing an extra level of security to ensure users are who they say they are when they first sign in. Individual Permissions Even when authorized users are logged in, however, that doesn't mean every user has the same level of access to an organization's data. As Jan emphasizes, casebook security is based on an idea called the principle of least privilege, meaning that any user should have only the bare minimum level of access needed to complete their jobs, and any additional permissions and access are added as administrators see fit. Each organization decides for itself who should be the administrator that controls the level of access and roles for all employees using the platform. In Casebook, these roles are configurable, allowing variable permission levels that grant the ability to view, modify, create & delete data based on an organization's needs. In practice, this means an individual social worker might only have the ability to edit their own clients' information once the client has completed an intake. Still, they may only be able to view (and not edit) the intake information if another staff member completed the process if it's necessary to do their job. This customizability, Ashley McCullough, Service Delivery Manager at Casebook explains, "is key to data protection." She adds, "We also understand that each organization's privacy needs may be different." An administrative staff member involved in ensuring organizational licenses and certificates are up to date may be able to access those specific documents but not edit them, or only edit what their supervisor or administrator has deemed necessary. Administrators can also set permissions at different levels across different Casebook modules. A staff member might have supervisor access in, for example, the intake feature, but not in cb track, which covers onboarding, licensing, and inspections. Organizations can also adjust how information is labeled on the system. As an example, McCullough cites an anti-human trafficking organization who decided to forgo using real names in their Casebook casefiles, instead cho Everyone has personal information that can't get into the wrong hands. Whether you're in child welfare, workforce development, foster care, community services or any area helping others, working in the social services sector means the most sensitive parts of their lives are in your hands, or at least your case files. How you protect, store, and organize that data is critical for doing your job, and the right software can not only help you stay organized but keep your clients safe. That's where Casebook comes in. With Casebook, privacy and security features kick in the moment you open the software, with an extremely stringent password validation system, continuing with customizable permission levels that easily allow you to determine which staff members have access to what information, encrypts that data so it doesn't fall into the wrong hands, and updates the software on a frequent basis to stay ahead of any new challenges. Speaking of passwords, you can't use Casebook with a password as hackable as welcome123 or anything else as common. Casebook requires that users create passwords that, as Chief Technology Officer Jordan Jan explains, "are extremely hard to guess." In addition to the current strict password controls, he adds that "we are adding multi-factor authentication," providing an extra level of security to ensure users are who they say they are when they first sign in. Individual Permissions Even when authorized users are logged in, however, that doesn't mean every user has the same level of access to an organization's data. As Jan emphasizes, casebook security is based on an idea called the principle of least privilege, meaning that any user should have only the bare minimum level of access needed to complete their jobs, and any additional permissions and access are added as administrators see fit. Each organization decides for itself who should be the administrator that controls the level of access and roles for all employees using the platform. In Casebook, these roles are configurable, allowing variable permission levels that grant the ability to view, modify, create & delete data based on an organization's needs. In practice, this means an individual social worker might only have the ability to edit their own clients' information once the client has completed an intake. Still, they may only be able to view (and not edit) the intake information if another staff member completed the process if it's necessary to do their job. This customizability, Ashley McCullough, Service Delivery Manager at Casebook explains, "is key to data protection." She adds, "We also understand that each organization's privacy needs may be different." An administrative staff member involved in ensuring organizational licenses and certificates are up to date may be able to access those specific documents but not edit them, or only edit what their supervisor or administrator has deemed necessary. Administrators can also set permissions at different levels across different Casebook modules. A staff member might have supervisor access in, for example, the intake feature, but not in cb track, which covers onboarding, licensing, and inspections. Organizations can also adjust how information is labeled on the system. As an example, McCullough cites an anti-human trafficking organization who decided to forgo using real names in their Casebook casefiles, instead cho Everyone has personal information that can't get into the wrong hands. Whether you're in child welfare, workforce development, foster care, community services or any area helping others, working in the social services sector means the most sensitive parts of their lives are in your hands, or at least your case files. How you protect, store, and organize that data is critical for doing your job, and the right software can not only help you stay organized but keep your clients safe. That's where Casebook comes in. With Casebook, privacy and security features kick in the moment you open the software, with an extremely stringent password validation system, continuing with customizable permission levels that easily allow you to determine which staff members have access to what information, encrypts that data so it doesn't fall into the wrong hands, and updates the software on a frequent basis to stay ahead of any new challenges. Speaking of passwords, you can't use Casebook with a password as hackable as welcome123 or anything else as common. Casebook requires that users create passwords that, as Chief Technology Officer Jordan Jan explains, "are extremely hard to guess." In addition to the current strict password controls, he adds that "we are adding multi-factor authentication," providing an extra level of security to ensure users are who they say they are when they first sign in. Individual Permissions Even when authorized users are logged in, however, that doesn't mean every user has the same level of access to an organization's data. As Jan emphasizes, casebook security is based on an idea called the principle of least privilege, meaning that any user should have only the bare minimum level of access needed to complete their jobs, and any additional permissions and access are added as administrators see fit. Each organization decides for itself who should be the administrator that controls the level of access and roles for all employees using the platform. In Casebook, these roles are configurable, allowing variable permission levels that grant the ability to view, modify, create & delete data based on an organization's needs. In practice, this means an individual social worker might only have the ability to edit their own clients' information once the client has completed an intake. Still, they may only be able to view (and not edit) the intake information if another staff member completed the process if it's necessary to do their job. This customizability, Ashley McCullough, Service Delivery Manager at Casebook explains, "is key to data protection." She adds, "We also understand that each organization's privacy needs may be different." An administrative staff member involved in ensuring organizational licenses and certificates are up to date may be able to access those specific documents but not edit them, or only edit what their supervisor or administrator has deemed necessary. Administrators can also set permissions at different levels across different Casebook modules. A staff member might have supervisor access in, for example, the intake feature, but not in cb track, which covers onboarding, licensing, and inspections. Organizations can also adjust how information is labeled on the system. As an example, McCullough cites an anti-human trafficking organization who decided to forgo using real names in their Casebook casefiles, instead cho Everyone has personal information that can't get into the wrong hands. Whether you're in child welfare, workforce development, foster care, community services or any area helping others, working in the social services sector means the most sensitive parts of their lives are in your hands, or at least your case files. How you protect, store, and organize that data is critical for doing your job, and the right software can not only help you stay organized but keep your clients safe. That's where Casebook comes in. With Casebook, privacy and security features kick in the moment you open the software, with an extremely stringent password validation system, continuing with customizable permission levels that easily allow you to determine which staff members have access to what information, encrypts that data so it doesn't fall into the wrong hands, and updates the software on a frequent basis to stay ahead of any new challenges. Speaking of passwords, you can't use Casebook with a password as hackable as welcome123 or anything else as common. Casebook requires that users create passwords that, as Chief Technology Officer Jordan Jan explains, "are extremely hard to guess." In addition to the current strict password controls, he adds that "we are adding multi-factor authentication," providing an extra level of security to ensure users are who they say they are when they first sign in. Individual Permissions Even when authorized users are logged in, however, that doesn't mean every user has the same level of access to an organization's data. As Jan emphasizes, casebook security is based on an idea called the principle of least privilege, meaning that any user should have only the bare minimum level of access needed to complete their jobs, and any additional permissions and access are added as administrators see fit. Each organization decides for itself who should be the administrator that controls the level of access and roles for all employees using the platform. In Casebook, these roles are configurable, allowing variable permission levels that grant the ability to view, modify, create & delete data based on an organization's needs. In practice, this means an individual social worker might only have the ability to edit their own clients' information once the client has completed an intake. Still, they may only be able to view (and not edit) the intake information if another staff member completed the process if it's necessary to do their job. This customizability, Ashley McCullough, Service Delivery Manager at Casebook explains, "is key to data protection." She adds, "We also understand that each organization's privacy needs may be different." An administrative staff member involved in ensuring organizational licenses and certificates are up to date may be able to access those specific documents but not edit them, or only edit what their supervisor or administrator has deemed necessary. Administrators can also set permissions at different levels across different Casebook modules. A staff member might have supervisor access in, for example, the intake feature, but not in cb track, which covers onboarding, licensing, and inspections. Organizations can also adjust how information is labeled on the system. As an example, McCullough cites an anti-human trafficking organization who decided to forgo using real names in their Casebook casefiles, instead cho Everyone has personal information that can't get into the wrong hands. Whether you're in child welfare, workforce development, foster care, community services or any area helping others, working in the social services sector means the most sensitive parts of their lives are in your hands, or at least your case files. How you protect, store, and organize that data is critical for doing your job, and the right software can not only help you stay organized but keep your clients safe. That's where Casebook comes in. With Casebook, privacy and security features kick in the moment you open the software, with an extremely stringent password validation system, continuing with customizable permission levels that easily allow you to determine which staff members have access to what information, encrypts that data so it doesn't fall into the wrong hands, and updates the software on a frequent basis to stay ahead of any new challenges. Speaking of passwords, you can't use Casebook with a password as hackable as welcome123 or anything else as common. Casebook requires that users create passwords that, as Chief Technology Officer Jordan Jan explains, "are extremely hard to guess." In addition to the current strict password controls, he adds that "we are adding multi-factor authentication," providing an extra level of security to ensure users are who they say they are when they first sign in. Individual Permissions Even when authorized users are logged in, however, that doesn't mean every user has the same level of access to an organization's data. As Jan emphasizes, casebook security is based on an idea called the principle of least privilege, meaning that any user should have only the bare minimum level of access needed to complete their jobs, and any additional permissions and access are added as administrators see fit. Each organization decides for itself who should be the administrator that controls the level of access and roles for all employees using the platform. In Casebook, these roles are configurable, allowing variable permission levels that grant the ability to view, modify, create & delete data based on an organization's needs. In practice, this means an individual social worker might only have the ability to edit their own clients' information once the client has completed an intake. Still, they may only be able to view (and not edit) the intake information if another staff member completed the process if it's necessary to do their job. This customizability, Ashley McCullough, Service Delivery Manager at Casebook explains, "is key to data protection." She adds, "We also understand that each organization's privacy needs may be different." An administrative staff member involved in ensuring organizational licenses and certificates are up to date may be able to access those specific documents but not edit them, or only edit what their supervisor or administrator has deemed necessary. Administrators can also set permissions at different levels across different Casebook modules. A staff member might have supervisor access in, for example, the intake feature, but not in cb track, which covers onboarding, licensing, and inspections. Organizations can also adjust how information is labeled on the system. As an example, McCullough cites an anti-human trafficking organization who decided to forgo using real names in their Casebook casefiles, instead cho Everyone has personal information that can't get into the wrong hands. Whether you're in child welfare, workforce development, foster care, community services or any area helping others, working in the social services sector means the most sensitive parts of their lives are in your hands, or at least your case files. How you protect, store, and organize that data is critical for doing your job, and the right software can not only help you stay organized but keep your clients safe. That's where Casebook comes in. With Casebook, privacy and security features kick in the moment you open the software, with an extremely stringent password validation system, continuing with customizable permission levels that easily allow you to determine which staff members have access to what information, encrypts that data so it doesn't fall into the wrong hands, and updates the software on a frequent basis to stay ahead of any new challenges. Speaking of passwords, you can't use Casebook with a password as hackable as welcome123 or anything else as common. Casebook requires that users create passwords that, as Chief Technology Officer Jordan Jan explains, "are extremely hard to guess." In addition to the current strict password controls, he adds that "we are adding multi-factor authentication," providing an extra level of security to ensure users are who they say they are when they first sign in. Individual Permissions Even when authorized users are logged in, however, that doesn't mean every user has the same level of access to an organization's data. As Jan emphasizes, casebook security is based on an idea called the principle of least privilege, meaning that any user should have only the bare minimum level of access needed to complete their jobs, and any additional permissions and access are added as administrators see fit. Each organization decides for itself who should be the administrator that controls the level of access and roles for all employees using the platform. In Casebook, these roles are configurable, allowing variable permission levels that grant the ability to view, modify, create & delete data based on an organization's needs. In practice, this means an individual social worker might only have the ability to edit their own clients' information once the client has completed an intake. Still, they may only be able to view (and not edit) the intake information if another staff member completed the process if it's necessary to do their job. This customizability, Ashley McCullough, Service Delivery Manager at Casebook explains, "is key to data protection." She adds, "We also understand that each organization's privacy needs may be different." An administrative staff member involved in ensuring organizational licenses and certificates are up to date may be able to access those specific documents but not edit them, or only edit what their supervisor or administrator has deemed necessary. Administrators can also set permissions at different levels across different Casebook modules. A staff member might have supervisor access in, for example, the intake feature, but not in cb track, which covers onboarding, licensing, and inspections. Organizations can also adjust how information is labeled on the system. As an example, McCullough cites an anti-human trafficking organization who decided to forgo using real names in their Casebook casefiles, instead cho Everyone has personal information that can't get into the wrong hands. Whether you're in child welfare, workforce development, foster care, community services or any area helping others, working in the social services sector means the most sensitive parts of their lives are in your hands, or at least your case files. How you protect, store, and organize that data is critical for doing your job, and the right software can not only help you stay organized but keep your clients safe. That's where Casebook comes in. With Casebook, privacy and security features kick in the moment you open the software, with an extremely stringent password validation system, continuing with customizable permission levels that easily allow you to determine which staff members have access to what information, encrypts that data so it doesn't fall into the wrong hands, and updates the software on a frequent basis to stay ahead of any new challenges. Speaking of passwords, you can't use Casebook with a password as hackable as welcome123 or anything else as common. Casebook requires that users create passwords that, as Chief Technology Officer Jordan Jan explains, "are extremely hard to guess." In addition to the current strict password controls, he adds that "we are adding multi-factor authentication," providing an extra level of security to ensure users are who they say they are when they first sign in. Individual Permissions Even when authorized users are logged in, however, that doesn't mean every user has the same level of access to an organization's data. As Jan emphasizes, casebook security is based on an idea called the principle of least privilege, meaning that any user should have only the bare minimum level of access needed to complete their jobs, and any additional permissions and access are added as administrators see fit. Each organization decides for itself who should be the administrator that controls the level of access and roles for all employees using the platform. In Casebook, these roles are configurable, allowing variable permission levels that grant the ability to view, modify, create & delete data based on an organization's needs. In practice, this means an individual social worker might only have the ability to edit their own clients' information once the client has completed an intake. Still, they may only be able to view (and not edit) the intake information if another staff member completed the process if it's necessary to do their job. This customizability, Ashley McCullough, Service Delivery Manager at Casebook explains, "is key to data protection." She adds, "We also understand that each organization's privacy needs may be different." An administrative staff member involved in ensuring organizational licenses and certificates are up to date may be able to access those specific documents but not edit them, or only edit what their supervisor or administrator has deemed necessary. Administrators can also set permissions at different levels across different Casebook modules. A staff member might have supervisor access in, for example, the intake feature, but not in cb track, which covers onboarding, licensing, and inspections. Organizations can also adjust how information is labeled on the system. As an example, McCullough cites an anti-human trafficking organization who decided to forgo using real names in their Casebook casefiles, instead cho Everyone has personal information that can't get into the wrong hands. Whether you're in child welfare, workforce development, foster care, community services or any area helping others, working in the social services sector means the most sensitive parts of their lives are in your hands, or at least your case files. How you protect, store, and organize that data is critical for doing your job, and the right software can not only help you stay organized but keep your clients safe. That's where Casebook comes in. With Casebook, privacy and security features kick in the moment you open the software, with an extremely stringent password validation system, continuing with customizable permission levels that easily allow you to determine which staff members have access to what information, encrypts that data so it doesn't fall into the wrong hands, and updates the software on a frequent basis to stay ahead of any new challenges. Speaking of passwords, you can't use Casebook with a password as hackable as welcome123 or anything else as common. Casebook requires that users create passwords that, as Chief Technology Officer Jordan Jan explains, "are extremely hard to guess." In addition to the current strict password controls, he adds that "we are adding multi-factor authentication," providing an extra level of security to ensure users are who they say they are when they first sign in. Individual Permissions Even when authorized users are logged in, however, that doesn't mean every user has the same level of access to an organization's data. As Jan emphasizes, casebook security is based on an idea called the principle of least privilege, meaning that any user should have only the bare minimum level of access needed to complete their jobs, and any additional permissions and access are added as administrators see fit. Each organization decides for itself who should be the administrator that controls the level of access and roles for all employees using the platform. In Casebook, these roles are configurable, allowing variable permission levels that grant the ability to view, modify, create & delete data based on an organization's needs. In practice, this means an individual social worker might only have the ability to edit their own clients' information once the client has completed an intake. Still, they may only be able to view (and not edit) the intake information if another staff member completed the process if it's necessary to do their job. This customizability, Ashley McCullough, Service Delivery Manager at Casebook explains, "is key to data protection." She adds, "We also understand that each organization's privacy needs may be different." An administrative staff member involved in ensuring organizational licenses and certificates are up to date may be able to access those specific documents but not edit them, or only edit what their supervisor or administrator has deemed necessary. Administrators can also set permissions at different levels across different Casebook modules. A staff member might have supervisor access in, for example, the intake feature, but not in cb track, which covers onboarding, licensing, and inspections. Organizations can also adjust how information is labeled on the system. As an example, McCullough cites an anti-human trafficking organization who decided to forgo using real names in their Casebook casefiles, instead cho Everyone has personal information that can't get into the wrong hands. Whether you're in child welfare, workforce development, foster care, community services or any area helping others, working in the social services sector means the most sensitive parts of their lives are in your hands, or at least your case files. How you protect, store, and organize that data is critical for doing your job, and the right software can not only help you stay organized but keep your clients safe. That's where Casebook comes in. With Casebook, privacy and security features kick in the moment you open the software, with an extremely stringent password validation system, continuing with customizable permission levels that easily allow you to determine which staff members have access to what information, encrypts that data so it doesn't fall into the wrong hands, and updates the software on a frequent basis to stay ahead of any new challenges. Speaking of passwords, you can't use Casebook with a password as hackable as welcome123 or anything else as common. Casebook requires that users create passwords that, as Chief Technology Officer Jordan Jan explains, "are extremely hard to guess." In addition to the current strict password controls, he adds that "we are adding multi-factor authentication," providing an extra level of security to ensure users are who they say they are when they first sign in. Individual Permissions Even when authorized users are logged in, however, that doesn't mean every user has the same level of access to an organization's data. As Jan emphasizes, casebook security is based on an idea called the principle of least privilege, meaning that any user should have only the bare minimum level of access needed to complete their jobs, and any additional permissions and access are added as administrators see fit. Each organization decides for itself who should be the administrator that controls the level of access and roles for all employees using the platform. In Casebook, these roles are configurable, allowing variable permission levels that grant the ability to view, modify, create & delete data based on an organization's needs. In practice, this means an individual social worker might only have the ability to edit their own clients' information once the client has completed an intake. Still, they may only be able to view (and not edit) the intake information if another staff member completed the process if it's necessary to do their job. This customizability, Ashley McCullough, Service Delivery Manager at Casebook explains, "is key to data protection." She adds, "We also understand that each organization's privacy needs may be different." An administrative staff member involved in ensuring organizational licenses and certificates are up to date may be able to access those specific documents but not edit them, or only edit what their supervisor or administrator has deemed necessary. Administrators can also set permissions at different levels across different Casebook modules. A staff member might have supervisor access in, for example, the intake feature, but not in cb track, which covers onboarding, licensing, and inspections. Organizations can also adjust how information is labeled on the system. As an example, McCullough cites an anti-human trafficking organization who decided to forgo using real names in their Casebook casefiles, instead cho Everyone has personal information that can't get into the wrong hands. Whether you're in child welfare, workforce development, foster care, community services or any area helping others, working in the social services sector means the most sensitive parts of their lives are in your hands, or at least your case files. How you protect, store, and organize that data is critical for doing your job, and the right software can not only help you stay organized but keep your clients safe. That's where Casebook comes in. With Casebook, privacy and security features kick in the moment you open the software, with an extremely stringent password validation system, continuing with customizable permission levels that easily allow you to determine which staff members have access to what information, encrypts that data so it doesn't fall into the wrong hands, and updates the software on a frequent basis to stay ahead of any new challenges. Speaking of passwords, you can't use Casebook with a password as hackable as welcome123 or anything else as common. Casebook requires that users create passwords that, as Chief Technology Officer Jordan Jan explains, "are extremely hard to guess." In addition to the current strict password controls, he adds that "we are adding multi-factor authentication," providing an extra level of security to ensure users are who they say they are when they first sign in. Individual Permissions Even when authorized users are logged in, however, that doesn't mean every user has the same level of access to an organization's data. As Jan emphasizes, casebook security is based on an idea called the principle of least privilege, meaning that any user should have only the bare minimum level of access needed to complete their jobs, and any additional permissions and access are added as administrators see fit. Each organization decides for itself who should be the administrator that controls the level of access and roles for all employees using the platform. In Casebook, these roles are configurable, allowing variable permission levels that grant the ability to view, modify, create & delete data based on an organization's needs. In practice, this means an individual social worker might only have the ability to edit their own clients' information once the client has completed an intake. Still, they may only be able to view (and not edit) the intake information if another staff member completed the process if it's necessary to do their job. This customizability, Ashley McCullough, Service Delivery Manager at Casebook explains, "is key to data protection." She adds, "We also understand that each organization's privacy needs may be different." An administrative staff member involved in ensuring organizational licenses and certificates are up to date may be able to access those specific documents but not edit them, or only edit what their supervisor or administrator has deemed necessary. Administrators can also set permissions at different levels across different Casebook modules. A staff member might have supervisor access in, for example, the intake feature, but not in cb track, which covers onboarding, licensing, and inspections. Organizations can also adjust how information is labeled on the system. As an example, McCullough cites an anti-human trafficking organization who decided to forgo using real names in their Casebook casefiles, instead cho
by Ilana Novick 11 min read

Apprenticeships: Bridging the Gap Between the Old and New Economy

For non-profits and social service organizations working in the career training and workforce development space, offering apprenticeship programs is a great way to ensure that entry-level workers and career changers alike can overcome the pressing challenges of today’s economy. What do the fledgling...
For non-profits and social service organizations working in the career training and workforce development space, offering apprenticeship programs is a great way to ensure that entry-level workers and career changers alike can overcome the pressing challenges of today’s economy. What do the fledgling designers and software engineers at Nava PBC, and aspiring electricians at Georgia Power have in common with aspiring stonemasons and blacksmiths from the 1500s? They’ve all built their careers through apprenticeships. Today’s apprenticeships are a modern update of an ancient training practice developed back when the printing press was the closest thing we had to Twitter. It’s an “earn while you learn” model that combines paid on the job training with classroom learning to equip workers with the skills necessary to succeed in their fields. It also provides companies with a pipeline of diverse talent to fill their hiring needs. As Real Clear Policy reported in 2019, “A whopping 94 percent of workers who complete apprenticeship training stay with their employers, reducing employee churn and creating a more stable and productive workforce.” Apprenticeships have been popular in the construction trades for years, but are now emerging in a variety of additional fields, including healthcare, finance, and information technology. Some apprentices are recruited directly through a company, organization, or trade association. Others are connected through college career services, non-profit organizations, or government agencies that pair apprenticeship candidates with potential opportunities. The reality is that running these programs involves multiple logistical, organizational and programmatic challenges and it’s a lot to juggle. Integration and collaboration are the new watchwords in data management. That’s where Casebook comes in. Instead of multiple shared drives, file cabinets, spreadsheets, random post-its, or toggling between different software programs that don’t meet all of your needs, Casebook’s web-based software keeps all critical case management information in one place. All of your data remains organized, accessible, and secure during all phases of the process: from application to placement, initial training, progress reports, and any post-apprenticeship follow-up, and beyond. With Casebook’s cb Intake, it is easy to start the enrollment of a new apprentice as they express interest in a program. Once accepted, simply create a new case in cb Engage where all notes, documentation and records can be linked to the trainee. In addition to simplifying individual case management, Casebook’s Person Profile also tracks relationships, ensuring organizations can easily coordinate with current apprentices, employers, and mentors and stay on top of leads for new ones. Need to track any apprenticeship-related certifications and licenses? Casebook’s cb Admin can help with that too by allowing the creation of forms, including signature capture, Minimizing paperwork and maximizing efficiency. Casebook is available wherever the internet is: on computers, tablets, even your mobile phone. If you’re in the office, in the field, or increasingly in this current environment, working remotely, Casebook provides access to all of your critical information. Whether you’re a team of three or a statewide agency with thousands of employees, Casebook’s flexibility and customization enables you to successfully meet your individual organization’s needs, so you can focus on your top priority: providing pathways to career success. For non-profits and social service organizations working in the career training and workforce development space, offering apprenticeship programs is a great way to ensure that entry-level workers and career changers alike can overcome the pressing challenges of today’s economy. What do the fledgling designers and software engineers at Nava PBC, and aspiring electricians at Georgia Power have in common with aspiring stonemasons and blacksmiths from the 1500s? They’ve all built their careers through apprenticeships. Today’s apprenticeships are a modern update of an ancient training practice developed back when the printing press was the closest thing we had to Twitter. It’s an “earn while you learn” model that combines paid on the job training with classroom learning to equip workers with the skills necessary to succeed in their fields. It also provides companies with a pipeline of diverse talent to fill their hiring needs. As Real Clear Policy reported in 2019, “A whopping 94 percent of workers who complete apprenticeship training stay with their employers, reducing employee churn and creating a more stable and productive workforce.” Apprenticeships have been popular in the construction trades for years, but are now emerging in a variety of additional fields, including healthcare, finance, and information technology. Some apprentices are recruited directly through a company, organization, or trade association. Others are connected through college career services, non-profit organizations, or government agencies that pair apprenticeship candidates with potential opportunities. The reality is that running these programs involves multiple logistical, organizational and programmatic challenges and it’s a lot to juggle. Integration and collaboration are the new watchwords in data management. That’s where Casebook comes in. Instead of multiple shared drives, file cabinets, spreadsheets, random post-its, or toggling between different software programs that don’t meet all of your needs, Casebook’s web-based software keeps all critical case management information in one place. All of your data remains organized, accessible, and secure during all phases of the process: from application to placement, initial training, progress reports, and any post-apprenticeship follow-up, and beyond. With Casebook’s cb Intake, it is easy to start the enrollment of a new apprentice as they express interest in a program. Once accepted, simply create a new case in cb Engage where all notes, documentation and records can be linked to the trainee. In addition to simplifying individual case management, Casebook’s Person Profile also tracks relationships, ensuring organizations can easily coordinate with current apprentices, employers, and mentors and stay on top of leads for new ones. Need to track any apprenticeship-related certifications and licenses? Casebook’s cb Admin can help with that too by allowing the creation of forms, including signature capture, Minimizing paperwork and maximizing efficiency. Casebook is available wherever the internet is: on computers, tablets, even your mobile phone. If you’re in the office, in the field, or increasingly in this current environment, working remotely, Casebook provides access to all of your critical information. Whether you’re a team of three or a statewide agency with thousands of employees, Casebook’s flexibility and customization enables you to successfully meet your individual organization’s needs, so you can focus on your top priority: providing pathways to career success. For non-profits and social service organizations working in the career training and workforce development space, offering apprenticeship programs is a great way to ensure that entry-level workers and career changers alike can overcome the pressing challenges of today’s economy. What do the fledgling designers and software engineers at Nava PBC, and aspiring electricians at Georgia Power have in common with aspiring stonemasons and blacksmiths from the 1500s? They’ve all built their careers through apprenticeships. Today’s apprenticeships are a modern update of an ancient training practice developed back when the printing press was the closest thing we had to Twitter. It’s an “earn while you learn” model that combines paid on the job training with classroom learning to equip workers with the skills necessary to succeed in their fields. It also provides companies with a pipeline of diverse talent to fill their hiring needs. As Real Clear Policy reported in 2019, “A whopping 94 percent of workers who complete apprenticeship training stay with their employers, reducing employee churn and creating a more stable and productive workforce.” Apprenticeships have been popular in the construction trades for years, but are now emerging in a variety of additional fields, including healthcare, finance, and information technology. Some apprentices are recruited directly through a company, organization, or trade association. Others are connected through college career services, non-profit organizations, or government agencies that pair apprenticeship candidates with potential opportunities. The reality is that running these programs involves multiple logistical, organizational and programmatic challenges and it’s a lot to juggle. Integration and collaboration are the new watchwords in data management. That’s where Casebook comes in. Instead of multiple shared drives, file cabinets, spreadsheets, random post-its, or toggling between different software programs that don’t meet all of your needs, Casebook’s web-based software keeps all critical case management information in one place. All of your data remains organized, accessible, and secure during all phases of the process: from application to placement, initial training, progress reports, and any post-apprenticeship follow-up, and beyond. With Casebook’s cb Intake, it is easy to start the enrollment of a new apprentice as they express interest in a program. Once accepted, simply create a new case in cb Engage where all notes, documentation and records can be linked to the trainee. In addition to simplifying individual case management, Casebook’s Person Profile also tracks relationships, ensuring organizations can easily coordinate with current apprentices, employers, and mentors and stay on top of leads for new ones. Need to track any apprenticeship-related certifications and licenses? Casebook’s cb Admin can help with that too by allowing the creation of forms, including signature capture, Minimizing paperwork and maximizing efficiency. Casebook is available wherever the internet is: on computers, tablets, even your mobile phone. If you’re in the office, in the field, or increasingly in this current environment, working remotely, Casebook provides access to all of your critical information. Whether you’re a team of three or a statewide agency with thousands of employees, Casebook’s flexibility and customization enables you to successfully meet your individual organization’s needs, so you can focus on your top priority: providing pathways to career success. For non-profits and social service organizations working in the career training and workforce development space, offering apprenticeship programs is a great way to ensure that entry-level workers and career changers alike can overcome the pressing challenges of today’s economy. What do the fledgling designers and software engineers at Nava PBC, and aspiring electricians at Georgia Power have in common with aspiring stonemasons and blacksmiths from the 1500s? They’ve all built their careers through apprenticeships. Today’s apprenticeships are a modern update of an ancient training practice developed back when the printing press was the closest thing we had to Twitter. It’s an “earn while you learn” model that combines paid on the job training with classroom learning to equip workers with the skills necessary to succeed in their fields. It also provides companies with a pipeline of diverse talent to fill their hiring needs. As Real Clear Policy reported in 2019, “A whopping 94 percent of workers who complete apprenticeship training stay with their employers, reducing employee churn and creating a more stable and productive workforce.” Apprenticeships have been popular in the construction trades for years, but are now emerging in a variety of additional fields, including healthcare, finance, and information technology. Some apprentices are recruited directly through a company, organization, or trade association. Others are connected through college career services, non-profit organizations, or government agencies that pair apprenticeship candidates with potential opportunities. The reality is that running these programs involves multiple logistical, organizational and programmatic challenges and it’s a lot to juggle. Integration and collaboration are the new watchwords in data management. That’s where Casebook comes in. Instead of multiple shared drives, file cabinets, spreadsheets, random post-its, or toggling between different software programs that don’t meet all of your needs, Casebook’s web-based software keeps all critical case management information in one place. All of your data remains organized, accessible, and secure during all phases of the process: from application to placement, initial training, progress reports, and any post-apprenticeship follow-up, and beyond. With Casebook’s cb Intake, it is easy to start the enrollment of a new apprentice as they express interest in a program. Once accepted, simply create a new case in cb Engage where all notes, documentation and records can be linked to the trainee. In addition to simplifying individual case management, Casebook’s Person Profile also tracks relationships, ensuring organizations can easily coordinate with current apprentices, employers, and mentors and stay on top of leads for new ones. Need to track any apprenticeship-related certifications and licenses? Casebook’s cb Admin can help with that too by allowing the creation of forms, including signature capture, Minimizing paperwork and maximizing efficiency. Casebook is available wherever the internet is: on computers, tablets, even your mobile phone. If you’re in the office, in the field, or increasingly in this current environment, working remotely, Casebook provides access to all of your critical information. Whether you’re a team of three or a statewide agency with thousands of employees, Casebook’s flexibility and customization enables you to successfully meet your individual organization’s needs, so you can focus on your top priority: providing pathways to career success. For non-profits and social service organizations working in the career training and workforce development space, offering apprenticeship programs is a great way to ensure that entry-level workers and career changers alike can overcome the pressing challenges of today’s economy. What do the fledgling designers and software engineers at Nava PBC, and aspiring electricians at Georgia Power have in common with aspiring stonemasons and blacksmiths from the 1500s? They’ve all built their careers through apprenticeships. Today’s apprenticeships are a modern update of an ancient training practice developed back when the printing press was the closest thing we had to Twitter. It’s an “earn while you learn” model that combines paid on the job training with classroom learning to equip workers with the skills necessary to succeed in their fields. It also provides companies with a pipeline of diverse talent to fill their hiring needs. As Real Clear Policy reported in 2019, “A whopping 94 percent of workers who complete apprenticeship training stay with their employers, reducing employee churn and creating a more stable and productive workforce.” Apprenticeships have been popular in the construction trades for years, but are now emerging in a variety of additional fields, including healthcare, finance, and information technology. Some apprentices are recruited directly through a company, organization, or trade association. Others are connected through college career services, non-profit organizations, or government agencies that pair apprenticeship candidates with potential opportunities. The reality is that running these programs involves multiple logistical, organizational and programmatic challenges and it’s a lot to juggle. Integration and collaboration are the new watchwords in data management. That’s where Casebook comes in. Instead of multiple shared drives, file cabinets, spreadsheets, random post-its, or toggling between different software programs that don’t meet all of your needs, Casebook’s web-based software keeps all critical case management information in one place. All of your data remains organized, accessible, and secure during all phases of the process: from application to placement, initial training, progress reports, and any post-apprenticeship follow-up, and beyond. With Casebook’s cb Intake, it is easy to start the enrollment of a new apprentice as they express interest in a program. Once accepted, simply create a new case in cb Engage where all notes, documentation and records can be linked to the trainee. In addition to simplifying individual case management, Casebook’s Person Profile also tracks relationships, ensuring organizations can easily coordinate with current apprentices, employers, and mentors and stay on top of leads for new ones. Need to track any apprenticeship-related certifications and licenses? Casebook’s cb Admin can help with that too by allowing the creation of forms, including signature capture, Minimizing paperwork and maximizing efficiency. Casebook is available wherever the internet is: on computers, tablets, even your mobile phone. If you’re in the office, in the field, or increasingly in this current environment, working remotely, Casebook provides access to all of your critical information. Whether you’re a team of three or a statewide agency with thousands of employees, Casebook’s flexibility and customization enables you to successfully meet your individual organization’s needs, so you can focus on your top priority: providing pathways to career success. For non-profits and social service organizations working in the career training and workforce development space, offering apprenticeship programs is a great way to ensure that entry-level workers and career changers alike can overcome the pressing challenges of today’s economy. What do the fledgling designers and software engineers at Nava PBC, and aspiring electricians at Georgia Power have in common with aspiring stonemasons and blacksmiths from the 1500s? They’ve all built their careers through apprenticeships. Today’s apprenticeships are a modern update of an ancient training practice developed back when the printing press was the closest thing we had to Twitter. It’s an “earn while you learn” model that combines paid on the job training with classroom learning to equip workers with the skills necessary to succeed in their fields. It also provides companies with a pipeline of diverse talent to fill their hiring needs. As Real Clear Policy reported in 2019, “A whopping 94 percent of workers who complete apprenticeship training stay with their employers, reducing employee churn and creating a more stable and productive workforce.” Apprenticeships have been popular in the construction trades for years, but are now emerging in a variety of additional fields, including healthcare, finance, and information technology. Some apprentices are recruited directly through a company, organization, or trade association. Others are connected through college career services, non-profit organizations, or government agencies that pair apprenticeship candidates with potential opportunities. The reality is that running these programs involves multiple logistical, organizational and programmatic challenges and it’s a lot to juggle. Integration and collaboration are the new watchwords in data management. That’s where Casebook comes in. Instead of multiple shared drives, file cabinets, spreadsheets, random post-its, or toggling between different software programs that don’t meet all of your needs, Casebook’s web-based software keeps all critical case management information in one place. All of your data remains organized, accessible, and secure during all phases of the process: from application to placement, initial training, progress reports, and any post-apprenticeship follow-up, and beyond. With Casebook’s cb Intake, it is easy to start the enrollment of a new apprentice as they express interest in a program. Once accepted, simply create a new case in cb Engage where all notes, documentation and records can be linked to the trainee. In addition to simplifying individual case management, Casebook’s Person Profile also tracks relationships, ensuring organizations can easily coordinate with current apprentices, employers, and mentors and stay on top of leads for new ones. Need to track any apprenticeship-related certifications and licenses? Casebook’s cb Admin can help with that too by allowing the creation of forms, including signature capture, Minimizing paperwork and maximizing efficiency. Casebook is available wherever the internet is: on computers, tablets, even your mobile phone. If you’re in the office, in the field, or increasingly in this current environment, working remotely, Casebook provides access to all of your critical information. Whether you’re a team of three or a statewide agency with thousands of employees, Casebook’s flexibility and customization enables you to successfully meet your individual organization’s needs, so you can focus on your top priority: providing pathways to career success. For non-profits and social service organizations working in the career training and workforce development space, offering apprenticeship programs is a great way to ensure that entry-level workers and career changers alike can overcome the pressing challenges of today’s economy. What do the fledgling designers and software engineers at Nava PBC, and aspiring electricians at Georgia Power have in common with aspiring stonemasons and blacksmiths from the 1500s? They’ve all built their careers through apprenticeships. Today’s apprenticeships are a modern update of an ancient training practice developed back when the printing press was the closest thing we had to Twitter. It’s an “earn while you learn” model that combines paid on the job training with classroom learning to equip workers with the skills necessary to succeed in their fields. It also provides companies with a pipeline of diverse talent to fill their hiring needs. As Real Clear Policy reported in 2019, “A whopping 94 percent of workers who complete apprenticeship training stay with their employers, reducing employee churn and creating a more stable and productive workforce.” Apprenticeships have been popular in the construction trades for years, but are now emerging in a variety of additional fields, including healthcare, finance, and information technology. Some apprentices are recruited directly through a company, organization, or trade association. Others are connected through college career services, non-profit organizations, or government agencies that pair apprenticeship candidates with potential opportunities. The reality is that running these programs involves multiple logistical, organizational and programmatic challenges and it’s a lot to juggle. Integration and collaboration are the new watchwords in data management. That’s where Casebook comes in. Instead of multiple shared drives, file cabinets, spreadsheets, random post-its, or toggling between different software programs that don’t meet all of your needs, Casebook’s web-based software keeps all critical case management information in one place. All of your data remains organized, accessible, and secure during all phases of the process: from application to placement, initial training, progress reports, and any post-apprenticeship follow-up, and beyond. With Casebook’s cb Intake, it is easy to start the enrollment of a new apprentice as they express interest in a program. Once accepted, simply create a new case in cb Engage where all notes, documentation and records can be linked to the trainee. In addition to simplifying individual case management, Casebook’s Person Profile also tracks relationships, ensuring organizations can easily coordinate with current apprentices, employers, and mentors and stay on top of leads for new ones. Need to track any apprenticeship-related certifications and licenses? Casebook’s cb Admin can help with that too by allowing the creation of forms, including signature capture, Minimizing paperwork and maximizing efficiency. Casebook is available wherever the internet is: on computers, tablets, even your mobile phone. If you’re in the office, in the field, or increasingly in this current environment, working remotely, Casebook provides access to all of your critical information. Whether you’re a team of three or a statewide agency with thousands of employees, Casebook’s flexibility and customization enables you to successfully meet your individual organization’s needs, so you can focus on your top priority: providing pathways to career success. For non-profits and social service organizations working in the career training and workforce development space, offering apprenticeship programs is a great way to ensure that entry-level workers and career changers alike can overcome the pressing challenges of today’s economy. What do the fledgling designers and software engineers at Nava PBC, and aspiring electricians at Georgia Power have in common with aspiring stonemasons and blacksmiths from the 1500s? They’ve all built their careers through apprenticeships. Today’s apprenticeships are a modern update of an ancient training practice developed back when the printing press was the closest thing we had to Twitter. It’s an “earn while you learn” model that combines paid on the job training with classroom learning to equip workers with the skills necessary to succeed in their fields. It also provides companies with a pipeline of diverse talent to fill their hiring needs. As Real Clear Policy reported in 2019, “A whopping 94 percent of workers who complete apprenticeship training stay with their employers, reducing employee churn and creating a more stable and productive workforce.” Apprenticeships have been popular in the construction trades for years, but are now emerging in a variety of additional fields, including healthcare, finance, and information technology. Some apprentices are recruited directly through a company, organization, or trade association. Others are connected through college career services, non-profit organizations, or government agencies that pair apprenticeship candidates with potential opportunities. The reality is that running these programs involves multiple logistical, organizational and programmatic challenges and it’s a lot to juggle. Integration and collaboration are the new watchwords in data management. That’s where Casebook comes in. Instead of multiple shared drives, file cabinets, spreadsheets, random post-its, or toggling between different software programs that don’t meet all of your needs, Casebook’s web-based software keeps all critical case management information in one place. All of your data remains organized, accessible, and secure during all phases of the process: from application to placement, initial training, progress reports, and any post-apprenticeship follow-up, and beyond. With Casebook’s cb Intake, it is easy to start the enrollment of a new apprentice as they express interest in a program. Once accepted, simply create a new case in cb Engage where all notes, documentation and records can be linked to the trainee. In addition to simplifying individual case management, Casebook’s Person Profile also tracks relationships, ensuring organizations can easily coordinate with current apprentices, employers, and mentors and stay on top of leads for new ones. Need to track any apprenticeship-related certifications and licenses? Casebook’s cb Admin can help with that too by allowing the creation of forms, including signature capture, Minimizing paperwork and maximizing efficiency. Casebook is available wherever the internet is: on computers, tablets, even your mobile phone. If you’re in the office, in the field, or increasingly in this current environment, working remotely, Casebook provides access to all of your critical information. Whether you’re a team of three or a statewide agency with thousands of employees, Casebook’s flexibility and customization enables you to successfully meet your individual organization’s needs, so you can focus on your top priority: providing pathways to career success. For non-profits and social service organizations working in the career training and workforce development space, offering apprenticeship programs is a great way to ensure that entry-level workers and career changers alike can overcome the pressing challenges of today’s economy. What do the fledgling designers and software engineers at Nava PBC, and aspiring electricians at Georgia Power have in common with aspiring stonemasons and blacksmiths from the 1500s? They’ve all built their careers through apprenticeships. Today’s apprenticeships are a modern update of an ancient training practice developed back when the printing press was the closest thing we had to Twitter. It’s an “earn while you learn” model that combines paid on the job training with classroom learning to equip workers with the skills necessary to succeed in their fields. It also provides companies with a pipeline of diverse talent to fill their hiring needs. As Real Clear Policy reported in 2019, “A whopping 94 percent of workers who complete apprenticeship training stay with their employers, reducing employee churn and creating a more stable and productive workforce.” Apprenticeships have been popular in the construction trades for years, but are now emerging in a variety of additional fields, including healthcare, finance, and information technology. Some apprentices are recruited directly through a company, organization, or trade association. Others are connected through college career services, non-profit organizations, or government agencies that pair apprenticeship candidates with potential opportunities. The reality is that running these programs involves multiple logistical, organizational and programmatic challenges and it’s a lot to juggle. Integration and collaboration are the new watchwords in data management. That’s where Casebook comes in. Instead of multiple shared drives, file cabinets, spreadsheets, random post-its, or toggling between different software programs that don’t meet all of your needs, Casebook’s web-based software keeps all critical case management information in one place. All of your data remains organized, accessible, and secure during all phases of the process: from application to placement, initial training, progress reports, and any post-apprenticeship follow-up, and beyond. With Casebook’s cb Intake, it is easy to start the enrollment of a new apprentice as they express interest in a program. Once accepted, simply create a new case in cb Engage where all notes, documentation and records can be linked to the trainee. In addition to simplifying individual case management, Casebook’s Person Profile also tracks relationships, ensuring organizations can easily coordinate with current apprentices, employers, and mentors and stay on top of leads for new ones. Need to track any apprenticeship-related certifications and licenses? Casebook’s cb Admin can help with that too by allowing the creation of forms, including signature capture, Minimizing paperwork and maximizing efficiency. Casebook is available wherever the internet is: on computers, tablets, even your mobile phone. If you’re in the office, in the field, or increasingly in this current environment, working remotely, Casebook provides access to all of your critical information. Whether you’re a team of three or a statewide agency with thousands of employees, Casebook’s flexibility and customization enables you to successfully meet your individual organization’s needs, so you can focus on your top priority: providing pathways to career success. For non-profits and social service organizations working in the career training and workforce development space, offering apprenticeship programs is a great way to ensure that entry-level workers and career changers alike can overcome the pressing challenges of today’s economy. What do the fledgling designers and software engineers at Nava PBC, and aspiring electricians at Georgia Power have in common with aspiring stonemasons and blacksmiths from the 1500s? They’ve all built their careers through apprenticeships. Today’s apprenticeships are a modern update of an ancient training practice developed back when the printing press was the closest thing we had to Twitter. It’s an “earn while you learn” model that combines paid on the job training with classroom learning to equip workers with the skills necessary to succeed in their fields. It also provides companies with a pipeline of diverse talent to fill their hiring needs. As Real Clear Policy reported in 2019, “A whopping 94 percent of workers who complete apprenticeship training stay with their employers, reducing employee churn and creating a more stable and productive workforce.” Apprenticeships have been popular in the construction trades for years, but are now emerging in a variety of additional fields, including healthcare, finance, and information technology. Some apprentices are recruited directly through a company, organization, or trade association. Others are connected through college career services, non-profit organizations, or government agencies that pair apprenticeship candidates with potential opportunities. The reality is that running these programs involves multiple logistical, organizational and programmatic challenges and it’s a lot to juggle. Integration and collaboration are the new watchwords in data management. That’s where Casebook comes in. Instead of multiple shared drives, file cabinets, spreadsheets, random post-its, or toggling between different software programs that don’t meet all of your needs, Casebook’s web-based software keeps all critical case management information in one place. All of your data remains organized, accessible, and secure during all phases of the process: from application to placement, initial training, progress reports, and any post-apprenticeship follow-up, and beyond. With Casebook’s cb Intake, it is easy to start the enrollment of a new apprentice as they express interest in a program. Once accepted, simply create a new case in cb Engage where all notes, documentation and records can be linked to the trainee. In addition to simplifying individual case management, Casebook’s Person Profile also tracks relationships, ensuring organizations can easily coordinate with current apprentices, employers, and mentors and stay on top of leads for new ones. Need to track any apprenticeship-related certifications and licenses? Casebook’s cb Admin can help with that too by allowing the creation of forms, including signature capture, Minimizing paperwork and maximizing efficiency. Casebook is available wherever the internet is: on computers, tablets, even your mobile phone. If you’re in the office, in the field, or increasingly in this current environment, working remotely, Casebook provides access to all of your critical information. Whether you’re a team of three or a statewide agency with thousands of employees, Casebook’s flexibility and customization enables you to successfully meet your individual organization’s needs, so you can focus on your top priority: providing pathways to career success.
by Ilana Novick 11 min read

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