The Casebook Blog

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

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

Casebook’s configurable platform can be adapted to suit the needs of many organizations, not just those in human services. Educational institutions specifically are ideal settings to deploy scalable cloud-based software. Not just for student case managers, Casebook is perfectly suited to aid teachers, counselors, and administrators in carrying out their diverse duties. Let’s see what it is about the academic environment that makes Casebook a model choice of software for schools of all kinds. Facilitating Tutorials and After school Programs Tracking the attendance and progress of students in after school clubs, tutorials, and programs provided by outside vendors can be challenging. Accurate documentation about these interactions is especially important for your school’s record-keeping, as well as for the student experience. Casebook deposits this information in a secure server accessible from your mobile device, making paper-based and on-premise digital records outdated and unwieldy by comparison. Administrators can then pull customized reports to gauge the success of these programs and their students. In addition, any accommodation that a student may need, such as extra time for an exam, are easily recorded and referenced directly within the platform. Because these kinds of details can often get lost in the normal hubbub of the school day, having a consistent, secure, and streamlined process for managing this data is a big step forward. With today’s educators expecting quick, digitally-based procedures in most contexts, it benefits your school to meet them where they are. How Casebook Handles ARD, IEPs, and 504s Given the importance of the Admission, Review, and Dismissal (ARD) process for students in special education, consistency in the documentation of student accommodations is critical. For students enrolled in Individualized Education Programs (IEP), schools have to maintain relevant health information, progress reports, restrictions, standardized test results, 504 accommodation plans, and more. Casebook makes this quick and painless, allowing your staff to log and track all accommodations provided to a student, track a student’s progress toward their goals, and document all the outcomes. Keeping confidential IEP records secure is elementary with Casebook. Schools that rely on hard copies of files can struggle to keep them safely locked away. However, granting or restricting access to these records is a simple click-by-click process with Casebook’s intuitive software. Faculty, staff, and volunteers can document their work in the platform, then easily pull reports when gathering data for an ARD or any other meeting. These benefits in particular make Casebook an optimal choice of software for schools. Feature-Rich Software for Schools of All Sizes Casebook’s mobile-optimized software equips educators with a range of configurable tools to help them do their crucial jobs. Volumes of paper files may now be discarded in favor of a single digital platform that you can access wirelessly. Off-duty discussions about students are no longer necessary, as these conversations can readily take place in a secure online forum. Counselors needn’t disrupt lessons by visiting classrooms to inquire after students anymore. This is all due to Casebook’s powerful yet simple features. Let’s look closer at the features that make Casebook particularly well-suited software for schools. Casebook’s configurable platform can be adapted to suit the needs of many organizations, not just those in human services. Educational institutions specifically are ideal settings to deploy scalable cloud-based software. Not just for student case managers, Casebook is perfectly suited to aid teachers, counselors, and administrators in carrying out their diverse duties. Let’s see what it is about the academic environment that makes Casebook a model choice of software for schools of all kinds. Facilitating Tutorials and After school Programs Tracking the attendance and progress of students in after school clubs, tutorials, and programs provided by outside vendors can be challenging. Accurate documentation about these interactions is especially important for your school’s record-keeping, as well as for the student experience. Casebook deposits this information in a secure server accessible from your mobile device, making paper-based and on-premise digital records outdated and unwieldy by comparison. Administrators can then pull customized reports to gauge the success of these programs and their students. In addition, any accommodation that a student may need, such as extra time for an exam, are easily recorded and referenced directly within the platform. Because these kinds of details can often get lost in the normal hubbub of the school day, having a consistent, secure, and streamlined process for managing this data is a big step forward. With today’s educators expecting quick, digitally-based procedures in most contexts, it benefits your school to meet them where they are. How Casebook Handles ARD, IEPs, and 504s Given the importance of the Admission, Review, and Dismissal (ARD) process for students in special education, consistency in the documentation of student accommodations is critical. For students enrolled in Individualized Education Programs (IEP), schools have to maintain relevant health information, progress reports, restrictions, standardized test results, 504 accommodation plans, and more. Casebook makes this quick and painless, allowing your staff to log and track all accommodations provided to a student, track a student’s progress toward their goals, and document all the outcomes. Keeping confidential IEP records secure is elementary with Casebook. Schools that rely on hard copies of files can struggle to keep them safely locked away. However, granting or restricting access to these records is a simple click-by-click process with Casebook’s intuitive software. Faculty, staff, and volunteers can document their work in the platform, then easily pull reports when gathering data for an ARD or any other meeting. These benefits in particular make Casebook an optimal choice of software for schools. Feature-Rich Software for Schools of All Sizes Casebook’s mobile-optimized software equips educators with a range of configurable tools to help them do their crucial jobs. Volumes of paper files may now be discarded in favor of a single digital platform that you can access wirelessly. Off-duty discussions about students are no longer necessary, as these conversations can readily take place in a secure online forum. Counselors needn’t disrupt lessons by visiting classrooms to inquire after students anymore. This is all due to Casebook’s powerful yet simple features. Let’s look closer at the features that make Casebook particularly well-suited software for schools. Casebook’s configurable platform can be adapted to suit the needs of many organizations, not just those in human services. Educational institutions specifically are ideal settings to deploy scalable cloud-based software. Not just for student case managers, Casebook is perfectly suited to aid teachers, counselors, and administrators in carrying out their diverse duties. Let’s see what it is about the academic environment that makes Casebook a model choice of software for schools of all kinds. Facilitating Tutorials and After school Programs Tracking the attendance and progress of students in after school clubs, tutorials, and programs provided by outside vendors can be challenging. Accurate documentation about these interactions is especially important for your school’s record-keeping, as well as for the student experience. Casebook deposits this information in a secure server accessible from your mobile device, making paper-based and on-premise digital records outdated and unwieldy by comparison. Administrators can then pull customized reports to gauge the success of these programs and their students. In addition, any accommodation that a student may need, such as extra time for an exam, are easily recorded and referenced directly within the platform. Because these kinds of details can often get lost in the normal hubbub of the school day, having a consistent, secure, and streamlined process for managing this data is a big step forward. With today’s educators expecting quick, digitally-based procedures in most contexts, it benefits your school to meet them where they are. How Casebook Handles ARD, IEPs, and 504s Given the importance of the Admission, Review, and Dismissal (ARD) process for students in special education, consistency in the documentation of student accommodations is critical. For students enrolled in Individualized Education Programs (IEP), schools have to maintain relevant health information, progress reports, restrictions, standardized test results, 504 accommodation plans, and more. Casebook makes this quick and painless, allowing your staff to log and track all accommodations provided to a student, track a student’s progress toward their goals, and document all the outcomes. Keeping confidential IEP records secure is elementary with Casebook. Schools that rely on hard copies of files can struggle to keep them safely locked away. However, granting or restricting access to these records is a simple click-by-click process with Casebook’s intuitive software. Faculty, staff, and volunteers can document their work in the platform, then easily pull reports when gathering data for an ARD or any other meeting. These benefits in particular make Casebook an optimal choice of software for schools. Feature-Rich Software for Schools of All Sizes Casebook’s mobile-optimized software equips educators with a range of configurable tools to help them do their crucial jobs. Volumes of paper files may now be discarded in favor of a single digital platform that you can access wirelessly. Off-duty discussions about students are no longer necessary, as these conversations can readily take place in a secure online forum. Counselors needn’t disrupt lessons by visiting classrooms to inquire after students anymore. This is all due to Casebook’s powerful yet simple features. Let’s look closer at the features that make Casebook particularly well-suited software for schools. Casebook’s configurable platform can be adapted to suit the needs of many organizations, not just those in human services. Educational institutions specifically are ideal settings to deploy scalable cloud-based software. Not just for student case managers, Casebook is perfectly suited to aid teachers, counselors, and administrators in carrying out their diverse duties. Let’s see what it is about the academic environment that makes Casebook a model choice of software for schools of all kinds. Facilitating Tutorials and After school Programs Tracking the attendance and progress of students in after school clubs, tutorials, and programs provided by outside vendors can be challenging. Accurate documentation about these interactions is especially important for your school’s record-keeping, as well as for the student experience. Casebook deposits this information in a secure server accessible from your mobile device, making paper-based and on-premise digital records outdated and unwieldy by comparison. Administrators can then pull customized reports to gauge the success of these programs and their students. In addition, any accommodation that a student may need, such as extra time for an exam, are easily recorded and referenced directly within the platform. Because these kinds of details can often get lost in the normal hubbub of the school day, having a consistent, secure, and streamlined process for managing this data is a big step forward. With today’s educators expecting quick, digitally-based procedures in most contexts, it benefits your school to meet them where they are. How Casebook Handles ARD, IEPs, and 504s Given the importance of the Admission, Review, and Dismissal (ARD) process for students in special education, consistency in the documentation of student accommodations is critical. For students enrolled in Individualized Education Programs (IEP), schools have to maintain relevant health information, progress reports, restrictions, standardized test results, 504 accommodation plans, and more. Casebook makes this quick and painless, allowing your staff to log and track all accommodations provided to a student, track a student’s progress toward their goals, and document all the outcomes. Keeping confidential IEP records secure is elementary with Casebook. Schools that rely on hard copies of files can struggle to keep them safely locked away. However, granting or restricting access to these records is a simple click-by-click process with Casebook’s intuitive software. Faculty, staff, and volunteers can document their work in the platform, then easily pull reports when gathering data for an ARD or any other meeting. These benefits in particular make Casebook an optimal choice of software for schools. Feature-Rich Software for Schools of All Sizes Casebook’s mobile-optimized software equips educators with a range of configurable tools to help them do their crucial jobs. Volumes of paper files may now be discarded in favor of a single digital platform that you can access wirelessly. Off-duty discussions about students are no longer necessary, as these conversations can readily take place in a secure online forum. Counselors needn’t disrupt lessons by visiting classrooms to inquire after students anymore. This is all due to Casebook’s powerful yet simple features. Let’s look closer at the features that make Casebook particularly well-suited software for schools. Casebook’s configurable platform can be adapted to suit the needs of many organizations, not just those in human services. Educational institutions specifically are ideal settings to deploy scalable cloud-based software. Not just for student case managers, Casebook is perfectly suited to aid teachers, counselors, and administrators in carrying out their diverse duties. Let’s see what it is about the academic environment that makes Casebook a model choice of software for schools of all kinds. Facilitating Tutorials and After school Programs Tracking the attendance and progress of students in after school clubs, tutorials, and programs provided by outside vendors can be challenging. Accurate documentation about these interactions is especially important for your school’s record-keeping, as well as for the student experience. Casebook deposits this information in a secure server accessible from your mobile device, making paper-based and on-premise digital records outdated and unwieldy by comparison. Administrators can then pull customized reports to gauge the success of these programs and their students. In addition, any accommodation that a student may need, such as extra time for an exam, are easily recorded and referenced directly within the platform. Because these kinds of details can often get lost in the normal hubbub of the school day, having a consistent, secure, and streamlined process for managing this data is a big step forward. With today’s educators expecting quick, digitally-based procedures in most contexts, it benefits your school to meet them where they are. How Casebook Handles ARD, IEPs, and 504s Given the importance of the Admission, Review, and Dismissal (ARD) process for students in special education, consistency in the documentation of student accommodations is critical. For students enrolled in Individualized Education Programs (IEP), schools have to maintain relevant health information, progress reports, restrictions, standardized test results, 504 accommodation plans, and more. Casebook makes this quick and painless, allowing your staff to log and track all accommodations provided to a student, track a student’s progress toward their goals, and document all the outcomes. Keeping confidential IEP records secure is elementary with Casebook. Schools that rely on hard copies of files can struggle to keep them safely locked away. However, granting or restricting access to these records is a simple click-by-click process with Casebook’s intuitive software. Faculty, staff, and volunteers can document their work in the platform, then easily pull reports when gathering data for an ARD or any other meeting. These benefits in particular make Casebook an optimal choice of software for schools. Feature-Rich Software for Schools of All Sizes Casebook’s mobile-optimized software equips educators with a range of configurable tools to help them do their crucial jobs. Volumes of paper files may now be discarded in favor of a single digital platform that you can access wirelessly. Off-duty discussions about students are no longer necessary, as these conversations can readily take place in a secure online forum. Counselors needn’t disrupt lessons by visiting classrooms to inquire after students anymore. This is all due to Casebook’s powerful yet simple features. Let’s look closer at the features that make Casebook particularly well-suited software for schools. Casebook’s configurable platform can be adapted to suit the needs of many organizations, not just those in human services. Educational institutions specifically are ideal settings to deploy scalable cloud-based software. Not just for student case managers, Casebook is perfectly suited to aid teachers, counselors, and administrators in carrying out their diverse duties. Let’s see what it is about the academic environment that makes Casebook a model choice of software for schools of all kinds. Facilitating Tutorials and After school Programs Tracking the attendance and progress of students in after school clubs, tutorials, and programs provided by outside vendors can be challenging. Accurate documentation about these interactions is especially important for your school’s record-keeping, as well as for the student experience. Casebook deposits this information in a secure server accessible from your mobile device, making paper-based and on-premise digital records outdated and unwieldy by comparison. Administrators can then pull customized reports to gauge the success of these programs and their students. In addition, any accommodation that a student may need, such as extra time for an exam, are easily recorded and referenced directly within the platform. Because these kinds of details can often get lost in the normal hubbub of the school day, having a consistent, secure, and streamlined process for managing this data is a big step forward. With today’s educators expecting quick, digitally-based procedures in most contexts, it benefits your school to meet them where they are. How Casebook Handles ARD, IEPs, and 504s Given the importance of the Admission, Review, and Dismissal (ARD) process for students in special education, consistency in the documentation of student accommodations is critical. For students enrolled in Individualized Education Programs (IEP), schools have to maintain relevant health information, progress reports, restrictions, standardized test results, 504 accommodation plans, and more. Casebook makes this quick and painless, allowing your staff to log and track all accommodations provided to a student, track a student’s progress toward their goals, and document all the outcomes. Keeping confidential IEP records secure is elementary with Casebook. Schools that rely on hard copies of files can struggle to keep them safely locked away. However, granting or restricting access to these records is a simple click-by-click process with Casebook’s intuitive software. Faculty, staff, and volunteers can document their work in the platform, then easily pull reports when gathering data for an ARD or any other meeting. These benefits in particular make Casebook an optimal choice of software for schools. Feature-Rich Software for Schools of All Sizes Casebook’s mobile-optimized software equips educators with a range of configurable tools to help them do their crucial jobs. Volumes of paper files may now be discarded in favor of a single digital platform that you can access wirelessly. Off-duty discussions about students are no longer necessary, as these conversations can readily take place in a secure online forum. Counselors needn’t disrupt lessons by visiting classrooms to inquire after students anymore. This is all due to Casebook’s powerful yet simple features. Let’s look closer at the features that make Casebook particularly well-suited software for schools. Casebook’s configurable platform can be adapted to suit the needs of many organizations, not just those in human services. Educational institutions specifically are ideal settings to deploy scalable cloud-based software. Not just for student case managers, Casebook is perfectly suited to aid teachers, counselors, and administrators in carrying out their diverse duties. Let’s see what it is about the academic environment that makes Casebook a model choice of software for schools of all kinds. Facilitating Tutorials and After school Programs Tracking the attendance and progress of students in after school clubs, tutorials, and programs provided by outside vendors can be challenging. Accurate documentation about these interactions is especially important for your school’s record-keeping, as well as for the student experience. Casebook deposits this information in a secure server accessible from your mobile device, making paper-based and on-premise digital records outdated and unwieldy by comparison. Administrators can then pull customized reports to gauge the success of these programs and their students. In addition, any accommodation that a student may need, such as extra time for an exam, are easily recorded and referenced directly within the platform. Because these kinds of details can often get lost in the normal hubbub of the school day, having a consistent, secure, and streamlined process for managing this data is a big step forward. With today’s educators expecting quick, digitally-based procedures in most contexts, it benefits your school to meet them where they are. How Casebook Handles ARD, IEPs, and 504s Given the importance of the Admission, Review, and Dismissal (ARD) process for students in special education, consistency in the documentation of student accommodations is critical. For students enrolled in Individualized Education Programs (IEP), schools have to maintain relevant health information, progress reports, restrictions, standardized test results, 504 accommodation plans, and more. Casebook makes this quick and painless, allowing your staff to log and track all accommodations provided to a student, track a student’s progress toward their goals, and document all the outcomes. Keeping confidential IEP records secure is elementary with Casebook. Schools that rely on hard copies of files can struggle to keep them safely locked away. However, granting or restricting access to these records is a simple click-by-click process with Casebook’s intuitive software. Faculty, staff, and volunteers can document their work in the platform, then easily pull reports when gathering data for an ARD or any other meeting. These benefits in particular make Casebook an optimal choice of software for schools. Feature-Rich Software for Schools of All Sizes Casebook’s mobile-optimized software equips educators with a range of configurable tools to help them do their crucial jobs. Volumes of paper files may now be discarded in favor of a single digital platform that you can access wirelessly. Off-duty discussions about students are no longer necessary, as these conversations can readily take place in a secure online forum. Counselors needn’t disrupt lessons by visiting classrooms to inquire after students anymore. This is all due to Casebook’s powerful yet simple features. Let’s look closer at the features that make Casebook particularly well-suited software for schools. Casebook’s configurable platform can be adapted to suit the needs of many organizations, not just those in human services. Educational institutions specifically are ideal settings to deploy scalable cloud-based software. Not just for student case managers, Casebook is perfectly suited to aid teachers, counselors, and administrators in carrying out their diverse duties. Let’s see what it is about the academic environment that makes Casebook a model choice of software for schools of all kinds. Facilitating Tutorials and After school Programs Tracking the attendance and progress of students in after school clubs, tutorials, and programs provided by outside vendors can be challenging. Accurate documentation about these interactions is especially important for your school’s record-keeping, as well as for the student experience. Casebook deposits this information in a secure server accessible from your mobile device, making paper-based and on-premise digital records outdated and unwieldy by comparison. Administrators can then pull customized reports to gauge the success of these programs and their students. In addition, any accommodation that a student may need, such as extra time for an exam, are easily recorded and referenced directly within the platform. Because these kinds of details can often get lost in the normal hubbub of the school day, having a consistent, secure, and streamlined process for managing this data is a big step forward. With today’s educators expecting quick, digitally-based procedures in most contexts, it benefits your school to meet them where they are. How Casebook Handles ARD, IEPs, and 504s Given the importance of the Admission, Review, and Dismissal (ARD) process for students in special education, consistency in the documentation of student accommodations is critical. For students enrolled in Individualized Education Programs (IEP), schools have to maintain relevant health information, progress reports, restrictions, standardized test results, 504 accommodation plans, and more. Casebook makes this quick and painless, allowing your staff to log and track all accommodations provided to a student, track a student’s progress toward their goals, and document all the outcomes. Keeping confidential IEP records secure is elementary with Casebook. Schools that rely on hard copies of files can struggle to keep them safely locked away. However, granting or restricting access to these records is a simple click-by-click process with Casebook’s intuitive software. Faculty, staff, and volunteers can document their work in the platform, then easily pull reports when gathering data for an ARD or any other meeting. These benefits in particular make Casebook an optimal choice of software for schools. Feature-Rich Software for Schools of All Sizes Casebook’s mobile-optimized software equips educators with a range of configurable tools to help them do their crucial jobs. Volumes of paper files may now be discarded in favor of a single digital platform that you can access wirelessly. Off-duty discussions about students are no longer necessary, as these conversations can readily take place in a secure online forum. Counselors needn’t disrupt lessons by visiting classrooms to inquire after students anymore. This is all due to Casebook’s powerful yet simple features. Let’s look closer at the features that make Casebook particularly well-suited software for schools. Casebook’s configurable platform can be adapted to suit the needs of many organizations, not just those in human services. Educational institutions specifically are ideal settings to deploy scalable cloud-based software. Not just for student case managers, Casebook is perfectly suited to aid teachers, counselors, and administrators in carrying out their diverse duties. Let’s see what it is about the academic environment that makes Casebook a model choice of software for schools of all kinds. Facilitating Tutorials and After school Programs Tracking the attendance and progress of students in after school clubs, tutorials, and programs provided by outside vendors can be challenging. Accurate documentation about these interactions is especially important for your school’s record-keeping, as well as for the student experience. Casebook deposits this information in a secure server accessible from your mobile device, making paper-based and on-premise digital records outdated and unwieldy by comparison. Administrators can then pull customized reports to gauge the success of these programs and their students. In addition, any accommodation that a student may need, such as extra time for an exam, are easily recorded and referenced directly within the platform. Because these kinds of details can often get lost in the normal hubbub of the school day, having a consistent, secure, and streamlined process for managing this data is a big step forward. With today’s educators expecting quick, digitally-based procedures in most contexts, it benefits your school to meet them where they are. How Casebook Handles ARD, IEPs, and 504s Given the importance of the Admission, Review, and Dismissal (ARD) process for students in special education, consistency in the documentation of student accommodations is critical. For students enrolled in Individualized Education Programs (IEP), schools have to maintain relevant health information, progress reports, restrictions, standardized test results, 504 accommodation plans, and more. Casebook makes this quick and painless, allowing your staff to log and track all accommodations provided to a student, track a student’s progress toward their goals, and document all the outcomes. Keeping confidential IEP records secure is elementary with Casebook. Schools that rely on hard copies of files can struggle to keep them safely locked away. However, granting or restricting access to these records is a simple click-by-click process with Casebook’s intuitive software. Faculty, staff, and volunteers can document their work in the platform, then easily pull reports when gathering data for an ARD or any other meeting. These benefits in particular make Casebook an optimal choice of software for schools. Feature-Rich Software for Schools of All Sizes Casebook’s mobile-optimized software equips educators with a range of configurable tools to help them do their crucial jobs. Volumes of paper files may now be discarded in favor of a single digital platform that you can access wirelessly. Off-duty discussions about students are no longer necessary, as these conversations can readily take place in a secure online forum. Counselors needn’t disrupt lessons by visiting classrooms to inquire after students anymore. This is all due to Casebook’s powerful yet simple features. Let’s look closer at the features that make Casebook particularly well-suited software for schools. Casebook’s configurable platform can be adapted to suit the needs of many organizations, not just those in human services. Educational institutions specifically are ideal settings to deploy scalable cloud-based software. Not just for student case managers, Casebook is perfectly suited to aid teachers, counselors, and administrators in carrying out their diverse duties. Let’s see what it is about the academic environment that makes Casebook a model choice of software for schools of all kinds. Facilitating Tutorials and After school Programs Tracking the attendance and progress of students in after school clubs, tutorials, and programs provided by outside vendors can be challenging. Accurate documentation about these interactions is especially important for your school’s record-keeping, as well as for the student experience. Casebook deposits this information in a secure server accessible from your mobile device, making paper-based and on-premise digital records outdated and unwieldy by comparison. Administrators can then pull customized reports to gauge the success of these programs and their students. In addition, any accommodation that a student may need, such as extra time for an exam, are easily recorded and referenced directly within the platform. Because these kinds of details can often get lost in the normal hubbub of the school day, having a consistent, secure, and streamlined process for managing this data is a big step forward. With today’s educators expecting quick, digitally-based procedures in most contexts, it benefits your school to meet them where they are. How Casebook Handles ARD, IEPs, and 504s Given the importance of the Admission, Review, and Dismissal (ARD) process for students in special education, consistency in the documentation of student accommodations is critical. For students enrolled in Individualized Education Programs (IEP), schools have to maintain relevant health information, progress reports, restrictions, standardized test results, 504 accommodation plans, and more. Casebook makes this quick and painless, allowing your staff to log and track all accommodations provided to a student, track a student’s progress toward their goals, and document all the outcomes. Keeping confidential IEP records secure is elementary with Casebook. Schools that rely on hard copies of files can struggle to keep them safely locked away. However, granting or restricting access to these records is a simple click-by-click process with Casebook’s intuitive software. Faculty, staff, and volunteers can document their work in the platform, then easily pull reports when gathering data for an ARD or any other meeting. These benefits in particular make Casebook an optimal choice of software for schools. Feature-Rich Software for Schools of All Sizes Casebook’s mobile-optimized software equips educators with a range of configurable tools to help them do their crucial jobs. Volumes of paper files may now be discarded in favor of a single digital platform that you can access wirelessly. Off-duty discussions about students are no longer necessary, as these conversations can readily take place in a secure online forum. Counselors needn’t disrupt lessons by visiting classrooms to inquire after students anymore. This is all due to Casebook’s powerful yet simple features. Let’s look closer at the features that make Casebook particularly well-suited software for schools.

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

Using Casebook's API to Connect your Human Services Technology With human services and case work playing such a large role in community programs and impacting the lives or countless of individuals and families, one would imagine that funds to grow and improve such efforts are made readily available. Moreover, with the superabundance of new technology and software that is shaping our every day, it would not be a far leap to assume that technology innovations to tackle and fix these fundamental human challenges would be abundant. However, the funding and technology to drive forward social change is far less frequent and technology more outdated than many other industries. Furthermore, some of the greatest benefits of the tools at our disposal nowadays are realized only when multiple, specialized applications are able to share information with another. Having worked with several Fortune 500 companies on their IT infrastructure, it was not uncommon to see dozens of business critical systems, and many more dozens of supplemental systems across their environment. The critical aspect needed to allow workers within the organization to efficiently execute the organizations objective without being loaded down with administrative tasks, was the dozens or hundreds of systems' ability to share information. Every great person is often made up of the support of the network of people they are surrounded by. So too, does the quality of the IT landscape of your organization and interoperability determine how much time employees and volunteers spend with administrative tasks and the communication of information that could happen automatically. In Practice While our origins are in foster and adoption care, the need to capture an individuals journey with details about services, interactions, and considerations that are made along the way are key to most human services organizations. Beyond having the basic data entry components needed for case management, Casebook PBC offers a framework and structure to capturing details about your organizations journey with the clients, communities, and partner providers you serve. As such, much of the data needed for supporting operations, whether financial data, client’s information, or organization level information, is already present and updated naturally as the system is used. With the data already present in each of Casebook’s business applications during day to day operations, contributory activities performed in specialized and mandated systems won’t require special processes to first obtain the necessary data. By configuring and customizing Casebook’s platform to align and guide your organization's core activities, we have seen significant reductions in data entry time, duplication of information and efforts, and a renewed ability to increase the time spent with the chore mission in your community. Casebook’s API First Methodology Casebook is built with API first in mind, resulting in all of the fields that are used in the web based service to be available for integration. Using Casebook's API to Connect your Human Services Technology With human services and case work playing such a large role in community programs and impacting the lives or countless of individuals and families, one would imagine that funds to grow and improve such efforts are made readily available. Moreover, with the superabundance of new technology and software that is shaping our every day, it would not be a far leap to assume that technology innovations to tackle and fix these fundamental human challenges would be abundant. However, the funding and technology to drive forward social change is far less frequent and technology more outdated than many other industries. Furthermore, some of the greatest benefits of the tools at our disposal nowadays are realized only when multiple, specialized applications are able to share information with another. Having worked with several Fortune 500 companies on their IT infrastructure, it was not uncommon to see dozens of business critical systems, and many more dozens of supplemental systems across their environment. The critical aspect needed to allow workers within the organization to efficiently execute the organizations objective without being loaded down with administrative tasks, was the dozens or hundreds of systems' ability to share information. Every great person is often made up of the support of the network of people they are surrounded by. So too, does the quality of the IT landscape of your organization and interoperability determine how much time employees and volunteers spend with administrative tasks and the communication of information that could happen automatically. In Practice While our origins are in foster and adoption care, the need to capture an individuals journey with details about services, interactions, and considerations that are made along the way are key to most human services organizations. Beyond having the basic data entry components needed for case management, Casebook PBC offers a framework and structure to capturing details about your organizations journey with the clients, communities, and partner providers you serve. As such, much of the data needed for supporting operations, whether financial data, client’s information, or organization level information, is already present and updated naturally as the system is used. With the data already present in each of Casebook’s business applications during day to day operations, contributory activities performed in specialized and mandated systems won’t require special processes to first obtain the necessary data. By configuring and customizing Casebook’s platform to align and guide your organization's core activities, we have seen significant reductions in data entry time, duplication of information and efforts, and a renewed ability to increase the time spent with the chore mission in your community. Casebook’s API First Methodology Casebook is built with API first in mind, resulting in all of the fields that are used in the web based service to be available for integration. Using Casebook's API to Connect your Human Services Technology With human services and case work playing such a large role in community programs and impacting the lives or countless of individuals and families, one would imagine that funds to grow and improve such efforts are made readily available. Moreover, with the superabundance of new technology and software that is shaping our every day, it would not be a far leap to assume that technology innovations to tackle and fix these fundamental human challenges would be abundant. However, the funding and technology to drive forward social change is far less frequent and technology more outdated than many other industries. Furthermore, some of the greatest benefits of the tools at our disposal nowadays are realized only when multiple, specialized applications are able to share information with another. Having worked with several Fortune 500 companies on their IT infrastructure, it was not uncommon to see dozens of business critical systems, and many more dozens of supplemental systems across their environment. The critical aspect needed to allow workers within the organization to efficiently execute the organizations objective without being loaded down with administrative tasks, was the dozens or hundreds of systems' ability to share information. Every great person is often made up of the support of the network of people they are surrounded by. So too, does the quality of the IT landscape of your organization and interoperability determine how much time employees and volunteers spend with administrative tasks and the communication of information that could happen automatically. In Practice While our origins are in foster and adoption care, the need to capture an individuals journey with details about services, interactions, and considerations that are made along the way are key to most human services organizations. Beyond having the basic data entry components needed for case management, Casebook PBC offers a framework and structure to capturing details about your organizations journey with the clients, communities, and partner providers you serve. As such, much of the data needed for supporting operations, whether financial data, client’s information, or organization level information, is already present and updated naturally as the system is used. With the data already present in each of Casebook’s business applications during day to day operations, contributory activities performed in specialized and mandated systems won’t require special processes to first obtain the necessary data. By configuring and customizing Casebook’s platform to align and guide your organization's core activities, we have seen significant reductions in data entry time, duplication of information and efforts, and a renewed ability to increase the time spent with the chore mission in your community. Casebook’s API First Methodology Casebook is built with API first in mind, resulting in all of the fields that are used in the web based service to be available for integration. Using Casebook's API to Connect your Human Services Technology With human services and case work playing such a large role in community programs and impacting the lives or countless of individuals and families, one would imagine that funds to grow and improve such efforts are made readily available. Moreover, with the superabundance of new technology and software that is shaping our every day, it would not be a far leap to assume that technology innovations to tackle and fix these fundamental human challenges would be abundant. However, the funding and technology to drive forward social change is far less frequent and technology more outdated than many other industries. Furthermore, some of the greatest benefits of the tools at our disposal nowadays are realized only when multiple, specialized applications are able to share information with another. Having worked with several Fortune 500 companies on their IT infrastructure, it was not uncommon to see dozens of business critical systems, and many more dozens of supplemental systems across their environment. The critical aspect needed to allow workers within the organization to efficiently execute the organizations objective without being loaded down with administrative tasks, was the dozens or hundreds of systems' ability to share information. Every great person is often made up of the support of the network of people they are surrounded by. So too, does the quality of the IT landscape of your organization and interoperability determine how much time employees and volunteers spend with administrative tasks and the communication of information that could happen automatically. In Practice While our origins are in foster and adoption care, the need to capture an individuals journey with details about services, interactions, and considerations that are made along the way are key to most human services organizations. Beyond having the basic data entry components needed for case management, Casebook PBC offers a framework and structure to capturing details about your organizations journey with the clients, communities, and partner providers you serve. As such, much of the data needed for supporting operations, whether financial data, client’s information, or organization level information, is already present and updated naturally as the system is used. With the data already present in each of Casebook’s business applications during day to day operations, contributory activities performed in specialized and mandated systems won’t require special processes to first obtain the necessary data. By configuring and customizing Casebook’s platform to align and guide your organization's core activities, we have seen significant reductions in data entry time, duplication of information and efforts, and a renewed ability to increase the time spent with the chore mission in your community. Casebook’s API First Methodology Casebook is built with API first in mind, resulting in all of the fields that are used in the web based service to be available for integration. Using Casebook's API to Connect your Human Services Technology With human services and case work playing such a large role in community programs and impacting the lives or countless of individuals and families, one would imagine that funds to grow and improve such efforts are made readily available. Moreover, with the superabundance of new technology and software that is shaping our every day, it would not be a far leap to assume that technology innovations to tackle and fix these fundamental human challenges would be abundant. However, the funding and technology to drive forward social change is far less frequent and technology more outdated than many other industries. Furthermore, some of the greatest benefits of the tools at our disposal nowadays are realized only when multiple, specialized applications are able to share information with another. Having worked with several Fortune 500 companies on their IT infrastructure, it was not uncommon to see dozens of business critical systems, and many more dozens of supplemental systems across their environment. The critical aspect needed to allow workers within the organization to efficiently execute the organizations objective without being loaded down with administrative tasks, was the dozens or hundreds of systems' ability to share information. Every great person is often made up of the support of the network of people they are surrounded by. So too, does the quality of the IT landscape of your organization and interoperability determine how much time employees and volunteers spend with administrative tasks and the communication of information that could happen automatically. In Practice While our origins are in foster and adoption care, the need to capture an individuals journey with details about services, interactions, and considerations that are made along the way are key to most human services organizations. Beyond having the basic data entry components needed for case management, Casebook PBC offers a framework and structure to capturing details about your organizations journey with the clients, communities, and partner providers you serve. As such, much of the data needed for supporting operations, whether financial data, client’s information, or organization level information, is already present and updated naturally as the system is used. With the data already present in each of Casebook’s business applications during day to day operations, contributory activities performed in specialized and mandated systems won’t require special processes to first obtain the necessary data. By configuring and customizing Casebook’s platform to align and guide your organization's core activities, we have seen significant reductions in data entry time, duplication of information and efforts, and a renewed ability to increase the time spent with the chore mission in your community. Casebook’s API First Methodology Casebook is built with API first in mind, resulting in all of the fields that are used in the web based service to be available for integration. Using Casebook's API to Connect your Human Services Technology With human services and case work playing such a large role in community programs and impacting the lives or countless of individuals and families, one would imagine that funds to grow and improve such efforts are made readily available. Moreover, with the superabundance of new technology and software that is shaping our every day, it would not be a far leap to assume that technology innovations to tackle and fix these fundamental human challenges would be abundant. However, the funding and technology to drive forward social change is far less frequent and technology more outdated than many other industries. Furthermore, some of the greatest benefits of the tools at our disposal nowadays are realized only when multiple, specialized applications are able to share information with another. Having worked with several Fortune 500 companies on their IT infrastructure, it was not uncommon to see dozens of business critical systems, and many more dozens of supplemental systems across their environment. The critical aspect needed to allow workers within the organization to efficiently execute the organizations objective without being loaded down with administrative tasks, was the dozens or hundreds of systems' ability to share information. Every great person is often made up of the support of the network of people they are surrounded by. So too, does the quality of the IT landscape of your organization and interoperability determine how much time employees and volunteers spend with administrative tasks and the communication of information that could happen automatically. In Practice While our origins are in foster and adoption care, the need to capture an individuals journey with details about services, interactions, and considerations that are made along the way are key to most human services organizations. Beyond having the basic data entry components needed for case management, Casebook PBC offers a framework and structure to capturing details about your organizations journey with the clients, communities, and partner providers you serve. As such, much of the data needed for supporting operations, whether financial data, client’s information, or organization level information, is already present and updated naturally as the system is used. With the data already present in each of Casebook’s business applications during day to day operations, contributory activities performed in specialized and mandated systems won’t require special processes to first obtain the necessary data. By configuring and customizing Casebook’s platform to align and guide your organization's core activities, we have seen significant reductions in data entry time, duplication of information and efforts, and a renewed ability to increase the time spent with the chore mission in your community. Casebook’s API First Methodology Casebook is built with API first in mind, resulting in all of the fields that are used in the web based service to be available for integration. Using Casebook's API to Connect your Human Services Technology With human services and case work playing such a large role in community programs and impacting the lives or countless of individuals and families, one would imagine that funds to grow and improve such efforts are made readily available. Moreover, with the superabundance of new technology and software that is shaping our every day, it would not be a far leap to assume that technology innovations to tackle and fix these fundamental human challenges would be abundant. However, the funding and technology to drive forward social change is far less frequent and technology more outdated than many other industries. Furthermore, some of the greatest benefits of the tools at our disposal nowadays are realized only when multiple, specialized applications are able to share information with another. Having worked with several Fortune 500 companies on their IT infrastructure, it was not uncommon to see dozens of business critical systems, and many more dozens of supplemental systems across their environment. The critical aspect needed to allow workers within the organization to efficiently execute the organizations objective without being loaded down with administrative tasks, was the dozens or hundreds of systems' ability to share information. Every great person is often made up of the support of the network of people they are surrounded by. So too, does the quality of the IT landscape of your organization and interoperability determine how much time employees and volunteers spend with administrative tasks and the communication of information that could happen automatically. In Practice While our origins are in foster and adoption care, the need to capture an individuals journey with details about services, interactions, and considerations that are made along the way are key to most human services organizations. Beyond having the basic data entry components needed for case management, Casebook PBC offers a framework and structure to capturing details about your organizations journey with the clients, communities, and partner providers you serve. As such, much of the data needed for supporting operations, whether financial data, client’s information, or organization level information, is already present and updated naturally as the system is used. With the data already present in each of Casebook’s business applications during day to day operations, contributory activities performed in specialized and mandated systems won’t require special processes to first obtain the necessary data. By configuring and customizing Casebook’s platform to align and guide your organization's core activities, we have seen significant reductions in data entry time, duplication of information and efforts, and a renewed ability to increase the time spent with the chore mission in your community. Casebook’s API First Methodology Casebook is built with API first in mind, resulting in all of the fields that are used in the web based service to be available for integration. Using Casebook's API to Connect your Human Services Technology With human services and case work playing such a large role in community programs and impacting the lives or countless of individuals and families, one would imagine that funds to grow and improve such efforts are made readily available. Moreover, with the superabundance of new technology and software that is shaping our every day, it would not be a far leap to assume that technology innovations to tackle and fix these fundamental human challenges would be abundant. However, the funding and technology to drive forward social change is far less frequent and technology more outdated than many other industries. Furthermore, some of the greatest benefits of the tools at our disposal nowadays are realized only when multiple, specialized applications are able to share information with another. Having worked with several Fortune 500 companies on their IT infrastructure, it was not uncommon to see dozens of business critical systems, and many more dozens of supplemental systems across their environment. The critical aspect needed to allow workers within the organization to efficiently execute the organizations objective without being loaded down with administrative tasks, was the dozens or hundreds of systems' ability to share information. Every great person is often made up of the support of the network of people they are surrounded by. So too, does the quality of the IT landscape of your organization and interoperability determine how much time employees and volunteers spend with administrative tasks and the communication of information that could happen automatically. In Practice While our origins are in foster and adoption care, the need to capture an individuals journey with details about services, interactions, and considerations that are made along the way are key to most human services organizations. Beyond having the basic data entry components needed for case management, Casebook PBC offers a framework and structure to capturing details about your organizations journey with the clients, communities, and partner providers you serve. As such, much of the data needed for supporting operations, whether financial data, client’s information, or organization level information, is already present and updated naturally as the system is used. With the data already present in each of Casebook’s business applications during day to day operations, contributory activities performed in specialized and mandated systems won’t require special processes to first obtain the necessary data. By configuring and customizing Casebook’s platform to align and guide your organization's core activities, we have seen significant reductions in data entry time, duplication of information and efforts, and a renewed ability to increase the time spent with the chore mission in your community. Casebook’s API First Methodology Casebook is built with API first in mind, resulting in all of the fields that are used in the web based service to be available for integration. Using Casebook's API to Connect your Human Services Technology With human services and case work playing such a large role in community programs and impacting the lives or countless of individuals and families, one would imagine that funds to grow and improve such efforts are made readily available. Moreover, with the superabundance of new technology and software that is shaping our every day, it would not be a far leap to assume that technology innovations to tackle and fix these fundamental human challenges would be abundant. However, the funding and technology to drive forward social change is far less frequent and technology more outdated than many other industries. Furthermore, some of the greatest benefits of the tools at our disposal nowadays are realized only when multiple, specialized applications are able to share information with another. Having worked with several Fortune 500 companies on their IT infrastructure, it was not uncommon to see dozens of business critical systems, and many more dozens of supplemental systems across their environment. The critical aspect needed to allow workers within the organization to efficiently execute the organizations objective without being loaded down with administrative tasks, was the dozens or hundreds of systems' ability to share information. Every great person is often made up of the support of the network of people they are surrounded by. So too, does the quality of the IT landscape of your organization and interoperability determine how much time employees and volunteers spend with administrative tasks and the communication of information that could happen automatically. In Practice While our origins are in foster and adoption care, the need to capture an individuals journey with details about services, interactions, and considerations that are made along the way are key to most human services organizations. Beyond having the basic data entry components needed for case management, Casebook PBC offers a framework and structure to capturing details about your organizations journey with the clients, communities, and partner providers you serve. As such, much of the data needed for supporting operations, whether financial data, client’s information, or organization level information, is already present and updated naturally as the system is used. With the data already present in each of Casebook’s business applications during day to day operations, contributory activities performed in specialized and mandated systems won’t require special processes to first obtain the necessary data. By configuring and customizing Casebook’s platform to align and guide your organization's core activities, we have seen significant reductions in data entry time, duplication of information and efforts, and a renewed ability to increase the time spent with the chore mission in your community. Casebook’s API First Methodology Casebook is built with API first in mind, resulting in all of the fields that are used in the web based service to be available for integration. Using Casebook's API to Connect your Human Services Technology With human services and case work playing such a large role in community programs and impacting the lives or countless of individuals and families, one would imagine that funds to grow and improve such efforts are made readily available. Moreover, with the superabundance of new technology and software that is shaping our every day, it would not be a far leap to assume that technology innovations to tackle and fix these fundamental human challenges would be abundant. However, the funding and technology to drive forward social change is far less frequent and technology more outdated than many other industries. Furthermore, some of the greatest benefits of the tools at our disposal nowadays are realized only when multiple, specialized applications are able to share information with another. Having worked with several Fortune 500 companies on their IT infrastructure, it was not uncommon to see dozens of business critical systems, and many more dozens of supplemental systems across their environment. The critical aspect needed to allow workers within the organization to efficiently execute the organizations objective without being loaded down with administrative tasks, was the dozens or hundreds of systems' ability to share information. Every great person is often made up of the support of the network of people they are surrounded by. So too, does the quality of the IT landscape of your organization and interoperability determine how much time employees and volunteers spend with administrative tasks and the communication of information that could happen automatically. In Practice While our origins are in foster and adoption care, the need to capture an individuals journey with details about services, interactions, and considerations that are made along the way are key to most human services organizations. Beyond having the basic data entry components needed for case management, Casebook PBC offers a framework and structure to capturing details about your organizations journey with the clients, communities, and partner providers you serve. As such, much of the data needed for supporting operations, whether financial data, client’s information, or organization level information, is already present and updated naturally as the system is used. With the data already present in each of Casebook’s business applications during day to day operations, contributory activities performed in specialized and mandated systems won’t require special processes to first obtain the necessary data. By configuring and customizing Casebook’s platform to align and guide your organization's core activities, we have seen significant reductions in data entry time, duplication of information and efforts, and a renewed ability to increase the time spent with the chore mission in your community. Casebook’s API First Methodology Casebook is built with API first in mind, resulting in all of the fields that are used in the web based service to be available for integration.

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

Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions.Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions. So now that we understand the difference between the two, what’s the magic secret to receiving sustainable funding from program officers? It boils down to two things: trust and engagement. There’s no real sorcery involved, but there are a few ‘magic’ truths in fundraising. Some include: those who don’t ask don’t receive (a squeaky wheel gets the oil sort of ideology); and if a program officer wouldn’t trust you with their own money, they’re probably not going to trust you with their foundation’s money either. Fundraising success is usually strengthened by two things: strong data and strong relationships. Relationship building in particular is fundamental. Yes, the collateral you provide to funders matter. The strength of your proposal, and the alignment of your work as it relates to the funder’s vision, matters. Your reputation in the community matters. AND one big indicator of long-term sustainable funding is the relationship you build with your program officer as an extension of the foundation. Relationships matter. And all of this brings us back to understanding how to build trust and drive engagement. Let’s start with engagement. There’s a working theory in fundraising called the ‘rule of 7’. Simple put, expert fundraisers (yours included) believe that you need seven quality touch points between requesting gifts. The majority of these engagement touch points should be thank yours and updates. This practice doesn’t just go for individual donors, it also is helpful for foundation program officers as well. An example of engagement timeline which may work for you could include: Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions.Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions. So now that we understand the difference between the two, what’s the magic secret to receiving sustainable funding from program officers? It boils down to two things: trust and engagement. There’s no real sorcery involved, but there are a few ‘magic’ truths in fundraising. Some include: those who don’t ask don’t receive (a squeaky wheel gets the oil sort of ideology); and if a program officer wouldn’t trust you with their own money, they’re probably not going to trust you with their foundation’s money either. Fundraising success is usually strengthened by two things: strong data and strong relationships. Relationship building in particular is fundamental. Yes, the collateral you provide to funders matter. The strength of your proposal, and the alignment of your work as it relates to the funder’s vision, matters. Your reputation in the community matters. AND one big indicator of long-term sustainable funding is the relationship you build with your program officer as an extension of the foundation. Relationships matter. And all of this brings us back to understanding how to build trust and drive engagement. Let’s start with engagement. There’s a working theory in fundraising called the ‘rule of 7’. Simple put, expert fundraisers (yours included) believe that you need seven quality touch points between requesting gifts. The majority of these engagement touch points should be thank yours and updates. This practice doesn’t just go for individual donors, it also is helpful for foundation program officers as well. An example of engagement timeline which may work for you could include: Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions.Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions. So now that we understand the difference between the two, what’s the magic secret to receiving sustainable funding from program officers? It boils down to two things: trust and engagement. There’s no real sorcery involved, but there are a few ‘magic’ truths in fundraising. Some include: those who don’t ask don’t receive (a squeaky wheel gets the oil sort of ideology); and if a program officer wouldn’t trust you with their own money, they’re probably not going to trust you with their foundation’s money either. Fundraising success is usually strengthened by two things: strong data and strong relationships. Relationship building in particular is fundamental. Yes, the collateral you provide to funders matter. The strength of your proposal, and the alignment of your work as it relates to the funder’s vision, matters. Your reputation in the community matters. AND one big indicator of long-term sustainable funding is the relationship you build with your program officer as an extension of the foundation. Relationships matter. And all of this brings us back to understanding how to build trust and drive engagement. Let’s start with engagement. There’s a working theory in fundraising called the ‘rule of 7’. Simple put, expert fundraisers (yours included) believe that you need seven quality touch points between requesting gifts. The majority of these engagement touch points should be thank yours and updates. This practice doesn’t just go for individual donors, it also is helpful for foundation program officers as well. An example of engagement timeline which may work for you could include: Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions.Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions. So now that we understand the difference between the two, what’s the magic secret to receiving sustainable funding from program officers? It boils down to two things: trust and engagement. There’s no real sorcery involved, but there are a few ‘magic’ truths in fundraising. Some include: those who don’t ask don’t receive (a squeaky wheel gets the oil sort of ideology); and if a program officer wouldn’t trust you with their own money, they’re probably not going to trust you with their foundation’s money either. Fundraising success is usually strengthened by two things: strong data and strong relationships. Relationship building in particular is fundamental. Yes, the collateral you provide to funders matter. The strength of your proposal, and the alignment of your work as it relates to the funder’s vision, matters. Your reputation in the community matters. AND one big indicator of long-term sustainable funding is the relationship you build with your program officer as an extension of the foundation. Relationships matter. And all of this brings us back to understanding how to build trust and drive engagement. Let’s start with engagement. There’s a working theory in fundraising called the ‘rule of 7’. Simple put, expert fundraisers (yours included) believe that you need seven quality touch points between requesting gifts. The majority of these engagement touch points should be thank yours and updates. This practice doesn’t just go for individual donors, it also is helpful for foundation program officers as well. An example of engagement timeline which may work for you could include: Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions.Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions. So now that we understand the difference between the two, what’s the magic secret to receiving sustainable funding from program officers? It boils down to two things: trust and engagement. There’s no real sorcery involved, but there are a few ‘magic’ truths in fundraising. Some include: those who don’t ask don’t receive (a squeaky wheel gets the oil sort of ideology); and if a program officer wouldn’t trust you with their own money, they’re probably not going to trust you with their foundation’s money either. Fundraising success is usually strengthened by two things: strong data and strong relationships. Relationship building in particular is fundamental. Yes, the collateral you provide to funders matter. The strength of your proposal, and the alignment of your work as it relates to the funder’s vision, matters. Your reputation in the community matters. AND one big indicator of long-term sustainable funding is the relationship you build with your program officer as an extension of the foundation. Relationships matter. And all of this brings us back to understanding how to build trust and drive engagement. Let’s start with engagement. There’s a working theory in fundraising called the ‘rule of 7’. Simple put, expert fundraisers (yours included) believe that you need seven quality touch points between requesting gifts. The majority of these engagement touch points should be thank yours and updates. This practice doesn’t just go for individual donors, it also is helpful for foundation program officers as well. An example of engagement timeline which may work for you could include: Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions.Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions. So now that we understand the difference between the two, what’s the magic secret to receiving sustainable funding from program officers? It boils down to two things: trust and engagement. There’s no real sorcery involved, but there are a few ‘magic’ truths in fundraising. Some include: those who don’t ask don’t receive (a squeaky wheel gets the oil sort of ideology); and if a program officer wouldn’t trust you with their own money, they’re probably not going to trust you with their foundation’s money either. Fundraising success is usually strengthened by two things: strong data and strong relationships. Relationship building in particular is fundamental. Yes, the collateral you provide to funders matter. The strength of your proposal, and the alignment of your work as it relates to the funder’s vision, matters. Your reputation in the community matters. AND one big indicator of long-term sustainable funding is the relationship you build with your program officer as an extension of the foundation. Relationships matter. And all of this brings us back to understanding how to build trust and drive engagement. Let’s start with engagement. There’s a working theory in fundraising called the ‘rule of 7’. Simple put, expert fundraisers (yours included) believe that you need seven quality touch points between requesting gifts. The majority of these engagement touch points should be thank yours and updates. This practice doesn’t just go for individual donors, it also is helpful for foundation program officers as well. An example of engagement timeline which may work for you could include: Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions.Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions. So now that we understand the difference between the two, what’s the magic secret to receiving sustainable funding from program officers? It boils down to two things: trust and engagement. There’s no real sorcery involved, but there are a few ‘magic’ truths in fundraising. Some include: those who don’t ask don’t receive (a squeaky wheel gets the oil sort of ideology); and if a program officer wouldn’t trust you with their own money, they’re probably not going to trust you with their foundation’s money either. Fundraising success is usually strengthened by two things: strong data and strong relationships. Relationship building in particular is fundamental. Yes, the collateral you provide to funders matter. The strength of your proposal, and the alignment of your work as it relates to the funder’s vision, matters. Your reputation in the community matters. AND one big indicator of long-term sustainable funding is the relationship you build with your program officer as an extension of the foundation. Relationships matter. And all of this brings us back to understanding how to build trust and drive engagement. Let’s start with engagement. There’s a working theory in fundraising called the ‘rule of 7’. Simple put, expert fundraisers (yours included) believe that you need seven quality touch points between requesting gifts. The majority of these engagement touch points should be thank yours and updates. This practice doesn’t just go for individual donors, it also is helpful for foundation program officers as well. An example of engagement timeline which may work for you could include: Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions.Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions. So now that we understand the difference between the two, what’s the magic secret to receiving sustainable funding from program officers? It boils down to two things: trust and engagement. There’s no real sorcery involved, but there are a few ‘magic’ truths in fundraising. Some include: those who don’t ask don’t receive (a squeaky wheel gets the oil sort of ideology); and if a program officer wouldn’t trust you with their own money, they’re probably not going to trust you with their foundation’s money either. Fundraising success is usually strengthened by two things: strong data and strong relationships. Relationship building in particular is fundamental. Yes, the collateral you provide to funders matter. The strength of your proposal, and the alignment of your work as it relates to the funder’s vision, matters. Your reputation in the community matters. AND one big indicator of long-term sustainable funding is the relationship you build with your program officer as an extension of the foundation. Relationships matter. And all of this brings us back to understanding how to build trust and drive engagement. Let’s start with engagement. There’s a working theory in fundraising called the ‘rule of 7’. Simple put, expert fundraisers (yours included) believe that you need seven quality touch points between requesting gifts. The majority of these engagement touch points should be thank yours and updates. This practice doesn’t just go for individual donors, it also is helpful for foundation program officers as well. An example of engagement timeline which may work for you could include: Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions.Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions. So now that we understand the difference between the two, what’s the magic secret to receiving sustainable funding from program officers? It boils down to two things: trust and engagement. There’s no real sorcery involved, but there are a few ‘magic’ truths in fundraising. Some include: those who don’t ask don’t receive (a squeaky wheel gets the oil sort of ideology); and if a program officer wouldn’t trust you with their own money, they’re probably not going to trust you with their foundation’s money either. Fundraising success is usually strengthened by two things: strong data and strong relationships. Relationship building in particular is fundamental. Yes, the collateral you provide to funders matter. The strength of your proposal, and the alignment of your work as it relates to the funder’s vision, matters. Your reputation in the community matters. AND one big indicator of long-term sustainable funding is the relationship you build with your program officer as an extension of the foundation. Relationships matter. And all of this brings us back to understanding how to build trust and drive engagement. Let’s start with engagement. There’s a working theory in fundraising called the ‘rule of 7’. Simple put, expert fundraisers (yours included) believe that you need seven quality touch points between requesting gifts. The majority of these engagement touch points should be thank yours and updates. This practice doesn’t just go for individual donors, it also is helpful for foundation program officers as well. An example of engagement timeline which may work for you could include: Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions.Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions. So now that we understand the difference between the two, what’s the magic secret to receiving sustainable funding from program officers? It boils down to two things: trust and engagement. There’s no real sorcery involved, but there are a few ‘magic’ truths in fundraising. Some include: those who don’t ask don’t receive (a squeaky wheel gets the oil sort of ideology); and if a program officer wouldn’t trust you with their own money, they’re probably not going to trust you with their foundation’s money either. Fundraising success is usually strengthened by two things: strong data and strong relationships. Relationship building in particular is fundamental. Yes, the collateral you provide to funders matter. The strength of your proposal, and the alignment of your work as it relates to the funder’s vision, matters. Your reputation in the community matters. AND one big indicator of long-term sustainable funding is the relationship you build with your program officer as an extension of the foundation. Relationships matter. And all of this brings us back to understanding how to build trust and drive engagement. Let’s start with engagement. There’s a working theory in fundraising called the ‘rule of 7’. Simple put, expert fundraisers (yours included) believe that you need seven quality touch points between requesting gifts. The majority of these engagement touch points should be thank yours and updates. This practice doesn’t just go for individual donors, it also is helpful for foundation program officers as well. An example of engagement timeline which may work for you could include:

If your organization's workflow process isn't paperless, you may be exposing yourself and your clients to easily avoidable security risks. There are many benefits of a paperless process, but you may not consider some basic ways in which relying on paper versions of forms, files, and essential documents leave your organization and clients potentially vulnerable. Here are three ways your organization can improve data security with a paperless process. Files Can't Be Misplaced or Lost Without filing cabinets full of paper forms, your team can't lose track of important documents, historical information, or miscategorize files. Digital forms and document upload allow for almost instant access to the information you need, improving efficiency - but also makes sure nothing is ever lost from a client file. Lost files or potential device exposure During home studies, facility inspection, or other out-of-office activities, your team could have sensitive information on paper files or device storage - potentially exposing your client and organization to liability. A digitized process in-the-field should include instant upload and sync to a secure cloud vs. hosting any data on the physical device storage. This allows for both better note-taking, data fidelity, and security for your client forms and scanned documents. When Crisis Strikes, it Won't Impact Your Data, Files or Workflow When crisis strikes you shouldn't be worried about your documents and sensitive client information being lost of exposed. Not having a digitized process leaves your organization's paper-based data liable to damage or destruction. Your insurance may cover your losses, but without an offsite server and data redundancy, you can't recover critical information lost to the disaster. Your data being safely on the cloud also means your team can get back to helping your clients, which is especially important during a time of uncertainty. Cloud-based data solutions mean your data is always safe, secure, available and reliable. If you'd like to know more about Casebook security or how to secure data in the cloud, you'll find that in 2020 you can't afford to place your organization and clients at risk by not investing in securing your data. If your organization's workflow process isn't paperless, you may be exposing yourself and your clients to easily avoidable security risks. There are many benefits of a paperless process, but you may not consider some basic ways in which relying on paper versions of forms, files, and essential documents leave your organization and clients potentially vulnerable. Here are three ways your organization can improve data security with a paperless process. Files Can't Be Misplaced or Lost Without filing cabinets full of paper forms, your team can't lose track of important documents, historical information, or miscategorize files. Digital forms and document upload allow for almost instant access to the information you need, improving efficiency - but also makes sure nothing is ever lost from a client file. Lost files or potential device exposure During home studies, facility inspection, or other out-of-office activities, your team could have sensitive information on paper files or device storage - potentially exposing your client and organization to liability. A digitized process in-the-field should include instant upload and sync to a secure cloud vs. hosting any data on the physical device storage. This allows for both better note-taking, data fidelity, and security for your client forms and scanned documents. When Crisis Strikes, it Won't Impact Your Data, Files or Workflow When crisis strikes you shouldn't be worried about your documents and sensitive client information being lost of exposed. Not having a digitized process leaves your organization's paper-based data liable to damage or destruction. Your insurance may cover your losses, but without an offsite server and data redundancy, you can't recover critical information lost to the disaster. Your data being safely on the cloud also means your team can get back to helping your clients, which is especially important during a time of uncertainty. Cloud-based data solutions mean your data is always safe, secure, available and reliable. If you'd like to know more about Casebook security or how to secure data in the cloud, you'll find that in 2020 you can't afford to place your organization and clients at risk by not investing in securing your data. If your organization's workflow process isn't paperless, you may be exposing yourself and your clients to easily avoidable security risks. There are many benefits of a paperless process, but you may not consider some basic ways in which relying on paper versions of forms, files, and essential documents leave your organization and clients potentially vulnerable. Here are three ways your organization can improve data security with a paperless process. Files Can't Be Misplaced or Lost Without filing cabinets full of paper forms, your team can't lose track of important documents, historical information, or miscategorize files. Digital forms and document upload allow for almost instant access to the information you need, improving efficiency - but also makes sure nothing is ever lost from a client file. Lost files or potential device exposure During home studies, facility inspection, or other out-of-office activities, your team could have sensitive information on paper files or device storage - potentially exposing your client and organization to liability. A digitized process in-the-field should include instant upload and sync to a secure cloud vs. hosting any data on the physical device storage. This allows for both better note-taking, data fidelity, and security for your client forms and scanned documents. When Crisis Strikes, it Won't Impact Your Data, Files or Workflow When crisis strikes you shouldn't be worried about your documents and sensitive client information being lost of exposed. Not having a digitized process leaves your organization's paper-based data liable to damage or destruction. Your insurance may cover your losses, but without an offsite server and data redundancy, you can't recover critical information lost to the disaster. Your data being safely on the cloud also means your team can get back to helping your clients, which is especially important during a time of uncertainty. Cloud-based data solutions mean your data is always safe, secure, available and reliable. If you'd like to know more about Casebook security or how to secure data in the cloud, you'll find that in 2020 you can't afford to place your organization and clients at risk by not investing in securing your data. If your organization's workflow process isn't paperless, you may be exposing yourself and your clients to easily avoidable security risks. There are many benefits of a paperless process, but you may not consider some basic ways in which relying on paper versions of forms, files, and essential documents leave your organization and clients potentially vulnerable. Here are three ways your organization can improve data security with a paperless process. Files Can't Be Misplaced or Lost Without filing cabinets full of paper forms, your team can't lose track of important documents, historical information, or miscategorize files. Digital forms and document upload allow for almost instant access to the information you need, improving efficiency - but also makes sure nothing is ever lost from a client file. Lost files or potential device exposure During home studies, facility inspection, or other out-of-office activities, your team could have sensitive information on paper files or device storage - potentially exposing your client and organization to liability. A digitized process in-the-field should include instant upload and sync to a secure cloud vs. hosting any data on the physical device storage. This allows for both better note-taking, data fidelity, and security for your client forms and scanned documents. When Crisis Strikes, it Won't Impact Your Data, Files or Workflow When crisis strikes you shouldn't be worried about your documents and sensitive client information being lost of exposed. Not having a digitized process leaves your organization's paper-based data liable to damage or destruction. Your insurance may cover your losses, but without an offsite server and data redundancy, you can't recover critical information lost to the disaster. Your data being safely on the cloud also means your team can get back to helping your clients, which is especially important during a time of uncertainty. Cloud-based data solutions mean your data is always safe, secure, available and reliable. If you'd like to know more about Casebook security or how to secure data in the cloud, you'll find that in 2020 you can't afford to place your organization and clients at risk by not investing in securing your data. If your organization's workflow process isn't paperless, you may be exposing yourself and your clients to easily avoidable security risks. There are many benefits of a paperless process, but you may not consider some basic ways in which relying on paper versions of forms, files, and essential documents leave your organization and clients potentially vulnerable. Here are three ways your organization can improve data security with a paperless process. Files Can't Be Misplaced or Lost Without filing cabinets full of paper forms, your team can't lose track of important documents, historical information, or miscategorize files. Digital forms and document upload allow for almost instant access to the information you need, improving efficiency - but also makes sure nothing is ever lost from a client file. Lost files or potential device exposure During home studies, facility inspection, or other out-of-office activities, your team could have sensitive information on paper files or device storage - potentially exposing your client and organization to liability. A digitized process in-the-field should include instant upload and sync to a secure cloud vs. hosting any data on the physical device storage. This allows for both better note-taking, data fidelity, and security for your client forms and scanned documents. When Crisis Strikes, it Won't Impact Your Data, Files or Workflow When crisis strikes you shouldn't be worried about your documents and sensitive client information being lost of exposed. Not having a digitized process leaves your organization's paper-based data liable to damage or destruction. Your insurance may cover your losses, but without an offsite server and data redundancy, you can't recover critical information lost to the disaster. Your data being safely on the cloud also means your team can get back to helping your clients, which is especially important during a time of uncertainty. Cloud-based data solutions mean your data is always safe, secure, available and reliable. If you'd like to know more about Casebook security or how to secure data in the cloud, you'll find that in 2020 you can't afford to place your organization and clients at risk by not investing in securing your data. If your organization's workflow process isn't paperless, you may be exposing yourself and your clients to easily avoidable security risks. There are many benefits of a paperless process, but you may not consider some basic ways in which relying on paper versions of forms, files, and essential documents leave your organization and clients potentially vulnerable. Here are three ways your organization can improve data security with a paperless process. Files Can't Be Misplaced or Lost Without filing cabinets full of paper forms, your team can't lose track of important documents, historical information, or miscategorize files. Digital forms and document upload allow for almost instant access to the information you need, improving efficiency - but also makes sure nothing is ever lost from a client file. Lost files or potential device exposure During home studies, facility inspection, or other out-of-office activities, your team could have sensitive information on paper files or device storage - potentially exposing your client and organization to liability. A digitized process in-the-field should include instant upload and sync to a secure cloud vs. hosting any data on the physical device storage. This allows for both better note-taking, data fidelity, and security for your client forms and scanned documents. When Crisis Strikes, it Won't Impact Your Data, Files or Workflow When crisis strikes you shouldn't be worried about your documents and sensitive client information being lost of exposed. Not having a digitized process leaves your organization's paper-based data liable to damage or destruction. Your insurance may cover your losses, but without an offsite server and data redundancy, you can't recover critical information lost to the disaster. Your data being safely on the cloud also means your team can get back to helping your clients, which is especially important during a time of uncertainty. Cloud-based data solutions mean your data is always safe, secure, available and reliable. If you'd like to know more about Casebook security or how to secure data in the cloud, you'll find that in 2020 you can't afford to place your organization and clients at risk by not investing in securing your data. If your organization's workflow process isn't paperless, you may be exposing yourself and your clients to easily avoidable security risks. There are many benefits of a paperless process, but you may not consider some basic ways in which relying on paper versions of forms, files, and essential documents leave your organization and clients potentially vulnerable. Here are three ways your organization can improve data security with a paperless process. Files Can't Be Misplaced or Lost Without filing cabinets full of paper forms, your team can't lose track of important documents, historical information, or miscategorize files. Digital forms and document upload allow for almost instant access to the information you need, improving efficiency - but also makes sure nothing is ever lost from a client file. Lost files or potential device exposure During home studies, facility inspection, or other out-of-office activities, your team could have sensitive information on paper files or device storage - potentially exposing your client and organization to liability. A digitized process in-the-field should include instant upload and sync to a secure cloud vs. hosting any data on the physical device storage. This allows for both better note-taking, data fidelity, and security for your client forms and scanned documents. When Crisis Strikes, it Won't Impact Your Data, Files or Workflow When crisis strikes you shouldn't be worried about your documents and sensitive client information being lost of exposed. Not having a digitized process leaves your organization's paper-based data liable to damage or destruction. Your insurance may cover your losses, but without an offsite server and data redundancy, you can't recover critical information lost to the disaster. Your data being safely on the cloud also means your team can get back to helping your clients, which is especially important during a time of uncertainty. Cloud-based data solutions mean your data is always safe, secure, available and reliable. If you'd like to know more about Casebook security or how to secure data in the cloud, you'll find that in 2020 you can't afford to place your organization and clients at risk by not investing in securing your data. If your organization's workflow process isn't paperless, you may be exposing yourself and your clients to easily avoidable security risks. There are many benefits of a paperless process, but you may not consider some basic ways in which relying on paper versions of forms, files, and essential documents leave your organization and clients potentially vulnerable. Here are three ways your organization can improve data security with a paperless process. Files Can't Be Misplaced or Lost Without filing cabinets full of paper forms, your team can't lose track of important documents, historical information, or miscategorize files. Digital forms and document upload allow for almost instant access to the information you need, improving efficiency - but also makes sure nothing is ever lost from a client file. Lost files or potential device exposure During home studies, facility inspection, or other out-of-office activities, your team could have sensitive information on paper files or device storage - potentially exposing your client and organization to liability. A digitized process in-the-field should include instant upload and sync to a secure cloud vs. hosting any data on the physical device storage. This allows for both better note-taking, data fidelity, and security for your client forms and scanned documents. When Crisis Strikes, it Won't Impact Your Data, Files or Workflow When crisis strikes you shouldn't be worried about your documents and sensitive client information being lost of exposed. Not having a digitized process leaves your organization's paper-based data liable to damage or destruction. Your insurance may cover your losses, but without an offsite server and data redundancy, you can't recover critical information lost to the disaster. Your data being safely on the cloud also means your team can get back to helping your clients, which is especially important during a time of uncertainty. Cloud-based data solutions mean your data is always safe, secure, available and reliable. If you'd like to know more about Casebook security or how to secure data in the cloud, you'll find that in 2020 you can't afford to place your organization and clients at risk by not investing in securing your data. If your organization's workflow process isn't paperless, you may be exposing yourself and your clients to easily avoidable security risks. There are many benefits of a paperless process, but you may not consider some basic ways in which relying on paper versions of forms, files, and essential documents leave your organization and clients potentially vulnerable. Here are three ways your organization can improve data security with a paperless process. Files Can't Be Misplaced or Lost Without filing cabinets full of paper forms, your team can't lose track of important documents, historical information, or miscategorize files. Digital forms and document upload allow for almost instant access to the information you need, improving efficiency - but also makes sure nothing is ever lost from a client file. Lost files or potential device exposure During home studies, facility inspection, or other out-of-office activities, your team could have sensitive information on paper files or device storage - potentially exposing your client and organization to liability. A digitized process in-the-field should include instant upload and sync to a secure cloud vs. hosting any data on the physical device storage. This allows for both better note-taking, data fidelity, and security for your client forms and scanned documents. When Crisis Strikes, it Won't Impact Your Data, Files or Workflow When crisis strikes you shouldn't be worried about your documents and sensitive client information being lost of exposed. Not having a digitized process leaves your organization's paper-based data liable to damage or destruction. Your insurance may cover your losses, but without an offsite server and data redundancy, you can't recover critical information lost to the disaster. Your data being safely on the cloud also means your team can get back to helping your clients, which is especially important during a time of uncertainty. Cloud-based data solutions mean your data is always safe, secure, available and reliable. If you'd like to know more about Casebook security or how to secure data in the cloud, you'll find that in 2020 you can't afford to place your organization and clients at risk by not investing in securing your data. If your organization's workflow process isn't paperless, you may be exposing yourself and your clients to easily avoidable security risks. There are many benefits of a paperless process, but you may not consider some basic ways in which relying on paper versions of forms, files, and essential documents leave your organization and clients potentially vulnerable. Here are three ways your organization can improve data security with a paperless process. Files Can't Be Misplaced or Lost Without filing cabinets full of paper forms, your team can't lose track of important documents, historical information, or miscategorize files. Digital forms and document upload allow for almost instant access to the information you need, improving efficiency - but also makes sure nothing is ever lost from a client file. Lost files or potential device exposure During home studies, facility inspection, or other out-of-office activities, your team could have sensitive information on paper files or device storage - potentially exposing your client and organization to liability. A digitized process in-the-field should include instant upload and sync to a secure cloud vs. hosting any data on the physical device storage. This allows for both better note-taking, data fidelity, and security for your client forms and scanned documents. When Crisis Strikes, it Won't Impact Your Data, Files or Workflow When crisis strikes you shouldn't be worried about your documents and sensitive client information being lost of exposed. Not having a digitized process leaves your organization's paper-based data liable to damage or destruction. Your insurance may cover your losses, but without an offsite server and data redundancy, you can't recover critical information lost to the disaster. Your data being safely on the cloud also means your team can get back to helping your clients, which is especially important during a time of uncertainty. Cloud-based data solutions mean your data is always safe, secure, available and reliable. If you'd like to know more about Casebook security or how to secure data in the cloud, you'll find that in 2020 you can't afford to place your organization and clients at risk by not investing in securing your data.

We’ve covered many topics! Grant writing basics, shifting framing based on audience type, external validators, and even the building blocks of relationship building. The glue that holds all of these key elements together is solid project management. An organization’s development department (even if you’re a team of one!) is the drumbeat for sustainability. To ensure the livelihood of your organization you need resources, a clear understanding of how programming dovetails with the world of philanthropy, and a system to keep all of the critical pieces moving at a steady pace. Burnout in the nonprofit world is a real threat, especially in the fast-paced world of fundraising. One thing that helps, is a well-ordered plan. I would suggest using a Gantt Chart to help you keep track of top line tasks and major times of the year. I’ve created a customizable template here as an example of something you can use. This can be used in combination with a strong database and software tools, to ensure you’re using data to support your priorities. Casebook can pull together program level outcomes with involvement data, dynamic fields and demographics. DARCI & The Gantt Chart In the customizable Gantt Chart template below, you’ll notice a column in the chart marked “Accountable” that’s taken from the internal accountability and project management system called a “DARCI”. [Decision Maker, Accountable, Responsible, Consulted, Informed]. More information on DARCI’s applicability can be found here. Overall, accountability is important. Knowing who is doing what is critical to the success of the organization, and the individual responsible for ensuring the completion of the activity in a time-bound and realistic manner is the ‘Accountable’ party. The accountability party should have a clear sense of the goals of each section, and the tactical purpose of each activity. Helpful to understanding this knowledge base is historical information that can be bolstered by the use of a CRM. For example, in the Gantt Chart linked here you’ll find five main priority area categories within the 2022 Fundraising Calendar example: Development Core Work — the tasks that directly support fundraising, cultivation and stewardship throughout the year Finance Support — cross-department functions that focus on resource tracking and projections Communications Support — annual donor engagement, campaigns and reporting projects Staff PD — activities that build a shared understanding of development’s work and a culture of fundraising throughout the year Board Support — governance and fundraising responsibilities of the board, prioritizing tasks that support the board’s understand of cultivation tactics and potential donor engagement We’ve covered many topics! Grant writing basics, shifting framing based on audience type, external validators, and even the building blocks of relationship building. The glue that holds all of these key elements together is solid project management. An organization’s development department (even if you’re a team of one!) is the drumbeat for sustainability. To ensure the livelihood of your organization you need resources, a clear understanding of how programming dovetails with the world of philanthropy, and a system to keep all of the critical pieces moving at a steady pace. Burnout in the nonprofit world is a real threat, especially in the fast-paced world of fundraising. One thing that helps, is a well-ordered plan. I would suggest using a Gantt Chart to help you keep track of top line tasks and major times of the year. I’ve created a customizable template here as an example of something you can use. This can be used in combination with a strong database and software tools, to ensure you’re using data to support your priorities. Casebook can pull together program level outcomes with involvement data, dynamic fields and demographics. DARCI & The Gantt Chart In the customizable Gantt Chart template below, you’ll notice a column in the chart marked “Accountable” that’s taken from the internal accountability and project management system called a “DARCI”. [Decision Maker, Accountable, Responsible, Consulted, Informed]. More information on DARCI’s applicability can be found here. Overall, accountability is important. Knowing who is doing what is critical to the success of the organization, and the individual responsible for ensuring the completion of the activity in a time-bound and realistic manner is the ‘Accountable’ party. The accountability party should have a clear sense of the goals of each section, and the tactical purpose of each activity. Helpful to understanding this knowledge base is historical information that can be bolstered by the use of a CRM. For example, in the Gantt Chart linked here you’ll find five main priority area categories within the 2022 Fundraising Calendar example: Development Core Work — the tasks that directly support fundraising, cultivation and stewardship throughout the year Finance Support — cross-department functions that focus on resource tracking and projections Communications Support — annual donor engagement, campaigns and reporting projects Staff PD — activities that build a shared understanding of development’s work and a culture of fundraising throughout the year Board Support — governance and fundraising responsibilities of the board, prioritizing tasks that support the board’s understand of cultivation tactics and potential donor engagement We’ve covered many topics! Grant writing basics, shifting framing based on audience type, external validators, and even the building blocks of relationship building. The glue that holds all of these key elements together is solid project management. An organization’s development department (even if you’re a team of one!) is the drumbeat for sustainability. To ensure the livelihood of your organization you need resources, a clear understanding of how programming dovetails with the world of philanthropy, and a system to keep all of the critical pieces moving at a steady pace. Burnout in the nonprofit world is a real threat, especially in the fast-paced world of fundraising. One thing that helps, is a well-ordered plan. I would suggest using a Gantt Chart to help you keep track of top line tasks and major times of the year. I’ve created a customizable template here as an example of something you can use. This can be used in combination with a strong database and software tools, to ensure you’re using data to support your priorities. Casebook can pull together program level outcomes with involvement data, dynamic fields and demographics. DARCI & The Gantt Chart In the customizable Gantt Chart template below, you’ll notice a column in the chart marked “Accountable” that’s taken from the internal accountability and project management system called a “DARCI”. [Decision Maker, Accountable, Responsible, Consulted, Informed]. More information on DARCI’s applicability can be found here. Overall, accountability is important. Knowing who is doing what is critical to the success of the organization, and the individual responsible for ensuring the completion of the activity in a time-bound and realistic manner is the ‘Accountable’ party. The accountability party should have a clear sense of the goals of each section, and the tactical purpose of each activity. Helpful to understanding this knowledge base is historical information that can be bolstered by the use of a CRM. For example, in the Gantt Chart linked here you’ll find five main priority area categories within the 2022 Fundraising Calendar example: Development Core Work — the tasks that directly support fundraising, cultivation and stewardship throughout the year Finance Support — cross-department functions that focus on resource tracking and projections Communications Support — annual donor engagement, campaigns and reporting projects Staff PD — activities that build a shared understanding of development’s work and a culture of fundraising throughout the year Board Support — governance and fundraising responsibilities of the board, prioritizing tasks that support the board’s understand of cultivation tactics and potential donor engagement We’ve covered many topics! Grant writing basics, shifting framing based on audience type, external validators, and even the building blocks of relationship building. The glue that holds all of these key elements together is solid project management. An organization’s development department (even if you’re a team of one!) is the drumbeat for sustainability. To ensure the livelihood of your organization you need resources, a clear understanding of how programming dovetails with the world of philanthropy, and a system to keep all of the critical pieces moving at a steady pace. Burnout in the nonprofit world is a real threat, especially in the fast-paced world of fundraising. One thing that helps, is a well-ordered plan. I would suggest using a Gantt Chart to help you keep track of top line tasks and major times of the year. I’ve created a customizable template here as an example of something you can use. This can be used in combination with a strong database and software tools, to ensure you’re using data to support your priorities. Casebook can pull together program level outcomes with involvement data, dynamic fields and demographics. DARCI & The Gantt Chart In the customizable Gantt Chart template below, you’ll notice a column in the chart marked “Accountable” that’s taken from the internal accountability and project management system called a “DARCI”. [Decision Maker, Accountable, Responsible, Consulted, Informed]. More information on DARCI’s applicability can be found here. Overall, accountability is important. Knowing who is doing what is critical to the success of the organization, and the individual responsible for ensuring the completion of the activity in a time-bound and realistic manner is the ‘Accountable’ party. The accountability party should have a clear sense of the goals of each section, and the tactical purpose of each activity. Helpful to understanding this knowledge base is historical information that can be bolstered by the use of a CRM. For example, in the Gantt Chart linked here you’ll find five main priority area categories within the 2022 Fundraising Calendar example: Development Core Work — the tasks that directly support fundraising, cultivation and stewardship throughout the year Finance Support — cross-department functions that focus on resource tracking and projections Communications Support — annual donor engagement, campaigns and reporting projects Staff PD — activities that build a shared understanding of development’s work and a culture of fundraising throughout the year Board Support — governance and fundraising responsibilities of the board, prioritizing tasks that support the board’s understand of cultivation tactics and potential donor engagement We’ve covered many topics! Grant writing basics, shifting framing based on audience type, external validators, and even the building blocks of relationship building. The glue that holds all of these key elements together is solid project management. An organization’s development department (even if you’re a team of one!) is the drumbeat for sustainability. To ensure the livelihood of your organization you need resources, a clear understanding of how programming dovetails with the world of philanthropy, and a system to keep all of the critical pieces moving at a steady pace. Burnout in the nonprofit world is a real threat, especially in the fast-paced world of fundraising. One thing that helps, is a well-ordered plan. I would suggest using a Gantt Chart to help you keep track of top line tasks and major times of the year. I’ve created a customizable template here as an example of something you can use. This can be used in combination with a strong database and software tools, to ensure you’re using data to support your priorities. Casebook can pull together program level outcomes with involvement data, dynamic fields and demographics. DARCI & The Gantt Chart In the customizable Gantt Chart template below, you’ll notice a column in the chart marked “Accountable” that’s taken from the internal accountability and project management system called a “DARCI”. [Decision Maker, Accountable, Responsible, Consulted, Informed]. More information on DARCI’s applicability can be found here. Overall, accountability is important. Knowing who is doing what is critical to the success of the organization, and the individual responsible for ensuring the completion of the activity in a time-bound and realistic manner is the ‘Accountable’ party. The accountability party should have a clear sense of the goals of each section, and the tactical purpose of each activity. Helpful to understanding this knowledge base is historical information that can be bolstered by the use of a CRM. For example, in the Gantt Chart linked here you’ll find five main priority area categories within the 2022 Fundraising Calendar example: Development Core Work — the tasks that directly support fundraising, cultivation and stewardship throughout the year Finance Support — cross-department functions that focus on resource tracking and projections Communications Support — annual donor engagement, campaigns and reporting projects Staff PD — activities that build a shared understanding of development’s work and a culture of fundraising throughout the year Board Support — governance and fundraising responsibilities of the board, prioritizing tasks that support the board’s understand of cultivation tactics and potential donor engagement We’ve covered many topics! Grant writing basics, shifting framing based on audience type, external validators, and even the building blocks of relationship building. The glue that holds all of these key elements together is solid project management. An organization’s development department (even if you’re a team of one!) is the drumbeat for sustainability. To ensure the livelihood of your organization you need resources, a clear understanding of how programming dovetails with the world of philanthropy, and a system to keep all of the critical pieces moving at a steady pace. Burnout in the nonprofit world is a real threat, especially in the fast-paced world of fundraising. One thing that helps, is a well-ordered plan. I would suggest using a Gantt Chart to help you keep track of top line tasks and major times of the year. I’ve created a customizable template here as an example of something you can use. This can be used in combination with a strong database and software tools, to ensure you’re using data to support your priorities. Casebook can pull together program level outcomes with involvement data, dynamic fields and demographics. DARCI & The Gantt Chart In the customizable Gantt Chart template below, you’ll notice a column in the chart marked “Accountable” that’s taken from the internal accountability and project management system called a “DARCI”. [Decision Maker, Accountable, Responsible, Consulted, Informed]. More information on DARCI’s applicability can be found here. Overall, accountability is important. Knowing who is doing what is critical to the success of the organization, and the individual responsible for ensuring the completion of the activity in a time-bound and realistic manner is the ‘Accountable’ party. The accountability party should have a clear sense of the goals of each section, and the tactical purpose of each activity. Helpful to understanding this knowledge base is historical information that can be bolstered by the use of a CRM. For example, in the Gantt Chart linked here you’ll find five main priority area categories within the 2022 Fundraising Calendar example: Development Core Work — the tasks that directly support fundraising, cultivation and stewardship throughout the year Finance Support — cross-department functions that focus on resource tracking and projections Communications Support — annual donor engagement, campaigns and reporting projects Staff PD — activities that build a shared understanding of development’s work and a culture of fundraising throughout the year Board Support — governance and fundraising responsibilities of the board, prioritizing tasks that support the board’s understand of cultivation tactics and potential donor engagement We’ve covered many topics! Grant writing basics, shifting framing based on audience type, external validators, and even the building blocks of relationship building. The glue that holds all of these key elements together is solid project management. An organization’s development department (even if you’re a team of one!) is the drumbeat for sustainability. To ensure the livelihood of your organization you need resources, a clear understanding of how programming dovetails with the world of philanthropy, and a system to keep all of the critical pieces moving at a steady pace. Burnout in the nonprofit world is a real threat, especially in the fast-paced world of fundraising. One thing that helps, is a well-ordered plan. I would suggest using a Gantt Chart to help you keep track of top line tasks and major times of the year. I’ve created a customizable template here as an example of something you can use. This can be used in combination with a strong database and software tools, to ensure you’re using data to support your priorities. Casebook can pull together program level outcomes with involvement data, dynamic fields and demographics. DARCI & The Gantt Chart In the customizable Gantt Chart template below, you’ll notice a column in the chart marked “Accountable” that’s taken from the internal accountability and project management system called a “DARCI”. [Decision Maker, Accountable, Responsible, Consulted, Informed]. More information on DARCI’s applicability can be found here. Overall, accountability is important. Knowing who is doing what is critical to the success of the organization, and the individual responsible for ensuring the completion of the activity in a time-bound and realistic manner is the ‘Accountable’ party. The accountability party should have a clear sense of the goals of each section, and the tactical purpose of each activity. Helpful to understanding this knowledge base is historical information that can be bolstered by the use of a CRM. For example, in the Gantt Chart linked here you’ll find five main priority area categories within the 2022 Fundraising Calendar example: Development Core Work — the tasks that directly support fundraising, cultivation and stewardship throughout the year Finance Support — cross-department functions that focus on resource tracking and projections Communications Support — annual donor engagement, campaigns and reporting projects Staff PD — activities that build a shared understanding of development’s work and a culture of fundraising throughout the year Board Support — governance and fundraising responsibilities of the board, prioritizing tasks that support the board’s understand of cultivation tactics and potential donor engagement We’ve covered many topics! Grant writing basics, shifting framing based on audience type, external validators, and even the building blocks of relationship building. The glue that holds all of these key elements together is solid project management. An organization’s development department (even if you’re a team of one!) is the drumbeat for sustainability. To ensure the livelihood of your organization you need resources, a clear understanding of how programming dovetails with the world of philanthropy, and a system to keep all of the critical pieces moving at a steady pace. Burnout in the nonprofit world is a real threat, especially in the fast-paced world of fundraising. One thing that helps, is a well-ordered plan. I would suggest using a Gantt Chart to help you keep track of top line tasks and major times of the year. I’ve created a customizable template here as an example of something you can use. This can be used in combination with a strong database and software tools, to ensure you’re using data to support your priorities. Casebook can pull together program level outcomes with involvement data, dynamic fields and demographics. DARCI & The Gantt Chart In the customizable Gantt Chart template below, you’ll notice a column in the chart marked “Accountable” that’s taken from the internal accountability and project management system called a “DARCI”. [Decision Maker, Accountable, Responsible, Consulted, Informed]. More information on DARCI’s applicability can be found here. Overall, accountability is important. Knowing who is doing what is critical to the success of the organization, and the individual responsible for ensuring the completion of the activity in a time-bound and realistic manner is the ‘Accountable’ party. The accountability party should have a clear sense of the goals of each section, and the tactical purpose of each activity. Helpful to understanding this knowledge base is historical information that can be bolstered by the use of a CRM. For example, in the Gantt Chart linked here you’ll find five main priority area categories within the 2022 Fundraising Calendar example: Development Core Work — the tasks that directly support fundraising, cultivation and stewardship throughout the year Finance Support — cross-department functions that focus on resource tracking and projections Communications Support — annual donor engagement, campaigns and reporting projects Staff PD — activities that build a shared understanding of development’s work and a culture of fundraising throughout the year Board Support — governance and fundraising responsibilities of the board, prioritizing tasks that support the board’s understand of cultivation tactics and potential donor engagement We’ve covered many topics! Grant writing basics, shifting framing based on audience type, external validators, and even the building blocks of relationship building. The glue that holds all of these key elements together is solid project management. An organization’s development department (even if you’re a team of one!) is the drumbeat for sustainability. To ensure the livelihood of your organization you need resources, a clear understanding of how programming dovetails with the world of philanthropy, and a system to keep all of the critical pieces moving at a steady pace. Burnout in the nonprofit world is a real threat, especially in the fast-paced world of fundraising. One thing that helps, is a well-ordered plan. I would suggest using a Gantt Chart to help you keep track of top line tasks and major times of the year. I’ve created a customizable template here as an example of something you can use. This can be used in combination with a strong database and software tools, to ensure you’re using data to support your priorities. Casebook can pull together program level outcomes with involvement data, dynamic fields and demographics. DARCI & The Gantt Chart In the customizable Gantt Chart template below, you’ll notice a column in the chart marked “Accountable” that’s taken from the internal accountability and project management system called a “DARCI”. [Decision Maker, Accountable, Responsible, Consulted, Informed]. More information on DARCI’s applicability can be found here. Overall, accountability is important. Knowing who is doing what is critical to the success of the organization, and the individual responsible for ensuring the completion of the activity in a time-bound and realistic manner is the ‘Accountable’ party. The accountability party should have a clear sense of the goals of each section, and the tactical purpose of each activity. Helpful to understanding this knowledge base is historical information that can be bolstered by the use of a CRM. For example, in the Gantt Chart linked here you’ll find five main priority area categories within the 2022 Fundraising Calendar example: Development Core Work — the tasks that directly support fundraising, cultivation and stewardship throughout the year Finance Support — cross-department functions that focus on resource tracking and projections Communications Support — annual donor engagement, campaigns and reporting projects Staff PD — activities that build a shared understanding of development’s work and a culture of fundraising throughout the year Board Support — governance and fundraising responsibilities of the board, prioritizing tasks that support the board’s understand of cultivation tactics and potential donor engagement We’ve covered many topics! Grant writing basics, shifting framing based on audience type, external validators, and even the building blocks of relationship building. The glue that holds all of these key elements together is solid project management. An organization’s development department (even if you’re a team of one!) is the drumbeat for sustainability. To ensure the livelihood of your organization you need resources, a clear understanding of how programming dovetails with the world of philanthropy, and a system to keep all of the critical pieces moving at a steady pace. Burnout in the nonprofit world is a real threat, especially in the fast-paced world of fundraising. One thing that helps, is a well-ordered plan. I would suggest using a Gantt Chart to help you keep track of top line tasks and major times of the year. I’ve created a customizable template here as an example of something you can use. This can be used in combination with a strong database and software tools, to ensure you’re using data to support your priorities. Casebook can pull together program level outcomes with involvement data, dynamic fields and demographics. DARCI & The Gantt Chart In the customizable Gantt Chart template below, you’ll notice a column in the chart marked “Accountable” that’s taken from the internal accountability and project management system called a “DARCI”. [Decision Maker, Accountable, Responsible, Consulted, Informed]. More information on DARCI’s applicability can be found here. Overall, accountability is important. Knowing who is doing what is critical to the success of the organization, and the individual responsible for ensuring the completion of the activity in a time-bound and realistic manner is the ‘Accountable’ party. The accountability party should have a clear sense of the goals of each section, and the tactical purpose of each activity. Helpful to understanding this knowledge base is historical information that can be bolstered by the use of a CRM. For example, in the Gantt Chart linked here you’ll find five main priority area categories within the 2022 Fundraising Calendar example: Development Core Work — the tasks that directly support fundraising, cultivation and stewardship throughout the year Finance Support — cross-department functions that focus on resource tracking and projections Communications Support — annual donor engagement, campaigns and reporting projects Staff PD — activities that build a shared understanding of development’s work and a culture of fundraising throughout the year Board Support — governance and fundraising responsibilities of the board, prioritizing tasks that support the board’s understand of cultivation tactics and potential donor engagement