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Best Practices

The Ultimate Guide to Grant Funding Success

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

Download now and start your journey towards grant funding success.

Secure Your Funding Pt. 3 — Emphasis On The Data

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

Reporting Impact and Communicating to Grant Funders

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

by Sade Dozan4 min read

Capacity-Building Grants | Nonprofit Case Studies

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

by Sade Dozan4 min read

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Why Organizations are Choosing Configurable vs. Customizable Software

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

The Importance of Human Services Project Management

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 ...
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
by Sade Dozan 9 min read

Increasing the Efficiency of Case Managers

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

How to Implement Your Human Services Software Quickly

Searching for a new human services platform can turn up a host of options, leading to confusion or even analysis paralysis. Should you pick a familiar name-brand platform and spend the time (and consulting fees) conforming it to your specific needs? Or are there more appropriate choices for your org...
Searching for a new human services platform can turn up a host of options, leading to confusion or even analysis paralysis. Should you pick a familiar name-brand platform and spend the time (and consulting fees) conforming it to your specific needs? Or are there more appropriate choices for your organization that can help you save those resources for your mission-critical projects? To find the human services software solution with the best time to value, your search should begin with purpose Select a Purpose-Built Software Solution If efficiency is your goal, you’ll find that the best human services software solution is designed expressly for human services. Adapting a customer relationship management (CRM) solution like Salesforce for human services may seem expedient, but it’s far from ideal. CRMs provide more than what’s needed in the human services space, resulting in a distracting experience. Plus, configuring them for the unique needs of human services professionals can be time-consuming, negatively impacting their time to value. That’s why choosing a platform that’s purpose-built for human services is the best course of action. Cloud-based software-as-a-service (SaaS) options are few, but they offer the most value given the accessibility, affordability, and security they offer. The first and only pure SaaS platform for the human services industry is Casebook. With Casebook, you have the advantage of a data model and interfaces that are crafted specifically for this field, making it ideally suited for the wide range of human services. The organizations that benefit the most from using Casebook are leaders in the fields of: Child welfare & foster care Social work Case management Community services Victim services & advocacy Homeless services By choosing an intuitive, accessible SaaS platform like Casebook as your human services software, you can maximize your operational efficiency while improving your client experience. Make Configuration Quick and Painless As you consider new solutions for your organization, it’s important to note the difference between configurable and customizable software. To customize a software platform, the vendor has to make changes to it on behalf of the user. Besides the monetary costs this method often incurs, its lengthy customization process can significantly impair your operational efficiency. That’s why opting for a configurable software package is advisable if you’re serious about saving your valuable resources and maximizing your time to value. Configurable platforms are typically purpose-built for the audience they serve and give you, the end user, more control so you can avoid expensive consulting services not included in standard purchase or setup costs. Configurability empowers you to adjust prebuilt capabilities in the way that’s best for your organization, providing lots of freedom and flexibility when it comes to shaping the platform to fit your needs. Since Casebook is built for human services in particular, the platform has about 80 percent of what your organization would need preloaded, giving you an intuitive user experience (UX) that streamlines the configuration process. The four areas where Casebook offers the greatest opportunity for configuration are: Dynamic data Workflows Forms Reporting Regardless of the type of services you provide, the Casebook platform comes with just enough out of the box to allow for precise tailoring to your unique requirements while still promising a breezy setup period that can go by in less than a day. How quickly you configure and implement Casebook depends on your organization’s readiness for digitization and any data migration needs. For most organizations, implementation takes about 30 days or less.. Searching for a new human services platform can turn up a host of options, leading to confusion or even analysis paralysis. Should you pick a familiar name-brand platform and spend the time (and consulting fees) conforming it to your specific needs? Or are there more appropriate choices for your organization that can help you save those resources for your mission-critical projects? To find the human services software solution with the best time to value, your search should begin with purpose Select a Purpose-Built Software Solution If efficiency is your goal, you’ll find that the best human services software solution is designed expressly for human services. Adapting a customer relationship management (CRM) solution like Salesforce for human services may seem expedient, but it’s far from ideal. CRMs provide more than what’s needed in the human services space, resulting in a distracting experience. Plus, configuring them for the unique needs of human services professionals can be time-consuming, negatively impacting their time to value. That’s why choosing a platform that’s purpose-built for human services is the best course of action. Cloud-based software-as-a-service (SaaS) options are few, but they offer the most value given the accessibility, affordability, and security they offer. The first and only pure SaaS platform for the human services industry is Casebook. With Casebook, you have the advantage of a data model and interfaces that are crafted specifically for this field, making it ideally suited for the wide range of human services. The organizations that benefit the most from using Casebook are leaders in the fields of: Child welfare & foster care Social work Case management Community services Victim services & advocacy Homeless services By choosing an intuitive, accessible SaaS platform like Casebook as your human services software, you can maximize your operational efficiency while improving your client experience. Make Configuration Quick and Painless As you consider new solutions for your organization, it’s important to note the difference between configurable and customizable software. To customize a software platform, the vendor has to make changes to it on behalf of the user. Besides the monetary costs this method often incurs, its lengthy customization process can significantly impair your operational efficiency. That’s why opting for a configurable software package is advisable if you’re serious about saving your valuable resources and maximizing your time to value. Configurable platforms are typically purpose-built for the audience they serve and give you, the end user, more control so you can avoid expensive consulting services not included in standard purchase or setup costs. Configurability empowers you to adjust prebuilt capabilities in the way that’s best for your organization, providing lots of freedom and flexibility when it comes to shaping the platform to fit your needs. Since Casebook is built for human services in particular, the platform has about 80 percent of what your organization would need preloaded, giving you an intuitive user experience (UX) that streamlines the configuration process. The four areas where Casebook offers the greatest opportunity for configuration are: Dynamic data Workflows Forms Reporting Regardless of the type of services you provide, the Casebook platform comes with just enough out of the box to allow for precise tailoring to your unique requirements while still promising a breezy setup period that can go by in less than a day. How quickly you configure and implement Casebook depends on your organization’s readiness for digitization and any data migration needs. For most organizations, implementation takes about 30 days or less.. Searching for a new human services platform can turn up a host of options, leading to confusion or even analysis paralysis. Should you pick a familiar name-brand platform and spend the time (and consulting fees) conforming it to your specific needs? Or are there more appropriate choices for your organization that can help you save those resources for your mission-critical projects? To find the human services software solution with the best time to value, your search should begin with purpose Select a Purpose-Built Software Solution If efficiency is your goal, you’ll find that the best human services software solution is designed expressly for human services. Adapting a customer relationship management (CRM) solution like Salesforce for human services may seem expedient, but it’s far from ideal. CRMs provide more than what’s needed in the human services space, resulting in a distracting experience. Plus, configuring them for the unique needs of human services professionals can be time-consuming, negatively impacting their time to value. That’s why choosing a platform that’s purpose-built for human services is the best course of action. Cloud-based software-as-a-service (SaaS) options are few, but they offer the most value given the accessibility, affordability, and security they offer. The first and only pure SaaS platform for the human services industry is Casebook. With Casebook, you have the advantage of a data model and interfaces that are crafted specifically for this field, making it ideally suited for the wide range of human services. The organizations that benefit the most from using Casebook are leaders in the fields of: Child welfare & foster care Social work Case management Community services Victim services & advocacy Homeless services By choosing an intuitive, accessible SaaS platform like Casebook as your human services software, you can maximize your operational efficiency while improving your client experience. Make Configuration Quick and Painless As you consider new solutions for your organization, it’s important to note the difference between configurable and customizable software. To customize a software platform, the vendor has to make changes to it on behalf of the user. Besides the monetary costs this method often incurs, its lengthy customization process can significantly impair your operational efficiency. That’s why opting for a configurable software package is advisable if you’re serious about saving your valuable resources and maximizing your time to value. Configurable platforms are typically purpose-built for the audience they serve and give you, the end user, more control so you can avoid expensive consulting services not included in standard purchase or setup costs. Configurability empowers you to adjust prebuilt capabilities in the way that’s best for your organization, providing lots of freedom and flexibility when it comes to shaping the platform to fit your needs. Since Casebook is built for human services in particular, the platform has about 80 percent of what your organization would need preloaded, giving you an intuitive user experience (UX) that streamlines the configuration process. The four areas where Casebook offers the greatest opportunity for configuration are: Dynamic data Workflows Forms Reporting Regardless of the type of services you provide, the Casebook platform comes with just enough out of the box to allow for precise tailoring to your unique requirements while still promising a breezy setup period that can go by in less than a day. How quickly you configure and implement Casebook depends on your organization’s readiness for digitization and any data migration needs. For most organizations, implementation takes about 30 days or less.. Searching for a new human services platform can turn up a host of options, leading to confusion or even analysis paralysis. Should you pick a familiar name-brand platform and spend the time (and consulting fees) conforming it to your specific needs? Or are there more appropriate choices for your organization that can help you save those resources for your mission-critical projects? To find the human services software solution with the best time to value, your search should begin with purpose Select a Purpose-Built Software Solution If efficiency is your goal, you’ll find that the best human services software solution is designed expressly for human services. Adapting a customer relationship management (CRM) solution like Salesforce for human services may seem expedient, but it’s far from ideal. CRMs provide more than what’s needed in the human services space, resulting in a distracting experience. Plus, configuring them for the unique needs of human services professionals can be time-consuming, negatively impacting their time to value. That’s why choosing a platform that’s purpose-built for human services is the best course of action. Cloud-based software-as-a-service (SaaS) options are few, but they offer the most value given the accessibility, affordability, and security they offer. The first and only pure SaaS platform for the human services industry is Casebook. With Casebook, you have the advantage of a data model and interfaces that are crafted specifically for this field, making it ideally suited for the wide range of human services. The organizations that benefit the most from using Casebook are leaders in the fields of: Child welfare & foster care Social work Case management Community services Victim services & advocacy Homeless services By choosing an intuitive, accessible SaaS platform like Casebook as your human services software, you can maximize your operational efficiency while improving your client experience. Make Configuration Quick and Painless As you consider new solutions for your organization, it’s important to note the difference between configurable and customizable software. To customize a software platform, the vendor has to make changes to it on behalf of the user. Besides the monetary costs this method often incurs, its lengthy customization process can significantly impair your operational efficiency. That’s why opting for a configurable software package is advisable if you’re serious about saving your valuable resources and maximizing your time to value. Configurable platforms are typically purpose-built for the audience they serve and give you, the end user, more control so you can avoid expensive consulting services not included in standard purchase or setup costs. Configurability empowers you to adjust prebuilt capabilities in the way that’s best for your organization, providing lots of freedom and flexibility when it comes to shaping the platform to fit your needs. Since Casebook is built for human services in particular, the platform has about 80 percent of what your organization would need preloaded, giving you an intuitive user experience (UX) that streamlines the configuration process. The four areas where Casebook offers the greatest opportunity for configuration are: Dynamic data Workflows Forms Reporting Regardless of the type of services you provide, the Casebook platform comes with just enough out of the box to allow for precise tailoring to your unique requirements while still promising a breezy setup period that can go by in less than a day. How quickly you configure and implement Casebook depends on your organization’s readiness for digitization and any data migration needs. For most organizations, implementation takes about 30 days or less.. Searching for a new human services platform can turn up a host of options, leading to confusion or even analysis paralysis. Should you pick a familiar name-brand platform and spend the time (and consulting fees) conforming it to your specific needs? Or are there more appropriate choices for your organization that can help you save those resources for your mission-critical projects? To find the human services software solution with the best time to value, your search should begin with purpose Select a Purpose-Built Software Solution If efficiency is your goal, you’ll find that the best human services software solution is designed expressly for human services. Adapting a customer relationship management (CRM) solution like Salesforce for human services may seem expedient, but it’s far from ideal. CRMs provide more than what’s needed in the human services space, resulting in a distracting experience. Plus, configuring them for the unique needs of human services professionals can be time-consuming, negatively impacting their time to value. That’s why choosing a platform that’s purpose-built for human services is the best course of action. Cloud-based software-as-a-service (SaaS) options are few, but they offer the most value given the accessibility, affordability, and security they offer. The first and only pure SaaS platform for the human services industry is Casebook. With Casebook, you have the advantage of a data model and interfaces that are crafted specifically for this field, making it ideally suited for the wide range of human services. The organizations that benefit the most from using Casebook are leaders in the fields of: Child welfare & foster care Social work Case management Community services Victim services & advocacy Homeless services By choosing an intuitive, accessible SaaS platform like Casebook as your human services software, you can maximize your operational efficiency while improving your client experience. Make Configuration Quick and Painless As you consider new solutions for your organization, it’s important to note the difference between configurable and customizable software. To customize a software platform, the vendor has to make changes to it on behalf of the user. Besides the monetary costs this method often incurs, its lengthy customization process can significantly impair your operational efficiency. That’s why opting for a configurable software package is advisable if you’re serious about saving your valuable resources and maximizing your time to value. Configurable platforms are typically purpose-built for the audience they serve and give you, the end user, more control so you can avoid expensive consulting services not included in standard purchase or setup costs. Configurability empowers you to adjust prebuilt capabilities in the way that’s best for your organization, providing lots of freedom and flexibility when it comes to shaping the platform to fit your needs. Since Casebook is built for human services in particular, the platform has about 80 percent of what your organization would need preloaded, giving you an intuitive user experience (UX) that streamlines the configuration process. The four areas where Casebook offers the greatest opportunity for configuration are: Dynamic data Workflows Forms Reporting Regardless of the type of services you provide, the Casebook platform comes with just enough out of the box to allow for precise tailoring to your unique requirements while still promising a breezy setup period that can go by in less than a day. How quickly you configure and implement Casebook depends on your organization’s readiness for digitization and any data migration needs. For most organizations, implementation takes about 30 days or less.. Searching for a new human services platform can turn up a host of options, leading to confusion or even analysis paralysis. Should you pick a familiar name-brand platform and spend the time (and consulting fees) conforming it to your specific needs? Or are there more appropriate choices for your organization that can help you save those resources for your mission-critical projects? To find the human services software solution with the best time to value, your search should begin with purpose Select a Purpose-Built Software Solution If efficiency is your goal, you’ll find that the best human services software solution is designed expressly for human services. Adapting a customer relationship management (CRM) solution like Salesforce for human services may seem expedient, but it’s far from ideal. CRMs provide more than what’s needed in the human services space, resulting in a distracting experience. Plus, configuring them for the unique needs of human services professionals can be time-consuming, negatively impacting their time to value. That’s why choosing a platform that’s purpose-built for human services is the best course of action. Cloud-based software-as-a-service (SaaS) options are few, but they offer the most value given the accessibility, affordability, and security they offer. The first and only pure SaaS platform for the human services industry is Casebook. With Casebook, you have the advantage of a data model and interfaces that are crafted specifically for this field, making it ideally suited for the wide range of human services. The organizations that benefit the most from using Casebook are leaders in the fields of: Child welfare & foster care Social work Case management Community services Victim services & advocacy Homeless services By choosing an intuitive, accessible SaaS platform like Casebook as your human services software, you can maximize your operational efficiency while improving your client experience. Make Configuration Quick and Painless As you consider new solutions for your organization, it’s important to note the difference between configurable and customizable software. To customize a software platform, the vendor has to make changes to it on behalf of the user. Besides the monetary costs this method often incurs, its lengthy customization process can significantly impair your operational efficiency. That’s why opting for a configurable software package is advisable if you’re serious about saving your valuable resources and maximizing your time to value. Configurable platforms are typically purpose-built for the audience they serve and give you, the end user, more control so you can avoid expensive consulting services not included in standard purchase or setup costs. Configurability empowers you to adjust prebuilt capabilities in the way that’s best for your organization, providing lots of freedom and flexibility when it comes to shaping the platform to fit your needs. Since Casebook is built for human services in particular, the platform has about 80 percent of what your organization would need preloaded, giving you an intuitive user experience (UX) that streamlines the configuration process. The four areas where Casebook offers the greatest opportunity for configuration are: Dynamic data Workflows Forms Reporting Regardless of the type of services you provide, the Casebook platform comes with just enough out of the box to allow for precise tailoring to your unique requirements while still promising a breezy setup period that can go by in less than a day. How quickly you configure and implement Casebook depends on your organization’s readiness for digitization and any data migration needs. For most organizations, implementation takes about 30 days or less.. Searching for a new human services platform can turn up a host of options, leading to confusion or even analysis paralysis. Should you pick a familiar name-brand platform and spend the time (and consulting fees) conforming it to your specific needs? Or are there more appropriate choices for your organization that can help you save those resources for your mission-critical projects? To find the human services software solution with the best time to value, your search should begin with purpose Select a Purpose-Built Software Solution If efficiency is your goal, you’ll find that the best human services software solution is designed expressly for human services. Adapting a customer relationship management (CRM) solution like Salesforce for human services may seem expedient, but it’s far from ideal. CRMs provide more than what’s needed in the human services space, resulting in a distracting experience. Plus, configuring them for the unique needs of human services professionals can be time-consuming, negatively impacting their time to value. That’s why choosing a platform that’s purpose-built for human services is the best course of action. Cloud-based software-as-a-service (SaaS) options are few, but they offer the most value given the accessibility, affordability, and security they offer. The first and only pure SaaS platform for the human services industry is Casebook. With Casebook, you have the advantage of a data model and interfaces that are crafted specifically for this field, making it ideally suited for the wide range of human services. The organizations that benefit the most from using Casebook are leaders in the fields of: Child welfare & foster care Social work Case management Community services Victim services & advocacy Homeless services By choosing an intuitive, accessible SaaS platform like Casebook as your human services software, you can maximize your operational efficiency while improving your client experience. Make Configuration Quick and Painless As you consider new solutions for your organization, it’s important to note the difference between configurable and customizable software. To customize a software platform, the vendor has to make changes to it on behalf of the user. Besides the monetary costs this method often incurs, its lengthy customization process can significantly impair your operational efficiency. That’s why opting for a configurable software package is advisable if you’re serious about saving your valuable resources and maximizing your time to value. Configurable platforms are typically purpose-built for the audience they serve and give you, the end user, more control so you can avoid expensive consulting services not included in standard purchase or setup costs. Configurability empowers you to adjust prebuilt capabilities in the way that’s best for your organization, providing lots of freedom and flexibility when it comes to shaping the platform to fit your needs. Since Casebook is built for human services in particular, the platform has about 80 percent of what your organization would need preloaded, giving you an intuitive user experience (UX) that streamlines the configuration process. The four areas where Casebook offers the greatest opportunity for configuration are: Dynamic data Workflows Forms Reporting Regardless of the type of services you provide, the Casebook platform comes with just enough out of the box to allow for precise tailoring to your unique requirements while still promising a breezy setup period that can go by in less than a day. How quickly you configure and implement Casebook depends on your organization’s readiness for digitization and any data migration needs. For most organizations, implementation takes about 30 days or less.. Searching for a new human services platform can turn up a host of options, leading to confusion or even analysis paralysis. Should you pick a familiar name-brand platform and spend the time (and consulting fees) conforming it to your specific needs? Or are there more appropriate choices for your organization that can help you save those resources for your mission-critical projects? To find the human services software solution with the best time to value, your search should begin with purpose Select a Purpose-Built Software Solution If efficiency is your goal, you’ll find that the best human services software solution is designed expressly for human services. Adapting a customer relationship management (CRM) solution like Salesforce for human services may seem expedient, but it’s far from ideal. CRMs provide more than what’s needed in the human services space, resulting in a distracting experience. Plus, configuring them for the unique needs of human services professionals can be time-consuming, negatively impacting their time to value. That’s why choosing a platform that’s purpose-built for human services is the best course of action. Cloud-based software-as-a-service (SaaS) options are few, but they offer the most value given the accessibility, affordability, and security they offer. The first and only pure SaaS platform for the human services industry is Casebook. With Casebook, you have the advantage of a data model and interfaces that are crafted specifically for this field, making it ideally suited for the wide range of human services. The organizations that benefit the most from using Casebook are leaders in the fields of: Child welfare & foster care Social work Case management Community services Victim services & advocacy Homeless services By choosing an intuitive, accessible SaaS platform like Casebook as your human services software, you can maximize your operational efficiency while improving your client experience. Make Configuration Quick and Painless As you consider new solutions for your organization, it’s important to note the difference between configurable and customizable software. To customize a software platform, the vendor has to make changes to it on behalf of the user. Besides the monetary costs this method often incurs, its lengthy customization process can significantly impair your operational efficiency. That’s why opting for a configurable software package is advisable if you’re serious about saving your valuable resources and maximizing your time to value. Configurable platforms are typically purpose-built for the audience they serve and give you, the end user, more control so you can avoid expensive consulting services not included in standard purchase or setup costs. Configurability empowers you to adjust prebuilt capabilities in the way that’s best for your organization, providing lots of freedom and flexibility when it comes to shaping the platform to fit your needs. Since Casebook is built for human services in particular, the platform has about 80 percent of what your organization would need preloaded, giving you an intuitive user experience (UX) that streamlines the configuration process. The four areas where Casebook offers the greatest opportunity for configuration are: Dynamic data Workflows Forms Reporting Regardless of the type of services you provide, the Casebook platform comes with just enough out of the box to allow for precise tailoring to your unique requirements while still promising a breezy setup period that can go by in less than a day. How quickly you configure and implement Casebook depends on your organization’s readiness for digitization and any data migration needs. For most organizations, implementation takes about 30 days or less.. Searching for a new human services platform can turn up a host of options, leading to confusion or even analysis paralysis. Should you pick a familiar name-brand platform and spend the time (and consulting fees) conforming it to your specific needs? Or are there more appropriate choices for your organization that can help you save those resources for your mission-critical projects? To find the human services software solution with the best time to value, your search should begin with purpose Select a Purpose-Built Software Solution If efficiency is your goal, you’ll find that the best human services software solution is designed expressly for human services. Adapting a customer relationship management (CRM) solution like Salesforce for human services may seem expedient, but it’s far from ideal. CRMs provide more than what’s needed in the human services space, resulting in a distracting experience. Plus, configuring them for the unique needs of human services professionals can be time-consuming, negatively impacting their time to value. That’s why choosing a platform that’s purpose-built for human services is the best course of action. Cloud-based software-as-a-service (SaaS) options are few, but they offer the most value given the accessibility, affordability, and security they offer. The first and only pure SaaS platform for the human services industry is Casebook. With Casebook, you have the advantage of a data model and interfaces that are crafted specifically for this field, making it ideally suited for the wide range of human services. The organizations that benefit the most from using Casebook are leaders in the fields of: Child welfare & foster care Social work Case management Community services Victim services & advocacy Homeless services By choosing an intuitive, accessible SaaS platform like Casebook as your human services software, you can maximize your operational efficiency while improving your client experience. Make Configuration Quick and Painless As you consider new solutions for your organization, it’s important to note the difference between configurable and customizable software. To customize a software platform, the vendor has to make changes to it on behalf of the user. Besides the monetary costs this method often incurs, its lengthy customization process can significantly impair your operational efficiency. That’s why opting for a configurable software package is advisable if you’re serious about saving your valuable resources and maximizing your time to value. Configurable platforms are typically purpose-built for the audience they serve and give you, the end user, more control so you can avoid expensive consulting services not included in standard purchase or setup costs. Configurability empowers you to adjust prebuilt capabilities in the way that’s best for your organization, providing lots of freedom and flexibility when it comes to shaping the platform to fit your needs. Since Casebook is built for human services in particular, the platform has about 80 percent of what your organization would need preloaded, giving you an intuitive user experience (UX) that streamlines the configuration process. The four areas where Casebook offers the greatest opportunity for configuration are: Dynamic data Workflows Forms Reporting Regardless of the type of services you provide, the Casebook platform comes with just enough out of the box to allow for precise tailoring to your unique requirements while still promising a breezy setup period that can go by in less than a day. How quickly you configure and implement Casebook depends on your organization’s readiness for digitization and any data migration needs. For most organizations, implementation takes about 30 days or less.. Searching for a new human services platform can turn up a host of options, leading to confusion or even analysis paralysis. Should you pick a familiar name-brand platform and spend the time (and consulting fees) conforming it to your specific needs? Or are there more appropriate choices for your organization that can help you save those resources for your mission-critical projects? To find the human services software solution with the best time to value, your search should begin with purpose Select a Purpose-Built Software Solution If efficiency is your goal, you’ll find that the best human services software solution is designed expressly for human services. Adapting a customer relationship management (CRM) solution like Salesforce for human services may seem expedient, but it’s far from ideal. CRMs provide more than what’s needed in the human services space, resulting in a distracting experience. Plus, configuring them for the unique needs of human services professionals can be time-consuming, negatively impacting their time to value. That’s why choosing a platform that’s purpose-built for human services is the best course of action. Cloud-based software-as-a-service (SaaS) options are few, but they offer the most value given the accessibility, affordability, and security they offer. The first and only pure SaaS platform for the human services industry is Casebook. With Casebook, you have the advantage of a data model and interfaces that are crafted specifically for this field, making it ideally suited for the wide range of human services. The organizations that benefit the most from using Casebook are leaders in the fields of: Child welfare & foster care Social work Case management Community services Victim services & advocacy Homeless services By choosing an intuitive, accessible SaaS platform like Casebook as your human services software, you can maximize your operational efficiency while improving your client experience. Make Configuration Quick and Painless As you consider new solutions for your organization, it’s important to note the difference between configurable and customizable software. To customize a software platform, the vendor has to make changes to it on behalf of the user. Besides the monetary costs this method often incurs, its lengthy customization process can significantly impair your operational efficiency. That’s why opting for a configurable software package is advisable if you’re serious about saving your valuable resources and maximizing your time to value. Configurable platforms are typically purpose-built for the audience they serve and give you, the end user, more control so you can avoid expensive consulting services not included in standard purchase or setup costs. Configurability empowers you to adjust prebuilt capabilities in the way that’s best for your organization, providing lots of freedom and flexibility when it comes to shaping the platform to fit your needs. Since Casebook is built for human services in particular, the platform has about 80 percent of what your organization would need preloaded, giving you an intuitive user experience (UX) that streamlines the configuration process. The four areas where Casebook offers the greatest opportunity for configuration are: Dynamic data Workflows Forms Reporting Regardless of the type of services you provide, the Casebook platform comes with just enough out of the box to allow for precise tailoring to your unique requirements while still promising a breezy setup period that can go by in less than a day. How quickly you configure and implement Casebook depends on your organization’s readiness for digitization and any data migration needs. For most organizations, implementation takes about 30 days or less..
by Sade Dozan 12 min read

The Best Human Services Software You Can Get in Canada

Of all the software platforms you can use for human services, one stands out as an ideal solution for organizations that fill this pressing need: Casebook. Now available in most of Canada, Casebook is the first and only pure software-as-a-service (SaaS) platform for human services. Case managers, so...
Of all the software platforms you can use for human services, one stands out as an ideal solution for organizations that fill this pressing need: Casebook. Now available in most of Canada, Casebook is the first and only pure software-as-a-service (SaaS) platform for human services. Case managers, social workers, and other workers who are on the go in the Great White North can now manage their caseloads, service referrals, and client relationships with ease from any device, anywhere. Software Built Precisely for Human Service The refreshing news has been met with excitement and hope among communities from St. John’s to the Yukon. Created by our team at Casebook PBC, the configurable software is designed for nonprofits, private and public agencies, and other bodies like the First Nations that work to serve the most vulnerable among us during times of need. Casebook is not like the other software that’s often deployed for this purpose. Its unique data model and interfaces are crafted specifically for the wide field of human services, and in particular: Child welfare and foster care Social services Case management Community services Victim services and advocacy Homeless services The effects of placing an intuitive and accessible software in the hands of dedicated professionals have been profound. Our secure, multi-tenant cloud-based SaaS solution supports critical operations like call-center services and domestic violence programs, promoting closer collaboration and driving operational efficiencies within organizations of all sizes. The resulting boost in productivity has enabled these professionals to better carry out their organizations’ missions. Energizing Human Services in Canada Casebook provides a single data source for users, streamlining communications and workflows especially for organizations with workers in the field. The industry-leading platform is accessible from any mobile device, providing ongoing updates to the security controls needed for safe and easy compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA). It also offers valuable analytics and user-friendly reporting features that help these organizations find greater success with their fundraising efforts. Included with Casebook is a suite of handy tools to equip human services organizations for success, such as: Online courses for educating users about platform functions An extensive knowledge base to access information quickly Instructional videos that are recorded or live for user convenience Friendly technical support for those who need ongoing assistance Regular training sessions to build and maintain expertise among users Casebook PBC’s ongoing efforts afford us direct access to the latest research and thought leadership regarding best practices, policy, and changes in human services and child welfare. As our company continues to evolve, we are proud of attracting and retaining top talent across highly specialized disciplines, all of whom uphold our values and mission to provide person-centric and purpose-built software. With the expansion of our platform’s availability into Canada and beyond, we look forward to being of even greater value to the committed helpers who work on and off the front lines of human services everywhere. To learn more about Casebook and how it’s making a difference in Canada and the rest of the world, reach out to our team today. Of all the software platforms you can use for human services, one stands out as an ideal solution for organizations that fill this pressing need: Casebook. Now available in most of Canada, Casebook is the first and only pure software-as-a-service (SaaS) platform for human services. Case managers, social workers, and other workers who are on the go in the Great White North can now manage their caseloads, service referrals, and client relationships with ease from any device, anywhere. Software Built Precisely for Human Service The refreshing news has been met with excitement and hope among communities from St. John’s to the Yukon. Created by our team at Casebook PBC, the configurable software is designed for nonprofits, private and public agencies, and other bodies like the First Nations that work to serve the most vulnerable among us during times of need. Casebook is not like the other software that’s often deployed for this purpose. Its unique data model and interfaces are crafted specifically for the wide field of human services, and in particular: Child welfare and foster care Social services Case management Community services Victim services and advocacy Homeless services The effects of placing an intuitive and accessible software in the hands of dedicated professionals have been profound. Our secure, multi-tenant cloud-based SaaS solution supports critical operations like call-center services and domestic violence programs, promoting closer collaboration and driving operational efficiencies within organizations of all sizes. The resulting boost in productivity has enabled these professionals to better carry out their organizations’ missions. Energizing Human Services in Canada Casebook provides a single data source for users, streamlining communications and workflows especially for organizations with workers in the field. The industry-leading platform is accessible from any mobile device, providing ongoing updates to the security controls needed for safe and easy compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA). It also offers valuable analytics and user-friendly reporting features that help these organizations find greater success with their fundraising efforts. Included with Casebook is a suite of handy tools to equip human services organizations for success, such as: Online courses for educating users about platform functions An extensive knowledge base to access information quickly Instructional videos that are recorded or live for user convenience Friendly technical support for those who need ongoing assistance Regular training sessions to build and maintain expertise among users Casebook PBC’s ongoing efforts afford us direct access to the latest research and thought leadership regarding best practices, policy, and changes in human services and child welfare. As our company continues to evolve, we are proud of attracting and retaining top talent across highly specialized disciplines, all of whom uphold our values and mission to provide person-centric and purpose-built software. With the expansion of our platform’s availability into Canada and beyond, we look forward to being of even greater value to the committed helpers who work on and off the front lines of human services everywhere. To learn more about Casebook and how it’s making a difference in Canada and the rest of the world, reach out to our team today. Of all the software platforms you can use for human services, one stands out as an ideal solution for organizations that fill this pressing need: Casebook. Now available in most of Canada, Casebook is the first and only pure software-as-a-service (SaaS) platform for human services. Case managers, social workers, and other workers who are on the go in the Great White North can now manage their caseloads, service referrals, and client relationships with ease from any device, anywhere. Software Built Precisely for Human Service The refreshing news has been met with excitement and hope among communities from St. John’s to the Yukon. Created by our team at Casebook PBC, the configurable software is designed for nonprofits, private and public agencies, and other bodies like the First Nations that work to serve the most vulnerable among us during times of need. Casebook is not like the other software that’s often deployed for this purpose. Its unique data model and interfaces are crafted specifically for the wide field of human services, and in particular: Child welfare and foster care Social services Case management Community services Victim services and advocacy Homeless services The effects of placing an intuitive and accessible software in the hands of dedicated professionals have been profound. Our secure, multi-tenant cloud-based SaaS solution supports critical operations like call-center services and domestic violence programs, promoting closer collaboration and driving operational efficiencies within organizations of all sizes. The resulting boost in productivity has enabled these professionals to better carry out their organizations’ missions. Energizing Human Services in Canada Casebook provides a single data source for users, streamlining communications and workflows especially for organizations with workers in the field. The industry-leading platform is accessible from any mobile device, providing ongoing updates to the security controls needed for safe and easy compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA). It also offers valuable analytics and user-friendly reporting features that help these organizations find greater success with their fundraising efforts. Included with Casebook is a suite of handy tools to equip human services organizations for success, such as: Online courses for educating users about platform functions An extensive knowledge base to access information quickly Instructional videos that are recorded or live for user convenience Friendly technical support for those who need ongoing assistance Regular training sessions to build and maintain expertise among users Casebook PBC’s ongoing efforts afford us direct access to the latest research and thought leadership regarding best practices, policy, and changes in human services and child welfare. As our company continues to evolve, we are proud of attracting and retaining top talent across highly specialized disciplines, all of whom uphold our values and mission to provide person-centric and purpose-built software. With the expansion of our platform’s availability into Canada and beyond, we look forward to being of even greater value to the committed helpers who work on and off the front lines of human services everywhere. To learn more about Casebook and how it’s making a difference in Canada and the rest of the world, reach out to our team today. Of all the software platforms you can use for human services, one stands out as an ideal solution for organizations that fill this pressing need: Casebook. Now available in most of Canada, Casebook is the first and only pure software-as-a-service (SaaS) platform for human services. Case managers, social workers, and other workers who are on the go in the Great White North can now manage their caseloads, service referrals, and client relationships with ease from any device, anywhere. Software Built Precisely for Human Service The refreshing news has been met with excitement and hope among communities from St. John’s to the Yukon. Created by our team at Casebook PBC, the configurable software is designed for nonprofits, private and public agencies, and other bodies like the First Nations that work to serve the most vulnerable among us during times of need. Casebook is not like the other software that’s often deployed for this purpose. Its unique data model and interfaces are crafted specifically for the wide field of human services, and in particular: Child welfare and foster care Social services Case management Community services Victim services and advocacy Homeless services The effects of placing an intuitive and accessible software in the hands of dedicated professionals have been profound. Our secure, multi-tenant cloud-based SaaS solution supports critical operations like call-center services and domestic violence programs, promoting closer collaboration and driving operational efficiencies within organizations of all sizes. The resulting boost in productivity has enabled these professionals to better carry out their organizations’ missions. Energizing Human Services in Canada Casebook provides a single data source for users, streamlining communications and workflows especially for organizations with workers in the field. The industry-leading platform is accessible from any mobile device, providing ongoing updates to the security controls needed for safe and easy compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA). It also offers valuable analytics and user-friendly reporting features that help these organizations find greater success with their fundraising efforts. Included with Casebook is a suite of handy tools to equip human services organizations for success, such as: Online courses for educating users about platform functions An extensive knowledge base to access information quickly Instructional videos that are recorded or live for user convenience Friendly technical support for those who need ongoing assistance Regular training sessions to build and maintain expertise among users Casebook PBC’s ongoing efforts afford us direct access to the latest research and thought leadership regarding best practices, policy, and changes in human services and child welfare. As our company continues to evolve, we are proud of attracting and retaining top talent across highly specialized disciplines, all of whom uphold our values and mission to provide person-centric and purpose-built software. With the expansion of our platform’s availability into Canada and beyond, we look forward to being of even greater value to the committed helpers who work on and off the front lines of human services everywhere. To learn more about Casebook and how it’s making a difference in Canada and the rest of the world, reach out to our team today. Of all the software platforms you can use for human services, one stands out as an ideal solution for organizations that fill this pressing need: Casebook. Now available in most of Canada, Casebook is the first and only pure software-as-a-service (SaaS) platform for human services. Case managers, social workers, and other workers who are on the go in the Great White North can now manage their caseloads, service referrals, and client relationships with ease from any device, anywhere. Software Built Precisely for Human Service The refreshing news has been met with excitement and hope among communities from St. John’s to the Yukon. Created by our team at Casebook PBC, the configurable software is designed for nonprofits, private and public agencies, and other bodies like the First Nations that work to serve the most vulnerable among us during times of need. Casebook is not like the other software that’s often deployed for this purpose. Its unique data model and interfaces are crafted specifically for the wide field of human services, and in particular: Child welfare and foster care Social services Case management Community services Victim services and advocacy Homeless services The effects of placing an intuitive and accessible software in the hands of dedicated professionals have been profound. Our secure, multi-tenant cloud-based SaaS solution supports critical operations like call-center services and domestic violence programs, promoting closer collaboration and driving operational efficiencies within organizations of all sizes. The resulting boost in productivity has enabled these professionals to better carry out their organizations’ missions. Energizing Human Services in Canada Casebook provides a single data source for users, streamlining communications and workflows especially for organizations with workers in the field. The industry-leading platform is accessible from any mobile device, providing ongoing updates to the security controls needed for safe and easy compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA). It also offers valuable analytics and user-friendly reporting features that help these organizations find greater success with their fundraising efforts. Included with Casebook is a suite of handy tools to equip human services organizations for success, such as: Online courses for educating users about platform functions An extensive knowledge base to access information quickly Instructional videos that are recorded or live for user convenience Friendly technical support for those who need ongoing assistance Regular training sessions to build and maintain expertise among users Casebook PBC’s ongoing efforts afford us direct access to the latest research and thought leadership regarding best practices, policy, and changes in human services and child welfare. As our company continues to evolve, we are proud of attracting and retaining top talent across highly specialized disciplines, all of whom uphold our values and mission to provide person-centric and purpose-built software. With the expansion of our platform’s availability into Canada and beyond, we look forward to being of even greater value to the committed helpers who work on and off the front lines of human services everywhere. To learn more about Casebook and how it’s making a difference in Canada and the rest of the world, reach out to our team today. Of all the software platforms you can use for human services, one stands out as an ideal solution for organizations that fill this pressing need: Casebook. Now available in most of Canada, Casebook is the first and only pure software-as-a-service (SaaS) platform for human services. Case managers, social workers, and other workers who are on the go in the Great White North can now manage their caseloads, service referrals, and client relationships with ease from any device, anywhere. Software Built Precisely for Human Service The refreshing news has been met with excitement and hope among communities from St. John’s to the Yukon. Created by our team at Casebook PBC, the configurable software is designed for nonprofits, private and public agencies, and other bodies like the First Nations that work to serve the most vulnerable among us during times of need. Casebook is not like the other software that’s often deployed for this purpose. Its unique data model and interfaces are crafted specifically for the wide field of human services, and in particular: Child welfare and foster care Social services Case management Community services Victim services and advocacy Homeless services The effects of placing an intuitive and accessible software in the hands of dedicated professionals have been profound. Our secure, multi-tenant cloud-based SaaS solution supports critical operations like call-center services and domestic violence programs, promoting closer collaboration and driving operational efficiencies within organizations of all sizes. The resulting boost in productivity has enabled these professionals to better carry out their organizations’ missions. Energizing Human Services in Canada Casebook provides a single data source for users, streamlining communications and workflows especially for organizations with workers in the field. The industry-leading platform is accessible from any mobile device, providing ongoing updates to the security controls needed for safe and easy compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA). It also offers valuable analytics and user-friendly reporting features that help these organizations find greater success with their fundraising efforts. Included with Casebook is a suite of handy tools to equip human services organizations for success, such as: Online courses for educating users about platform functions An extensive knowledge base to access information quickly Instructional videos that are recorded or live for user convenience Friendly technical support for those who need ongoing assistance Regular training sessions to build and maintain expertise among users Casebook PBC’s ongoing efforts afford us direct access to the latest research and thought leadership regarding best practices, policy, and changes in human services and child welfare. As our company continues to evolve, we are proud of attracting and retaining top talent across highly specialized disciplines, all of whom uphold our values and mission to provide person-centric and purpose-built software. With the expansion of our platform’s availability into Canada and beyond, we look forward to being of even greater value to the committed helpers who work on and off the front lines of human services everywhere. To learn more about Casebook and how it’s making a difference in Canada and the rest of the world, reach out to our team today. Of all the software platforms you can use for human services, one stands out as an ideal solution for organizations that fill this pressing need: Casebook. Now available in most of Canada, Casebook is the first and only pure software-as-a-service (SaaS) platform for human services. Case managers, social workers, and other workers who are on the go in the Great White North can now manage their caseloads, service referrals, and client relationships with ease from any device, anywhere. Software Built Precisely for Human Service The refreshing news has been met with excitement and hope among communities from St. John’s to the Yukon. Created by our team at Casebook PBC, the configurable software is designed for nonprofits, private and public agencies, and other bodies like the First Nations that work to serve the most vulnerable among us during times of need. Casebook is not like the other software that’s often deployed for this purpose. Its unique data model and interfaces are crafted specifically for the wide field of human services, and in particular: Child welfare and foster care Social services Case management Community services Victim services and advocacy Homeless services The effects of placing an intuitive and accessible software in the hands of dedicated professionals have been profound. Our secure, multi-tenant cloud-based SaaS solution supports critical operations like call-center services and domestic violence programs, promoting closer collaboration and driving operational efficiencies within organizations of all sizes. The resulting boost in productivity has enabled these professionals to better carry out their organizations’ missions. Energizing Human Services in Canada Casebook provides a single data source for users, streamlining communications and workflows especially for organizations with workers in the field. The industry-leading platform is accessible from any mobile device, providing ongoing updates to the security controls needed for safe and easy compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA). It also offers valuable analytics and user-friendly reporting features that help these organizations find greater success with their fundraising efforts. Included with Casebook is a suite of handy tools to equip human services organizations for success, such as: Online courses for educating users about platform functions An extensive knowledge base to access information quickly Instructional videos that are recorded or live for user convenience Friendly technical support for those who need ongoing assistance Regular training sessions to build and maintain expertise among users Casebook PBC’s ongoing efforts afford us direct access to the latest research and thought leadership regarding best practices, policy, and changes in human services and child welfare. As our company continues to evolve, we are proud of attracting and retaining top talent across highly specialized disciplines, all of whom uphold our values and mission to provide person-centric and purpose-built software. With the expansion of our platform’s availability into Canada and beyond, we look forward to being of even greater value to the committed helpers who work on and off the front lines of human services everywhere. To learn more about Casebook and how it’s making a difference in Canada and the rest of the world, reach out to our team today. Of all the software platforms you can use for human services, one stands out as an ideal solution for organizations that fill this pressing need: Casebook. Now available in most of Canada, Casebook is the first and only pure software-as-a-service (SaaS) platform for human services. Case managers, social workers, and other workers who are on the go in the Great White North can now manage their caseloads, service referrals, and client relationships with ease from any device, anywhere. Software Built Precisely for Human Service The refreshing news has been met with excitement and hope among communities from St. John’s to the Yukon. Created by our team at Casebook PBC, the configurable software is designed for nonprofits, private and public agencies, and other bodies like the First Nations that work to serve the most vulnerable among us during times of need. Casebook is not like the other software that’s often deployed for this purpose. Its unique data model and interfaces are crafted specifically for the wide field of human services, and in particular: Child welfare and foster care Social services Case management Community services Victim services and advocacy Homeless services The effects of placing an intuitive and accessible software in the hands of dedicated professionals have been profound. Our secure, multi-tenant cloud-based SaaS solution supports critical operations like call-center services and domestic violence programs, promoting closer collaboration and driving operational efficiencies within organizations of all sizes. The resulting boost in productivity has enabled these professionals to better carry out their organizations’ missions. Energizing Human Services in Canada Casebook provides a single data source for users, streamlining communications and workflows especially for organizations with workers in the field. The industry-leading platform is accessible from any mobile device, providing ongoing updates to the security controls needed for safe and easy compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA). It also offers valuable analytics and user-friendly reporting features that help these organizations find greater success with their fundraising efforts. Included with Casebook is a suite of handy tools to equip human services organizations for success, such as: Online courses for educating users about platform functions An extensive knowledge base to access information quickly Instructional videos that are recorded or live for user convenience Friendly technical support for those who need ongoing assistance Regular training sessions to build and maintain expertise among users Casebook PBC’s ongoing efforts afford us direct access to the latest research and thought leadership regarding best practices, policy, and changes in human services and child welfare. As our company continues to evolve, we are proud of attracting and retaining top talent across highly specialized disciplines, all of whom uphold our values and mission to provide person-centric and purpose-built software. With the expansion of our platform’s availability into Canada and beyond, we look forward to being of even greater value to the committed helpers who work on and off the front lines of human services everywhere. To learn more about Casebook and how it’s making a difference in Canada and the rest of the world, reach out to our team today. Of all the software platforms you can use for human services, one stands out as an ideal solution for organizations that fill this pressing need: Casebook. Now available in most of Canada, Casebook is the first and only pure software-as-a-service (SaaS) platform for human services. Case managers, social workers, and other workers who are on the go in the Great White North can now manage their caseloads, service referrals, and client relationships with ease from any device, anywhere. Software Built Precisely for Human Service The refreshing news has been met with excitement and hope among communities from St. John’s to the Yukon. Created by our team at Casebook PBC, the configurable software is designed for nonprofits, private and public agencies, and other bodies like the First Nations that work to serve the most vulnerable among us during times of need. Casebook is not like the other software that’s often deployed for this purpose. Its unique data model and interfaces are crafted specifically for the wide field of human services, and in particular: Child welfare and foster care Social services Case management Community services Victim services and advocacy Homeless services The effects of placing an intuitive and accessible software in the hands of dedicated professionals have been profound. Our secure, multi-tenant cloud-based SaaS solution supports critical operations like call-center services and domestic violence programs, promoting closer collaboration and driving operational efficiencies within organizations of all sizes. The resulting boost in productivity has enabled these professionals to better carry out their organizations’ missions. Energizing Human Services in Canada Casebook provides a single data source for users, streamlining communications and workflows especially for organizations with workers in the field. The industry-leading platform is accessible from any mobile device, providing ongoing updates to the security controls needed for safe and easy compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA). It also offers valuable analytics and user-friendly reporting features that help these organizations find greater success with their fundraising efforts. Included with Casebook is a suite of handy tools to equip human services organizations for success, such as: Online courses for educating users about platform functions An extensive knowledge base to access information quickly Instructional videos that are recorded or live for user convenience Friendly technical support for those who need ongoing assistance Regular training sessions to build and maintain expertise among users Casebook PBC’s ongoing efforts afford us direct access to the latest research and thought leadership regarding best practices, policy, and changes in human services and child welfare. As our company continues to evolve, we are proud of attracting and retaining top talent across highly specialized disciplines, all of whom uphold our values and mission to provide person-centric and purpose-built software. With the expansion of our platform’s availability into Canada and beyond, we look forward to being of even greater value to the committed helpers who work on and off the front lines of human services everywhere. To learn more about Casebook and how it’s making a difference in Canada and the rest of the world, reach out to our team today. Of all the software platforms you can use for human services, one stands out as an ideal solution for organizations that fill this pressing need: Casebook. Now available in most of Canada, Casebook is the first and only pure software-as-a-service (SaaS) platform for human services. Case managers, social workers, and other workers who are on the go in the Great White North can now manage their caseloads, service referrals, and client relationships with ease from any device, anywhere. Software Built Precisely for Human Service The refreshing news has been met with excitement and hope among communities from St. John’s to the Yukon. Created by our team at Casebook PBC, the configurable software is designed for nonprofits, private and public agencies, and other bodies like the First Nations that work to serve the most vulnerable among us during times of need. Casebook is not like the other software that’s often deployed for this purpose. Its unique data model and interfaces are crafted specifically for the wide field of human services, and in particular: Child welfare and foster care Social services Case management Community services Victim services and advocacy Homeless services The effects of placing an intuitive and accessible software in the hands of dedicated professionals have been profound. Our secure, multi-tenant cloud-based SaaS solution supports critical operations like call-center services and domestic violence programs, promoting closer collaboration and driving operational efficiencies within organizations of all sizes. The resulting boost in productivity has enabled these professionals to better carry out their organizations’ missions. Energizing Human Services in Canada Casebook provides a single data source for users, streamlining communications and workflows especially for organizations with workers in the field. The industry-leading platform is accessible from any mobile device, providing ongoing updates to the security controls needed for safe and easy compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA). It also offers valuable analytics and user-friendly reporting features that help these organizations find greater success with their fundraising efforts. Included with Casebook is a suite of handy tools to equip human services organizations for success, such as: Online courses for educating users about platform functions An extensive knowledge base to access information quickly Instructional videos that are recorded or live for user convenience Friendly technical support for those who need ongoing assistance Regular training sessions to build and maintain expertise among users Casebook PBC’s ongoing efforts afford us direct access to the latest research and thought leadership regarding best practices, policy, and changes in human services and child welfare. As our company continues to evolve, we are proud of attracting and retaining top talent across highly specialized disciplines, all of whom uphold our values and mission to provide person-centric and purpose-built software. With the expansion of our platform’s availability into Canada and beyond, we look forward to being of even greater value to the committed helpers who work on and off the front lines of human services everywhere. To learn more about Casebook and how it’s making a difference in Canada and the rest of the world, reach out to our team today.
by Ryan Williams 11 min read

Case management software that brings it all together.

Casebook has always emphasized working directly with practitioners when developing our platform. When we embarked on developing cb: Engage, we came to the drawing board with a research-focused approach. In recent interviews with practitioners, a recurring challenge mentioned was the difficulty or an...
Casebook has always emphasized working directly with practitioners when developing our platform. When we embarked on developing cb: Engage, we came to the drawing board with a research-focused approach. In recent interviews with practitioners, a recurring challenge mentioned was the difficulty or annoyance of toggling between different software programs, the potential pitfalls that presents, and how it's frustrating to switch gears to work on one case or record. A trend highlighted in multiple stakeholder interviews was how a user might go to one software for forms that need to be filled out or attached, switch to another software to write notes, and sometimes even a third software to update information about clients or service providers! This all adds up to quite a bit of time toggling, increases the possibility for errors, and is inefficient. When it comes to software buying, we've seen the pendulum swing back and forth between extremes: generalist vs. specialist, mobile browser-based or mobile native, all-in-one packages, or task-focused software. The last one, buying task-focused software for any industry, is currently a trend I see in human services. It is common to see small bits of software for things such as: Software for forms Software for note-taking Software for calendaring and prioritization of tasks CRM software for identifying people and contacts Teams are already overwhelmed by the amount of documentation they are required to complete for each case and the need to switch from one application to another to manage multiple cases. These interdependencies from various software applications can often lead to dangerous security gaps, increases in human errors, data sync irregularities, the need for revisions - not to mention dealing with the user experience and customer support from varying software suppliers. In the interest of making small wins by purchasing software to handle one small part of the case management process, leaders risk increasing headaches that social workers experience.Casebook designed software that simplifies how social services work by aggregating and organizing information that matches the way that practitioners need it. Casebook has always emphasized working directly with practitioners when developing our platform. When we embarked on developing cb: Engage, we came to the drawing board with a research-focused approach. In recent interviews with practitioners, a recurring challenge mentioned was the difficulty or annoyance of toggling between different software programs, the potential pitfalls that presents, and how it's frustrating to switch gears to work on one case or record. A trend highlighted in multiple stakeholder interviews was how a user might go to one software for forms that need to be filled out or attached, switch to another software to write notes, and sometimes even a third software to update information about clients or service providers! This all adds up to quite a bit of time toggling, increases the possibility for errors, and is inefficient. When it comes to software buying, we've seen the pendulum swing back and forth between extremes: generalist vs. specialist, mobile browser-based or mobile native, all-in-one packages, or task-focused software. The last one, buying task-focused software for any industry, is currently a trend I see in human services. It is common to see small bits of software for things such as: Software for forms Software for note-taking Software for calendaring and prioritization of tasks CRM software for identifying people and contacts Teams are already overwhelmed by the amount of documentation they are required to complete for each case and the need to switch from one application to another to manage multiple cases. These interdependencies from various software applications can often lead to dangerous security gaps, increases in human errors, data sync irregularities, the need for revisions - not to mention dealing with the user experience and customer support from varying software suppliers. In the interest of making small wins by purchasing software to handle one small part of the case management process, leaders risk increasing headaches that social workers experience.Casebook designed software that simplifies how social services work by aggregating and organizing information that matches the way that practitioners need it. Casebook has always emphasized working directly with practitioners when developing our platform. When we embarked on developing cb: Engage, we came to the drawing board with a research-focused approach. In recent interviews with practitioners, a recurring challenge mentioned was the difficulty or annoyance of toggling between different software programs, the potential pitfalls that presents, and how it's frustrating to switch gears to work on one case or record. A trend highlighted in multiple stakeholder interviews was how a user might go to one software for forms that need to be filled out or attached, switch to another software to write notes, and sometimes even a third software to update information about clients or service providers! This all adds up to quite a bit of time toggling, increases the possibility for errors, and is inefficient. When it comes to software buying, we've seen the pendulum swing back and forth between extremes: generalist vs. specialist, mobile browser-based or mobile native, all-in-one packages, or task-focused software. The last one, buying task-focused software for any industry, is currently a trend I see in human services. It is common to see small bits of software for things such as: Software for forms Software for note-taking Software for calendaring and prioritization of tasks CRM software for identifying people and contacts Teams are already overwhelmed by the amount of documentation they are required to complete for each case and the need to switch from one application to another to manage multiple cases. These interdependencies from various software applications can often lead to dangerous security gaps, increases in human errors, data sync irregularities, the need for revisions - not to mention dealing with the user experience and customer support from varying software suppliers. In the interest of making small wins by purchasing software to handle one small part of the case management process, leaders risk increasing headaches that social workers experience.Casebook designed software that simplifies how social services work by aggregating and organizing information that matches the way that practitioners need it. Casebook has always emphasized working directly with practitioners when developing our platform. When we embarked on developing cb: Engage, we came to the drawing board with a research-focused approach. In recent interviews with practitioners, a recurring challenge mentioned was the difficulty or annoyance of toggling between different software programs, the potential pitfalls that presents, and how it's frustrating to switch gears to work on one case or record. A trend highlighted in multiple stakeholder interviews was how a user might go to one software for forms that need to be filled out or attached, switch to another software to write notes, and sometimes even a third software to update information about clients or service providers! This all adds up to quite a bit of time toggling, increases the possibility for errors, and is inefficient. When it comes to software buying, we've seen the pendulum swing back and forth between extremes: generalist vs. specialist, mobile browser-based or mobile native, all-in-one packages, or task-focused software. The last one, buying task-focused software for any industry, is currently a trend I see in human services. It is common to see small bits of software for things such as: Software for forms Software for note-taking Software for calendaring and prioritization of tasks CRM software for identifying people and contacts Teams are already overwhelmed by the amount of documentation they are required to complete for each case and the need to switch from one application to another to manage multiple cases. These interdependencies from various software applications can often lead to dangerous security gaps, increases in human errors, data sync irregularities, the need for revisions - not to mention dealing with the user experience and customer support from varying software suppliers. In the interest of making small wins by purchasing software to handle one small part of the case management process, leaders risk increasing headaches that social workers experience.Casebook designed software that simplifies how social services work by aggregating and organizing information that matches the way that practitioners need it. Casebook has always emphasized working directly with practitioners when developing our platform. When we embarked on developing cb: Engage, we came to the drawing board with a research-focused approach. In recent interviews with practitioners, a recurring challenge mentioned was the difficulty or annoyance of toggling between different software programs, the potential pitfalls that presents, and how it's frustrating to switch gears to work on one case or record. A trend highlighted in multiple stakeholder interviews was how a user might go to one software for forms that need to be filled out or attached, switch to another software to write notes, and sometimes even a third software to update information about clients or service providers! This all adds up to quite a bit of time toggling, increases the possibility for errors, and is inefficient. When it comes to software buying, we've seen the pendulum swing back and forth between extremes: generalist vs. specialist, mobile browser-based or mobile native, all-in-one packages, or task-focused software. The last one, buying task-focused software for any industry, is currently a trend I see in human services. It is common to see small bits of software for things such as: Software for forms Software for note-taking Software for calendaring and prioritization of tasks CRM software for identifying people and contacts Teams are already overwhelmed by the amount of documentation they are required to complete for each case and the need to switch from one application to another to manage multiple cases. These interdependencies from various software applications can often lead to dangerous security gaps, increases in human errors, data sync irregularities, the need for revisions - not to mention dealing with the user experience and customer support from varying software suppliers. In the interest of making small wins by purchasing software to handle one small part of the case management process, leaders risk increasing headaches that social workers experience.Casebook designed software that simplifies how social services work by aggregating and organizing information that matches the way that practitioners need it. Casebook has always emphasized working directly with practitioners when developing our platform. When we embarked on developing cb: Engage, we came to the drawing board with a research-focused approach. In recent interviews with practitioners, a recurring challenge mentioned was the difficulty or annoyance of toggling between different software programs, the potential pitfalls that presents, and how it's frustrating to switch gears to work on one case or record. A trend highlighted in multiple stakeholder interviews was how a user might go to one software for forms that need to be filled out or attached, switch to another software to write notes, and sometimes even a third software to update information about clients or service providers! This all adds up to quite a bit of time toggling, increases the possibility for errors, and is inefficient. When it comes to software buying, we've seen the pendulum swing back and forth between extremes: generalist vs. specialist, mobile browser-based or mobile native, all-in-one packages, or task-focused software. The last one, buying task-focused software for any industry, is currently a trend I see in human services. It is common to see small bits of software for things such as: Software for forms Software for note-taking Software for calendaring and prioritization of tasks CRM software for identifying people and contacts Teams are already overwhelmed by the amount of documentation they are required to complete for each case and the need to switch from one application to another to manage multiple cases. These interdependencies from various software applications can often lead to dangerous security gaps, increases in human errors, data sync irregularities, the need for revisions - not to mention dealing with the user experience and customer support from varying software suppliers. In the interest of making small wins by purchasing software to handle one small part of the case management process, leaders risk increasing headaches that social workers experience.Casebook designed software that simplifies how social services work by aggregating and organizing information that matches the way that practitioners need it. Casebook has always emphasized working directly with practitioners when developing our platform. When we embarked on developing cb: Engage, we came to the drawing board with a research-focused approach. In recent interviews with practitioners, a recurring challenge mentioned was the difficulty or annoyance of toggling between different software programs, the potential pitfalls that presents, and how it's frustrating to switch gears to work on one case or record. A trend highlighted in multiple stakeholder interviews was how a user might go to one software for forms that need to be filled out or attached, switch to another software to write notes, and sometimes even a third software to update information about clients or service providers! This all adds up to quite a bit of time toggling, increases the possibility for errors, and is inefficient. When it comes to software buying, we've seen the pendulum swing back and forth between extremes: generalist vs. specialist, mobile browser-based or mobile native, all-in-one packages, or task-focused software. The last one, buying task-focused software for any industry, is currently a trend I see in human services. It is common to see small bits of software for things such as: Software for forms Software for note-taking Software for calendaring and prioritization of tasks CRM software for identifying people and contacts Teams are already overwhelmed by the amount of documentation they are required to complete for each case and the need to switch from one application to another to manage multiple cases. These interdependencies from various software applications can often lead to dangerous security gaps, increases in human errors, data sync irregularities, the need for revisions - not to mention dealing with the user experience and customer support from varying software suppliers. In the interest of making small wins by purchasing software to handle one small part of the case management process, leaders risk increasing headaches that social workers experience.Casebook designed software that simplifies how social services work by aggregating and organizing information that matches the way that practitioners need it. Casebook has always emphasized working directly with practitioners when developing our platform. When we embarked on developing cb: Engage, we came to the drawing board with a research-focused approach. In recent interviews with practitioners, a recurring challenge mentioned was the difficulty or annoyance of toggling between different software programs, the potential pitfalls that presents, and how it's frustrating to switch gears to work on one case or record. A trend highlighted in multiple stakeholder interviews was how a user might go to one software for forms that need to be filled out or attached, switch to another software to write notes, and sometimes even a third software to update information about clients or service providers! This all adds up to quite a bit of time toggling, increases the possibility for errors, and is inefficient. When it comes to software buying, we've seen the pendulum swing back and forth between extremes: generalist vs. specialist, mobile browser-based or mobile native, all-in-one packages, or task-focused software. The last one, buying task-focused software for any industry, is currently a trend I see in human services. It is common to see small bits of software for things such as: Software for forms Software for note-taking Software for calendaring and prioritization of tasks CRM software for identifying people and contacts Teams are already overwhelmed by the amount of documentation they are required to complete for each case and the need to switch from one application to another to manage multiple cases. These interdependencies from various software applications can often lead to dangerous security gaps, increases in human errors, data sync irregularities, the need for revisions - not to mention dealing with the user experience and customer support from varying software suppliers. In the interest of making small wins by purchasing software to handle one small part of the case management process, leaders risk increasing headaches that social workers experience.Casebook designed software that simplifies how social services work by aggregating and organizing information that matches the way that practitioners need it. Casebook has always emphasized working directly with practitioners when developing our platform. When we embarked on developing cb: Engage, we came to the drawing board with a research-focused approach. In recent interviews with practitioners, a recurring challenge mentioned was the difficulty or annoyance of toggling between different software programs, the potential pitfalls that presents, and how it's frustrating to switch gears to work on one case or record. A trend highlighted in multiple stakeholder interviews was how a user might go to one software for forms that need to be filled out or attached, switch to another software to write notes, and sometimes even a third software to update information about clients or service providers! This all adds up to quite a bit of time toggling, increases the possibility for errors, and is inefficient. When it comes to software buying, we've seen the pendulum swing back and forth between extremes: generalist vs. specialist, mobile browser-based or mobile native, all-in-one packages, or task-focused software. The last one, buying task-focused software for any industry, is currently a trend I see in human services. It is common to see small bits of software for things such as: Software for forms Software for note-taking Software for calendaring and prioritization of tasks CRM software for identifying people and contacts Teams are already overwhelmed by the amount of documentation they are required to complete for each case and the need to switch from one application to another to manage multiple cases. These interdependencies from various software applications can often lead to dangerous security gaps, increases in human errors, data sync irregularities, the need for revisions - not to mention dealing with the user experience and customer support from varying software suppliers. In the interest of making small wins by purchasing software to handle one small part of the case management process, leaders risk increasing headaches that social workers experience.Casebook designed software that simplifies how social services work by aggregating and organizing information that matches the way that practitioners need it. Casebook has always emphasized working directly with practitioners when developing our platform. When we embarked on developing cb: Engage, we came to the drawing board with a research-focused approach. In recent interviews with practitioners, a recurring challenge mentioned was the difficulty or annoyance of toggling between different software programs, the potential pitfalls that presents, and how it's frustrating to switch gears to work on one case or record. A trend highlighted in multiple stakeholder interviews was how a user might go to one software for forms that need to be filled out or attached, switch to another software to write notes, and sometimes even a third software to update information about clients or service providers! This all adds up to quite a bit of time toggling, increases the possibility for errors, and is inefficient. When it comes to software buying, we've seen the pendulum swing back and forth between extremes: generalist vs. specialist, mobile browser-based or mobile native, all-in-one packages, or task-focused software. The last one, buying task-focused software for any industry, is currently a trend I see in human services. It is common to see small bits of software for things such as: Software for forms Software for note-taking Software for calendaring and prioritization of tasks CRM software for identifying people and contacts Teams are already overwhelmed by the amount of documentation they are required to complete for each case and the need to switch from one application to another to manage multiple cases. These interdependencies from various software applications can often lead to dangerous security gaps, increases in human errors, data sync irregularities, the need for revisions - not to mention dealing with the user experience and customer support from varying software suppliers. In the interest of making small wins by purchasing software to handle one small part of the case management process, leaders risk increasing headaches that social workers experience.Casebook designed software that simplifies how social services work by aggregating and organizing information that matches the way that practitioners need it.
by Casebook Editorial Team 7 min read

What Being a Certified B Corp Means to Us

Casebook PBC is proud to be a Certified B Corp. Being a Certified B Corp means that Casebook PBC doesn’t just profess to want to make a positive impact on the world, but that our company is actually creating and prioritizing real, beneficial change. To us, the B Lab’s certification is a signifier th...
Casebook PBC is proud to be a Certified B Corp. Being a Certified B Corp means that Casebook PBC doesn’t just profess to want to make a positive impact on the world, but that our company is actually creating and prioritizing real, beneficial change. To us, the B Lab’s certification is a signifier that our company is genuinely committed to helping others and being a responsible, sustainable, and ethical corporate citizen that is considerate of employees, local communities, and customers. Casebook PBC believes that the world’s most challenging problems are best addressed through a combination of knowledge, innovation, and commitment, a belief that is embodied in our public benefit purpose and that we feel is also reflected by our B Corp certification. Our mission is to deliver the best possible technology products to frontline workers providing critical assistance to people in need, empowering community well-being through the delivery of adaptive, person-centric, research-based, and practice-driven software. In addition to this specific public benefit purpose, Casebook PBC also aspires to be a considerate and responsive employer that provides our employees with exceptional benefits and policies, including numerous opportunities to give back to their communities and others in need. By operating in an ethical and considerate manner, we ensure that both our employees and our customers are supported in their goals. The B Corp certification is one of many means by which we hold ourselves accountable to these ambitious principles. Our corporate values are another instrument for holding our company and our employees accountable to our mission. They include the concepts of Impact, Customer Commitment, Teamwork, Innovation, and Accountability. These values were selected by our employees as the concepts that they felt best reflected the company’s mission and identity, and that they believed would help keep our team focused on creating meaningful public benefits. We believe that integrating these core values into our daily work lives help keep our team committed to our daunting but essential undertaking, while still operating with respect for others and ensuring that our work is responsive to the actual needs of vulnerable populations and organizations engaged in critical efforts to help at-risk individuals. At Casebook PBC, we build software to make people’s lives better. We also believe in achieving this goal in a responsible manner that doesn’t ignore the well-being of the company’s own employees and the communities in which we live. This commitment makes us better equipped to promote improved outcomes for disadvantaged children and youth through advocating for better technology, data, analysis, and decision-making in human services, and the B Corp certification helps us (and others) assess how we are prioritizing that mission. The B Lab helps us be a better version of Casebook PBC. Casebook PBC is proud to be a Certified B Corp. Being a Certified B Corp means that Casebook PBC doesn’t just profess to want to make a positive impact on the world, but that our company is actually creating and prioritizing real, beneficial change. To us, the B Lab’s certification is a signifier that our company is genuinely committed to helping others and being a responsible, sustainable, and ethical corporate citizen that is considerate of employees, local communities, and customers. Casebook PBC believes that the world’s most challenging problems are best addressed through a combination of knowledge, innovation, and commitment, a belief that is embodied in our public benefit purpose and that we feel is also reflected by our B Corp certification. Our mission is to deliver the best possible technology products to frontline workers providing critical assistance to people in need, empowering community well-being through the delivery of adaptive, person-centric, research-based, and practice-driven software. In addition to this specific public benefit purpose, Casebook PBC also aspires to be a considerate and responsive employer that provides our employees with exceptional benefits and policies, including numerous opportunities to give back to their communities and others in need. By operating in an ethical and considerate manner, we ensure that both our employees and our customers are supported in their goals. The B Corp certification is one of many means by which we hold ourselves accountable to these ambitious principles. Our corporate values are another instrument for holding our company and our employees accountable to our mission. They include the concepts of Impact, Customer Commitment, Teamwork, Innovation, and Accountability. These values were selected by our employees as the concepts that they felt best reflected the company’s mission and identity, and that they believed would help keep our team focused on creating meaningful public benefits. We believe that integrating these core values into our daily work lives help keep our team committed to our daunting but essential undertaking, while still operating with respect for others and ensuring that our work is responsive to the actual needs of vulnerable populations and organizations engaged in critical efforts to help at-risk individuals. At Casebook PBC, we build software to make people’s lives better. We also believe in achieving this goal in a responsible manner that doesn’t ignore the well-being of the company’s own employees and the communities in which we live. This commitment makes us better equipped to promote improved outcomes for disadvantaged children and youth through advocating for better technology, data, analysis, and decision-making in human services, and the B Corp certification helps us (and others) assess how we are prioritizing that mission. The B Lab helps us be a better version of Casebook PBC. Casebook PBC is proud to be a Certified B Corp. Being a Certified B Corp means that Casebook PBC doesn’t just profess to want to make a positive impact on the world, but that our company is actually creating and prioritizing real, beneficial change. To us, the B Lab’s certification is a signifier that our company is genuinely committed to helping others and being a responsible, sustainable, and ethical corporate citizen that is considerate of employees, local communities, and customers. Casebook PBC believes that the world’s most challenging problems are best addressed through a combination of knowledge, innovation, and commitment, a belief that is embodied in our public benefit purpose and that we feel is also reflected by our B Corp certification. Our mission is to deliver the best possible technology products to frontline workers providing critical assistance to people in need, empowering community well-being through the delivery of adaptive, person-centric, research-based, and practice-driven software. In addition to this specific public benefit purpose, Casebook PBC also aspires to be a considerate and responsive employer that provides our employees with exceptional benefits and policies, including numerous opportunities to give back to their communities and others in need. By operating in an ethical and considerate manner, we ensure that both our employees and our customers are supported in their goals. The B Corp certification is one of many means by which we hold ourselves accountable to these ambitious principles. Our corporate values are another instrument for holding our company and our employees accountable to our mission. They include the concepts of Impact, Customer Commitment, Teamwork, Innovation, and Accountability. These values were selected by our employees as the concepts that they felt best reflected the company’s mission and identity, and that they believed would help keep our team focused on creating meaningful public benefits. We believe that integrating these core values into our daily work lives help keep our team committed to our daunting but essential undertaking, while still operating with respect for others and ensuring that our work is responsive to the actual needs of vulnerable populations and organizations engaged in critical efforts to help at-risk individuals. At Casebook PBC, we build software to make people’s lives better. We also believe in achieving this goal in a responsible manner that doesn’t ignore the well-being of the company’s own employees and the communities in which we live. This commitment makes us better equipped to promote improved outcomes for disadvantaged children and youth through advocating for better technology, data, analysis, and decision-making in human services, and the B Corp certification helps us (and others) assess how we are prioritizing that mission. The B Lab helps us be a better version of Casebook PBC. Casebook PBC is proud to be a Certified B Corp. Being a Certified B Corp means that Casebook PBC doesn’t just profess to want to make a positive impact on the world, but that our company is actually creating and prioritizing real, beneficial change. To us, the B Lab’s certification is a signifier that our company is genuinely committed to helping others and being a responsible, sustainable, and ethical corporate citizen that is considerate of employees, local communities, and customers. Casebook PBC believes that the world’s most challenging problems are best addressed through a combination of knowledge, innovation, and commitment, a belief that is embodied in our public benefit purpose and that we feel is also reflected by our B Corp certification. Our mission is to deliver the best possible technology products to frontline workers providing critical assistance to people in need, empowering community well-being through the delivery of adaptive, person-centric, research-based, and practice-driven software. In addition to this specific public benefit purpose, Casebook PBC also aspires to be a considerate and responsive employer that provides our employees with exceptional benefits and policies, including numerous opportunities to give back to their communities and others in need. By operating in an ethical and considerate manner, we ensure that both our employees and our customers are supported in their goals. The B Corp certification is one of many means by which we hold ourselves accountable to these ambitious principles. Our corporate values are another instrument for holding our company and our employees accountable to our mission. They include the concepts of Impact, Customer Commitment, Teamwork, Innovation, and Accountability. These values were selected by our employees as the concepts that they felt best reflected the company’s mission and identity, and that they believed would help keep our team focused on creating meaningful public benefits. We believe that integrating these core values into our daily work lives help keep our team committed to our daunting but essential undertaking, while still operating with respect for others and ensuring that our work is responsive to the actual needs of vulnerable populations and organizations engaged in critical efforts to help at-risk individuals. At Casebook PBC, we build software to make people’s lives better. We also believe in achieving this goal in a responsible manner that doesn’t ignore the well-being of the company’s own employees and the communities in which we live. This commitment makes us better equipped to promote improved outcomes for disadvantaged children and youth through advocating for better technology, data, analysis, and decision-making in human services, and the B Corp certification helps us (and others) assess how we are prioritizing that mission. The B Lab helps us be a better version of Casebook PBC. Casebook PBC is proud to be a Certified B Corp. Being a Certified B Corp means that Casebook PBC doesn’t just profess to want to make a positive impact on the world, but that our company is actually creating and prioritizing real, beneficial change. To us, the B Lab’s certification is a signifier that our company is genuinely committed to helping others and being a responsible, sustainable, and ethical corporate citizen that is considerate of employees, local communities, and customers. Casebook PBC believes that the world’s most challenging problems are best addressed through a combination of knowledge, innovation, and commitment, a belief that is embodied in our public benefit purpose and that we feel is also reflected by our B Corp certification. Our mission is to deliver the best possible technology products to frontline workers providing critical assistance to people in need, empowering community well-being through the delivery of adaptive, person-centric, research-based, and practice-driven software. In addition to this specific public benefit purpose, Casebook PBC also aspires to be a considerate and responsive employer that provides our employees with exceptional benefits and policies, including numerous opportunities to give back to their communities and others in need. By operating in an ethical and considerate manner, we ensure that both our employees and our customers are supported in their goals. The B Corp certification is one of many means by which we hold ourselves accountable to these ambitious principles. Our corporate values are another instrument for holding our company and our employees accountable to our mission. They include the concepts of Impact, Customer Commitment, Teamwork, Innovation, and Accountability. These values were selected by our employees as the concepts that they felt best reflected the company’s mission and identity, and that they believed would help keep our team focused on creating meaningful public benefits. We believe that integrating these core values into our daily work lives help keep our team committed to our daunting but essential undertaking, while still operating with respect for others and ensuring that our work is responsive to the actual needs of vulnerable populations and organizations engaged in critical efforts to help at-risk individuals. At Casebook PBC, we build software to make people’s lives better. We also believe in achieving this goal in a responsible manner that doesn’t ignore the well-being of the company’s own employees and the communities in which we live. This commitment makes us better equipped to promote improved outcomes for disadvantaged children and youth through advocating for better technology, data, analysis, and decision-making in human services, and the B Corp certification helps us (and others) assess how we are prioritizing that mission. The B Lab helps us be a better version of Casebook PBC. Casebook PBC is proud to be a Certified B Corp. Being a Certified B Corp means that Casebook PBC doesn’t just profess to want to make a positive impact on the world, but that our company is actually creating and prioritizing real, beneficial change. To us, the B Lab’s certification is a signifier that our company is genuinely committed to helping others and being a responsible, sustainable, and ethical corporate citizen that is considerate of employees, local communities, and customers. Casebook PBC believes that the world’s most challenging problems are best addressed through a combination of knowledge, innovation, and commitment, a belief that is embodied in our public benefit purpose and that we feel is also reflected by our B Corp certification. Our mission is to deliver the best possible technology products to frontline workers providing critical assistance to people in need, empowering community well-being through the delivery of adaptive, person-centric, research-based, and practice-driven software. In addition to this specific public benefit purpose, Casebook PBC also aspires to be a considerate and responsive employer that provides our employees with exceptional benefits and policies, including numerous opportunities to give back to their communities and others in need. By operating in an ethical and considerate manner, we ensure that both our employees and our customers are supported in their goals. The B Corp certification is one of many means by which we hold ourselves accountable to these ambitious principles. Our corporate values are another instrument for holding our company and our employees accountable to our mission. They include the concepts of Impact, Customer Commitment, Teamwork, Innovation, and Accountability. These values were selected by our employees as the concepts that they felt best reflected the company’s mission and identity, and that they believed would help keep our team focused on creating meaningful public benefits. We believe that integrating these core values into our daily work lives help keep our team committed to our daunting but essential undertaking, while still operating with respect for others and ensuring that our work is responsive to the actual needs of vulnerable populations and organizations engaged in critical efforts to help at-risk individuals. At Casebook PBC, we build software to make people’s lives better. We also believe in achieving this goal in a responsible manner that doesn’t ignore the well-being of the company’s own employees and the communities in which we live. This commitment makes us better equipped to promote improved outcomes for disadvantaged children and youth through advocating for better technology, data, analysis, and decision-making in human services, and the B Corp certification helps us (and others) assess how we are prioritizing that mission. The B Lab helps us be a better version of Casebook PBC. Casebook PBC is proud to be a Certified B Corp. Being a Certified B Corp means that Casebook PBC doesn’t just profess to want to make a positive impact on the world, but that our company is actually creating and prioritizing real, beneficial change. To us, the B Lab’s certification is a signifier that our company is genuinely committed to helping others and being a responsible, sustainable, and ethical corporate citizen that is considerate of employees, local communities, and customers. Casebook PBC believes that the world’s most challenging problems are best addressed through a combination of knowledge, innovation, and commitment, a belief that is embodied in our public benefit purpose and that we feel is also reflected by our B Corp certification. Our mission is to deliver the best possible technology products to frontline workers providing critical assistance to people in need, empowering community well-being through the delivery of adaptive, person-centric, research-based, and practice-driven software. In addition to this specific public benefit purpose, Casebook PBC also aspires to be a considerate and responsive employer that provides our employees with exceptional benefits and policies, including numerous opportunities to give back to their communities and others in need. By operating in an ethical and considerate manner, we ensure that both our employees and our customers are supported in their goals. The B Corp certification is one of many means by which we hold ourselves accountable to these ambitious principles. Our corporate values are another instrument for holding our company and our employees accountable to our mission. They include the concepts of Impact, Customer Commitment, Teamwork, Innovation, and Accountability. These values were selected by our employees as the concepts that they felt best reflected the company’s mission and identity, and that they believed would help keep our team focused on creating meaningful public benefits. We believe that integrating these core values into our daily work lives help keep our team committed to our daunting but essential undertaking, while still operating with respect for others and ensuring that our work is responsive to the actual needs of vulnerable populations and organizations engaged in critical efforts to help at-risk individuals. At Casebook PBC, we build software to make people’s lives better. We also believe in achieving this goal in a responsible manner that doesn’t ignore the well-being of the company’s own employees and the communities in which we live. This commitment makes us better equipped to promote improved outcomes for disadvantaged children and youth through advocating for better technology, data, analysis, and decision-making in human services, and the B Corp certification helps us (and others) assess how we are prioritizing that mission. The B Lab helps us be a better version of Casebook PBC. Casebook PBC is proud to be a Certified B Corp. Being a Certified B Corp means that Casebook PBC doesn’t just profess to want to make a positive impact on the world, but that our company is actually creating and prioritizing real, beneficial change. To us, the B Lab’s certification is a signifier that our company is genuinely committed to helping others and being a responsible, sustainable, and ethical corporate citizen that is considerate of employees, local communities, and customers. Casebook PBC believes that the world’s most challenging problems are best addressed through a combination of knowledge, innovation, and commitment, a belief that is embodied in our public benefit purpose and that we feel is also reflected by our B Corp certification. Our mission is to deliver the best possible technology products to frontline workers providing critical assistance to people in need, empowering community well-being through the delivery of adaptive, person-centric, research-based, and practice-driven software. In addition to this specific public benefit purpose, Casebook PBC also aspires to be a considerate and responsive employer that provides our employees with exceptional benefits and policies, including numerous opportunities to give back to their communities and others in need. By operating in an ethical and considerate manner, we ensure that both our employees and our customers are supported in their goals. The B Corp certification is one of many means by which we hold ourselves accountable to these ambitious principles. Our corporate values are another instrument for holding our company and our employees accountable to our mission. They include the concepts of Impact, Customer Commitment, Teamwork, Innovation, and Accountability. These values were selected by our employees as the concepts that they felt best reflected the company’s mission and identity, and that they believed would help keep our team focused on creating meaningful public benefits. We believe that integrating these core values into our daily work lives help keep our team committed to our daunting but essential undertaking, while still operating with respect for others and ensuring that our work is responsive to the actual needs of vulnerable populations and organizations engaged in critical efforts to help at-risk individuals. At Casebook PBC, we build software to make people’s lives better. We also believe in achieving this goal in a responsible manner that doesn’t ignore the well-being of the company’s own employees and the communities in which we live. This commitment makes us better equipped to promote improved outcomes for disadvantaged children and youth through advocating for better technology, data, analysis, and decision-making in human services, and the B Corp certification helps us (and others) assess how we are prioritizing that mission. The B Lab helps us be a better version of Casebook PBC. Casebook PBC is proud to be a Certified B Corp. Being a Certified B Corp means that Casebook PBC doesn’t just profess to want to make a positive impact on the world, but that our company is actually creating and prioritizing real, beneficial change. To us, the B Lab’s certification is a signifier that our company is genuinely committed to helping others and being a responsible, sustainable, and ethical corporate citizen that is considerate of employees, local communities, and customers. Casebook PBC believes that the world’s most challenging problems are best addressed through a combination of knowledge, innovation, and commitment, a belief that is embodied in our public benefit purpose and that we feel is also reflected by our B Corp certification. Our mission is to deliver the best possible technology products to frontline workers providing critical assistance to people in need, empowering community well-being through the delivery of adaptive, person-centric, research-based, and practice-driven software. In addition to this specific public benefit purpose, Casebook PBC also aspires to be a considerate and responsive employer that provides our employees with exceptional benefits and policies, including numerous opportunities to give back to their communities and others in need. By operating in an ethical and considerate manner, we ensure that both our employees and our customers are supported in their goals. The B Corp certification is one of many means by which we hold ourselves accountable to these ambitious principles. Our corporate values are another instrument for holding our company and our employees accountable to our mission. They include the concepts of Impact, Customer Commitment, Teamwork, Innovation, and Accountability. These values were selected by our employees as the concepts that they felt best reflected the company’s mission and identity, and that they believed would help keep our team focused on creating meaningful public benefits. We believe that integrating these core values into our daily work lives help keep our team committed to our daunting but essential undertaking, while still operating with respect for others and ensuring that our work is responsive to the actual needs of vulnerable populations and organizations engaged in critical efforts to help at-risk individuals. At Casebook PBC, we build software to make people’s lives better. We also believe in achieving this goal in a responsible manner that doesn’t ignore the well-being of the company’s own employees and the communities in which we live. This commitment makes us better equipped to promote improved outcomes for disadvantaged children and youth through advocating for better technology, data, analysis, and decision-making in human services, and the B Corp certification helps us (and others) assess how we are prioritizing that mission. The B Lab helps us be a better version of Casebook PBC. Casebook PBC is proud to be a Certified B Corp. Being a Certified B Corp means that Casebook PBC doesn’t just profess to want to make a positive impact on the world, but that our company is actually creating and prioritizing real, beneficial change. To us, the B Lab’s certification is a signifier that our company is genuinely committed to helping others and being a responsible, sustainable, and ethical corporate citizen that is considerate of employees, local communities, and customers. Casebook PBC believes that the world’s most challenging problems are best addressed through a combination of knowledge, innovation, and commitment, a belief that is embodied in our public benefit purpose and that we feel is also reflected by our B Corp certification. Our mission is to deliver the best possible technology products to frontline workers providing critical assistance to people in need, empowering community well-being through the delivery of adaptive, person-centric, research-based, and practice-driven software. In addition to this specific public benefit purpose, Casebook PBC also aspires to be a considerate and responsive employer that provides our employees with exceptional benefits and policies, including numerous opportunities to give back to their communities and others in need. By operating in an ethical and considerate manner, we ensure that both our employees and our customers are supported in their goals. The B Corp certification is one of many means by which we hold ourselves accountable to these ambitious principles. Our corporate values are another instrument for holding our company and our employees accountable to our mission. They include the concepts of Impact, Customer Commitment, Teamwork, Innovation, and Accountability. These values were selected by our employees as the concepts that they felt best reflected the company’s mission and identity, and that they believed would help keep our team focused on creating meaningful public benefits. We believe that integrating these core values into our daily work lives help keep our team committed to our daunting but essential undertaking, while still operating with respect for others and ensuring that our work is responsive to the actual needs of vulnerable populations and organizations engaged in critical efforts to help at-risk individuals. At Casebook PBC, we build software to make people’s lives better. We also believe in achieving this goal in a responsible manner that doesn’t ignore the well-being of the company’s own employees and the communities in which we live. This commitment makes us better equipped to promote improved outcomes for disadvantaged children and youth through advocating for better technology, data, analysis, and decision-making in human services, and the B Corp certification helps us (and others) assess how we are prioritizing that mission. The B Lab helps us be a better version of Casebook PBC.
by Joshua Cruz 9 min read

Features & Benefits: Helping the Helpers with Casebook Technology

After about a decade of working in public safety, I would get frustrated when our radio and software vendors would claim to be “saving lives.” These technologies were instrumental in the process of saving lives, but the radios and software weren’t risking their life and limb to pull someone from a b...
After about a decade of working in public safety, I would get frustrated when our radio and software vendors would claim to be “saving lives.” These technologies were instrumental in the process of saving lives, but the radios and software weren’t risking their life and limb to pull someone from a burning building. So when I joined the Casebook team a phrase that others used around the office to describe what we do - “Helping the Helpers” resonated with me at the time. Years later, it’s still the core focus of what we do. Our experienced team is putting tools into the hands of the true heroes, and we make every decision based on what will make our amazing customers – the helpers -- more successful in their mission. Here are a few of the ways Casebook helps human services workers do their best each day. Focus on Relationships and the Person Just like the old saying “it takes a village to raise a child,” it often takes the support and involvement of a case worker, family member, or other informal support to succeed in nearly any program. Casebook is built around the concept of a person, rather than a case, so that all activity is connected to one person record and can give one or more assigned case workers insight into their journey through your organization or the human services system (depending on configuration). In addition to providing the highest level of insight, Casebook is built to maintain data integrity so that your “client database” won’t be filled with incorrect or duplicative records. Improve Outcomes with Better Insights Speaking of getting insights into the hands of the people that need them, Casebook includes a powerful reporting engine that can be used to quickly access the information needed to improve your programs, services offered, and virtually any other information contained in Casebook. Casebook is configurable, and when you add additional dynamic fields to capture data that’s unique to your organization, you can report on those fields. Organizations that collect data through Casebook’s form service and application portal can include data from those forms in dashboards and reports, too. Manage Forms, Documents, Photos, and Appointments Before computers and typewriters, there were forms. After computers and typewriters, there were forms. They just won’t go away. Casebook makes forms easier by allowing you to “DIY” form creation and changes (during implementation we work together on it). You don’t have to explain it to a vendor or wait on someone else – if you have admin permissions you can make the change and roll out a new version of the form. If you already have a lot of paper files or you need to retain photos or handwritten notes, we include the ability to store an unlimited amount of attachments in the Casebook Cloud, powered by AWS S3. There are some minimal costs to pay for the space, but they’re a tiny fraction of the costs of those big floor to ceiling file cabinets! Casebook users can store virtually any document, image, audio, or video file and can also collect those types of files via email, the Casebook form portal, or tools like JotForm that connect with Casebook through Zapier. Casebook can also sync with your company calendar system so you can send invites out to clients from within Casebook and more. Send a Form As mentioned above, users can send a form to collect data. When it’s time to send a client a form, the user adds a task and attaches the form template. When the save the task, the client is sent a secure login link and the user can complete the form as time permits – in one sitting or multiple sittings. Since so much is done by form and the pandemic has restricted in-person meetings, these types of tools have proven very useful. And since reporting can be done from data submitted in these forms, you can implement a remote process that works. Help to Standardize the Process Workers want to do the right thing, but with growing caseloads it’s not surprising many feel overwhelmed. These feelings are compounded when so many people need help but time and resources are limited. Casebook can help through workflows, tasks, in-app notifications and emails that alert the right person at the right time. In an organization that offers a variety of programs, workflows can be created for each of the programs. Once someone has been enrolled in the program, they can be enrolled in a workflow that will assign a collection of tasks broken down into steps. These help guide a worker much like a checklist a pilot would use before takeoff. While that pilot may have taken off 5000 times before, the checklist assures the correct process is being followed, every time. After about a decade of working in public safety, I would get frustrated when our radio and software vendors would claim to be “saving lives.” These technologies were instrumental in the process of saving lives, but the radios and software weren’t risking their life and limb to pull someone from a burning building. So when I joined the Casebook team a phrase that others used around the office to describe what we do - “Helping the Helpers” resonated with me at the time. Years later, it’s still the core focus of what we do. Our experienced team is putting tools into the hands of the true heroes, and we make every decision based on what will make our amazing customers – the helpers -- more successful in their mission. Here are a few of the ways Casebook helps human services workers do their best each day. Focus on Relationships and the Person Just like the old saying “it takes a village to raise a child,” it often takes the support and involvement of a case worker, family member, or other informal support to succeed in nearly any program. Casebook is built around the concept of a person, rather than a case, so that all activity is connected to one person record and can give one or more assigned case workers insight into their journey through your organization or the human services system (depending on configuration). In addition to providing the highest level of insight, Casebook is built to maintain data integrity so that your “client database” won’t be filled with incorrect or duplicative records. Improve Outcomes with Better Insights Speaking of getting insights into the hands of the people that need them, Casebook includes a powerful reporting engine that can be used to quickly access the information needed to improve your programs, services offered, and virtually any other information contained in Casebook. Casebook is configurable, and when you add additional dynamic fields to capture data that’s unique to your organization, you can report on those fields. Organizations that collect data through Casebook’s form service and application portal can include data from those forms in dashboards and reports, too. Manage Forms, Documents, Photos, and Appointments Before computers and typewriters, there were forms. After computers and typewriters, there were forms. They just won’t go away. Casebook makes forms easier by allowing you to “DIY” form creation and changes (during implementation we work together on it). You don’t have to explain it to a vendor or wait on someone else – if you have admin permissions you can make the change and roll out a new version of the form. If you already have a lot of paper files or you need to retain photos or handwritten notes, we include the ability to store an unlimited amount of attachments in the Casebook Cloud, powered by AWS S3. There are some minimal costs to pay for the space, but they’re a tiny fraction of the costs of those big floor to ceiling file cabinets! Casebook users can store virtually any document, image, audio, or video file and can also collect those types of files via email, the Casebook form portal, or tools like JotForm that connect with Casebook through Zapier. Casebook can also sync with your company calendar system so you can send invites out to clients from within Casebook and more. Send a Form As mentioned above, users can send a form to collect data. When it’s time to send a client a form, the user adds a task and attaches the form template. When the save the task, the client is sent a secure login link and the user can complete the form as time permits – in one sitting or multiple sittings. Since so much is done by form and the pandemic has restricted in-person meetings, these types of tools have proven very useful. And since reporting can be done from data submitted in these forms, you can implement a remote process that works. Help to Standardize the Process Workers want to do the right thing, but with growing caseloads it’s not surprising many feel overwhelmed. These feelings are compounded when so many people need help but time and resources are limited. Casebook can help through workflows, tasks, in-app notifications and emails that alert the right person at the right time. In an organization that offers a variety of programs, workflows can be created for each of the programs. Once someone has been enrolled in the program, they can be enrolled in a workflow that will assign a collection of tasks broken down into steps. These help guide a worker much like a checklist a pilot would use before takeoff. While that pilot may have taken off 5000 times before, the checklist assures the correct process is being followed, every time. After about a decade of working in public safety, I would get frustrated when our radio and software vendors would claim to be “saving lives.” These technologies were instrumental in the process of saving lives, but the radios and software weren’t risking their life and limb to pull someone from a burning building. So when I joined the Casebook team a phrase that others used around the office to describe what we do - “Helping the Helpers” resonated with me at the time. Years later, it’s still the core focus of what we do. Our experienced team is putting tools into the hands of the true heroes, and we make every decision based on what will make our amazing customers – the helpers -- more successful in their mission. Here are a few of the ways Casebook helps human services workers do their best each day. Focus on Relationships and the Person Just like the old saying “it takes a village to raise a child,” it often takes the support and involvement of a case worker, family member, or other informal support to succeed in nearly any program. Casebook is built around the concept of a person, rather than a case, so that all activity is connected to one person record and can give one or more assigned case workers insight into their journey through your organization or the human services system (depending on configuration). In addition to providing the highest level of insight, Casebook is built to maintain data integrity so that your “client database” won’t be filled with incorrect or duplicative records. Improve Outcomes with Better Insights Speaking of getting insights into the hands of the people that need them, Casebook includes a powerful reporting engine that can be used to quickly access the information needed to improve your programs, services offered, and virtually any other information contained in Casebook. Casebook is configurable, and when you add additional dynamic fields to capture data that’s unique to your organization, you can report on those fields. Organizations that collect data through Casebook’s form service and application portal can include data from those forms in dashboards and reports, too. Manage Forms, Documents, Photos, and Appointments Before computers and typewriters, there were forms. After computers and typewriters, there were forms. They just won’t go away. Casebook makes forms easier by allowing you to “DIY” form creation and changes (during implementation we work together on it). You don’t have to explain it to a vendor or wait on someone else – if you have admin permissions you can make the change and roll out a new version of the form. If you already have a lot of paper files or you need to retain photos or handwritten notes, we include the ability to store an unlimited amount of attachments in the Casebook Cloud, powered by AWS S3. There are some minimal costs to pay for the space, but they’re a tiny fraction of the costs of those big floor to ceiling file cabinets! Casebook users can store virtually any document, image, audio, or video file and can also collect those types of files via email, the Casebook form portal, or tools like JotForm that connect with Casebook through Zapier. Casebook can also sync with your company calendar system so you can send invites out to clients from within Casebook and more. Send a Form As mentioned above, users can send a form to collect data. When it’s time to send a client a form, the user adds a task and attaches the form template. When the save the task, the client is sent a secure login link and the user can complete the form as time permits – in one sitting or multiple sittings. Since so much is done by form and the pandemic has restricted in-person meetings, these types of tools have proven very useful. And since reporting can be done from data submitted in these forms, you can implement a remote process that works. Help to Standardize the Process Workers want to do the right thing, but with growing caseloads it’s not surprising many feel overwhelmed. These feelings are compounded when so many people need help but time and resources are limited. Casebook can help through workflows, tasks, in-app notifications and emails that alert the right person at the right time. In an organization that offers a variety of programs, workflows can be created for each of the programs. Once someone has been enrolled in the program, they can be enrolled in a workflow that will assign a collection of tasks broken down into steps. These help guide a worker much like a checklist a pilot would use before takeoff. While that pilot may have taken off 5000 times before, the checklist assures the correct process is being followed, every time. After about a decade of working in public safety, I would get frustrated when our radio and software vendors would claim to be “saving lives.” These technologies were instrumental in the process of saving lives, but the radios and software weren’t risking their life and limb to pull someone from a burning building. So when I joined the Casebook team a phrase that others used around the office to describe what we do - “Helping the Helpers” resonated with me at the time. Years later, it’s still the core focus of what we do. Our experienced team is putting tools into the hands of the true heroes, and we make every decision based on what will make our amazing customers – the helpers -- more successful in their mission. Here are a few of the ways Casebook helps human services workers do their best each day. Focus on Relationships and the Person Just like the old saying “it takes a village to raise a child,” it often takes the support and involvement of a case worker, family member, or other informal support to succeed in nearly any program. Casebook is built around the concept of a person, rather than a case, so that all activity is connected to one person record and can give one or more assigned case workers insight into their journey through your organization or the human services system (depending on configuration). In addition to providing the highest level of insight, Casebook is built to maintain data integrity so that your “client database” won’t be filled with incorrect or duplicative records. Improve Outcomes with Better Insights Speaking of getting insights into the hands of the people that need them, Casebook includes a powerful reporting engine that can be used to quickly access the information needed to improve your programs, services offered, and virtually any other information contained in Casebook. Casebook is configurable, and when you add additional dynamic fields to capture data that’s unique to your organization, you can report on those fields. Organizations that collect data through Casebook’s form service and application portal can include data from those forms in dashboards and reports, too. Manage Forms, Documents, Photos, and Appointments Before computers and typewriters, there were forms. After computers and typewriters, there were forms. They just won’t go away. Casebook makes forms easier by allowing you to “DIY” form creation and changes (during implementation we work together on it). You don’t have to explain it to a vendor or wait on someone else – if you have admin permissions you can make the change and roll out a new version of the form. If you already have a lot of paper files or you need to retain photos or handwritten notes, we include the ability to store an unlimited amount of attachments in the Casebook Cloud, powered by AWS S3. There are some minimal costs to pay for the space, but they’re a tiny fraction of the costs of those big floor to ceiling file cabinets! Casebook users can store virtually any document, image, audio, or video file and can also collect those types of files via email, the Casebook form portal, or tools like JotForm that connect with Casebook through Zapier. Casebook can also sync with your company calendar system so you can send invites out to clients from within Casebook and more. Send a Form As mentioned above, users can send a form to collect data. When it’s time to send a client a form, the user adds a task and attaches the form template. When the save the task, the client is sent a secure login link and the user can complete the form as time permits – in one sitting or multiple sittings. Since so much is done by form and the pandemic has restricted in-person meetings, these types of tools have proven very useful. And since reporting can be done from data submitted in these forms, you can implement a remote process that works. Help to Standardize the Process Workers want to do the right thing, but with growing caseloads it’s not surprising many feel overwhelmed. These feelings are compounded when so many people need help but time and resources are limited. Casebook can help through workflows, tasks, in-app notifications and emails that alert the right person at the right time. In an organization that offers a variety of programs, workflows can be created for each of the programs. Once someone has been enrolled in the program, they can be enrolled in a workflow that will assign a collection of tasks broken down into steps. These help guide a worker much like a checklist a pilot would use before takeoff. While that pilot may have taken off 5000 times before, the checklist assures the correct process is being followed, every time. After about a decade of working in public safety, I would get frustrated when our radio and software vendors would claim to be “saving lives.” These technologies were instrumental in the process of saving lives, but the radios and software weren’t risking their life and limb to pull someone from a burning building. So when I joined the Casebook team a phrase that others used around the office to describe what we do - “Helping the Helpers” resonated with me at the time. Years later, it’s still the core focus of what we do. Our experienced team is putting tools into the hands of the true heroes, and we make every decision based on what will make our amazing customers – the helpers -- more successful in their mission. Here are a few of the ways Casebook helps human services workers do their best each day. Focus on Relationships and the Person Just like the old saying “it takes a village to raise a child,” it often takes the support and involvement of a case worker, family member, or other informal support to succeed in nearly any program. Casebook is built around the concept of a person, rather than a case, so that all activity is connected to one person record and can give one or more assigned case workers insight into their journey through your organization or the human services system (depending on configuration). In addition to providing the highest level of insight, Casebook is built to maintain data integrity so that your “client database” won’t be filled with incorrect or duplicative records. Improve Outcomes with Better Insights Speaking of getting insights into the hands of the people that need them, Casebook includes a powerful reporting engine that can be used to quickly access the information needed to improve your programs, services offered, and virtually any other information contained in Casebook. Casebook is configurable, and when you add additional dynamic fields to capture data that’s unique to your organization, you can report on those fields. Organizations that collect data through Casebook’s form service and application portal can include data from those forms in dashboards and reports, too. Manage Forms, Documents, Photos, and Appointments Before computers and typewriters, there were forms. After computers and typewriters, there were forms. They just won’t go away. Casebook makes forms easier by allowing you to “DIY” form creation and changes (during implementation we work together on it). You don’t have to explain it to a vendor or wait on someone else – if you have admin permissions you can make the change and roll out a new version of the form. If you already have a lot of paper files or you need to retain photos or handwritten notes, we include the ability to store an unlimited amount of attachments in the Casebook Cloud, powered by AWS S3. There are some minimal costs to pay for the space, but they’re a tiny fraction of the costs of those big floor to ceiling file cabinets! Casebook users can store virtually any document, image, audio, or video file and can also collect those types of files via email, the Casebook form portal, or tools like JotForm that connect with Casebook through Zapier. Casebook can also sync with your company calendar system so you can send invites out to clients from within Casebook and more. Send a Form As mentioned above, users can send a form to collect data. When it’s time to send a client a form, the user adds a task and attaches the form template. When the save the task, the client is sent a secure login link and the user can complete the form as time permits – in one sitting or multiple sittings. Since so much is done by form and the pandemic has restricted in-person meetings, these types of tools have proven very useful. And since reporting can be done from data submitted in these forms, you can implement a remote process that works. Help to Standardize the Process Workers want to do the right thing, but with growing caseloads it’s not surprising many feel overwhelmed. These feelings are compounded when so many people need help but time and resources are limited. Casebook can help through workflows, tasks, in-app notifications and emails that alert the right person at the right time. In an organization that offers a variety of programs, workflows can be created for each of the programs. Once someone has been enrolled in the program, they can be enrolled in a workflow that will assign a collection of tasks broken down into steps. These help guide a worker much like a checklist a pilot would use before takeoff. While that pilot may have taken off 5000 times before, the checklist assures the correct process is being followed, every time. After about a decade of working in public safety, I would get frustrated when our radio and software vendors would claim to be “saving lives.” These technologies were instrumental in the process of saving lives, but the radios and software weren’t risking their life and limb to pull someone from a burning building. So when I joined the Casebook team a phrase that others used around the office to describe what we do - “Helping the Helpers” resonated with me at the time. Years later, it’s still the core focus of what we do. Our experienced team is putting tools into the hands of the true heroes, and we make every decision based on what will make our amazing customers – the helpers -- more successful in their mission. Here are a few of the ways Casebook helps human services workers do their best each day. Focus on Relationships and the Person Just like the old saying “it takes a village to raise a child,” it often takes the support and involvement of a case worker, family member, or other informal support to succeed in nearly any program. Casebook is built around the concept of a person, rather than a case, so that all activity is connected to one person record and can give one or more assigned case workers insight into their journey through your organization or the human services system (depending on configuration). In addition to providing the highest level of insight, Casebook is built to maintain data integrity so that your “client database” won’t be filled with incorrect or duplicative records. Improve Outcomes with Better Insights Speaking of getting insights into the hands of the people that need them, Casebook includes a powerful reporting engine that can be used to quickly access the information needed to improve your programs, services offered, and virtually any other information contained in Casebook. Casebook is configurable, and when you add additional dynamic fields to capture data that’s unique to your organization, you can report on those fields. Organizations that collect data through Casebook’s form service and application portal can include data from those forms in dashboards and reports, too. Manage Forms, Documents, Photos, and Appointments Before computers and typewriters, there were forms. After computers and typewriters, there were forms. They just won’t go away. Casebook makes forms easier by allowing you to “DIY” form creation and changes (during implementation we work together on it). You don’t have to explain it to a vendor or wait on someone else – if you have admin permissions you can make the change and roll out a new version of the form. If you already have a lot of paper files or you need to retain photos or handwritten notes, we include the ability to store an unlimited amount of attachments in the Casebook Cloud, powered by AWS S3. There are some minimal costs to pay for the space, but they’re a tiny fraction of the costs of those big floor to ceiling file cabinets! Casebook users can store virtually any document, image, audio, or video file and can also collect those types of files via email, the Casebook form portal, or tools like JotForm that connect with Casebook through Zapier. Casebook can also sync with your company calendar system so you can send invites out to clients from within Casebook and more. Send a Form As mentioned above, users can send a form to collect data. When it’s time to send a client a form, the user adds a task and attaches the form template. When the save the task, the client is sent a secure login link and the user can complete the form as time permits – in one sitting or multiple sittings. Since so much is done by form and the pandemic has restricted in-person meetings, these types of tools have proven very useful. And since reporting can be done from data submitted in these forms, you can implement a remote process that works. Help to Standardize the Process Workers want to do the right thing, but with growing caseloads it’s not surprising many feel overwhelmed. These feelings are compounded when so many people need help but time and resources are limited. Casebook can help through workflows, tasks, in-app notifications and emails that alert the right person at the right time. In an organization that offers a variety of programs, workflows can be created for each of the programs. Once someone has been enrolled in the program, they can be enrolled in a workflow that will assign a collection of tasks broken down into steps. These help guide a worker much like a checklist a pilot would use before takeoff. While that pilot may have taken off 5000 times before, the checklist assures the correct process is being followed, every time. After about a decade of working in public safety, I would get frustrated when our radio and software vendors would claim to be “saving lives.” These technologies were instrumental in the process of saving lives, but the radios and software weren’t risking their life and limb to pull someone from a burning building. So when I joined the Casebook team a phrase that others used around the office to describe what we do - “Helping the Helpers” resonated with me at the time. Years later, it’s still the core focus of what we do. Our experienced team is putting tools into the hands of the true heroes, and we make every decision based on what will make our amazing customers – the helpers -- more successful in their mission. Here are a few of the ways Casebook helps human services workers do their best each day. Focus on Relationships and the Person Just like the old saying “it takes a village to raise a child,” it often takes the support and involvement of a case worker, family member, or other informal support to succeed in nearly any program. Casebook is built around the concept of a person, rather than a case, so that all activity is connected to one person record and can give one or more assigned case workers insight into their journey through your organization or the human services system (depending on configuration). In addition to providing the highest level of insight, Casebook is built to maintain data integrity so that your “client database” won’t be filled with incorrect or duplicative records. Improve Outcomes with Better Insights Speaking of getting insights into the hands of the people that need them, Casebook includes a powerful reporting engine that can be used to quickly access the information needed to improve your programs, services offered, and virtually any other information contained in Casebook. Casebook is configurable, and when you add additional dynamic fields to capture data that’s unique to your organization, you can report on those fields. Organizations that collect data through Casebook’s form service and application portal can include data from those forms in dashboards and reports, too. Manage Forms, Documents, Photos, and Appointments Before computers and typewriters, there were forms. After computers and typewriters, there were forms. They just won’t go away. Casebook makes forms easier by allowing you to “DIY” form creation and changes (during implementation we work together on it). You don’t have to explain it to a vendor or wait on someone else – if you have admin permissions you can make the change and roll out a new version of the form. If you already have a lot of paper files or you need to retain photos or handwritten notes, we include the ability to store an unlimited amount of attachments in the Casebook Cloud, powered by AWS S3. There are some minimal costs to pay for the space, but they’re a tiny fraction of the costs of those big floor to ceiling file cabinets! Casebook users can store virtually any document, image, audio, or video file and can also collect those types of files via email, the Casebook form portal, or tools like JotForm that connect with Casebook through Zapier. Casebook can also sync with your company calendar system so you can send invites out to clients from within Casebook and more. Send a Form As mentioned above, users can send a form to collect data. When it’s time to send a client a form, the user adds a task and attaches the form template. When the save the task, the client is sent a secure login link and the user can complete the form as time permits – in one sitting or multiple sittings. Since so much is done by form and the pandemic has restricted in-person meetings, these types of tools have proven very useful. And since reporting can be done from data submitted in these forms, you can implement a remote process that works. Help to Standardize the Process Workers want to do the right thing, but with growing caseloads it’s not surprising many feel overwhelmed. These feelings are compounded when so many people need help but time and resources are limited. Casebook can help through workflows, tasks, in-app notifications and emails that alert the right person at the right time. In an organization that offers a variety of programs, workflows can be created for each of the programs. Once someone has been enrolled in the program, they can be enrolled in a workflow that will assign a collection of tasks broken down into steps. These help guide a worker much like a checklist a pilot would use before takeoff. While that pilot may have taken off 5000 times before, the checklist assures the correct process is being followed, every time. After about a decade of working in public safety, I would get frustrated when our radio and software vendors would claim to be “saving lives.” These technologies were instrumental in the process of saving lives, but the radios and software weren’t risking their life and limb to pull someone from a burning building. So when I joined the Casebook team a phrase that others used around the office to describe what we do - “Helping the Helpers” resonated with me at the time. Years later, it’s still the core focus of what we do. Our experienced team is putting tools into the hands of the true heroes, and we make every decision based on what will make our amazing customers – the helpers -- more successful in their mission. Here are a few of the ways Casebook helps human services workers do their best each day. Focus on Relationships and the Person Just like the old saying “it takes a village to raise a child,” it often takes the support and involvement of a case worker, family member, or other informal support to succeed in nearly any program. Casebook is built around the concept of a person, rather than a case, so that all activity is connected to one person record and can give one or more assigned case workers insight into their journey through your organization or the human services system (depending on configuration). In addition to providing the highest level of insight, Casebook is built to maintain data integrity so that your “client database” won’t be filled with incorrect or duplicative records. Improve Outcomes with Better Insights Speaking of getting insights into the hands of the people that need them, Casebook includes a powerful reporting engine that can be used to quickly access the information needed to improve your programs, services offered, and virtually any other information contained in Casebook. Casebook is configurable, and when you add additional dynamic fields to capture data that’s unique to your organization, you can report on those fields. Organizations that collect data through Casebook’s form service and application portal can include data from those forms in dashboards and reports, too. Manage Forms, Documents, Photos, and Appointments Before computers and typewriters, there were forms. After computers and typewriters, there were forms. They just won’t go away. Casebook makes forms easier by allowing you to “DIY” form creation and changes (during implementation we work together on it). You don’t have to explain it to a vendor or wait on someone else – if you have admin permissions you can make the change and roll out a new version of the form. If you already have a lot of paper files or you need to retain photos or handwritten notes, we include the ability to store an unlimited amount of attachments in the Casebook Cloud, powered by AWS S3. There are some minimal costs to pay for the space, but they’re a tiny fraction of the costs of those big floor to ceiling file cabinets! Casebook users can store virtually any document, image, audio, or video file and can also collect those types of files via email, the Casebook form portal, or tools like JotForm that connect with Casebook through Zapier. Casebook can also sync with your company calendar system so you can send invites out to clients from within Casebook and more. Send a Form As mentioned above, users can send a form to collect data. When it’s time to send a client a form, the user adds a task and attaches the form template. When the save the task, the client is sent a secure login link and the user can complete the form as time permits – in one sitting or multiple sittings. Since so much is done by form and the pandemic has restricted in-person meetings, these types of tools have proven very useful. And since reporting can be done from data submitted in these forms, you can implement a remote process that works. Help to Standardize the Process Workers want to do the right thing, but with growing caseloads it’s not surprising many feel overwhelmed. These feelings are compounded when so many people need help but time and resources are limited. Casebook can help through workflows, tasks, in-app notifications and emails that alert the right person at the right time. In an organization that offers a variety of programs, workflows can be created for each of the programs. Once someone has been enrolled in the program, they can be enrolled in a workflow that will assign a collection of tasks broken down into steps. These help guide a worker much like a checklist a pilot would use before takeoff. While that pilot may have taken off 5000 times before, the checklist assures the correct process is being followed, every time. After about a decade of working in public safety, I would get frustrated when our radio and software vendors would claim to be “saving lives.” These technologies were instrumental in the process of saving lives, but the radios and software weren’t risking their life and limb to pull someone from a burning building. So when I joined the Casebook team a phrase that others used around the office to describe what we do - “Helping the Helpers” resonated with me at the time. Years later, it’s still the core focus of what we do. Our experienced team is putting tools into the hands of the true heroes, and we make every decision based on what will make our amazing customers – the helpers -- more successful in their mission. Here are a few of the ways Casebook helps human services workers do their best each day. Focus on Relationships and the Person Just like the old saying “it takes a village to raise a child,” it often takes the support and involvement of a case worker, family member, or other informal support to succeed in nearly any program. Casebook is built around the concept of a person, rather than a case, so that all activity is connected to one person record and can give one or more assigned case workers insight into their journey through your organization or the human services system (depending on configuration). In addition to providing the highest level of insight, Casebook is built to maintain data integrity so that your “client database” won’t be filled with incorrect or duplicative records. Improve Outcomes with Better Insights Speaking of getting insights into the hands of the people that need them, Casebook includes a powerful reporting engine that can be used to quickly access the information needed to improve your programs, services offered, and virtually any other information contained in Casebook. Casebook is configurable, and when you add additional dynamic fields to capture data that’s unique to your organization, you can report on those fields. Organizations that collect data through Casebook’s form service and application portal can include data from those forms in dashboards and reports, too. Manage Forms, Documents, Photos, and Appointments Before computers and typewriters, there were forms. After computers and typewriters, there were forms. They just won’t go away. Casebook makes forms easier by allowing you to “DIY” form creation and changes (during implementation we work together on it). You don’t have to explain it to a vendor or wait on someone else – if you have admin permissions you can make the change and roll out a new version of the form. If you already have a lot of paper files or you need to retain photos or handwritten notes, we include the ability to store an unlimited amount of attachments in the Casebook Cloud, powered by AWS S3. There are some minimal costs to pay for the space, but they’re a tiny fraction of the costs of those big floor to ceiling file cabinets! Casebook users can store virtually any document, image, audio, or video file and can also collect those types of files via email, the Casebook form portal, or tools like JotForm that connect with Casebook through Zapier. Casebook can also sync with your company calendar system so you can send invites out to clients from within Casebook and more. Send a Form As mentioned above, users can send a form to collect data. When it’s time to send a client a form, the user adds a task and attaches the form template. When the save the task, the client is sent a secure login link and the user can complete the form as time permits – in one sitting or multiple sittings. Since so much is done by form and the pandemic has restricted in-person meetings, these types of tools have proven very useful. And since reporting can be done from data submitted in these forms, you can implement a remote process that works. Help to Standardize the Process Workers want to do the right thing, but with growing caseloads it’s not surprising many feel overwhelmed. These feelings are compounded when so many people need help but time and resources are limited. Casebook can help through workflows, tasks, in-app notifications and emails that alert the right person at the right time. In an organization that offers a variety of programs, workflows can be created for each of the programs. Once someone has been enrolled in the program, they can be enrolled in a workflow that will assign a collection of tasks broken down into steps. These help guide a worker much like a checklist a pilot would use before takeoff. While that pilot may have taken off 5000 times before, the checklist assures the correct process is being followed, every time. After about a decade of working in public safety, I would get frustrated when our radio and software vendors would claim to be “saving lives.” These technologies were instrumental in the process of saving lives, but the radios and software weren’t risking their life and limb to pull someone from a burning building. So when I joined the Casebook team a phrase that others used around the office to describe what we do - “Helping the Helpers” resonated with me at the time. Years later, it’s still the core focus of what we do. Our experienced team is putting tools into the hands of the true heroes, and we make every decision based on what will make our amazing customers – the helpers -- more successful in their mission. Here are a few of the ways Casebook helps human services workers do their best each day. Focus on Relationships and the Person Just like the old saying “it takes a village to raise a child,” it often takes the support and involvement of a case worker, family member, or other informal support to succeed in nearly any program. Casebook is built around the concept of a person, rather than a case, so that all activity is connected to one person record and can give one or more assigned case workers insight into their journey through your organization or the human services system (depending on configuration). In addition to providing the highest level of insight, Casebook is built to maintain data integrity so that your “client database” won’t be filled with incorrect or duplicative records. Improve Outcomes with Better Insights Speaking of getting insights into the hands of the people that need them, Casebook includes a powerful reporting engine that can be used to quickly access the information needed to improve your programs, services offered, and virtually any other information contained in Casebook. Casebook is configurable, and when you add additional dynamic fields to capture data that’s unique to your organization, you can report on those fields. Organizations that collect data through Casebook’s form service and application portal can include data from those forms in dashboards and reports, too. Manage Forms, Documents, Photos, and Appointments Before computers and typewriters, there were forms. After computers and typewriters, there were forms. They just won’t go away. Casebook makes forms easier by allowing you to “DIY” form creation and changes (during implementation we work together on it). You don’t have to explain it to a vendor or wait on someone else – if you have admin permissions you can make the change and roll out a new version of the form. If you already have a lot of paper files or you need to retain photos or handwritten notes, we include the ability to store an unlimited amount of attachments in the Casebook Cloud, powered by AWS S3. There are some minimal costs to pay for the space, but they’re a tiny fraction of the costs of those big floor to ceiling file cabinets! Casebook users can store virtually any document, image, audio, or video file and can also collect those types of files via email, the Casebook form portal, or tools like JotForm that connect with Casebook through Zapier. Casebook can also sync with your company calendar system so you can send invites out to clients from within Casebook and more. Send a Form As mentioned above, users can send a form to collect data. When it’s time to send a client a form, the user adds a task and attaches the form template. When the save the task, the client is sent a secure login link and the user can complete the form as time permits – in one sitting or multiple sittings. Since so much is done by form and the pandemic has restricted in-person meetings, these types of tools have proven very useful. And since reporting can be done from data submitted in these forms, you can implement a remote process that works. Help to Standardize the Process Workers want to do the right thing, but with growing caseloads it’s not surprising many feel overwhelmed. These feelings are compounded when so many people need help but time and resources are limited. Casebook can help through workflows, tasks, in-app notifications and emails that alert the right person at the right time. In an organization that offers a variety of programs, workflows can be created for each of the programs. Once someone has been enrolled in the program, they can be enrolled in a workflow that will assign a collection of tasks broken down into steps. These help guide a worker much like a checklist a pilot would use before takeoff. While that pilot may have taken off 5000 times before, the checklist assures the correct process is being followed, every time.
by Brian Johnson 16 min read

Continuing To Grow Your Nonprofit Through COVID

From here on out there will be even more challenges to providing care to communities. Nonprofit Organizations, Public Sector Agencies, and Other Resource Centers need more reliable solutions than paper forms, unorganized excel sheets and/or over priced generic software to efficiently serve and GROW ...
From here on out there will be even more challenges to providing care to communities. Nonprofit Organizations, Public Sector Agencies, and Other Resource Centers need more reliable solutions than paper forms, unorganized excel sheets and/or over priced generic software to efficiently serve and GROW their programs. What has been your organization’s pandemic response? How are you adapting to the inevitable changes that are happening in the social sector? Set Up For Success Use cb admin to create form information processes for handling incoming/outgoing data. Assign roles to staff and stakeholders (i.e case managers, social workers, volunteers, service providers). Lock specific case information. Create workflows to keep internal stakeholders engaged and motivated to hit their goals. set up alerts and notifications for automated accountability. Language is important in Grant reporting and Casebook gives you the opportunity to tell YOUR story. Get more specific and track your own unique data sets instead of using generic fields. Make Day To Day Operations Easier Online intakes give back some of the time that it's taken away from organizing files and paper work the new clients. Set up workflows so that internal stakeholders have a process for redundant tasks like checking if a if a client went to their appointment and marking it to show goals and outcomes. Utilize technology to practice social distancing with Casebook. Email files and/or paperwork in to cases so that clients find it easier to meet the requirements for resources that they’re seeking Use Reporting To Increase Success Outcomes & Boost Morale The core of cb reporting and dynamic Fields is to store all data in one place while also being able to create/edit forms. Spend less time navigating outdated databases and more time running multi running your service organization and serving your clients with the best tool to use in response to covid-19. Use cb Reporting to build out cases. Track their activities across departments and ensure that all of these departments are coordinating and sharing information to best meet their clients’ needs. With cb Reporting you have access to: Pre-Built Reports…access common reports to identify patterns and trends in their programs.Each report has interactive filters which users can customize to query the data per their needs. Customize Reports…Make a copy of pre-built reports or build reports from scratch in order to meet your specific organizational needs.Filter selections, visualizations will remain as is Customize Visualizations… Change how charts and reports are presented from many different visualization options, including maps! Presentation Ready Files… Export to excel, ppt, other formats for external stakeholders From here on out there will be even more challenges to providing care to communities. Nonprofit Organizations, Public Sector Agencies, and Other Resource Centers need more reliable solutions than paper forms, unorganized excel sheets and/or over priced generic software to efficiently serve and GROW their programs. What has been your organization’s pandemic response? How are you adapting to the inevitable changes that are happening in the social sector? Set Up For Success Use cb admin to create form information processes for handling incoming/outgoing data. Assign roles to staff and stakeholders (i.e case managers, social workers, volunteers, service providers). Lock specific case information. Create workflows to keep internal stakeholders engaged and motivated to hit their goals. set up alerts and notifications for automated accountability. Language is important in Grant reporting and Casebook gives you the opportunity to tell YOUR story. Get more specific and track your own unique data sets instead of using generic fields. Make Day To Day Operations Easier Online intakes give back some of the time that it's taken away from organizing files and paper work the new clients. Set up workflows so that internal stakeholders have a process for redundant tasks like checking if a if a client went to their appointment and marking it to show goals and outcomes. Utilize technology to practice social distancing with Casebook. Email files and/or paperwork in to cases so that clients find it easier to meet the requirements for resources that they’re seeking Use Reporting To Increase Success Outcomes & Boost Morale The core of cb reporting and dynamic Fields is to store all data in one place while also being able to create/edit forms. Spend less time navigating outdated databases and more time running multi running your service organization and serving your clients with the best tool to use in response to covid-19. Use cb Reporting to build out cases. Track their activities across departments and ensure that all of these departments are coordinating and sharing information to best meet their clients’ needs. With cb Reporting you have access to: Pre-Built Reports…access common reports to identify patterns and trends in their programs.Each report has interactive filters which users can customize to query the data per their needs. Customize Reports…Make a copy of pre-built reports or build reports from scratch in order to meet your specific organizational needs.Filter selections, visualizations will remain as is Customize Visualizations… Change how charts and reports are presented from many different visualization options, including maps! Presentation Ready Files… Export to excel, ppt, other formats for external stakeholders From here on out there will be even more challenges to providing care to communities. Nonprofit Organizations, Public Sector Agencies, and Other Resource Centers need more reliable solutions than paper forms, unorganized excel sheets and/or over priced generic software to efficiently serve and GROW their programs. What has been your organization’s pandemic response? How are you adapting to the inevitable changes that are happening in the social sector? Set Up For Success Use cb admin to create form information processes for handling incoming/outgoing data. Assign roles to staff and stakeholders (i.e case managers, social workers, volunteers, service providers). Lock specific case information. Create workflows to keep internal stakeholders engaged and motivated to hit their goals. set up alerts and notifications for automated accountability. Language is important in Grant reporting and Casebook gives you the opportunity to tell YOUR story. Get more specific and track your own unique data sets instead of using generic fields. Make Day To Day Operations Easier Online intakes give back some of the time that it's taken away from organizing files and paper work the new clients. Set up workflows so that internal stakeholders have a process for redundant tasks like checking if a if a client went to their appointment and marking it to show goals and outcomes. Utilize technology to practice social distancing with Casebook. Email files and/or paperwork in to cases so that clients find it easier to meet the requirements for resources that they’re seeking Use Reporting To Increase Success Outcomes & Boost Morale The core of cb reporting and dynamic Fields is to store all data in one place while also being able to create/edit forms. Spend less time navigating outdated databases and more time running multi running your service organization and serving your clients with the best tool to use in response to covid-19. Use cb Reporting to build out cases. Track their activities across departments and ensure that all of these departments are coordinating and sharing information to best meet their clients’ needs. With cb Reporting you have access to: Pre-Built Reports…access common reports to identify patterns and trends in their programs.Each report has interactive filters which users can customize to query the data per their needs. Customize Reports…Make a copy of pre-built reports or build reports from scratch in order to meet your specific organizational needs.Filter selections, visualizations will remain as is Customize Visualizations… Change how charts and reports are presented from many different visualization options, including maps! Presentation Ready Files… Export to excel, ppt, other formats for external stakeholders From here on out there will be even more challenges to providing care to communities. Nonprofit Organizations, Public Sector Agencies, and Other Resource Centers need more reliable solutions than paper forms, unorganized excel sheets and/or over priced generic software to efficiently serve and GROW their programs. What has been your organization’s pandemic response? How are you adapting to the inevitable changes that are happening in the social sector? Set Up For Success Use cb admin to create form information processes for handling incoming/outgoing data. Assign roles to staff and stakeholders (i.e case managers, social workers, volunteers, service providers). Lock specific case information. Create workflows to keep internal stakeholders engaged and motivated to hit their goals. set up alerts and notifications for automated accountability. Language is important in Grant reporting and Casebook gives you the opportunity to tell YOUR story. Get more specific and track your own unique data sets instead of using generic fields. Make Day To Day Operations Easier Online intakes give back some of the time that it's taken away from organizing files and paper work the new clients. Set up workflows so that internal stakeholders have a process for redundant tasks like checking if a if a client went to their appointment and marking it to show goals and outcomes. Utilize technology to practice social distancing with Casebook. Email files and/or paperwork in to cases so that clients find it easier to meet the requirements for resources that they’re seeking Use Reporting To Increase Success Outcomes & Boost Morale The core of cb reporting and dynamic Fields is to store all data in one place while also being able to create/edit forms. Spend less time navigating outdated databases and more time running multi running your service organization and serving your clients with the best tool to use in response to covid-19. Use cb Reporting to build out cases. Track their activities across departments and ensure that all of these departments are coordinating and sharing information to best meet their clients’ needs. With cb Reporting you have access to: Pre-Built Reports…access common reports to identify patterns and trends in their programs.Each report has interactive filters which users can customize to query the data per their needs. Customize Reports…Make a copy of pre-built reports or build reports from scratch in order to meet your specific organizational needs.Filter selections, visualizations will remain as is Customize Visualizations… Change how charts and reports are presented from many different visualization options, including maps! Presentation Ready Files… Export to excel, ppt, other formats for external stakeholders From here on out there will be even more challenges to providing care to communities. Nonprofit Organizations, Public Sector Agencies, and Other Resource Centers need more reliable solutions than paper forms, unorganized excel sheets and/or over priced generic software to efficiently serve and GROW their programs. What has been your organization’s pandemic response? How are you adapting to the inevitable changes that are happening in the social sector? Set Up For Success Use cb admin to create form information processes for handling incoming/outgoing data. Assign roles to staff and stakeholders (i.e case managers, social workers, volunteers, service providers). Lock specific case information. Create workflows to keep internal stakeholders engaged and motivated to hit their goals. set up alerts and notifications for automated accountability. Language is important in Grant reporting and Casebook gives you the opportunity to tell YOUR story. Get more specific and track your own unique data sets instead of using generic fields. Make Day To Day Operations Easier Online intakes give back some of the time that it's taken away from organizing files and paper work the new clients. Set up workflows so that internal stakeholders have a process for redundant tasks like checking if a if a client went to their appointment and marking it to show goals and outcomes. Utilize technology to practice social distancing with Casebook. Email files and/or paperwork in to cases so that clients find it easier to meet the requirements for resources that they’re seeking Use Reporting To Increase Success Outcomes & Boost Morale The core of cb reporting and dynamic Fields is to store all data in one place while also being able to create/edit forms. Spend less time navigating outdated databases and more time running multi running your service organization and serving your clients with the best tool to use in response to covid-19. Use cb Reporting to build out cases. Track their activities across departments and ensure that all of these departments are coordinating and sharing information to best meet their clients’ needs. With cb Reporting you have access to: Pre-Built Reports…access common reports to identify patterns and trends in their programs.Each report has interactive filters which users can customize to query the data per their needs. Customize Reports…Make a copy of pre-built reports or build reports from scratch in order to meet your specific organizational needs.Filter selections, visualizations will remain as is Customize Visualizations… Change how charts and reports are presented from many different visualization options, including maps! Presentation Ready Files… Export to excel, ppt, other formats for external stakeholders From here on out there will be even more challenges to providing care to communities. Nonprofit Organizations, Public Sector Agencies, and Other Resource Centers need more reliable solutions than paper forms, unorganized excel sheets and/or over priced generic software to efficiently serve and GROW their programs. What has been your organization’s pandemic response? How are you adapting to the inevitable changes that are happening in the social sector? Set Up For Success Use cb admin to create form information processes for handling incoming/outgoing data. Assign roles to staff and stakeholders (i.e case managers, social workers, volunteers, service providers). Lock specific case information. Create workflows to keep internal stakeholders engaged and motivated to hit their goals. set up alerts and notifications for automated accountability. Language is important in Grant reporting and Casebook gives you the opportunity to tell YOUR story. Get more specific and track your own unique data sets instead of using generic fields. Make Day To Day Operations Easier Online intakes give back some of the time that it's taken away from organizing files and paper work the new clients. Set up workflows so that internal stakeholders have a process for redundant tasks like checking if a if a client went to their appointment and marking it to show goals and outcomes. Utilize technology to practice social distancing with Casebook. Email files and/or paperwork in to cases so that clients find it easier to meet the requirements for resources that they’re seeking Use Reporting To Increase Success Outcomes & Boost Morale The core of cb reporting and dynamic Fields is to store all data in one place while also being able to create/edit forms. Spend less time navigating outdated databases and more time running multi running your service organization and serving your clients with the best tool to use in response to covid-19. Use cb Reporting to build out cases. Track their activities across departments and ensure that all of these departments are coordinating and sharing information to best meet their clients’ needs. With cb Reporting you have access to: Pre-Built Reports…access common reports to identify patterns and trends in their programs.Each report has interactive filters which users can customize to query the data per their needs. Customize Reports…Make a copy of pre-built reports or build reports from scratch in order to meet your specific organizational needs.Filter selections, visualizations will remain as is Customize Visualizations… Change how charts and reports are presented from many different visualization options, including maps! Presentation Ready Files… Export to excel, ppt, other formats for external stakeholders From here on out there will be even more challenges to providing care to communities. Nonprofit Organizations, Public Sector Agencies, and Other Resource Centers need more reliable solutions than paper forms, unorganized excel sheets and/or over priced generic software to efficiently serve and GROW their programs. What has been your organization’s pandemic response? How are you adapting to the inevitable changes that are happening in the social sector? Set Up For Success Use cb admin to create form information processes for handling incoming/outgoing data. Assign roles to staff and stakeholders (i.e case managers, social workers, volunteers, service providers). Lock specific case information. Create workflows to keep internal stakeholders engaged and motivated to hit their goals. set up alerts and notifications for automated accountability. Language is important in Grant reporting and Casebook gives you the opportunity to tell YOUR story. Get more specific and track your own unique data sets instead of using generic fields. Make Day To Day Operations Easier Online intakes give back some of the time that it's taken away from organizing files and paper work the new clients. Set up workflows so that internal stakeholders have a process for redundant tasks like checking if a if a client went to their appointment and marking it to show goals and outcomes. Utilize technology to practice social distancing with Casebook. Email files and/or paperwork in to cases so that clients find it easier to meet the requirements for resources that they’re seeking Use Reporting To Increase Success Outcomes & Boost Morale The core of cb reporting and dynamic Fields is to store all data in one place while also being able to create/edit forms. Spend less time navigating outdated databases and more time running multi running your service organization and serving your clients with the best tool to use in response to covid-19. Use cb Reporting to build out cases. Track their activities across departments and ensure that all of these departments are coordinating and sharing information to best meet their clients’ needs. With cb Reporting you have access to: Pre-Built Reports…access common reports to identify patterns and trends in their programs.Each report has interactive filters which users can customize to query the data per their needs. Customize Reports…Make a copy of pre-built reports or build reports from scratch in order to meet your specific organizational needs.Filter selections, visualizations will remain as is Customize Visualizations… Change how charts and reports are presented from many different visualization options, including maps! Presentation Ready Files… Export to excel, ppt, other formats for external stakeholders From here on out there will be even more challenges to providing care to communities. Nonprofit Organizations, Public Sector Agencies, and Other Resource Centers need more reliable solutions than paper forms, unorganized excel sheets and/or over priced generic software to efficiently serve and GROW their programs. What has been your organization’s pandemic response? How are you adapting to the inevitable changes that are happening in the social sector? Set Up For Success Use cb admin to create form information processes for handling incoming/outgoing data. Assign roles to staff and stakeholders (i.e case managers, social workers, volunteers, service providers). Lock specific case information. Create workflows to keep internal stakeholders engaged and motivated to hit their goals. set up alerts and notifications for automated accountability. Language is important in Grant reporting and Casebook gives you the opportunity to tell YOUR story. Get more specific and track your own unique data sets instead of using generic fields. Make Day To Day Operations Easier Online intakes give back some of the time that it's taken away from organizing files and paper work the new clients. Set up workflows so that internal stakeholders have a process for redundant tasks like checking if a if a client went to their appointment and marking it to show goals and outcomes. Utilize technology to practice social distancing with Casebook. Email files and/or paperwork in to cases so that clients find it easier to meet the requirements for resources that they’re seeking Use Reporting To Increase Success Outcomes & Boost Morale The core of cb reporting and dynamic Fields is to store all data in one place while also being able to create/edit forms. Spend less time navigating outdated databases and more time running multi running your service organization and serving your clients with the best tool to use in response to covid-19. Use cb Reporting to build out cases. Track their activities across departments and ensure that all of these departments are coordinating and sharing information to best meet their clients’ needs. With cb Reporting you have access to: Pre-Built Reports…access common reports to identify patterns and trends in their programs.Each report has interactive filters which users can customize to query the data per their needs. Customize Reports…Make a copy of pre-built reports or build reports from scratch in order to meet your specific organizational needs.Filter selections, visualizations will remain as is Customize Visualizations… Change how charts and reports are presented from many different visualization options, including maps! Presentation Ready Files… Export to excel, ppt, other formats for external stakeholders From here on out there will be even more challenges to providing care to communities. Nonprofit Organizations, Public Sector Agencies, and Other Resource Centers need more reliable solutions than paper forms, unorganized excel sheets and/or over priced generic software to efficiently serve and GROW their programs. What has been your organization’s pandemic response? How are you adapting to the inevitable changes that are happening in the social sector? Set Up For Success Use cb admin to create form information processes for handling incoming/outgoing data. Assign roles to staff and stakeholders (i.e case managers, social workers, volunteers, service providers). Lock specific case information. Create workflows to keep internal stakeholders engaged and motivated to hit their goals. set up alerts and notifications for automated accountability. Language is important in Grant reporting and Casebook gives you the opportunity to tell YOUR story. Get more specific and track your own unique data sets instead of using generic fields. Make Day To Day Operations Easier Online intakes give back some of the time that it's taken away from organizing files and paper work the new clients. Set up workflows so that internal stakeholders have a process for redundant tasks like checking if a if a client went to their appointment and marking it to show goals and outcomes. Utilize technology to practice social distancing with Casebook. Email files and/or paperwork in to cases so that clients find it easier to meet the requirements for resources that they’re seeking Use Reporting To Increase Success Outcomes & Boost Morale The core of cb reporting and dynamic Fields is to store all data in one place while also being able to create/edit forms. Spend less time navigating outdated databases and more time running multi running your service organization and serving your clients with the best tool to use in response to covid-19. Use cb Reporting to build out cases. Track their activities across departments and ensure that all of these departments are coordinating and sharing information to best meet their clients’ needs. With cb Reporting you have access to: Pre-Built Reports…access common reports to identify patterns and trends in their programs.Each report has interactive filters which users can customize to query the data per their needs. Customize Reports…Make a copy of pre-built reports or build reports from scratch in order to meet your specific organizational needs.Filter selections, visualizations will remain as is Customize Visualizations… Change how charts and reports are presented from many different visualization options, including maps! Presentation Ready Files… Export to excel, ppt, other formats for external stakeholders From here on out there will be even more challenges to providing care to communities. Nonprofit Organizations, Public Sector Agencies, and Other Resource Centers need more reliable solutions than paper forms, unorganized excel sheets and/or over priced generic software to efficiently serve and GROW their programs. What has been your organization’s pandemic response? How are you adapting to the inevitable changes that are happening in the social sector? Set Up For Success Use cb admin to create form information processes for handling incoming/outgoing data. Assign roles to staff and stakeholders (i.e case managers, social workers, volunteers, service providers). Lock specific case information. Create workflows to keep internal stakeholders engaged and motivated to hit their goals. set up alerts and notifications for automated accountability. Language is important in Grant reporting and Casebook gives you the opportunity to tell YOUR story. Get more specific and track your own unique data sets instead of using generic fields. Make Day To Day Operations Easier Online intakes give back some of the time that it's taken away from organizing files and paper work the new clients. Set up workflows so that internal stakeholders have a process for redundant tasks like checking if a if a client went to their appointment and marking it to show goals and outcomes. Utilize technology to practice social distancing with Casebook. Email files and/or paperwork in to cases so that clients find it easier to meet the requirements for resources that they’re seeking Use Reporting To Increase Success Outcomes & Boost Morale The core of cb reporting and dynamic Fields is to store all data in one place while also being able to create/edit forms. Spend less time navigating outdated databases and more time running multi running your service organization and serving your clients with the best tool to use in response to covid-19. Use cb Reporting to build out cases. Track their activities across departments and ensure that all of these departments are coordinating and sharing information to best meet their clients’ needs. With cb Reporting you have access to: Pre-Built Reports…access common reports to identify patterns and trends in their programs.Each report has interactive filters which users can customize to query the data per their needs. Customize Reports…Make a copy of pre-built reports or build reports from scratch in order to meet your specific organizational needs.Filter selections, visualizations will remain as is Customize Visualizations… Change how charts and reports are presented from many different visualization options, including maps! Presentation Ready Files… Export to excel, ppt, other formats for external stakeholders
by Ryan Williams 9 min read

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Human Services Software Configurable to Your Needs. Discover What's Possible with the power of Casebook.