Casebook PBC Blog

Using Casebook to Optimize Multi-Service Organizations

Written by Ilana Novick | Sep 20, 2022 9:52:00 AM

In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. When you work for a multi-service community center, you’re dealing with a thousand moving parts. From managing a gym to running a preschool or even a shelter, your organization does it all. You need case management software and a reporting system that can capture the breadth and depth of the services you offer. You should have that information at your fingertips without sorting through unwieldy spreadsheets or databases. Casebook’s cb Reporting with dynamic fields can help. cb Reporting streamlines the process with prebuilt reports covering the most important data points that you and your funders want to know. Organizations can simply enter the information during each reporting period and save it, without scrambling to find the information funders want right before a report is due. And if the pre-built reports don’t work for you, you can easily configure your own reports based on your funder’s requirements, adding and deleting fields as necessary. Next Level Reporting Features These features are applicable in multiple situations for organizations like yours. Take fundraising. Every agency has a different set of funders, and those funders all have different kinds of data they want tracked. Do different funders have different names for the same data point? With the dynamic fields feature, you can even change the name of a particular data point with just a couple of clicks, with no data lost from the name change. Since you’re a multi-service agency, the funders for your after school youth programs might be different from those of your food pantry. cb Reporting is configurable from the start, so you can quickly and easily create customized templates for monthly or quarterly reports for each funder. Dynamic fields help your organization keep up with changing reporting and naming requirements without wasting hours of staff time or sacrificing data clarity.