Looking for the right case management software can be a challenge for anyone in the nonprofit sector. After all, there are so many choices and few that actually address the needs of a human services agency at a price that is affordable. When looking, it is tempting to simply look at the price tag first and then see what the software can accomplish. 

You should look at your individual agency needs first though, to narrow down your search. Think about what you want your software to do, whether it be to streamline your case workers' day, maximize tracking of client files, show and track interactions with clients, or to focus on keeping you on track with your fundraising. If you want a little bit of each, you may be able to look at more options than if your primary need is centered upon one very specific area.

There are many features that you may not have considered on a first glance through of your needs though and these are available with the current products. You can have a software suite that will address all of the above needs, will be flexible as your agency changes and grows, is user friendly and can allow you and your case workers access while on the go.

User friendly

Part of finding the right program involves making sure that it is easy to use and intuitive. This process comes from exploring the program and taking it for a test run if possible. You should also have a good feel for how the company works by asking about the technical support options after purchase. If a company runs a technical support department that is outsourced to another country, this may be a cause for frustration down the road.

Mobile access

If you find that your case workers would benefit from having mobile access to their notes, try to find a platform that allows sign ins from any internet device, including most smart phones and tablet computers.  This allows access to files anywhere that your case workers may find themselves.

Specialized

While this may seem as though it is an obvious issue, using software that is designed for your industry is important. Having access to tools that are industry specific can make or break a software platform. After all, who knows the ins and outs of a human services nonprofit agency better than you... one who has worked in the field or who has listened to experts in developing the best nonprofit software available?

We've written an Ebook that can help you identify your agency's needs and break down the barriers to getting a good case management system.  The Unofficial to Nonprofit Case Management is a free Ebook that you can download today.