If you work in a non-profit or head one, you’re probably well aware of how hectic things can get. From managing fundraising to juggling large numbers of cases at a time, there’s too much to do all the time, and you probably end up leaving things for the next day—pretty much every day.
If this has been happening for a while now and you have a backlog of epic proportions, it may be time to invest in a non-profit case management software.
But no two non-profit software are the same, so make sure you assess your organization’s needs well and pick a software solution that works best for you.
Here’s how to go about it.
Start by Choosing the Ideal Case Management Solution
While no two software solutions are exactly the same, no two organizations are the same either. Diving headfirst into the tech market will be no good if you don’t know what your non-profit actually need.
Start by conducting an in-house assessment to see what the biggest challenges are for your non-profit, and then chart out the exact requirements for all departments. Once you have your requirement, try to do a market survey to match your requirements to the features of different case management software.
As a general rule of thumb, you should choose a software solution that is easily customizable, cloud-based, and offers to keep your data secure.
Make Sure Your Organization Is Ready for The Transition
Moving from manual operations to digital ones can be challenging for the entire team. New beginnings are difficult, especially when they involve technology. But not if you prepare well.
Take the time to explain to your team and staff members why the change is good for the non-profit. Be transparent from the beginning and make sure you have everybody on board. Once they’re on board with the idea, check if there are training and other helpful guides available for them to prepare for the transition, and try to help them as best as possible to get comfortable with the transition before it actually happens.
Manage the Transition Well
The transition period is going to be challenging even when you prepare for it really well. But it’s only a matter of time before everybody gets a hold of the new software.
It would also be helpful to find a social services software like FAMCare that comes with immense technical support. In fact, we even provide a project manager for each of our clients that serves as the go-to point of contact for them in case they need help or run into any technical hiccups during the transition period.
If you’d like to learn more about FAMCare as a non-profit software, then sechedule your Free Demo today!