How Not to Waste Time on a Case Management Software Demonstration

When attending your next software demonstration – remember this, if you know what you’re looking for – you can save your company thousands of dollars and hours of time figuring this all out. We’ve spoken to several agencies directors about what they think about when seeing a software demonstration. Many do not prepare in advance. Here are some pitfalls:

Finding the Perfect Fit:  How to Source the Best Case Management Solution for your Nonprofit 

As more social service firms rely on technology to achieve a competitive advantage; case management systems are becoming more popular. They are especially focused on improving their casework through the usage of cloud-based data management tools.

Case management can be exceedingly complex, requiring the management and analysis of massive amounts of data and paperwork. That's where cloud computing comes in. Their better data handling abilities have the potential to revolutionize how social services case managers carry out their daily work. Cloud case management software, on the other hand, presents its own set of potential and challenges.

We've talked about the dos and don'ts of cloud migration for your case management organization in this blog. We hope you find the information useful.  

Finding the best case management software to meet your agency's size and mission can be challenging as social service agencies expand and new case management software enters the market. If your organization wants to manage its caseload more effectively, we hope to be able to provide some assistance and direction. This is a significant choice that, quite honestly, has the potential to change how your organization operates.  

Cybersecurity threats and data breaches have become much more common in recent years. In the last year alone, there were over 1800 incidents of data breaches that were publicly reported. These incidents resulted in a loss of billions for over 420 million people.

If you think non-profits are immune to cybercrimes and data breaches, think again. Experts suggest that non-profit agencies must be prepared for data breaches as much as for-profit business organizations. This is because human service agencies sit atop valuable personal data that hackers may find tempting to misuse.

Keen to learn more about emergency preparation for data breaches and upskill your case managers? Here are three tips...

It’s never a good idea to be stuck in the past. Technology is making huge advancements every day, yet many non-profit organizations continue to maintain the same basis of operations for decades. Inefficiency breeds internal turmoil and can ruin budgets. There are many more effective options that you can utilize instead, such as getting a whole new non-profit case management software.  Think of it as an investment in the future success of your agency.   Here are some signs that you might need an upgrade...

The demand for enhanced productivity inside teams has emerged as one of the top goals for organizations. Case managers in the human services industry are motivated to increase their caseload capacity, take on more clients, and become more involved in their local communities.

However, it's reasonable to say that given the evolving nature of the human services industry and the unique problems faced by social services, simplifying your caseload may seem like a laborious task. We hope that this article will help you streamline your caseload and save you time and energy. This will put a smile on your face and the faces of your teammates!

It can certainly be frustrating to submit a helpdesk ticket and wait, for what feels like an eternity, for a resolution.  You may wonder, “Why am I not getting a response?  What is taking so long?”  You may also be asking yourself, “Did I provide enough information?”

If you’re like most agencies, the people you serve have come to you through a referral process.  Being able to track where you get your “clients” or “kids” or “students”, etc. (for this article let’s refer to them as clients) is vitally important to your business model.  Clients may be referred to you through the schools, courts, hospitals, jails, DHS, and other organizations that provide complimentary services.

5 Simple Ways to Manage Your Caseload Effectively 

Struggling with staying on top of all of your cases?  Worried that someone may fall through the cracks?  Not sure how you can possibly help all of your clients achieve their best outcome?

As a former caseworker for DFCS, I've been there.  I also know the transformation I had to go through to take control of my workday and case load.