Nonprofit organizations have a lot that needs to be done on a daily basis. They have to deal with sprawling caseloads, manage heaps of documents, and face technical barriers to effective collaboration on a typical workday. And as their scale of service grows, the tasks become more complex and harder to manage, causing inefficiency and making room for serious operational errors. The troubles mount ever higher for nonprofits that cling to the old ways of operations and are resistant to change.
Funding and donations are the lifeblood of any nonprofit organization, regardless of its type or magnitude of operations. Be it federal funding or private sector or individual donations, it’s imperative that the money is spent efficiently and yields the best possible results. No donor wants their contributions to get wasted through efficiency gaps that can easily be plugged with today’s advanced tech solutions made especially for human services organizations.
And talking of these solutions, the market is filled with digital case management software that many humanitarian organizations have already integrated into their systems. Using such tech-based solutions, these organizations have gotten rid of day-to-day work hassles, minimized human errors in critical processes like client servicing and billing, brought efficiencies to their case management practices, and spared a great deal of time and energies to amplify their funding efforts.
A case management system is essentially software that enables organizations to track and store information in a centralized location and report on their data. These tech-based systems help organizations to digitize and streamline their processes, automate repetitive and routine tasks, and reduce tedious data management to mere clicks and taps. This saves organizations a great deal of time and effort, freeing them for more critical business decisions.
A case management system can be a standalone product or a part of a larger enterprise solution. Based on the size and need of your nonprofit, you can opt for the right solution. A case manager’s job at any nonprofit organization typically involves supervising and arranging social service programs for clients. They help individuals gain access to community resources, analyze the efficacy of programs, manage outreach programs, compile reports, and do a lot more.
While the legacy case management systems also perform most of these tasks quite satisfactorily, the newer systems are more advanced. Employing new-age technologies like AI or even IoT, these solutions can even be smart enough to make decisions on a case manager’s part. Besides, these systems come with cutting-edge tools to measure performance, generate in-depth reports, and get insights that are crucial to a nonprofit’s workings besides facilitating efficient collaboration.
Case management solutions for nonprofits are made with their everyday workings and operational models in mind. Today, these solutions are becoming mainstream with nearly all prominent humanitarian organizations using them for enhanced and quantifiable efficiency. These digital case management solutions are usually very intuitive, and with little training or hands-on use, case managers can easily get the hang of them and improve their productivity by folds.
Here are some of the key advantages of using a case management system at your nonprofit organization:
The novel coronavirus pandemic had upended life in an unprecedented way. But probably, its only positive effect has been the much-needed digital push on every front. Be it education or work, shopping or monetary transactions, the large-scale lockdowns and stay-at-home directives brought digitalization in every domain. Digital workplaces and electronic case management amid the ongoing COVID-19 pandemic have provided a rare opportunity to embrace technology to transform sectors and industries.
Case management practices at nonprofit organizations also experienced a spike in digitization. The pandemic highlighted the need for urgent integration of digital solutions to enable remote working and improve efficiencies amid the worst health crisis the world had seen. Staying home and practicing social distancing was the new normal and although essential workers like caseworkers were allowed to move around, the movement was very risky and discouraged for the masses, especially those under care.
Digital case management solutions empowered NGOs and caseworkers to continue their programs remotely. With the ability to access all information and track all progress for each client in an instant, case managers were able to provide equally good care virtually without any major hiccups in the ongoing programs as well as new client onboarding. Caseworkers found the level of personalized care, communication, progress & performance tracking, and collaboration among all stakeholders more efficient with more organizations increasingly opting for such solutions.
Getting organized and constantly improving in it should be the goal of any organization, and nonprofits are no exception. But figuring out just how to accomplish that in today’s digital world can become quite a challenge. Now that we know that going digital is the right way of doing it, but with countless case management solutions currently available in the market, choosing the right one might not come easy as they all claim to be the best of the lot.
Based on industry experts’ advice, we have compiled a list of considerations on what to look for when purchasing the right case management software for your nonprofit organization. We hope that it helps you make an informed decision.