Tips for Nonprofits Buying Case Management Software

Tips for Nonprofits Buying Case Management Software

Software is important for nonprofits. Finding the right nonprofit software can be tricky, however. First assess your organization’s needs and determine how software will work within your organization. Whether it’s used for case management, data collection, or outcomes reporting, nonprofit software is essential for showing a top-down view of an organization’s impact on the people it serves. Is your organization ready to take the next step and invest in a nonprofit technology?

It can be daunting to find a case management solution that is right for your organization. With many choices on the market, how could you possibly know where to start? Well, we’re here to help!

Ask yourself these preliminary questions: What are some key features my organization needs? What do I need to modernize? What can I afford? There are so many more questions to consider, so we’ve condensed some of them down into just a few tips.

Here are 6 things to consider when looking for a case management solution.

  1. All Solutions are NOT Created Equal

    It’s a simple statement, but it can really save you from purchasing something that will not meet your needs. Choosing a solution that is not specialized for nonprofits will cause delays in implementation and will not be user-friendly for the team members that use it. Systems created for nonprofits will also have service representatives precisely trained to understand the needs of your organization.

  2. Look Beyond the Product Features

    Features are nice, but once you purchase a software, what else comes with it. If you can’t use it, or if it isn’t backed by great support, extensive training, and a stellar implementation team, then features alone won’t get you closer to tracking what matters. Does this software offer implementation services? Does it provide free trainings? Make sure that you find a solution that will fulfill ALL of your needs, helps you satisfy your goals, and ultimately helps you deliver more mission.

  3. Is this Software Flexible?

    If you’re like most nonprofits, you have a set of processes and procedures that help keep everything organized and running as smoothly as possible. It is important to find a case management software solution that allows you to tailor it to your workflow. This will help streamline your organization’s management and reporting efficiency. Have it be flexible to your growth as well. It’s easy to fall for a software that fits for the short term, but look beyond that. Find something that will grow with your organization.

  4. Make Security a Priority

    If you’re concerned about compliance, client privacy, or staff management, make sure you know and understand the security features of your potential solution. Not only should the solutions that you’re assessing have up-time guarantees and standard data protection features, but they should have form and record-level security access permissions to ensure that your staff and volunteers see only the data appropriate for their tasks. This allows your organization to stay in compliance with state and federal regulations.

  5. Comprehensive Data Reporting

    Data is incredibly important to how your organization proves its impact. It helps you optimize programs, prove impact, achieve more funding, and so much more. You have to be able to use that data to demonstrate you are making a difference – making an impact. The only wat to achieve that is to have robust reporting on your side. Make sure that your new solution offers many valuable views and easily created reports so you can display your data.

    Finding case management software isn’t easy, but with the right tools and know-how, your organization can and will find the best software solution.