Case Management Roadmap Update – July 2022  

Focused on improving the experiences, connections, and impact for our clients and the social good sector

2022 is shaping up to be an exciting year! In the first half, we delivered impactful new features and functionalities to our case management products like Out-of-Network Closed-Loop Referrals, Single Sign-On, Program Enrollments, and Penelope Mobile, just to name a few. Not only are we continuing to focus on improving our case management platforms—but we also shared that the technology and people behind CyberGrants®, EveryAction™, Network for Good®, and Social Solutions® are coming together as Bonterra™!

In the roadmap update below, we’re sharing what’s on our case management product roadmap for the second half of 2022. Centered around three key themes of Community Network, Data & Scalability, and Connected Impact, we’re excited to continue to deliver new features and updates to support your daily workflows and help you serve more people.

Watch the recording of our case management roadmap update directly below, and then be sure to check out the product-specific roadmap videos further down the page, as well as the Q&A from the live event. These will allow you to look more specifically at roadmap updates for Apricot, ETO, and Penelope. Enjoy!

Roadmap video

Apricot roadmap

Penelope roadmap

ETO roadmap

Q&A

Are Network Referrals available to all Apricot bundles?  

Yes, Network Referrals are available for any client using Role-Based Permissions within Apricot Essentials, Core, and 360! Reach out to your Client Success or Account Manager to learn more.  

When will Network Referrals be available for ETO? 

We don’t have a release date yet, but are very excited to hear your interest! We will be sure to post all updates as we get closer, so stay tuned. 

Are there mobile capabilities for all Apricot bundles? 

Yes, mobile capabilities are available for all Apricot bundles! Compare our product packages & capabilities here.

Does Penelope Mobile require an additional cost to users? 

No, Penelope Mobile does not require an additional cost to you! Check out the release notes to learn more.

I noticed SSO mentioned in ETO and Apricot. Will there be SSO for Penelope? 

Penelope already offers support for SSO! Take a look at this article to get started. If you have any questions about getting started, feel free to reach out to our support team!

Can Apricot be used for programs and services beyond Homelessness and Housing? 

Yes! Our platform supports organizations across all human service sectors. Check out our “Who We Serve” webpage to learn more. 

Are there any future plans to allow family access across individual accounts through Connect? 

Yes, this is in our vision for Connect. Stay tuned to our newsletter to receive updates as features become ready to roll out.  

When can ETO customers expect the Results Reporting upgrade? 

We are in the final stages of rigorous testing of the new ETO Results environment. Once completed, we will work directly with our ETO clients to communicate timelines. Expect to hear more later this year. 

When can we expect to see these features within our respective products? 

The future roadmap features we shared today indicate functionality our team is building or intends to build. Stay tuned to our newsletter to receive updates as features become ready to roll out. 

Where can I find the Ideas Portal mentioned? 

To find each product’s Ideas Portal, check out the corresponding Help pages:  

• Apricot: In Apricot, the Ideas Portal can be accessed near the bottom of the left side navigation. Click “Submit an Idea.”
• Penelope
• ETO

Who do I email for tech support? 

Depending on your product, check the “Support” page! 

What should I expect in Social Solutions rebranding to Bonterra? 

Expect to hear and see more regarding how we plan to update the look of our products next year. For additional information or frequently asked questions, be sure to check out the “About Us” section of our website.

How do I learn about new Bonterra products? 

Check out the Bonterra website to learn about our broad range of technology solutions that advance social good!