3 Tips to Get the Most Value out of Case Management Software

Social Solutions Blog

3 Tips to Get the Most Value out of Case Management Software

When it comes to how a nonprofit operates, that they use an advanced technology solution for case management. Oftentimes, that involves a homegrown system built specifically for their organization, or a more advanced off-the-shelf technology.  But, not all nonprofits approach technology the same way, and 3/4ths of nonprofits report that they could be getting more value out of their case management process.

When you’re looking for new case management software, what should you being looking for in order to maximize value?

  1. Great User Experience

When it comes to new case management solution for your nonprofit, how do you know which one is right for your organization? Some of the more basic options available to you, like Excel spreadsheets, can be dated, which makes it difficult for users — namely you and your staff — to use with ease. If you don’t want to struggle with software (and who wants to do that?), it’s important to look for a tool with an intuitive user experience. Picking a case management solution that serves your needs and isn’t hampered by a difficult user interface will lead to higher adoption within your organization, and happier staff.

  1. A Partner, Not a Vendor

Picking the right case management software can make all the difference, but the company you work with can play just as big of a role in how your organization operates. Where you purchase your software, and who that’s from, will shape the way that your organization interacts with the new software for years to come. Would you rather be left out on your own to troubleshoot problems, or have support when things don’t go as planned? Wouldn’t having guidance during implementation make it a smoother transition? That’s the difference between finding a vendor and finding a partner.

Any vendor will sell you a new case management solution, but the follow-up and support are just as important. A partner offers support every step of the way, making sure you’re making the most out of the new software.

  1. Have A Realistic View

Doing your research is the most important part of adopting new case management software. Listening to what your colleagues say about new technology is an important step for your organization. This will help you learn what to look for and expect in your adoption. Technology evolves so quickly that information you looked at six months ago might not be correct anymore. Weighing your needs, the experiences of fellow nonprofits, and the benefits of the software you’re researching (and making sure that research is current) can all help forming a realistic view.

Learning more about case management software but not sure where to start? Check out the research done by NAPCO and released in the Operational Software in the Nonprofit Industry study to start the foundation of your research. Click here to read the study.

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