Are you an expert in your field? The funny thing about the nonprofit sector is that you can be so well-versed in your profession, but, at the same time, can feel like you’re just starting off—a fresh newbie! Why is that? Well, in the past few years, the sector has been innovating and evolving at warp speed. To be frank, it’s really, really difficult to keep up with today’s trends.
With all the confusing buzzwords being thrown all over the place, like “data,” “integration,” “artificial intelligence,” etc., you could be sitting there scratching your head wondering which trend you need to learn about next. More importantly, which one should you actually spend time learning about—which of these will stick? When it comes to technology, the possibilities are unlimited, and you never know what’s going to hit the scene next. While we can’t cover everything for you, we can start by explaining and breaking it down one piece of the puzzle at a time.
What Is Case and Data Management?
Case and data management may not be anything groundbreaking, but tie it into the world of nonprofit technology… and it can be transformed. Case Management Society of America defines case management as “a collaborative process of assessment, planning, facilitation, care coordination, evaluation and advocacy for options and services to meet an individual’s and family’s comprehensive health needs through communication and available resources to promote quality, cost-effective outcomes.”
In a nutshell and in regards to nonprofits, case and data management can be defined as a data tracking and reporting system that helps nonprofits measure how they are delivering on their mission. The power of technology allows this be done in one single system. So why hasn’t your nonprofit taken advantage of the potential case management has to offer?
I’m sure there are a list of reasons why nonprofits hesitate or are “afraid” to invest in a new technology; you don’t know what to expect, but not to fret, we’re here to help you understand its power and capabilities.
Why Your Nonprofit Needs It
As your client and donor base grows, keeping track of all that paperwork can weigh heavy on you, your staff members and even your clients and donors (time management is key, people!). It’s not sustainable—especially to a nonprofit—to manually look up records, stay up-to-date with data and track the organization’s progress.
We encourage you to get a technology solution for your nonprofit that will make everyone’s lives easier. And yes, we’ve heard it all before: “But how can we afford a new, expensive technology? We are trying to promote our organization’s mission.” Instead of thinking about a new technology as this scary, costly, catastrophic thing, think of it as an investment that will pay for itself through its lifespan. A good investment in technology can save you time, manpower, stress and money—and trust me, saving that type of energy is priceless.
The best thing about case and data management? It’s evidence-based! The reports will show you if your communications efforts are effective or if it’s counterintuitive. And not only do these reports serve to track the progress with each client or donor, it also serves as a report card/evaluation for the organization. But let’s dive into specifics, what answers can a case and data management software give you—and your nonprofit? A great case and data management tool will help you:
- Measure every effort, program, dollar and hour.
- Prove that you are making an impact on your clients’ lives for continuous funding and donation support.
- Manage data and records in a secure and compliant way.
- Easily customize, view and share reports.
- Track data and automate processes around your day-to-day operations.
At the least, do your research and learn more about case and data management solutions. The results may surprise you—better yet, intrigue you! One of the greatest things about case and data management tools is that they are typically an easy-to-use, all-in-one solution.
For more information on case management solutions, click here.
Nhu Te is editor-in-chief and content director for NonProfit PRO. She is also the editor of DMAW Marketing AdVents. Reach her at email@example.com.