SlideShare a Scribd company logo
1 of 29
Download to read offline
Is your organization ready for modern...
Client Case Management Software
2 © 2020 Sidekick Solutions LLC
Hi, I’m Jeff
Apricot Consultant
Sidekick Solutions
info@sidekicksolutionsllc.com
In this video...
● What is client case management
software
● Signs that time might be right to
explore new software
● What to look for in case
management software
● Top features of Apricot 360
● Key takeaways and next steps
We believe that software (“technology”) is
essential to delivering quality programs and
services to individuals and families, especially
when the goal is to improve client outcomes.
© 2020 Sidekick Solutions LLC3
What is client case management software?
4
• Coordinate client-focused programs and services
• Track and report on client outcomes
• Analyze organizational and program performance
• Ensure compliance
• Secure important client data and information
© 2020 Sidekick Solutions LLC
Reasons to adopt new software
5
1. Time consuming, inefficient processes
2. Inconsistent data practices
3. Performance initiatives
© 2020 Sidekick Solutions LLC
1. Time consuming, inefficient processes
6 © 2020 Sidekick Solutions LLC
Data
Collection
Reporting
Workload
Mgmt.
2. Inconsistent data practices
7 © 2020 Sidekick Solutions LLC
Fragmented dataMulti-site and multi-program No SOPs
Report
deadline
scrambles
Unable to
apply or
qualify for
funding
New
process
with each
year-end
or audit
Report
mashups
from
various
sources
3. Performance initiatives
8
• Team curiosity in data
• Top-down or bottom-up
• New strategic plan or model
• Research supported
change
© 2020 Sidekick Solutions LLC
“How can we find out if...”
“That’s a great question…”
Population > Activities > Outputs > Outcomes > Impact
“Have we considered…”
Performance-based approach
9
➔ to collect data to measure program outcomes and the
indicators that lead to positive outcomes
➔ And to demonstrate, over time, continuously improving
outcomes via positive trends in performance
© 2020 Sidekick Solutions LLC
Benefits of client case management software
10
• Spend less time on paperwork and processes so you can
spend more time with clients;
• Improve service delivery with performance management
systems that leverage data reporting and analytics; and
• Use data to demonstrate the impact that you are making
so you can increase funding opportunities to grow your
organization.
© 2020 Sidekick Solutions LLC
11 © 2020 Sidekick Solutions LLC
1. Configurable
2. Workflow-enabled
3. Report-ready
4. Secure with control over data
Key considerations for new software
1. Configurable (examples)
12
• Intake, unduplicated client profiles, and custom
demographics
• Client grouping for cases, households, and families
• Multi-program enrollments and sites for single participant
• Individual service plan tracking, monitoring, and narratives
• Goal tracking, goal progress, and milestone achievement
© 2020 Sidekick Solutions LLC
1. Configurable (examples)
13
• Pre/post assessments and assessments at interval
• Case notes and status updates
• Activity tracking, including service coding and counts
• Class scheduling, registration/attendance, topic tracking
• Outreach and prevention activities and events
© 2020 Sidekick Solutions LLC
1. Configurable (examples)
14
• Client releases, approvals, and compliance workflows
• Referrals made to community providers and partners
• Staff, volunteer, and mentor matching with clients
• Identified and anonymous surveys
© 2020 Sidekick Solutions LLC
Client case management software will need to cover a range of use
cases for your organization, making custom configuration essential.
2. Workflow-enabled
15
Directors/managers
• Staff supervision
• Client/case reviews
• Prompts for approval
• Benchmark monitoring
• Incomplete procedures
© 2020 Sidekick Solutions LLC
Service staff
• Caseload management
• To-dos and reminders
• Service plan coordination
• Prescriptive/predictive next steps
• Automated task completion
3. Report-ready
16
• Standard reports
• Query builder
• Report designer and BI tools
© 2020 Sidekick Solutions LLC
Important to determine when external data tools (Excel) will need to
be used. Modern solutions offer more than “just a database.”
4. Secure with control over data
17 © 2020 Sidekick Solutions LLC
Files ➔ Where to upload?
➔ How to access?
➔ Storage/file limitations
Permissions ➔ Security profiles
➔ Record assignment and access
➔ Scalable
Data management ➔ Batch management
➔ Import/Update/Export/Remove
➔ Integration-ready
We believe client case management
software should “enable your program
practice,” to support day to day workload,
program fidelity, and client outcomes.
© 2020 Sidekick Solutions LLC18
19 © 2020 Sidekick Solutions LLC
Modern client case management software for
nonprofits, public-sector agencies, and collaboratives
Features and Highlights
Feature: Form designer
20
• Drag and drop designer
• Form and field level control
• Customizable data model
• Enable logic model or theory
of change in system design
© 2020 Sidekick Solutions LLC
Feature: Workflow-enabled
21
• Workflow builder
• User dashboards
• Custom linking data
• Auto-populate
• Conditional logic
© 2020 Sidekick Solutions LLC
Feature: Programs, Sites, and Roles
22
• Role-based permissions
• Record-level access
• Enterprise configuration
• Administrator-managed
© 2020 Sidekick Solutions LLC
Feature: Native and BI reporting
23
• Native report builder
• Native data visualizations
• Batch export to Excel/CSV
• SAP BusinessObjects Webi
(Apricot Results)
© 2020 Sidekick Solutions LLC
Feature: Integration-ready
24
• Web forms
• Client portal
• Calendars
• Imports
• Automations
© 2020 Sidekick Solutions LLC
Feature: Full-featured administrator control
25
• Application design
• System administration
• Data quality and assurance
• Self-service within license
© 2020 Sidekick Solutions LLC
Feature: Scalable
26
• Multi-program/multi-site
• Expand forms and reports
• Import external data sets
• Rapid deployment
© 2020 Sidekick Solutions LLC
What can you do today to prepare for new
client case management software?
© 2020 Sidekick Solutions LLC27
How to prepare for new software
28 © 2020 Sidekick Solutions LLC
Clarify program, logic,
outcomes, service model
Activities/inputs,
outputs, outcomes,
impact.
What do we know
about the population
we serve?
What do we hope to
achieve?
Define
program/service
workflows
What are the steps a
client will follow from
initial intake, through
enrollment, to exit,
and post-exit
follow-up in our
program.
Organize resources
required for
investment
Prepare for
investments of time,
money, and energy,
both one-time and
ongoing.
Conduct system
needs assessment
What is in place now
(strengths and
weaknesses)?
What is our vision for
a new system (both
“need to have” and
“nice to have”)?
Have questions about Apricot?
© 2020 Sidekick Solutions LLC29
info@sidekicksolutionsllc.com
Explore more best practices on our website at…
sidekicksolutionsllc.com/apricot
...or contact us via email.

More Related Content

What's hot

Aceicon Enterprise Management Software
Aceicon Enterprise Management Software Aceicon Enterprise Management Software
Aceicon Enterprise Management Software Sho singh
 
Microsoft Dynamics 365 Partners
Microsoft Dynamics 365 PartnersMicrosoft Dynamics 365 Partners
Microsoft Dynamics 365 PartnersAakritiSinghal6
 
Sage 100 Contractor | Version 19.2 | Overview with TAG - teamtag.net
Sage 100 Contractor | Version 19.2 | Overview with TAG - teamtag.netSage 100 Contractor | Version 19.2 | Overview with TAG - teamtag.net
Sage 100 Contractor | Version 19.2 | Overview with TAG - teamtag.netTAG
 
Microsoft dynamics gp
Microsoft dynamics gpMicrosoft dynamics gp
Microsoft dynamics gpImMe Khan
 
Evolutions of MS Dynamics AX to 365 Financials and Operations
Evolutions of MS Dynamics AX to 365 Financials and OperationsEvolutions of MS Dynamics AX to 365 Financials and Operations
Evolutions of MS Dynamics AX to 365 Financials and OperationsJuan Fabian
 
MICROSOFT DYNAMICS 365 FOR FINANCE AND OPERATIONS UPGRADE
MICROSOFT DYNAMICS 365 FOR FINANCE AND OPERATIONS UPGRADEMICROSOFT DYNAMICS 365 FOR FINANCE AND OPERATIONS UPGRADE
MICROSOFT DYNAMICS 365 FOR FINANCE AND OPERATIONS UPGRADENandita Nityanandam
 
Diametriks Products 2015 (MS)
Diametriks Products 2015 (MS)Diametriks Products 2015 (MS)
Diametriks Products 2015 (MS)Sameet Hasan
 
Companion by Minitab
Companion by MinitabCompanion by Minitab
Companion by MinitabGMSL S.r.l.
 
Dynamics Day 2013 AX 2012 Tips and Tricks 45 in 45
Dynamics Day 2013 AX 2012 Tips and Tricks 45 in 45Dynamics Day 2013 AX 2012 Tips and Tricks 45 in 45
Dynamics Day 2013 AX 2012 Tips and Tricks 45 in 45Intergen
 
Case study field services - dynamics 365 customer engagement (crm)
Case study   field services - dynamics 365 customer engagement (crm)Case study   field services - dynamics 365 customer engagement (crm)
Case study field services - dynamics 365 customer engagement (crm)Magnifez Technologies
 
Whats New in Microsoft Dynamics GP 2015
Whats New in Microsoft Dynamics GP 2015Whats New in Microsoft Dynamics GP 2015
Whats New in Microsoft Dynamics GP 2015Armanino LLP
 
Product Spotlight: Oracle Financial Close Management (FCM)
Product Spotlight: Oracle Financial Close Management (FCM)Product Spotlight: Oracle Financial Close Management (FCM)
Product Spotlight: Oracle Financial Close Management (FCM)InnovusPartners
 
Introducing Microsoft Dynamics GP 2015
Introducing Microsoft Dynamics GP 2015Introducing Microsoft Dynamics GP 2015
Introducing Microsoft Dynamics GP 2015SociusPartner
 
LUG 4 8 10
LUG 4 8 10LUG 4 8 10
LUG 4 8 10higdonla
 
Dynamics Day 2013 Harnessing Business Intelligence with Microsoft Dynamics
Dynamics Day 2013 Harnessing Business Intelligence with Microsoft DynamicsDynamics Day 2013 Harnessing Business Intelligence with Microsoft Dynamics
Dynamics Day 2013 Harnessing Business Intelligence with Microsoft DynamicsIntergen
 
Features & Functionality in Sage 300- I Moved to Sage 300c - What Comes With It?
Features & Functionality in Sage 300- I Moved to Sage 300c - What Comes With It?Features & Functionality in Sage 300- I Moved to Sage 300c - What Comes With It?
Features & Functionality in Sage 300- I Moved to Sage 300c - What Comes With It?Net at Work
 
peoplesoft financials training | peoplesoft financials training online | peop...
peoplesoft financials training | peoplesoft financials training online | peop...peoplesoft financials training | peoplesoft financials training online | peop...
peoplesoft financials training | peoplesoft financials training online | peop...Nancy Thomas
 

What's hot (20)

Aceicon Enterprise Management Software
Aceicon Enterprise Management Software Aceicon Enterprise Management Software
Aceicon Enterprise Management Software
 
Microsoft Dynamics 365 Partners
Microsoft Dynamics 365 PartnersMicrosoft Dynamics 365 Partners
Microsoft Dynamics 365 Partners
 
Sage 100 Contractor | Version 19.2 | Overview with TAG - teamtag.net
Sage 100 Contractor | Version 19.2 | Overview with TAG - teamtag.netSage 100 Contractor | Version 19.2 | Overview with TAG - teamtag.net
Sage 100 Contractor | Version 19.2 | Overview with TAG - teamtag.net
 
Microsoft Dynamics GP 2013 Overview
Microsoft Dynamics GP 2013 OverviewMicrosoft Dynamics GP 2013 Overview
Microsoft Dynamics GP 2013 Overview
 
Microsoft dynamics gp
Microsoft dynamics gpMicrosoft dynamics gp
Microsoft dynamics gp
 
Evolutions of MS Dynamics AX to 365 Financials and Operations
Evolutions of MS Dynamics AX to 365 Financials and OperationsEvolutions of MS Dynamics AX to 365 Financials and Operations
Evolutions of MS Dynamics AX to 365 Financials and Operations
 
Vena eu briefings 2017
Vena eu briefings 2017Vena eu briefings 2017
Vena eu briefings 2017
 
MICROSOFT DYNAMICS 365 FOR FINANCE AND OPERATIONS UPGRADE
MICROSOFT DYNAMICS 365 FOR FINANCE AND OPERATIONS UPGRADEMICROSOFT DYNAMICS 365 FOR FINANCE AND OPERATIONS UPGRADE
MICROSOFT DYNAMICS 365 FOR FINANCE AND OPERATIONS UPGRADE
 
Diametriks Products 2015 (MS)
Diametriks Products 2015 (MS)Diametriks Products 2015 (MS)
Diametriks Products 2015 (MS)
 
Companion by Minitab
Companion by MinitabCompanion by Minitab
Companion by Minitab
 
Dynamics Day 2013 AX 2012 Tips and Tricks 45 in 45
Dynamics Day 2013 AX 2012 Tips and Tricks 45 in 45Dynamics Day 2013 AX 2012 Tips and Tricks 45 in 45
Dynamics Day 2013 AX 2012 Tips and Tricks 45 in 45
 
Case study field services - dynamics 365 customer engagement (crm)
Case study   field services - dynamics 365 customer engagement (crm)Case study   field services - dynamics 365 customer engagement (crm)
Case study field services - dynamics 365 customer engagement (crm)
 
Whats New in Microsoft Dynamics GP 2015
Whats New in Microsoft Dynamics GP 2015Whats New in Microsoft Dynamics GP 2015
Whats New in Microsoft Dynamics GP 2015
 
Product Spotlight: Oracle Financial Close Management (FCM)
Product Spotlight: Oracle Financial Close Management (FCM)Product Spotlight: Oracle Financial Close Management (FCM)
Product Spotlight: Oracle Financial Close Management (FCM)
 
Introducing Microsoft Dynamics GP 2015
Introducing Microsoft Dynamics GP 2015Introducing Microsoft Dynamics GP 2015
Introducing Microsoft Dynamics GP 2015
 
LUG 4 8 10
LUG 4 8 10LUG 4 8 10
LUG 4 8 10
 
Dynamics Day 2013 Harnessing Business Intelligence with Microsoft Dynamics
Dynamics Day 2013 Harnessing Business Intelligence with Microsoft DynamicsDynamics Day 2013 Harnessing Business Intelligence with Microsoft Dynamics
Dynamics Day 2013 Harnessing Business Intelligence with Microsoft Dynamics
 
Vena project at Boskalis
Vena project at BoskalisVena project at Boskalis
Vena project at Boskalis
 
Features & Functionality in Sage 300- I Moved to Sage 300c - What Comes With It?
Features & Functionality in Sage 300- I Moved to Sage 300c - What Comes With It?Features & Functionality in Sage 300- I Moved to Sage 300c - What Comes With It?
Features & Functionality in Sage 300- I Moved to Sage 300c - What Comes With It?
 
peoplesoft financials training | peoplesoft financials training online | peop...
peoplesoft financials training | peoplesoft financials training online | peop...peoplesoft financials training | peoplesoft financials training online | peop...
peoplesoft financials training | peoplesoft financials training online | peop...
 

Similar to Social Solutions Apricot 360: Client Case Management Software

Cynoteck - Salesforce Presentation - Consulting Services
Cynoteck  -  Salesforce Presentation - Consulting ServicesCynoteck  -  Salesforce Presentation - Consulting Services
Cynoteck - Salesforce Presentation - Consulting ServicesRosa Aguiar Catraio
 
Chandra Gundlapalli ServiceKnow K20
Chandra Gundlapalli ServiceKnow K20Chandra Gundlapalli ServiceKnow K20
Chandra Gundlapalli ServiceKnow K20Chandra Gundlapalli
 
2022-04 VMware DevOps Loop.pptx.pdf
2022-04 VMware DevOps Loop.pptx.pdf2022-04 VMware DevOps Loop.pptx.pdf
2022-04 VMware DevOps Loop.pptx.pdfVMware Tanzu
 
2013-06-13 Government Contractors Project Management Systems
2013-06-13 Government Contractors Project Management Systems2013-06-13 Government Contractors Project Management Systems
2013-06-13 Government Contractors Project Management SystemsRaffa Learning Community
 
[Webinar] - Adopt QAD & Progress DBA Global Shared Services to Deliver Cost O...
[Webinar] - Adopt QAD & Progress DBA Global Shared Services to Deliver Cost O...[Webinar] - Adopt QAD & Progress DBA Global Shared Services to Deliver Cost O...
[Webinar] - Adopt QAD & Progress DBA Global Shared Services to Deliver Cost O...JK Tech
 
La Digital Transformation ha un nuovo alleato: Value Stream Management
La Digital Transformation ha un nuovo alleato: Value Stream ManagementLa Digital Transformation ha un nuovo alleato: Value Stream Management
La Digital Transformation ha un nuovo alleato: Value Stream ManagementEmerasoft, solutions to collaborate
 
Dynamics 365 finance and operations case study
Dynamics 365 finance and operations case studyDynamics 365 finance and operations case study
Dynamics 365 finance and operations case studyNandita Nityanandam
 
Case Study: Sonoma County HSD, Building Capacity in Apricot Software
Case Study: Sonoma County HSD, Building Capacity in Apricot SoftwareCase Study: Sonoma County HSD, Building Capacity in Apricot Software
Case Study: Sonoma County HSD, Building Capacity in Apricot SoftwareJeffrey Haguewood
 
ITMAGINATION - competences, facts, technologies, clients
ITMAGINATION - competences, facts, technologies, clientsITMAGINATION - competences, facts, technologies, clients
ITMAGINATION - competences, facts, technologies, clientsITMAGINATION
 
eAuditNet Re-Design Update - June 2022.pdf
eAuditNet Re-Design Update - June 2022.pdfeAuditNet Re-Design Update - June 2022.pdf
eAuditNet Re-Design Update - June 2022.pdfRosendoRizo3
 
The Power of Workday Extend
The Power of Workday ExtendThe Power of Workday Extend
The Power of Workday ExtendWorkday, Inc.
 
Maximize ROI of Insurance Digital Transformation Initiatives with Proven Data...
Maximize ROI of Insurance Digital Transformation Initiatives with Proven Data...Maximize ROI of Insurance Digital Transformation Initiatives with Proven Data...
Maximize ROI of Insurance Digital Transformation Initiatives with Proven Data...Precisely
 
How to Drive Maximum Business Value from IT Investments with the Flow Framework
How to Drive Maximum Business Value from IT Investments with the Flow FrameworkHow to Drive Maximum Business Value from IT Investments with the Flow Framework
How to Drive Maximum Business Value from IT Investments with the Flow FrameworkTasktop
 
Which ap is which business models_ a real-world guide for banks in sri lanka
Which ap is  which business models_ a real-world guide for banks in sri lankaWhich ap is  which business models_ a real-world guide for banks in sri lanka
Which ap is which business models_ a real-world guide for banks in sri lankaWSO2
 
Manage Content In-Place, Migrate as Needed for Records and Retention
 Manage Content In-Place, Migrate as Needed for Records and Retention Manage Content In-Place, Migrate as Needed for Records and Retention
Manage Content In-Place, Migrate as Needed for Records and RetentionZia Consulting
 
How to Scale Your Automation Program
How to Scale Your Automation ProgramHow to Scale Your Automation Program
How to Scale Your Automation ProgramDiana Gray, MBA
 
The 3 Pillars of Remote Application Development
The 3 Pillars of Remote Application DevelopmentThe 3 Pillars of Remote Application Development
The 3 Pillars of Remote Application DevelopmentJenna Starmer
 
Case study content management v1 jan 2011
Case study   content management v1 jan 2011Case study   content management v1 jan 2011
Case study content management v1 jan 2011MeritGroup
 
Case study content management v1 jan 2011 (1)
Case study   content management v1 jan 2011 (1)Case study   content management v1 jan 2011 (1)
Case study content management v1 jan 2011 (1)MeritGroup
 

Similar to Social Solutions Apricot 360: Client Case Management Software (20)

Cynoteck - Salesforce Presentation - Consulting Services
Cynoteck  -  Salesforce Presentation - Consulting ServicesCynoteck  -  Salesforce Presentation - Consulting Services
Cynoteck - Salesforce Presentation - Consulting Services
 
Chandra Gundlapalli ServiceKnow K20
Chandra Gundlapalli ServiceKnow K20Chandra Gundlapalli ServiceKnow K20
Chandra Gundlapalli ServiceKnow K20
 
2022-04 VMware DevOps Loop.pptx.pdf
2022-04 VMware DevOps Loop.pptx.pdf2022-04 VMware DevOps Loop.pptx.pdf
2022-04 VMware DevOps Loop.pptx.pdf
 
2013-06-13 Government Contractors Project Management Systems
2013-06-13 Government Contractors Project Management Systems2013-06-13 Government Contractors Project Management Systems
2013-06-13 Government Contractors Project Management Systems
 
[Webinar] - Adopt QAD & Progress DBA Global Shared Services to Deliver Cost O...
[Webinar] - Adopt QAD & Progress DBA Global Shared Services to Deliver Cost O...[Webinar] - Adopt QAD & Progress DBA Global Shared Services to Deliver Cost O...
[Webinar] - Adopt QAD & Progress DBA Global Shared Services to Deliver Cost O...
 
La Digital Transformation ha un nuovo alleato: Value Stream Management
La Digital Transformation ha un nuovo alleato: Value Stream ManagementLa Digital Transformation ha un nuovo alleato: Value Stream Management
La Digital Transformation ha un nuovo alleato: Value Stream Management
 
Dynamics 365 finance and operations case study
Dynamics 365 finance and operations case studyDynamics 365 finance and operations case study
Dynamics 365 finance and operations case study
 
Case Study: Sonoma County HSD, Building Capacity in Apricot Software
Case Study: Sonoma County HSD, Building Capacity in Apricot SoftwareCase Study: Sonoma County HSD, Building Capacity in Apricot Software
Case Study: Sonoma County HSD, Building Capacity in Apricot Software
 
ITMAGINATION - competences, facts, technologies, clients
ITMAGINATION - competences, facts, technologies, clientsITMAGINATION - competences, facts, technologies, clients
ITMAGINATION - competences, facts, technologies, clients
 
eAuditNet Re-Design Update - June 2022.pdf
eAuditNet Re-Design Update - June 2022.pdfeAuditNet Re-Design Update - June 2022.pdf
eAuditNet Re-Design Update - June 2022.pdf
 
The Power of Workday Extend
The Power of Workday ExtendThe Power of Workday Extend
The Power of Workday Extend
 
Maximize ROI of Insurance Digital Transformation Initiatives with Proven Data...
Maximize ROI of Insurance Digital Transformation Initiatives with Proven Data...Maximize ROI of Insurance Digital Transformation Initiatives with Proven Data...
Maximize ROI of Insurance Digital Transformation Initiatives with Proven Data...
 
How to Drive Maximum Business Value from IT Investments with the Flow Framework
How to Drive Maximum Business Value from IT Investments with the Flow FrameworkHow to Drive Maximum Business Value from IT Investments with the Flow Framework
How to Drive Maximum Business Value from IT Investments with the Flow Framework
 
Which ap is which business models_ a real-world guide for banks in sri lanka
Which ap is  which business models_ a real-world guide for banks in sri lankaWhich ap is  which business models_ a real-world guide for banks in sri lanka
Which ap is which business models_ a real-world guide for banks in sri lanka
 
Manage Content In-Place, Migrate as Needed for Records and Retention
 Manage Content In-Place, Migrate as Needed for Records and Retention Manage Content In-Place, Migrate as Needed for Records and Retention
Manage Content In-Place, Migrate as Needed for Records and Retention
 
RakeshReddy-CV
RakeshReddy-CVRakeshReddy-CV
RakeshReddy-CV
 
How to Scale Your Automation Program
How to Scale Your Automation ProgramHow to Scale Your Automation Program
How to Scale Your Automation Program
 
The 3 Pillars of Remote Application Development
The 3 Pillars of Remote Application DevelopmentThe 3 Pillars of Remote Application Development
The 3 Pillars of Remote Application Development
 
Case study content management v1 jan 2011
Case study   content management v1 jan 2011Case study   content management v1 jan 2011
Case study content management v1 jan 2011
 
Case study content management v1 jan 2011 (1)
Case study   content management v1 jan 2011 (1)Case study   content management v1 jan 2011 (1)
Case study content management v1 jan 2011 (1)
 

More from Jeffrey Haguewood

Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...
Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...
Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...Jeffrey Haguewood
 
Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...
Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...
Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...Jeffrey Haguewood
 
Automation for Bonterra Impact Management (fka Apricot)
Automation for Bonterra Impact Management (fka Apricot)Automation for Bonterra Impact Management (fka Apricot)
Automation for Bonterra Impact Management (fka Apricot)Jeffrey Haguewood
 
CauseVox and Zapier Automations
CauseVox and Zapier AutomationsCauseVox and Zapier Automations
CauseVox and Zapier AutomationsJeffrey Haguewood
 
Introduction to CRM Automation with Zapier
Introduction to CRM Automation with ZapierIntroduction to CRM Automation with Zapier
Introduction to CRM Automation with ZapierJeffrey Haguewood
 
Case Study: eTapestry MailChimp Integration with Zapier
Case Study: eTapestry MailChimp Integration with ZapierCase Study: eTapestry MailChimp Integration with Zapier
Case Study: eTapestry MailChimp Integration with ZapierJeffrey Haguewood
 
Case Study: eTapestry QuickBooks Online Integration with Zapier
Case Study: eTapestry QuickBooks Online Integration with ZapierCase Study: eTapestry QuickBooks Online Integration with Zapier
Case Study: eTapestry QuickBooks Online Integration with ZapierJeffrey Haguewood
 
Case Study: eTapestry Eventbrite Integration with Zapier
Case Study: eTapestry Eventbrite Integration with ZapierCase Study: eTapestry Eventbrite Integration with Zapier
Case Study: eTapestry Eventbrite Integration with ZapierJeffrey Haguewood
 
Case Study: Plummer Youth Promise, How to Measure Outcomes in Apricot Software
Case Study: Plummer Youth Promise, How to Measure Outcomes in Apricot SoftwareCase Study: Plummer Youth Promise, How to Measure Outcomes in Apricot Software
Case Study: Plummer Youth Promise, How to Measure Outcomes in Apricot SoftwareJeffrey Haguewood
 
eTapestry + Zapier: Automated Integration with Any App
eTapestry + Zapier: Automated Integration with Any AppeTapestry + Zapier: Automated Integration with Any App
eTapestry + Zapier: Automated Integration with Any AppJeffrey Haguewood
 
Case Study: Plummer Youth Promise, Program Outcome Models in Apricot Software
Case Study: Plummer Youth Promise, Program Outcome Models in Apricot SoftwareCase Study: Plummer Youth Promise, Program Outcome Models in Apricot Software
Case Study: Plummer Youth Promise, Program Outcome Models in Apricot SoftwareJeffrey Haguewood
 

More from Jeffrey Haguewood (11)

Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...
Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...
Web Form Automation for Bonterra Impact Management (fka Social Solutions Apri...
 
Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...
Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...
Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...
 
Automation for Bonterra Impact Management (fka Apricot)
Automation for Bonterra Impact Management (fka Apricot)Automation for Bonterra Impact Management (fka Apricot)
Automation for Bonterra Impact Management (fka Apricot)
 
CauseVox and Zapier Automations
CauseVox and Zapier AutomationsCauseVox and Zapier Automations
CauseVox and Zapier Automations
 
Introduction to CRM Automation with Zapier
Introduction to CRM Automation with ZapierIntroduction to CRM Automation with Zapier
Introduction to CRM Automation with Zapier
 
Case Study: eTapestry MailChimp Integration with Zapier
Case Study: eTapestry MailChimp Integration with ZapierCase Study: eTapestry MailChimp Integration with Zapier
Case Study: eTapestry MailChimp Integration with Zapier
 
Case Study: eTapestry QuickBooks Online Integration with Zapier
Case Study: eTapestry QuickBooks Online Integration with ZapierCase Study: eTapestry QuickBooks Online Integration with Zapier
Case Study: eTapestry QuickBooks Online Integration with Zapier
 
Case Study: eTapestry Eventbrite Integration with Zapier
Case Study: eTapestry Eventbrite Integration with ZapierCase Study: eTapestry Eventbrite Integration with Zapier
Case Study: eTapestry Eventbrite Integration with Zapier
 
Case Study: Plummer Youth Promise, How to Measure Outcomes in Apricot Software
Case Study: Plummer Youth Promise, How to Measure Outcomes in Apricot SoftwareCase Study: Plummer Youth Promise, How to Measure Outcomes in Apricot Software
Case Study: Plummer Youth Promise, How to Measure Outcomes in Apricot Software
 
eTapestry + Zapier: Automated Integration with Any App
eTapestry + Zapier: Automated Integration with Any AppeTapestry + Zapier: Automated Integration with Any App
eTapestry + Zapier: Automated Integration with Any App
 
Case Study: Plummer Youth Promise, Program Outcome Models in Apricot Software
Case Study: Plummer Youth Promise, Program Outcome Models in Apricot SoftwareCase Study: Plummer Youth Promise, Program Outcome Models in Apricot Software
Case Study: Plummer Youth Promise, Program Outcome Models in Apricot Software
 

Recently uploaded

Help set up SERUDS Orphanage virtual classroom
Help set up SERUDS Orphanage virtual classroomHelp set up SERUDS Orphanage virtual classroom
Help set up SERUDS Orphanage virtual classroomSERUDS INDIA
 
Ian Bremmer's message for those graduating in toxic times.pdf
Ian Bremmer's message for those graduating in toxic times.pdfIan Bremmer's message for those graduating in toxic times.pdf
Ian Bremmer's message for those graduating in toxic times.pdfEnergy for One World
 
World Migratory Bird Day 2024 "Protect insects, Protect Birds"
World Migratory Bird Day  2024 "Protect insects, Protect Birds"World Migratory Bird Day  2024 "Protect insects, Protect Birds"
World Migratory Bird Day 2024 "Protect insects, Protect Birds"Christina Parmionova
 
Tennessee DOT- TEVI Plan coordination & EV
Tennessee DOT- TEVI Plan coordination & EVTennessee DOT- TEVI Plan coordination & EV
Tennessee DOT- TEVI Plan coordination & EVRPO America
 
Our nurses, our future. The economic power of care.
Our nurses, our future. The economic power of care.Our nurses, our future. The economic power of care.
Our nurses, our future. The economic power of care.Christina Parmionova
 
World Wildlife Crime Report 2024 - Introduction
World Wildlife Crime Report 2024 - IntroductionWorld Wildlife Crime Report 2024 - Introduction
World Wildlife Crime Report 2024 - IntroductionChristina Parmionova
 
Yale Historical Review Machava Interview PDF Spring 2024
Yale Historical Review Machava Interview PDF Spring 2024Yale Historical Review Machava Interview PDF Spring 2024
Yale Historical Review Machava Interview PDF Spring 2024yalehistoricalreview
 
Value, protect, respect and invest in our nuses for a sustainable future for ...
Value, protect, respect and invest in our nuses for a sustainable future for ...Value, protect, respect and invest in our nuses for a sustainable future for ...
Value, protect, respect and invest in our nuses for a sustainable future for ...Christina Parmionova
 
International Day of Families - 15 May 2024 - UNDESA.
International Day of Families - 15 May 2024 - UNDESA.International Day of Families - 15 May 2024 - UNDESA.
International Day of Families - 15 May 2024 - UNDESA.Christina Parmionova
 
Plant health, safe trade and digital technology.
Plant health, safe trade and digital technology.Plant health, safe trade and digital technology.
Plant health, safe trade and digital technology.Christina Parmionova
 
Managing large-scale outbreaks at Farrow-to-Weaner Farms
Managing large-scale outbreaks at Farrow-to-Weaner FarmsManaging large-scale outbreaks at Farrow-to-Weaner Farms
Managing large-scale outbreaks at Farrow-to-Weaner FarmsHarm Kiezebrink
 
Electric vehicle infrastructure in rural areas
Electric vehicle infrastructure in rural areasElectric vehicle infrastructure in rural areas
Electric vehicle infrastructure in rural areasRPO America
 
Building a better Britain: How cities like Bradford can help to end economic ...
Building a better Britain: How cities like Bradford can help to end economic ...Building a better Britain: How cities like Bradford can help to end economic ...
Building a better Britain: How cities like Bradford can help to end economic ...ResolutionFoundation
 
Dawson City Rolling Ads for May 15 2024 Yukon
Dawson City Rolling Ads for May 15 2024 YukonDawson City Rolling Ads for May 15 2024 Yukon
Dawson City Rolling Ads for May 15 2024 Yukonpmenzies
 
Topical Guide for RID 3830 Public Image Training Series.ppsx
Topical Guide for RID 3830 Public Image Training Series.ppsxTopical Guide for RID 3830 Public Image Training Series.ppsx
Topical Guide for RID 3830 Public Image Training Series.ppsxAnbr Cama
 
EDI Executive Education MasterClass- 15thMay 2024 (updated).pdf
EDI Executive Education MasterClass- 15thMay 2024 (updated).pdfEDI Executive Education MasterClass- 15thMay 2024 (updated).pdf
EDI Executive Education MasterClass- 15thMay 2024 (updated).pdfEnergy for One World
 
Securing the Future | Public Good App House
Securing the Future | Public Good App HouseSecuring the Future | Public Good App House
Securing the Future | Public Good App HouseTechSoup
 
2024: The FAR, Federal Acquisition Regulations, Part 32
2024: The FAR, Federal Acquisition Regulations, Part 322024: The FAR, Federal Acquisition Regulations, Part 32
2024: The FAR, Federal Acquisition Regulations, Part 32JSchaus & Associates
 
Introduction to The Guidelines for the Long-term Sustainability of Outer Spac...
Introduction to The Guidelines for the Long-term Sustainability of Outer Spac...Introduction to The Guidelines for the Long-term Sustainability of Outer Spac...
Introduction to The Guidelines for the Long-term Sustainability of Outer Spac...VICTOR MAESTRE RAMIREZ
 

Recently uploaded (20)

How to Save a Place: Get the Word Out Far And Wide
How to Save a Place: Get the Word Out Far And WideHow to Save a Place: Get the Word Out Far And Wide
How to Save a Place: Get the Word Out Far And Wide
 
Help set up SERUDS Orphanage virtual classroom
Help set up SERUDS Orphanage virtual classroomHelp set up SERUDS Orphanage virtual classroom
Help set up SERUDS Orphanage virtual classroom
 
Ian Bremmer's message for those graduating in toxic times.pdf
Ian Bremmer's message for those graduating in toxic times.pdfIan Bremmer's message for those graduating in toxic times.pdf
Ian Bremmer's message for those graduating in toxic times.pdf
 
World Migratory Bird Day 2024 "Protect insects, Protect Birds"
World Migratory Bird Day  2024 "Protect insects, Protect Birds"World Migratory Bird Day  2024 "Protect insects, Protect Birds"
World Migratory Bird Day 2024 "Protect insects, Protect Birds"
 
Tennessee DOT- TEVI Plan coordination & EV
Tennessee DOT- TEVI Plan coordination & EVTennessee DOT- TEVI Plan coordination & EV
Tennessee DOT- TEVI Plan coordination & EV
 
Our nurses, our future. The economic power of care.
Our nurses, our future. The economic power of care.Our nurses, our future. The economic power of care.
Our nurses, our future. The economic power of care.
 
World Wildlife Crime Report 2024 - Introduction
World Wildlife Crime Report 2024 - IntroductionWorld Wildlife Crime Report 2024 - Introduction
World Wildlife Crime Report 2024 - Introduction
 
Yale Historical Review Machava Interview PDF Spring 2024
Yale Historical Review Machava Interview PDF Spring 2024Yale Historical Review Machava Interview PDF Spring 2024
Yale Historical Review Machava Interview PDF Spring 2024
 
Value, protect, respect and invest in our nuses for a sustainable future for ...
Value, protect, respect and invest in our nuses for a sustainable future for ...Value, protect, respect and invest in our nuses for a sustainable future for ...
Value, protect, respect and invest in our nuses for a sustainable future for ...
 
International Day of Families - 15 May 2024 - UNDESA.
International Day of Families - 15 May 2024 - UNDESA.International Day of Families - 15 May 2024 - UNDESA.
International Day of Families - 15 May 2024 - UNDESA.
 
Plant health, safe trade and digital technology.
Plant health, safe trade and digital technology.Plant health, safe trade and digital technology.
Plant health, safe trade and digital technology.
 
Managing large-scale outbreaks at Farrow-to-Weaner Farms
Managing large-scale outbreaks at Farrow-to-Weaner FarmsManaging large-scale outbreaks at Farrow-to-Weaner Farms
Managing large-scale outbreaks at Farrow-to-Weaner Farms
 
Electric vehicle infrastructure in rural areas
Electric vehicle infrastructure in rural areasElectric vehicle infrastructure in rural areas
Electric vehicle infrastructure in rural areas
 
Building a better Britain: How cities like Bradford can help to end economic ...
Building a better Britain: How cities like Bradford can help to end economic ...Building a better Britain: How cities like Bradford can help to end economic ...
Building a better Britain: How cities like Bradford can help to end economic ...
 
Dawson City Rolling Ads for May 15 2024 Yukon
Dawson City Rolling Ads for May 15 2024 YukonDawson City Rolling Ads for May 15 2024 Yukon
Dawson City Rolling Ads for May 15 2024 Yukon
 
Topical Guide for RID 3830 Public Image Training Series.ppsx
Topical Guide for RID 3830 Public Image Training Series.ppsxTopical Guide for RID 3830 Public Image Training Series.ppsx
Topical Guide for RID 3830 Public Image Training Series.ppsx
 
EDI Executive Education MasterClass- 15thMay 2024 (updated).pdf
EDI Executive Education MasterClass- 15thMay 2024 (updated).pdfEDI Executive Education MasterClass- 15thMay 2024 (updated).pdf
EDI Executive Education MasterClass- 15thMay 2024 (updated).pdf
 
Securing the Future | Public Good App House
Securing the Future | Public Good App HouseSecuring the Future | Public Good App House
Securing the Future | Public Good App House
 
2024: The FAR, Federal Acquisition Regulations, Part 32
2024: The FAR, Federal Acquisition Regulations, Part 322024: The FAR, Federal Acquisition Regulations, Part 32
2024: The FAR, Federal Acquisition Regulations, Part 32
 
Introduction to The Guidelines for the Long-term Sustainability of Outer Spac...
Introduction to The Guidelines for the Long-term Sustainability of Outer Spac...Introduction to The Guidelines for the Long-term Sustainability of Outer Spac...
Introduction to The Guidelines for the Long-term Sustainability of Outer Spac...
 

Social Solutions Apricot 360: Client Case Management Software

  • 1. Is your organization ready for modern... Client Case Management Software
  • 2. 2 © 2020 Sidekick Solutions LLC Hi, I’m Jeff Apricot Consultant Sidekick Solutions info@sidekicksolutionsllc.com In this video... ● What is client case management software ● Signs that time might be right to explore new software ● What to look for in case management software ● Top features of Apricot 360 ● Key takeaways and next steps
  • 3. We believe that software (“technology”) is essential to delivering quality programs and services to individuals and families, especially when the goal is to improve client outcomes. © 2020 Sidekick Solutions LLC3
  • 4. What is client case management software? 4 • Coordinate client-focused programs and services • Track and report on client outcomes • Analyze organizational and program performance • Ensure compliance • Secure important client data and information © 2020 Sidekick Solutions LLC
  • 5. Reasons to adopt new software 5 1. Time consuming, inefficient processes 2. Inconsistent data practices 3. Performance initiatives © 2020 Sidekick Solutions LLC
  • 6. 1. Time consuming, inefficient processes 6 © 2020 Sidekick Solutions LLC Data Collection Reporting Workload Mgmt.
  • 7. 2. Inconsistent data practices 7 © 2020 Sidekick Solutions LLC Fragmented dataMulti-site and multi-program No SOPs Report deadline scrambles Unable to apply or qualify for funding New process with each year-end or audit Report mashups from various sources
  • 8. 3. Performance initiatives 8 • Team curiosity in data • Top-down or bottom-up • New strategic plan or model • Research supported change © 2020 Sidekick Solutions LLC “How can we find out if...” “That’s a great question…” Population > Activities > Outputs > Outcomes > Impact “Have we considered…”
  • 9. Performance-based approach 9 ➔ to collect data to measure program outcomes and the indicators that lead to positive outcomes ➔ And to demonstrate, over time, continuously improving outcomes via positive trends in performance © 2020 Sidekick Solutions LLC
  • 10. Benefits of client case management software 10 • Spend less time on paperwork and processes so you can spend more time with clients; • Improve service delivery with performance management systems that leverage data reporting and analytics; and • Use data to demonstrate the impact that you are making so you can increase funding opportunities to grow your organization. © 2020 Sidekick Solutions LLC
  • 11. 11 © 2020 Sidekick Solutions LLC 1. Configurable 2. Workflow-enabled 3. Report-ready 4. Secure with control over data Key considerations for new software
  • 12. 1. Configurable (examples) 12 • Intake, unduplicated client profiles, and custom demographics • Client grouping for cases, households, and families • Multi-program enrollments and sites for single participant • Individual service plan tracking, monitoring, and narratives • Goal tracking, goal progress, and milestone achievement © 2020 Sidekick Solutions LLC
  • 13. 1. Configurable (examples) 13 • Pre/post assessments and assessments at interval • Case notes and status updates • Activity tracking, including service coding and counts • Class scheduling, registration/attendance, topic tracking • Outreach and prevention activities and events © 2020 Sidekick Solutions LLC
  • 14. 1. Configurable (examples) 14 • Client releases, approvals, and compliance workflows • Referrals made to community providers and partners • Staff, volunteer, and mentor matching with clients • Identified and anonymous surveys © 2020 Sidekick Solutions LLC Client case management software will need to cover a range of use cases for your organization, making custom configuration essential.
  • 15. 2. Workflow-enabled 15 Directors/managers • Staff supervision • Client/case reviews • Prompts for approval • Benchmark monitoring • Incomplete procedures © 2020 Sidekick Solutions LLC Service staff • Caseload management • To-dos and reminders • Service plan coordination • Prescriptive/predictive next steps • Automated task completion
  • 16. 3. Report-ready 16 • Standard reports • Query builder • Report designer and BI tools © 2020 Sidekick Solutions LLC Important to determine when external data tools (Excel) will need to be used. Modern solutions offer more than “just a database.”
  • 17. 4. Secure with control over data 17 © 2020 Sidekick Solutions LLC Files ➔ Where to upload? ➔ How to access? ➔ Storage/file limitations Permissions ➔ Security profiles ➔ Record assignment and access ➔ Scalable Data management ➔ Batch management ➔ Import/Update/Export/Remove ➔ Integration-ready
  • 18. We believe client case management software should “enable your program practice,” to support day to day workload, program fidelity, and client outcomes. © 2020 Sidekick Solutions LLC18
  • 19. 19 © 2020 Sidekick Solutions LLC Modern client case management software for nonprofits, public-sector agencies, and collaboratives Features and Highlights
  • 20. Feature: Form designer 20 • Drag and drop designer • Form and field level control • Customizable data model • Enable logic model or theory of change in system design © 2020 Sidekick Solutions LLC
  • 21. Feature: Workflow-enabled 21 • Workflow builder • User dashboards • Custom linking data • Auto-populate • Conditional logic © 2020 Sidekick Solutions LLC
  • 22. Feature: Programs, Sites, and Roles 22 • Role-based permissions • Record-level access • Enterprise configuration • Administrator-managed © 2020 Sidekick Solutions LLC
  • 23. Feature: Native and BI reporting 23 • Native report builder • Native data visualizations • Batch export to Excel/CSV • SAP BusinessObjects Webi (Apricot Results) © 2020 Sidekick Solutions LLC
  • 24. Feature: Integration-ready 24 • Web forms • Client portal • Calendars • Imports • Automations © 2020 Sidekick Solutions LLC
  • 25. Feature: Full-featured administrator control 25 • Application design • System administration • Data quality and assurance • Self-service within license © 2020 Sidekick Solutions LLC
  • 26. Feature: Scalable 26 • Multi-program/multi-site • Expand forms and reports • Import external data sets • Rapid deployment © 2020 Sidekick Solutions LLC
  • 27. What can you do today to prepare for new client case management software? © 2020 Sidekick Solutions LLC27
  • 28. How to prepare for new software 28 © 2020 Sidekick Solutions LLC Clarify program, logic, outcomes, service model Activities/inputs, outputs, outcomes, impact. What do we know about the population we serve? What do we hope to achieve? Define program/service workflows What are the steps a client will follow from initial intake, through enrollment, to exit, and post-exit follow-up in our program. Organize resources required for investment Prepare for investments of time, money, and energy, both one-time and ongoing. Conduct system needs assessment What is in place now (strengths and weaknesses)? What is our vision for a new system (both “need to have” and “nice to have”)?
  • 29. Have questions about Apricot? © 2020 Sidekick Solutions LLC29 info@sidekicksolutionsllc.com Explore more best practices on our website at… sidekicksolutionsllc.com/apricot ...or contact us via email.