Many of our work with nonprofit case management software minimizes how much time they spend on the back end and instead focuses more on their front end, improving outcomes. That’s not to say that they don’t need a backend process – it just needs to be a fraction of what it was before. The less time you spend managing your data, the more you can do in other areas of your organization.
Regarding your data, there are two kinds of organizations – those that care about it and those that don’t. Nonprofits are the latter and therefore need a platform that safeguards their data while allowing them to focus on other things (like running their programs).
What is Nonprofit Case Management Software?
Nonprofit case management software is not your typical CRM with leads, contacts and accounts. Its platform manages all the data you need to run your programs while never worrying about making your data disappear. The software goes beyond what typical CRMs have to offer:
1. Data Protection
The goal is to keep you from having to worry about your data. Regarding data security and compliance, the nonprofit case management software is guaranteed to be compliant while providing you with the necessary tools.
2. Consolidation and Integration
The data management platform has integrated tools that allow your nonprofit to consolidate all the internal and external data in one place. You no longer have to worry about storing all the data from your programs: all the information is collected in one place.
3. Centralization
The data management platform is the central hub for all your data, with internal staff, partners, and donors. It serves to minimize the time spent on data entry and people communication. The platform also offers useful reports that can be used for analysis, decision-making and program evaluation.
4. Data Protection
The goal is to keep you from having to worry about your data. Regarding data security and compliance, the nonprofit case management software is guaranteed to be compliant while providing you with the necessary tools.
5. Integration
The data management platform can import and export information from various sources. The software also provides integrations to 3rd party applications through APIs and web services, which can be customized or used for convenient integration with your existing business software. You get a turn-key solution with no code required!
6. Portability
You can move your data from one instance of the software to another. You can opt to use dedicated servers maintained by the vendors (recommended) or install your own infrastructure on-premises or even on-cloud. It’s up to you!
7. Customization
The nonprofit case management software allows you to customize it based on your organization’s needs while keeping the core functionality intact. You can change the look and feel as you see fit, and a default template is available to get started.
8. Security
The nonprofit case management software enforces several levels of security, from a firewall to SSL encryption (on all operational aspects) and two-factor authentication. The latest security features are always kept in mind. You can rest assured knowing the platform is secure!
9. Support
The data management platform is supported by a dedicated team who will help you with any feature or customization requests. Customer support is available 24/7, so you never have to wait for an answer to your queries.
Conclusion:
The basic principles of this software are to minimize how many data entries the nonprofit has to make while focusing on its front end. The nonprofit case management software has highly advanced features that allow you to manage your data and programs while never worrying about security or keeping up with compliance.