NewOrg

Happy Non-Profit Customer

Kommentare: My experience has been excellent. Helpful and knowledgeable staff. Shout out to Nicholas! Good product for our needs. Excellent case notes/case management, collecting demographic information, storing client documents, and recording all client activity (events) with an run report format. We use the system for client information not for donors or volunteers.

Vorteile:

When I began working at my current job I was not happy with the way the data was organized in our NewOrg data base. I contacted support and they were able to guide me through making extensive changes to our system. As a result our system is now intuitive for users and the reports are capturing the information needed. I was extremally pleased with the process. The support tech was extremely knowledgeable about the needs of my agency and was able to give great advise on how to make improvements. He was also extremely helpful in teaching me about the system and the impact of certain decisions. As the needs of the agency have evolved we have been able to update our system to capture new Information. The response time for support requests has always been very fast!

Nachteile:

Certain fields are not able to save historical information so data is lost when the fields are updated. For example if someone moves from homelessness to housed, and our housing status field is updated we loose the historical data that the client was ever homeless. Sometimes it takes too long to run long reports that may span over a full service year.

Supporting Critical Data Access for Small Legal Services Nonprofit

Kommentare: Our nonprofit is dependent on the data in NewOrg to support our growth efforts. On the case management side we use it daily to track the activity of our organization and tell stories about our history and growth as we report to our board and manage our strategic priorities. On the donor management side our focus is on growing specific segments of our donor network so the reporting has been critical - especially as an element of 'institutional memory' to onboard and orient new staff.

Vorteile:

Most helpful in our small organization is that NewOrg is an affordable, easy-to-use database system that supports both our case management and our donor management efforts. I rely on NewOrg Support Services who are exceptional in making continuous improvement of the system fast and simple. Any time our staff identifies an opportunity to enhance the capture of data to support our mission, grant applications, or engagement with our community the NewOrg team is right on the case.

Nachteile:

As with many other database systems, the quality is dependent on the data input. Our focus on improving our use of NewOrg is focused on establishing more checks to assure that data is completely, accurately, and consistently entered into the system. Enhancements to equip administrators to make mass updates or revisions to data would be most helpful here.

Overall

Vorteile:

Online capabilities. I love that the volunteers can enter their own hours via the portal. I enjoy entering client data when out in the field using a tablet. Updates continue to improve capabilities.

Nachteile:

Mailing labels have to be downloaded into Avery online and more time consuming than it should. Updates sometimes affect our current data.

NewOrg made it possible to work remotely during Pandemic

Kommentare: For the last few years (prior to Pandemic) we have used this system for one of our program and have had NO issues. It provides all the features we needed. Anytime we needed to add or remove items from the program, they were right on it with the same or next day. Excellent customer and IT support. Once the pandemic hit, our office was going to be shut down and panicked on how we are to serve our clients with our other program. Contacted NewOrg and they were able to build another system quickly that allowed us to work remotely. I cannot express how happy we are as were able to customize the program to fit our needs, especially being a Federal Grant holder for 2 programs.

Vorteile:

The ability to customize the program, select type of report to run, it can be used anywhere at anytime from different mobile devices.

Nachteile:

The ability to remove old team member names from current view when running reports and on some dropdown items. These names must remain due to the documenting but should be removed from current viewing.

We love NewOrg!

Kommentare: At the end of the day – NewOrg is helping us tell our story and bring our data to life. We are on the precipice of being able to capture data for the thousands of community members served by Sierra Community House each year. That is a major accomplishment, and we could not be doing it without NewOrg.

Vorteile:

I won’t lie in saying it has been a heavy lift to get a handle on the complexity of our reports and the data needed to fulfill our grant reporting requirements, but NewOrg has been patient and helpful each step of the way. The hours of time they have dedicated to our teams has been amazing. Our staffing capacity due to responding to COVID in our community has been challenged these past two years … and continues to challenge us. Even with the challenge of merging four organizations into one database, I am more grateful than ever that we made the decision to transition to NewOrg. We receive support from this team that never existed before, and for that I am deeply grateful.

Nachteile:

I wish we could remove some of the stock/template questions in events.