CaseWorthy

Kommentare: I used this very site (Capterra) to vet 42 or so products. After several months and elimination rounds, CaseWorthy emerged as the clear leader. I have designed and used primary data collection systems for 26 years, helped many non-profits "work-around" the limitations in their off-the shelf software products. Hence my main objective was to find a product that could be customized without going back to the vendor to pay and pay. You will not need to create work-arounds with CaseWorthy. CaseWorthy is a different level of architecture, the design is uniquely flexible and expandable. You can add almost anything you can imagine, most likely without having to go back to the vendor or pay anything additional. Flexibility is great, but what is even better is a system that has been the beneficiary of all that have come before (CaseWorthy incorporates lessons learned from every aspect of every customer for the benefit of all). Off the shelf this system is probably 80% ready for exactly what you need, which can get you up and running quickly. The best decisions are based on data, CaseWorthy was designed to connect your services to the outcomes, so you can tell which work and which do not, allowing you to focus likely limited resources where they will be most effective.
If you have a complex organization, setup may take several months to be complete. Having knowledge of SQL reporting and relational database design will be very helpful. If you are big enough, you will eventually need desktop support on staff, and likely a reporting specialist to analyze and report so you can take full advantage of all that evidence.
I highly recommend CaseWorthy.

Vorteile: Flexibility, staff support, built in features and reports (thousands of them), vendor maintains many common required reports for funder requirements. Security, role assignment, ability to add multiple organizations, etc. the list goes on.

Nachteile: They would benefit from investing in documentation and written training materials. Training is via online meeting, and in person meetings. Documentation would be nice, so you could refer back to it. Likely the product is expanding and improving so fast, that it is difficult to keep up with written training materials.

Kommentare: We have loved building our knowledge in customizing the database, and using CaseBot to harvest data the way we want. In three years, we've had at least five Customer Account Managers, all with different levels of influence and skill to resolve issues and teach their product. The account manager experience definitely impacts the overall experience. Currently Marco[SENSITIVE CONTENT HIDDEN] is our account manager and we have been very satisfied with not only the efficiency of issue-resolution, but the details he shares about the resolution that will help us in the future.

Vorteile: Some CSBG Managers shrunk time spend on the CSBG Annual Report from two weeks to two days. We processed over 35,000 LIHEAP payments in four months. Working with CaseWorthy, we built an interface from the database, to the Idaho Department of Health and Welfare to process LIHEAP checks. This reduced double-entry and improved efficiencies for users and community members receiving the benefits.

Nachteile: It is very customize-able, which we all know can be a blessing and a curse. Customizations created at implementation or before current staff started are challenging to find, understand, and learn. Customizations are challenging to track and manage during upgrades, because customized forms, fields, workflows, etc, are essentially not upgraded and may break after an upgrade, requiring a 'fresh' customization from the upgraded baseline form, field, or workflow.

Kommentare: CaseWorthy takes its customer service relationships very seriously. They assign an account manager to work with you so that you have a single touch point to go to with any issues or questions. They also provide a portal where you can log issues and download training materials. They survey customers frequently and listen to and act on the feedback.

Vorteile: We purchased this software after a fairly extensive search and chose it based on the ability to customize it and also on price. We have complex client documentation requirements and have been able to configure the system to do pretty much everything we need it to do and more. We can make many of our own changes to tables and forms, which helps us keep the system updated without having to pay for additional customization. Additionally, CaseWorthy offers regular system updates that include new features. Customer service is generally very good, and we get quick responses when there are issues.

Nachteile: The learning curve can be steep for people without a technical background; however, once we learned the system we appreciated the ability to make our own changes rather than have to rely on tech support.

Kommentare: We moved over a bunch of homegrown databases into Caseworthy in order to offer a unified experience to end users while maintaining security/privacy. Since it is maintained in the cloud, we are able have end users access the data they need almost anywhere without the need for a vpn or remote desktop connection. Our trainer was great and made sure we knew all the areas of the system and even came on site to learn about our programs and processes of each one to better understand how they all work. He worked with us getting up to speed on how to customize the pieces and parts we need and supported us through the entire migration process and beyond. The programs we offer all have different aspects of data that is important. This made customization and report a very important part of our selection process. Once we saw the apBuilder tool, we knew this could provide what we needed. After working with it, we are able to self maintain a very large portion of our customization needs including rules, workflows, reports, queries, and our own tables and columns. This allows you to add/edit/remove these changes almost immediately and push them out to your end users when you see fit. Reporting is also great. There are a large number of reports already made available but you have the ability to create your own if you are familiar with SQL and the SSRS tool. We added a handful of our own and the apBuilder interface makes it too easy to upload that report and add query parameters on the form. We now have a solution that makes it easy for end users to enter in and access anything they can think of. For a total case management solution, look no further.

Vorteile: Ease of customization and the staff are great!

Vorteile: I definitely like the user friendly interface and case management work space. I also like that we use certain workflows for certain tasks and it keeps users focused on completing that particular workflow so that all data is entered as it should be. I have worked with this software and this company since 2012 and I have greatly enjoyed working with the developers and all of the Support staff that I have had interaction with. They have always come through for me when I've needed them and I have been able to learn a great deal from each of them.

Nachteile: Although the system comes with a great number of "Canned" reports, having the ability to create new reports when necessary and doing it with great ease and simplicity would be most helpful, especially when you are crunched for time or when your skills may be rusty or you have never developed the skills to do that type of task.