Most nonprofits have a lot on their plate. Managing a nonprofit comes with many responsibilities, such as keeping track of donors and hosting successful fundraising campaigns. When there isn’t a cohesive way to handle all the tasks, the process can be chaotic for all nonprofit team members.
Since the clients contributing to the nonprofit’s cause hold significant value in the organization, it is crucial to managing them effectively. Eliminating all barriers between the organization’s higher authority, volunteers, and clients can streamline your nonprofit’s daily activities. You can achieve a smoother operation by introducing case management software to your organization. Here are some things you should look for in the software.
1. High Levels of Security
Ensuring that your company’s data is secure is an essential component of running a nonprofit organization. Nonprofit organizations are often primary targets for cybersecurity threats as the hackers are aware of monetary transactions available. The Institute for Critical Infrastructure Technology survey revealed that 50% of NGOs or nonprofits had experienced a ransomware attack.
Your case management software must be secure through data encryption, system audits, and provision of authorized access.
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2. Ease of Access
Managing your clients and volunteers shouldn’t feel like an overwhelming task. The whole point of using case management software is to streamline the process and take some weight off your shoulders. So, look for simple software to use and doesn’t require a lengthy process to add a contact to the list.
Other things you can consider to determine its ease of access are the time it takes to move from one case to another, the billing process, and the process of finding information when you need it.
3. Ability to Track Client History
Good case management software will enable you to track your donors and volunteers easily. The ability to track client history will allow you to identify which clients have been around for longer. When you’re getting in touch with clients, your approach towards them might vary based on how long they have been your client. So, if you can track client history, you can work with them accordingly. The same applies to volunteers at your organization.
4. Workflow Automation
Since nonprofit organizations often work with limited resources, making tasks as simple as possible is essential to reduce costs. When you have a few volunteers at your organization, it can be a waste of time to assign tasks to all of them when you could have automated those tasks.
A case management software should have features like scheduling, waitlisting, action plans, and automated reports. Workflow automation will speed up the work and allow volunteers and other team members to focus on critical tasks.
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5. Integration of Other Apps
Using case management software shouldn’t force you to give up other apps you use. Many nonprofits use email and social media platforms to operate daily. The case management software you use should have the option to let you integrate other apps into the mix and allow a smoother communication process. Email and social media integration will help you quickly reach out to constituents and save you time, as it is an essential aspect of reaching more potential sponsors.
Finding the right case management software is an important step in managing your nonprofit. Make sure to look for these features mentioned to ensure that the software helps you fulfill your mission.
