CaseWorthy

Une solution de gestion de cas évolutive pour tous les besoins des organismes à but non lucratif.

En savoir plus sur CaseWorthy

CaseWorthy est un fournisseur de logiciels de gestion de cas évolutifs, conçu pour appuyer les services communautaires des organismes à but non lucratif, des agences gouvernementales et des administrations publiques aux États-Unis. Proposant une solution flexible et largement personnalisable pour répondre à divers besoins de déploiement, la plateforme de CaseWorthy axée sur les résultats à l'échelle de l'organisation automatise et rationalise les processus de gestion des données et de conformité des bailleurs de fonds. Les organisations peuvent donc reconfigurer les domaines clés de la solution, notamment les flux de travail, les formulaires, l'accès basé sur les rôles, les tableaux de bord de données, les règles d'éligibilité au service, les requêtes interrogeables, etc., à l'aide d'un outil de développement d'applications sans code. Cette flexibilité favorise la gestion des données de cas et la prestation de services dans de nombreux programmes communautaires, notamment concernant l'emploi, la jeunesse et la famille, les services aux personnes âgées, la gestion des SDF, la gestion des bénévoles, la réinsertion, l'éducation, la gestion des centres de santé, la gestion des subventions, l'aide aux services publics, etc.

Des fonctionnalités générales de produits supplémentaires étendent les capacités d'intégration des cartes d'analyse, des communications par e-mail/SMS en masse basées sur des modèles et d'enregistrement de signature électronique. Les fonctions de reporting permettent l'exécution analytique et la génération automatisée de graphiques ou diagrammes, de rapports de conformité et opérationnels, de rapports ad hoc, ainsi que de business intelligence pour l'obtention d'informations exploitables. Ces dernières sont enrichies par des tableaux de bord configurables, tandis que les flux de travail automatisés, la gestion documentaire centralisée et les règles d'éligibilité personnalisées constituent des différenciateurs clés. CaseWorthy Connect propose également un portail web bidirectionnel pour fournir un accès sécurisé à la base de données 24 h/24, 7 j/7 aux informations client qui simplifie les auto-inscriptions en incluant des alertes et des notifications, tout en offrant la possibilité de réaliser des évaluations ainsi que de s'inscrire à des cours et des programmes.

Appareils

Pour quelle entreprise ?

TPE PME GE

Disponible dans les pays suivants

États-Unis

Langues

anglais

Images

The apBuilder development tool enables aspects of the system to be configured to meet specific user needs including access roles, dashboard displays, custom workflows, forms, eligibility rules and data query fields
CaseWorthy Connect is a two-way web portal for granting staff and clients 24/7 secured online access to the viewing and management of information in a controlled way, with convenient self-registration
Reporting facilities leverage data for creating a range of operational, compliance, ad hoc, and custom reports that can be accessed on any device and shared with all stakeholders
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Vidéo de CaseWorthy
Vidéo de CaseWorthy Capture d'écran pour CaseWorthy : The apBuilder development tool enables aspects of the system to be configured to meet specific user needs including access roles, dashboard displays, custom workflows, forms, eligibility rules and data query fields Capture d'écran pour CaseWorthy : CaseWorthy Connect is a two-way web portal for granting staff and clients 24/7 secured online access to the viewing and management of information in a controlled way, with convenient self-registration Capture d'écran pour CaseWorthy : Reporting facilities leverage data for creating a range of operational, compliance, ad hoc, and custom reports that can be accessed on any device and shared with all stakeholders

Fonctionnalités

Nombre total de fonctionnalités pour CaseWorthy : 40

  • API
  • Alertes par e-mail
  • Analyse visuelle
  • Autorisations basées sur les rôles
  • Base de données de membres
  • Budgétisation et prévision
  • Configuration et suivi des objectifs
  • Création de tableaux de bord
  • Données en temps réel
  • Fonctions pour organ. à but non lucratif
  • Formulaires personnalisables
  • Gestion de la conformité
  • Gestion de la formation
  • Gestion de la protection de l'enfance
  • Gestion des abonnements
  • Gestion des bénévoles
  • Gestion des cas
  • Gestion des clients
  • Gestion des collectes
  • Gestion des comités
  • Gestion des cotisations
  • Gestion des documents
  • Gestion des donateurs
  • Gestion des flux de travail
  • Gestion des formulaires
  • Gestion des programmes
  • Gestion des références
  • Gestion des stocks
  • Gestion des subventions
  • Gestion des événements
  • Graphiques
  • Notes de cas
  • Planification
  • Portail client
  • Portail libre-service
  • Rapports en temps réel
  • Rapports et analyses
  • Rapports et statistiques
  • Stockage sécurisé des données
  • Suivi du temps

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NetSuite

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Conçu spécifiquement pour les besoins des entreprises et des divisions de grandes entreprises à forte croissance. Ce...

Caspio

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Alternative n° 3 à CaseWorthy
Caspio est une plateforme qui permet de créer des applications de base de données en ligne personnalisées sans...

AidHound

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Alternative n° 4 à CaseWorthy
AidHound est une solution cloud de gestion de cas des services sociaux conçue pour aider les organismes à but non...

Avis

Note globale

4,5 /5
(37)
Rapport qualité-prix
4,4/5
Fonctionnalités
4,5/5
Simplicité d'utilisation
4,5/5
Support client
4,4/5

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Afficher 5 avis sur 37
Ashley I.
Note globale
  • Secteur d'activité: Gestion d'organisme à but non lucratif
  • Taille de l'entreprise: 51-200 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Probabilité de recommander le produit 10.0 /10

We Love CaseWorthy

Publié le 06/11/2019

We have been with CaseWorthy since 2012 and have had a great partnership. We needed a software that...

We have been with CaseWorthy since 2012 and have had a great partnership. We needed a software that would grow as we grew and they have definitely delivered. There is an abundance of functionality that truly helps our staff stay organized, efficient, and accountable. Our development team also appreciates the copious amount of data we are able to deliver that helps showcase what our organization does. We are very thankful for CaseWorthy!

Avantages

There is a lot to love but most of all we love how easy it is to customize. I have very little technical background and am able to create lists and fields with ease. We also love the scan card function! It helps keep our facilities safe and our outputs accurate.

Inconvénients

There can be a lot of navigating and clicks to get somewhere.

Réponse de CaseWorthy

Thank you so much for your review! We love and appreciate your organization as part of our CaseWorthy family!

Danielle S.
Note globale
  • Secteur d'activité: Gestion d'organisme à but non lucratif
  • Taille de l'entreprise: 201-500 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 9.0 /10

A Flexible Partner and Strong Baseline Product

Publié le 03/09/2020

CaseWorthy provides strong customer support. Our project manager, [SENSITIVE CONTENT HIDDEN] and...

CaseWorthy provides strong customer support. Our project manager, [SENSITIVE CONTENT HIDDEN] and analyst, [SENSITIVE CONTENT HIDDEN] worked extensively to make our implementation experience the best possible. I highly recommend their work. They helped us to identify baseline and custom solutions that will grow with our agency. By figuring out our 'must-haves' and 'nice-to-haves', they supported a phased go-live experience over the course of 1.5 years. We have what we need now and are structured to keep evolving the system. Thank you, CaseWorthy!

Avantages

CaseWorthy caters to clients with diverse needs. The product's scalability is unique compared to its competitors. Unlike Netsmart or Social Solutions, which focused on either electronic medical records or case management records, CaseWorthy bridged our requirements for billing Medi-Cal and recording day-to-day case management. For the large nonprofit that straddles multiple social service, market segments (housing, aging, immigration, youth development), CaseWorthy offers us a rare, one-size-fits-all solution. The depth and breadth of its features fit our 35 programs' needs. Now, we store and analyze information in one place, and have the ability to streamline operations with innovation.

Inconvénients

CaseWorthy is continuing to refine its implementation process. Document your requirements, workflows and data fields to help this partnership. You will get the most out of implementation if you have a dedicated team internally. CaseWorthy will listen and respond to suggestions for improvement.

Sherry E.
Note globale
  • Secteur d'activité: Gestion d'organisme à but non lucratif
  • Taille de l'entreprise: 51-200 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 7.0 /10

Review of Caseworthy from HMIS Project Manager

Publié le 27/08/2019

Our current account manager is knowledgeable, supportive and prompt with followup.

Our current account manager is knowledgeable, supportive and prompt with followup.

Avantages

What I like the most is that it is a web based system.

Inconvénients

The software has so much flexibility to be setup for many things, but this causes trouble for our user base as they get confused by all the options they don't use.

Would like to see more documentation, videos etc on the portal for how to use it.

Réponse de CaseWorthy

Thank you, Sherry, for your review; we really appreciate it! It's great to see that your AM has been so helpful for you and your organization and we'll be sure to share your feedback on the setup and documentation with our Training & Customer Success depts to make improvements for your team and others moving forward. Please don't hesitate to reach out if you need anything!

Mary G.
Note globale
  • Secteur d'activité: Gestion d'organisme à but non lucratif
  • Taille de l'entreprise: 51-200 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 7.0 /10

Very Customizable

Publié le 14/08/2020

Started out shaky due to high turnover of CaseWorthy staff. However, once I was assigned a strong...

Started out shaky due to high turnover of CaseWorthy staff. However, once I was assigned a strong project manager and analyst, things moved pretty smoothly. There was excellent communication, quick response, and a willingness to work through any challenges.

Avantages

Very customizable to fit our needs. We now have functionality to meet the needs of our residential programs, as well as our Mental Health Clinic. The alternative would've been to use two different software programs.

Inconvénients

It's a little more complicated to use for an end user than our previous software, however, there are more checks and balances to ensure accurate data, and it has more functional capability. So it's a trade-off. Ad-hoc reporting is also more complex than what we've used in the past.

Réponse de CaseWorthy

Thank you, Mary, for your honest review and feedback. We really appreciate it and the partnership we have with the Union Gospel Mission!

CaseWorthy continues to pride itself in supporting our partners with custom solutions, providing accurate and efficient data. We also offer in-depth, virtual training classes on everything for system admin, form building, reporting and more, to help support the needs of our partners.

Peter D.
Note globale
  • Secteur d'activité: Enseignement supérieur
  • Taille de l'entreprise: 201-500 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

If you want to have evidence driven service, then CaseWorthy is the Best.

Publié le 24/01/2017

I used this very site (Capterra) to vet 42 or so products. After several months and elimination...

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.

Avantages

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.

Inconvénients

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.

Réponse de CaseWorthy

Thank you for your review and feedback Peter. We are proud to be the software that you selected after working with so many others. We are currently in the process of drafting more documentation to help our customers understand how to CaseWorthy better.

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CaseWorthy - FAQ

Voici quelques-unes des questions fréquentes sur CaseWorthy.

Types de licences disponibles pour CaseWorthy :

  • À partir de:
  • Type de licence: Abonnement
  • Essai gratuit: Non disponible

Nous n'avons pas d'informations sur les fonctionnalités de CaseWorthy.

Utilisateurs habituels du logiciel CaseWorthy :

Auto-entrepreneur, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

Langues dans lesquelles CaseWorthy est disponible :

anglais

Appareils pris en charge par CaseWorthy :

Android (mobile), iPhone (mobile), iPad (mobile)

Nous n'avons pas d'informations sur les intégrations offertes par CaseWorthy.

Ressources d'aide disponibles pour CaseWorthy :

Service client/e-mail, FAQ/forums, Support téléphonique

Catégories connexes

Consultez toutes les catégories de logiciels trouvées pour CaseWorthy.