ETO Software is a legacy case management solution supported by Social Solutions, acquired by Bonterra, and later sold as Bonterra ETO. The application is not the company's current case management solution.
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monday.com
Score 8.3 out of 10
Mid-Size Companies (51-1,000 employees)
monday.com Work OS is an open platform designed so that anyone can create the tools they need to run all aspects of their work. It includes ready-made templates or the ability to customize any work solution ranging from sales pipelines to marketing campaigns, CRMs, and project tracking.
We originally built our program around SharePoint and were dissatisfied by the lack of transparency it provided. We then moved to ETO, primarily because it was the cheapest of the other solutions that we looked at. Now, we are realizing that we are not getting any real value …
When we made our decision several years ago Social Solutions had just acquired Apricot. At that time it was recommended to use ETO based off our revenue stream. However, it seems like Social Solutions has put in a lot more time and effort into Apricot over ETO and it seems more …
To be quite honest, ETO was selected prior to my arrival at my job. I believe it was selected because of its notoriety for serving non-profits specifically.
Some comparable options for us were Apricot and Salesforce. Apricot didn't have the capacity to stretch to as many different programs and clients as we had. Salesforce was similar: it is better suited for tracking individual donors instead of the vast network of clients and …
There are other, tailored solutions by private developers that were not available on this list. The major one is HIFIS, developed by the Government of Canada to track shelter use. What we didn't like about it is the inability of individual organizations to customize their own …
We had primarily been using Access and Excel for tracking in many of our programs prior to ETO, with the exception of a few programs that used specific programs required or provided by funders. Access and Excel have so many limitations--I don't think I need to detail them here. …
We have been using ETO for a while. I haven't come across another reporting system quite as robust as ETO. For this reason, we are continuing with ETO.
My organization recently went through a process of analyzing other databases on the market. These databases include Salesforce and Apricot, another Social Solutions project. ETO is far more robust than these other products as they do not include the reporting capability that …
Many similar products have a very high price point of entry. The financial investment is greater with other options that I've looked at in the last few years. ETO is additionally more customizable to your organization's unique needs. However, the customer service at Social …
I've use ClientTrack in the past and while the UI is currently nicer than ETO the reporting isn't as robust. ChildPlus is another software that is geared toward Head Start programs and is slick and easy. The reporting is also not as good as ETO but the data entry side is very …
Given the diversity of the services we offer and the vastly different service goals/models of those programs, ETO is the only program we've found that offers us the flexibility we need in both data entry and reporting. Also, many of our funding requirements change annually …
No other software package we've researched can match ETO's reporting capabilities. All other software packages, however, have better interfaces, are browser-neutral, and are mobile-friendly. We selected Social Solutions ETO because it was the best software package we could …
Salesforce is currently being used as a requirement of a few grants that we currently have. G*Stars is another popular Workforce Development software that several of our Workforce Development Agencies are using. Preferably for us, we use Social Solutions ETO. I believe all …
monday.com feels like it offers a lower barrier to entry as well as more versatility, extensibility without becoming too complex. Atlassian is geared more for larger companies requiring a greater degree of granular controls.
Both platforms have a number of integrations (though, …
I used Pipedrive in my previous roles, so I did not evaluate monday.com as an alternative to Pipedrive. Similarly, Salesforce is not positioned as an alternative to monday.com for us. We currently use both Salesforce and monday.com, as they serve different purposes and …
Planner is very hard to figure out. Insightly is a good resource to keeping track of customers and their info but for tasks, monday.com is far superior
Workfront offered a more intuitive user interface, which made team adoption easier. It also included additional products that aligned well with the needs of our Dev, Work Management, and Service teams.
Cost is a big factor as the alternatives stacked up poorly in user costs and built in features. Also, the business was already using a different facet of monday.com so it was a quick setup and we already had experience and people were Jo knew the platform. Less complex and also …
monday is more capable and comprehensive when it comes to project and task management as well as the CRM side. However, Odoo is better suited for managing other areas that monday doesn’t cover, such as employee management, payroll, and invoicing. If one were to prioritize cost …
We have not used anything like Monday.com before. We used to do all of what I described on Google Sheets and share them with the company. It was very time consuming and cumbersome to remake new sheets every year, Monday.com gives us the freedom to add on year by year and not …
monday.com is far superior to Microsoft Planner and Basecamp, and arguably superior to Trello and Slack Lists as well. Asana (for work management and Zendesk (for request management) put it to shame. My main monday-using client selected it primarily because of its slightly …
We have only ever tried one other software that was designed to work similarly to monday.com. I will not name the company but our experience with it was just short of harrowing. The company was friendly and supportive but the product they designed was not user friendly. It did …
monday.com is so much better and cheaper. We moved from Zendesk because, in our experience, their customer service was terrible, they kept raising prices, and there was limited functionality relevant to our organization. The tools within monday.com allow us to use it as more …
It's been a while since trying Asana, so it's hard to say. I think they are very similar from what I remember, but maybe monday.com has more reporting and customization possibilities?
monday.com offer much of the standard tools and seems to be ever evolving. They seem to take feedback and constantly upgrade the tools. If all the tools are there, the differentiating factor might be the cost, any integrations you may need, and the visual "chemistry". To me, …
We chose to move from Zoho to monday.com when our company started growing exponentially. Overall, our team was thankful for the change because we were growing at far to fast of a speed for Zoho's tools to keep up with us. monday.com is a better, beefier platform with far better …
We decided to go with monday.com because they offered a free tier for nonprofits and because they are easier to use and offered additional features that we could not find on the other choices. Hands down, there was no better choice for us than monday.com.
When I arrived at my org, I was initially disappointed to hear that we used something other than Asana for project management. Fast forward just a few months, and I became a complete monday.com convert. While its organization is similar to Asana's, it's user interface, …
I can see from an education perspective how it would be an incredible fit. The functionality is all there and growing. From a CAC perspective, it's still a work in progress, especially for larger CACs where lots more services are provided and the lines between programs blur a bit more. I think that ETO is becoming more user-friendly for CACs and Social Solutions is moving in the right direction too. I can't wait for some of the new features to roll out and be able to use them in our system. I really do think that will improve our user experience significantly.
The platform is very well suited for our nonprofit programs that serve low-income clients who need diapers, wipes, and period products. It has helped us run our programs, capturing information and allowing us to view the data for reporting purposes. The ability to filter data is very helpful by allowing us to categorize information to get a better picture of the progress of our programs.
I like summary of subitems, especially with subitasks as subitems and add item tracking for each subtask it can show total tracked in parent item. Similar with other columns, like numbers, status, date.
Dashboard features, Many kinds of dashboard view available, we can utilize on the basis of requirements.
monday.com workform is very powerful, easily share form link when submitted it will create line item in board with provided data.
monday.com automation is very helpful in order to automate steps with specific rules and easy setup.
monday.com also provides integrations in order to automate processes if need to integrate multiple app together. or need to transfer data between multiple apps.
ETO needs to be mobile friendly because a lot of our staff do outreach work, including all touchpoints, demographics, enrollments, and dashboards on their phone.
Too many ways to get to the same thing. E.g. Add New Participant Tab, Add New Participant in Navigation Bar, Add New Participant on Home Page, etc. This generates mistakes and a need for very thorough training and tight oversight.
Inability to remove touchpoints from custom universes once they have already been added. There is a limit of 20 touchpoints per custom universe. If the touchpoints in a universe have become obsolete or irrelevant, there is no way to make room for a new, more relevant touchpoint. Old touchpoints can be disabled but not removed.
Need to pay extra for email and calendar notifications. This should be a built-in function, as the software already costs a lot, and many organizations cannot afford to spend more to get this vital functionality.
It would be great if a "Case Conference" chat feature could be attached to participants. Case managers could enter the chat room and relay important information about the participant to each other. This could also work when people aren't there in real time, like emails. The important part is that all of this information would be accessible UNDER the participant's profile or dashboard that it's regarding.
The desktop app for Mac seems to have a few issues with visual glitches appearing on screen, it only seems to go away when I close the tool and reopen it
Subtasks don't show on the individual users to-do list, only main level tasks
Social Solutions has been great for our organization. It has allowed us to not only report on data, but to dive into it to see trends and give snapshots of the current status of our neighbors. Social Solutions has been helpful in getting us to see additional ways we can use our data and ways that it is easier for front line staff to use this tool
Teams involved in content creation, such as marketing or editorial teams, could use monday.com to manage the entire content lifecycle. Boards might track content ideas, assignments, drafts, reviews, approvals, and publication schedules, helping teams collaborate and keep content production on track.
6 years of experience dealing with a poor interface, unreliable reports, and broken promises with virtually zero improvements. I have too many issues to list but have an entire file if anyone ever shows interest from a site Manager. I listed some of the issues in some of the first questions in this review and I appreciate the opportunity to share my experiences.
It's really about ease of use. I use Click-Up as well, which I really enjoy, but monday.com is a lot less complex to use. Its structure is a bit easier to understand and I got accustomed to the functionality very quickly. I have not explored enough of its functionality to comment any further but it's a really great tool for tracking progress and for capturing absolutely everything I need to save, including ideas, brain-dump, insights, continuous improvement on tasks and processes. I am lucky to be able to use monday.com as a member of my client's team.
Routine maintenance is announced with plenty of lead time, and the few times I've been unable to log in to the system properly a simple refresh was all that was required to fix.
Mostly really strong now, although I understand that for some years before switching their hosting service to AWS performance was a real issue with ETO and we had frequent problems with pages timing out or other glitches stemming from performance issues. With AWS that is mostly a thing of the past, although it is still a major issue with the reporting tool which is unable to run reports on the entire database due to performance limitations, instead requiring admins to define universes prior to running queries.
Everything performs fairly well. Every now and then there are user errors where an employee will not click "ok" on a note they've created and simply exit out (I do wish that something was in place to prevent this, such as a pop "are you finished?")
We love the first tier customer support folks! They're friendly, helpful, and knowledgeable within the scope of their position. The experiences we've had with their supervisors have also been mostly good and again they seem to be doing what they can within the scope of their positions. This is what prevents me from selecting 1. Unfortunately, none of these wonderful folks can offer real solutions when things are actually broken. They verify there's a problem and send it to the black hole called "the developers". After that, we don't hear anything useful and we figure out how to live with/work around the problem ourselves. (Requests for updates typically get "still with the developer" responses.) This is highly frustrating given that most of our issues are basic system issues (functionality that worked then broke after an update by Social Solutions, servers not syncing, report universes not flattening automatically, etc.). All we want is for the system to work as designed and to be fixed in a timely fashion when it doesn't. Apparently, that's too much to ask. (And no, we don't expect it to happen instantly, programming and quality control checks obviously take time.)
monday.com only really care about accounts that have 20 seats or more. While this is great for monday.com, it pushes smaller organisations to evaluate alternatives. We rate monday.com highly in our organisation because key staff have already got good experience with the application and we know we will get to 20+ seats one day. But, till then the billing model and lack of permanent enterprise features is a dread.
Really good trainer and exhaustive curriculum covered, but ETO is a complex enough system that you don't *really* know how to use it until you've been in the trenches for a few weeks. For instance, I took a Report Writing training and emerged with some fluency in the reports interface and a vague understanding of the process, but immediately encountered a legion of instance-specific idiosyncrasies that would have been totally impossible to address in a webinar training for a dozen folks from different orgs working in different instances.
To have someone walk you thru the features and capabilities of Monday.com is priceless. Someone also coming along later in the contract to see if you are maximizing the program to suit your company needs is beyond helpful. The staff that have provided this training are fun, creative and very patient.
Hard to say, as I was not with the agency at the time. However, based on our use of the software ~5years later I can say that there were no catastrophic design choices made during implementation that have become unduly burdensome as we've scaled up.
We signed up for the accounts. Created the accounts. Ran the trial version and tested it live while we were running multiple projects and found that it was fitting our needs perfectly. When the trial ended and we were asked to purchase the full version, we did. We have found other ways to use it and it's a breeze.
We originally built our program around SharePoint and were dissatisfied by the lack of transparency it provided. We then moved to ETO, primarily because it was the cheapest of the other solutions that we looked at. Now, we are realizing that we are not getting any real value from our ETO system, so we will likely be investing in a more sophisticated system.
monday.com feels like it offers a lower barrier to entry as well as more versatility, extensibility without becoming too complex. Atlassian is geared more for larger companies requiring a greater degree of granular controls. Both platforms have a number of integrations (though, Atlassian may have "more" because of it's marketplace and longer tenure), but monday.com may be easier to configure, though with potentially more limited functionality. monday.com definitely lends itself well to getting a business off the ground with simpler automations and the ability to grow you to the point of "graduating" to a more specialized tools.
The core product scales well, and we've grown quite a bit as an agency during our use of ETO. However, there are some real pain points particularly around creating new programs and managing report universes that require extensive offline checklist resources and a full-spectrum understanding of how changing settings in one part of ETO can have downstream impact in other areas. This can introduce a "chilling" effect on proposed changes to the system, where there is strong incentive to leave things as-is to avoid unforeseen consequences.
For it to work across multiple departments and sites, I would like to see improvements made with integrations and automation. For this question, I am acknowledging not only the addition of internal triggers/automation, but also an expansion on external ones.
It has saved us time in terms of putting together reports for internal use and for external funders.
Better accountability for gathering information.
Given the monthly cost of the system we are probably paying too much but the cost of switching to another piece of software doesn't quite justify a move yet.
By using monday.com as an enablement tool for templated onboarding plans, we have been able to begin calculating the number of manager hours saved through our work (not defined yet).
monday.com's reporting tools also allow us to more easily report on the productivity and output of our team since we keep up with all projects and subitems in monday.com.