Nonprofit review of Bonterra Case Management Apricot Core helping to reduce homelessness
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Overview
What is Bonterra Case Management?
Case Management by Bonterra is a cloud-based solution for nonprofits of all sizes. It's designed to bring data to the forefront in order to bolster a nonprofit organization’s impact. Bonterra Case Management helps organizations to save time and resources because…
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What is Bonterra Case Management?
Case Management by Bonterra is a cloud-based solution for nonprofits of all sizes. It's designed to bring data to the forefront in order to bolster a nonprofit organization’s impact. Bonterra Case Management helps organizations to save time and resources because the tool makes managing data more…
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Product Details
- About
- Competitors
- Tech Details
- Downloadables
- FAQs
What is Bonterra Case Management?
Case Management by Bonterra is a cloud-based solution for nonprofits of all sizes. It's designed to bring data to the forefront in order to bolster a nonprofit organization’s impact. Bonterra Case Management helps organizations to save time and resources because the tool makes managing data more efficient, so that users increase the time spent delivering the mission.
Bonterra Case Management offers configurable forms and fields so organizations can customize their experience to their clients and mission. It allows nonprofit organizations to track what matters and follow clients throughout their entire lifecycle in a single, unduplicated record.
With Bonterra Case Management, nonprofits can ensure data integrity through functionality that tracks whether the data in the system is complete, entered correctly, and unduplicated. With drag-and-drop functionality and outcomes management capabilities, Bonterra Case Management helps nonprofit organizations transform more lives for the better.
Bonterra Case Management users get real-time access to their data to facilitate collaboration and insights into program performance. Those insights can then be shared by creating reports within the system to present to organization stakeholders, board members, and funders.
Bonterra Case Management Features
- Supported: Case Management
- Supported: Outcomes Measurement and Management
- Supported: Best Practice Forms and Reports
- Supported: Customizable Forms and Reports
- Supported: Participant Intake
- Supported: Secure Data Environment
- Supported: Smart Form Creation
- Supported: Mobile Compatibility
- Supported: Client Information Portal
- Supported: Client Communication Tools
- Supported: Automated Rules and Alerts
- Supported: Calendar Integrations
- Supported: Workflow Automation
Bonterra Case Management Screenshots
Bonterra Case Management Competitors
Bonterra Case Management Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Countries | United States of America, Australia, United Kingdom |
| Supported Languages | English |
Bonterra Case Management Downloadables
- Data Sheet: An overview of the Bonterra Case Management comprehensive case management solution.
- Case Study: How ARCHS uses technology to empower their partners with resiliency, creativity, and flexibility.
- Case Study: How Communities in Schools of Tarrant county increased staff productivity and student success using technology that enabled efficiencies of case management data collection and reporting.
- Case Study: How Deaconess Nurse Ministry used technology to provide better service and improved data accuracy and availability.
- Case Study: How Employ Milwaukee utilizes technology to improve service delivery, and increase and manage funding more effectively.
- Case Study: How technology is used by the California, multi-service agency, First 5 Riverside, to empower partnerships that increase family resilience.
Frequently Asked Questions
Salesforce.org Nonprofit Cloud, Bonterra ETO, and ClientTrack by Eccovia are common alternatives for Bonterra Case Management.
Reviewers rate Support Rating highest, with a score of 8.8.
The most common users of Bonterra Case Management are from Small Businesses (1-50 employees).
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(250)Attribute Ratings
Reviews
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September 14, 2022
Apricot is a Good ROI
Through Apricot data we can know the average number of people we have coming in for services each month. We can also estimate how many new clients we are getting each month and whether the trend is going up or down. We expanded the amount of food we were purchasing for our pantry when we noticed we were having more people coming due to the recent rise in the cost of gas and groceries putting their budgets in a bind.
Since using Apricot, our organization has doubled in size and impact, expanding our program initiatives to meet the heightened community needs to be brought on by COVID-19. During this expansion, our Apricot data management systems enabled us to transition with ease to remote work and service delivery while allowing us to access the data and analytics needed to articulate heightened community needs and service demand/utilization to funders.
September 14, 2022
Data roundup.
As a "boots on the ground" employee, I have been told that our data has led to increased fund raising opportunities.
September 14, 2022
Apricot has made grant reporting a breeze.
I am able to custom-build reports based on each grant report required. Our previous database did not have this functionality. My previous supervisor spent countless hours handwriting spreadsheets to track data requested by grantors. Now I am able to adjust the dates of reported data and get everything needed at a quick glance. I've built a client budget form so our staff is able to see at a quick glance a client's monthly income and expenses with the 'quick view' function. Or they can fully open the form and see in detail the income revenues and detailed monthly expenses.
September 12, 2022
Helpful Platform, Could be More Dynamic.
I think we have, as it has lessened the number of spreadsheets and other data entry tasks we must complete. It allows us to easily prepare client rosters and access contact information.
September 12, 2022
Has delivered on its promise.
We haven't yet used the data to scale our programs. Data alone cannot do this. What we have done is build a better method of program evaluation in only two and a half years. We did not have a data collection, evaluation, or reporting method prior to Apricot. Data put us in a position to apply for larger grants because we can speak about our processes and outcomes in terms impossible to do previously. Using data in this way and receiving larger grant awards had the unintended effect of giving us more resources than we had the capacity to leverage. We are now at the point, because of Apricot, to see clearly where and how we need to scale.
September 08, 2022
Good software. Still working through the bumps
We have not fully achieved this benefit but we are working towards this by refining the database with a new dedicated Systems Analyst.
September 01, 2022
Sold big promises, not lived up to
We are able to generate our own reports on an as-needed basis to answer any questions we have regarding service delivery. On the other hand, our reports often break and there is no clear answer as to why they are breaking.
September 01, 2022
Apricot is Versatile and Always Improving
We have not necessarily scaled yet, we are still getting used to turning to Apricot by Social Solutions as a tool. It has taken some time to get staff buy-in to using the system and exploring the possibilities available within apricot for improving and scaling our programs.
June 14, 2022
Wish we could learn all the tools faster!
We don't have any examples of scaling.
June 01, 2022
New user experience
We are in the beginning stages of seeing this happen. Still relatively new to this database but currently hope to use it for delivery of a couple of our major programs.
June 01, 2022
Apricot User
Not yet. We are still building our reports.
June 01, 2022
Apricot - many pros, but some challenges
We did --- but we purchased Apricot so we could scale. Of course, we did this in 2020, so our scaling didn't scale as much as intended pre-pandemic. We struggled to get our program expansion off the ground, and only met 33% of our expansion goal. Because we didn't meet our original (pre-pandemic) goal, we are struggling with funding to keep our program going. Our Apricot contract expires June 1. We asked for a 3-month extension so we could have more time to secure additional funding -- but were not granted an extension (Apricot's minimum term is 12 months). I was disappointed that we couldn't get an extension and the whole conversation around that request did not go well -- I felt like Apricot was more than willing to leave us behind. This week we have spent downloading our data, and will not use Apricot after June 1.
June 01, 2022
Great Functionality for Non-Profit Storytelling
Apricot has allowed us to capture data and conveniently report on that data to find trends that help us better tell our story. It allows us to step back and take a look at the bigger picture as we analyze student and family needs, helping us determine what resources we can best provide to the people we serve. It also allows us to report on specific outcomes to donors and funders.
We operate the same two programs in 21 sites across the country- and counting! We needed software that is as scalable as we are. Apricot360 has allowed us to be able to buy a "hotel" with one main customizable blueprint and then make local "floor level" changes as needed. This empowers our leadership team to have oversight as well as empower our local chapters. Our core programs are highly adaptable to serve in urban, rural & suburban areas, tailoring to different socio-economic & cultural backgrounds, in order to meet the real needs of individual fostering family units. The software will provide a standard case management process that can be customized to accommodate diversity.
May 31, 2022
Makes the tedious tasks easy and seemless
I do believe this has helped us as a company to deliver more help to more clients and keep it all organized. We still have to use applications like Microsoft Excel and google spreadsheets for certain data, but Apricot makes it easy for everyone in the company to have access to necessary data without any disorganization.
May 31, 2022
Skeptically Optimistic User
Not yet. Still spending a lot of time trying to set up the database to allow us to scale. There always seems to be a glitch and we lose important data when we survey our youth. We only get one shot and when the software or the set-up isn't working it hurts us. As I mentioned the phone app needs some work. Our students used the phone to take the survey and we missed most of them because they couldn't find an easy submit button. You had to scroll up and over to find it instead of at the bottom of the survey. This impacted us greatly.
May 30, 2022
Helpful Data Tracker. Unlimited Customizations
Yes, it has helped us know how many clients we're able to manage based on the number of volunteers we have.
May 26, 2022
Okay enough
Score 7 out of 10
Vetted Review
Verified User
To some degree, yes. We are able to track certain program deliveries pretty accurately to help us in decision makings. Limits in features and functions can sometimes make it hard to expand how we can capture data outside of the conventional direct service way.
The organization has achieved this benefit. For example, we have been able to keep our notes and conversations with tenants organized.
May 25, 2022
Apricot Review
We are working on providing additional programming based on the data collected.
May 24, 2022
Apricot is As Advised! Great Product that Continues to Expand and Growth with Our Growing Agency
Yes, we have been able to reach more people with the Connect Feature!
May 23, 2022
A Social Solution you can use!
Apricot has been beneficial in scaling our organization's program delivery as we expand to serve new counties within our state. Through Apricot's capabilities, we are able to create separate geographic sites and programs with specific permissions sets and role-based functionality, so users across the state only have access to the data they need. Administrators can tweak that access when needed to allow program managers to view reports and announcements.
Apricot has enabled us to pull accurate data that shows when our company has experienced growth, when it slacks off, and where we are effective when the growth takes place. Growing can be bumpy, but with this program we have been able to identify the gaps and work to close them. It's been an effective tool for the work we do.
May 19, 2022
Apricot; Virtually Nutritious
Apricot has provided us with the ability to view and see long term affects that our services provide for our clients over varying time periods. Thus allowing us to view which services and programs have the most benefit and which could use some more work, which is the most cost effective and which provides the best short and long term goals we're aiming for.