Designed for Engineer To Order (ETO) manufacturers and custom design machines.
ETO [gives us] the capacity to explore [but also maintain operational consistency]. From delivery to delivery, you [don't have to learn] …
Overview
What is Bonterra ETO?
Case management software that consolidates data, caseloads, and service delivery programs, helping users to save time and serve more people. Bonterra ETO is purpose-built for organizations looking to improve their program and case management. ETO is built in accordance with…
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What is Bonterra ETO?
Case management software that consolidates data, caseloads, and service delivery programs, helping users to save time and serve more people. Bonterra ETO is purpose-built for organizations looking to improve their program and case management. ETO is built in accordance with industry…
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Product Details
- About
- Competitors
- Tech Details
- FAQs
What is Bonterra ETO?
Case management software that consolidates data, caseloads, and service delivery programs, helping users to save time and serve more people. Bonterra ETO is purpose-built for organizations looking to improve their program and case management.
ETO is built in accordance with industry security standards and includes tools that helps users to focus on advancing their missions, as well as:
ETO is built in accordance with industry security standards and includes tools that helps users to focus on advancing their missions, as well as:
- Reduce time spent entering data into separate systems to increase overall data integrity and compatibility across use cases.
- Deliver the best care with participant-focused features that attract new applicants, sustain connections and empower participants.
- Work smarter with time-saving features and best practices.
Bonterra ETO Features
- Supported: Multi-site program management
- Supported: Advanced report building
- Supported: Electronic signature
- Supported: Mobile capabilities
- Supported: Participant portal
Bonterra ETO Screenshots
Bonterra ETO Competitors
Bonterra ETO Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Countries | USA, Australia, UK |
| Supported Languages | English |
Frequently Asked Questions
CaseWorthy, ClientTrack by Eccovia, and Bonterra Case Management are common alternatives for Bonterra ETO.
Reviewers rate Support Rating highest, with a score of 4.
The most common users of Bonterra ETO are from Mid-sized Companies (51-1,000 employees).
Bonterra ETO Customer Size Distribution
| Consumers | 0% |
|---|---|
| Small Businesses (1-50 employees) | 0% |
| Mid-Size Companies (51-500 employees) | 40% |
| Enterprises (more than 500 employees) | 60% |
Comparisons
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Reviews and Ratings
(72)Attribute Ratings
Reviews
(1-7 of 7)Companies can't remove reviews or game the system. Here's why
April 26, 2019
Mixed Review
It is used by the entire organization. ETO quantifies our results for reporting to funders.
- Lots of customization available
- Clean design
- Frequent performance issues.
- Many features feel 'grafted' on without a full scope consideration of how they could be best integrated into the existing interface. The result is a congested array of settings UIs that require the primary user to develop and maintain workflow checklists off of the site itself.
- Reporting tool has numerous performance and design flaws.
We use ETO across multiple departments and to help us manage our client and service data. We have multiple ways a client can enter into our building and we have multiple services we offer. ETO provides us an opportunity to better and more accurately track the services we provide to our clients and their family members.
- ETO's customization allows for the use of so many different and unique applications.
- The ability to build extremely customized reports also allows us to get very detail oriented results or very broad building wide stats.
- The additional added features such as workflow, referrals, and ETO Engage are useful in their own way and add more ways to better track and record data while simplifying some end-user processes.
- ETO can be a bit clunky. Lots of added unnecessary clicking. I'm hoping the new UI will bring it up to speed.
- ETO Results is built on the SAP BO Web platform and although it's one of the best reporting engines out there for customization, it provides little to no feedback by comparison to other reporting platforms in terms of error checking and predictive text, which with such a complicated system, would be really helpful.
- ETO customization is awesome, but there is a need to add some more functionality to building out TouchPoints and creating questions and conditionals. The process is long and cumbersome when compared to any other form builder, even the more complex ones.
December 28, 2018
ETO Review
ETO is being used in province-wide shelters of our organization. ETO is being used to track client data for our programs and is allowing us to use that data to make decisions, primarily at the intake, follow up, exit, referrals and consultation level. We are using it to track the data on social issues of homelessness, health care, employment and to track the use of public services on social issues.
- ETO is good in capturing the variety of data that can give us more ways to understand what is happening with the participants we serve.
- The referral system within ETO allows us to make easier referrals between programs and track how often that occurs, tracking the follow up in consultation etc.
- Participant dashboards are customization and can be very helpful for direct service providers in serving their participants.
- Customer service has gotten a little better recently, but overall our experience up to this point has been pretty bad .Turn around on issues is really bad and sometimes takes forever to get a resolution.
- No proper documentation or manuals available.
- Training is not free even if you pay tons of $$ for software.
December 22, 2018
Versatile, Great Reporting Functionality but Ugly and Costly
We use ETO by Social Solutions for all programs across the organization for information gathering and operations.
In terms of information gathering, we use it to count the number of people we serve, understand our population's demographics, understand our efforts and impacts. We use this information to make reports for our funders, apply for grants, evaluate our programs and improve our services.
In terms of operations, ETO is used by case managers to track relevant information about their participants, check on individual participants' progress/history, and communicate with other staff members about this work. ETO has built-in processes that enable staff members to do their work and have all the necessary documentation to do their work. Managers use ETO to see how the program is performing, and how individual staff members are performing. They also pull their own reports for funders.
In terms of information gathering, we use it to count the number of people we serve, understand our population's demographics, understand our efforts and impacts. We use this information to make reports for our funders, apply for grants, evaluate our programs and improve our services.
In terms of operations, ETO is used by case managers to track relevant information about their participants, check on individual participants' progress/history, and communicate with other staff members about this work. ETO has built-in processes that enable staff members to do their work and have all the necessary documentation to do their work. Managers use ETO to see how the program is performing, and how individual staff members are performing. They also pull their own reports for funders.
- Excellent report building platform. Very versatile.
- Highly customizable user interface; a lot of flexibility in form building and dashboards.
- Tracks all the right things - demographics, forms, enrollments, duplicates. Well made for case management.
- 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.
ETO is being used in about a quarter of our organization. We plan to use it for half the organization--for the programs and services that are primarily not healthcare. For our healthcare programs, we are using Netsmart Avatar, an electronic health records system.
ETO is being used to track client data for our programs and is allowing us to use that data to make decisions, primarily at the management level. We plan to increase our use of ETO in this way and also plan to use ETO as a way for us to coordinate care for individuals and families who may be receiving services from multiple programs and also to help direct service staff gain insights that can help them serve their clients better.
ETO is being used to track client data for our programs and is allowing us to use that data to make decisions, primarily at the management level. We plan to increase our use of ETO in this way and also plan to use ETO as a way for us to coordinate care for individuals and families who may be receiving services from multiple programs and also to help direct service staff gain insights that can help them serve their clients better.
- ETO captures the variety of data that can give us more ways to understand what is happening with the participants we serve.
- Participant dashboards are customizable and can be very helpful for direct service providers in serving their participants.
- The referral system within ETO allows us to make easier referrals between programs and track how often that occurs.
- It doesn't take a strong technical person to set up programs and other pieces within ETO.
- The interface can be a bit clunky, especially the interface for navigating the setup forms for creating programs, touchpoints, setting security, etc. Way too many clicks and confusing workflows and terminology.
- Lack of up-to-date documentation for administering the system.
- Customer service has gotten a little better recently, but overall our experience up to this point has been pretty bad. And along those lines our implementation experience was awful.
September 15, 2018
Great Product, Iffy Standard Support
We use ETO as a client information management tool for our entire organization. It provides a centralized place to locate a client's demographics and history that facilitates both service provision and aggregated data reporting for funder compliance.
- Web-based data entry allows for real-time data entry from staff in off-site offices and in the field.
- Highly customizable data entry options and security rules make it well suited to comprehensive service providers where goals and service delivery approach may vary greatly by service type.
- ETO Results, the built-in reporting tool, is very flexible and powerful, automating and replacing much of what we previously did in MS Excel.
- If an issue cannot be immediately addressed by fist tier customer support, it can take an incredibly long time to get answers, let alone a solution. First tier support seems friendly and willing to help, so I can only assume it's a shortage of staff to diagnose and solve the actual problems.
- Account managers change at the drop of a hat and this frequently is communicated poorly. Actually, communication in general can be a challenge.
- Social Solutions seems a bit out of touch with the non-profit market and is less responsive than it used to be. While I realize this is a some what unavoidable development as their customer base increases, one of the original draws to ETO was the company's ability to respond to customers and help us make the most out of what we'd purchased.
- Non-profits often do not have funds for extras, such as sending staff to national conferences. These opportunities, while wonderful, involve not only the conference fees, but transportation and hotel costs as well. It would be nice if Social Solutions offered more regional opportunities (which would make costs more achievable for our budgets) or online options (which would again increase accessibility, even if the offerings couldn't be as robust).
December 05, 2017
A great Solution for my data needs.
ETO Is being used by my department which has over 100 employees and 31 different contracts. The reason we chose to use ETO is because it is customizable and we were able to generate reports for various programs. When you have 31 different programs that have various reporting needs and a department that is constantly growing it is necessary that you have a database that can grow with you.
- ETO provides excellent training so that you do not have to rely on them to build out reports.
- The ability to export data into other systems is extremely useful.
- The fact that it is customizable is by far the best feature.
- The ability to send referrals to those who are not on the system using email.
- Ability to do mathematical equations.
- Ability to create charts and graphs from existing data.