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…
ETO by Social Solutions Review
A Good(will) review of ETO
Mixed Review
ETO One of the Best!
ETO - A practical software for your client and service data needs
Who said you can't teach an old dog new tricks...lets find out
Not an ideal product
ETO in a Midsize Non-Profit
Using ETO for data driven decisions
Thanks ETO!
Best software to fit the diverse needs and outcomes of program participants
ETO Review
Versatile, Great Reporting Functionality but Ugly and Costly
In terms of information …
User-friendly
Pricing
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…
Entry-level set up fee?
- Setup fee required
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Alternatives Pricing
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Product Details
- About
- Competitors
- Tech Details
- FAQs
What is Bonterra ETO?
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
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
(1-25 of 30)ETO by Social Solutions Review
- The main dashboard page/portal is attractive in color and font design.
- Honestly I'm really trying to be fair, but there is nothing this software does particularly well from the users standpoint.
- Some of the support staff have been responsive over the years.
- Still waiting for a seamless connection with SOMS (Strategic Offender Management System which is CDCR's main software for the State). We have been promised these two systems would speak to each other, but there has been zero progress in 6 years, and locally, ETO blames SOMS which is not helpful since SOMS is robust and functional unlike ETO-ARMS. Human manual entry of data dumps has been the "solution".
- The interface is far from friendly or intuitive. It also has serious functionality issues. It requires multiple duplication and excessive clicks for data entry (ex: entering the same date multiple times, not showing pertinent required info on the same screen, not remembering last entries and ERASING previous data entered when entering new data, using different terms for the same action, disallowing some corrections, not speaking to itself on basic logic - like having to enroll an individual profile just so you can tell the software to un-enroll him in 3 different fields etc). Another big problem is the reports generator cannot be trusted as the data is often wrong or dated (perhaps because it requires data from SOMS which speaks a different language).They don't understand how to filter previous entries and terms, so the coding is probably defective or misunderstood at the root. This is taxpayer funded programming that the state legislature requires for budget decisions. Entry touchpoints have fundamental basic flaws and reports are basically garbage. We have so many examples of issues...too many to list here. 2-3 years ago a team was set up to assess contract renewal with ETO, and despite multiple examples of problems submitted, we have zero progress, the team was disbanded and the contract renewed.
- I understand that the issues we are dealing with may have more to do with the way our product was customized for California, and not necessarily the software's inherent capabilities, but either way, the ARMS part of ETO has become somewhat of a running joke. Even an ARMS support Manager admitted to me that ARMS "sucks". In my honest opinion the entire ARMS suite should be trashed and rebuilt with consultations from actual users. It is costing countless man-hours of lost productivity and employee frustration. Sorry but we have been dealing with these problems for years.
A Good(will) review of ETO
- ETO does well with collecting our data and allowing us to see where we can improve in our mission services.
- ETO by Social Solutions does well with responding to issues or concerns with the use of the software and they have very friendly customer support representatives.
- ETO by Social Solutions provides our organization with the tools we need to track the successes of our individuals as they progress along the path to employment.
- ETO by Social Solutions could improve on the availability of free basic training for new users.
- ETO by Social Solutions could definitely improve upon its Help Manual. The search engine is not very intuitive and often returns results that are unnecessary.
Mixed Review
- 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.
ETO One of the Best!
- The ability to design touchpoints and reports is very powerful with ETO
- ETO support services is another strength they are extremely helpful when you have issues
- ETO is continuously improving on the product which gives us more ability to improve
- Would love for them to have a module for HUD Housing Counseling
- 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.
ETO in a Midsize Non-Profit
- Custom reporting allows for almost unlimited reporting options.
- The ability to create your own touchpoints means you can capture any data point you wish.
- Available webinar training sessions for administrators and reporting training.
- Still not browser neutral (requires Internet Explorer)
- Almost too much customization involved in reporting and administration. Definitely requires a dedicated admin to effectively use this software in the organization.
- High turnover in the account manager and customer relations team.
Using ETO for data driven decisions
- Allows our users a place to report their daily activities with our neighbors
- Allows our agency to have data to drive decisions in staffing, programming, and expansion
- Allows our agency to share our work with funders, donors, and staff
- Allow our agency to dive deeper into data to identify trends in population and services
- Staff reports that sometime it is not easy to use when trying to do multiple data entry points with neighbors during the same visit
- I would like to see an easier way to create reports using the legacy platform
- Customizing reports for export to other databases
- Customer Service
- Results Training
- Tracking several clients who may be involved in more than one program
- User Interface
- Increased assistance with transitioning from outdated features to new features
- More advanced classes in results
Less suited: organizations that might only interact with a client one time.
ETO Review
- 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.
Versatile, Great Reporting Functionality but Ugly and Costly
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.
Less appropriate for tracking casual labour work placements. Although we are currently using ETO for this, it was not designed for it and is not the perfect solution. We have it rigged up so that Entities are employers and Participants are workers.
Some problems with this include:
- Cannot put an alert that pops up for an employer (Entity)
- When a participant is cross-referenced in an entity touchpoint (such as a work order), this touchpoint does not show up on the participant's dashboard or touchpoints.
- Long waiting times for reports.
User-friendly
- ETO gives us easy access to our data.
- ETO is user-friendly to users entering data.
- ETO offers us flexibility in customizing the product for use that makes sense to us.
- I'd like to see it compatible with more browsers.
- We are required to enter data into HMIS (service point) by HUD. We want to move towards having all our data in ETO, but don't want to ask staff to enter data twice. Ideally, we would do all our data entry into ETO and have the system share required elements with HMIS.
- Many of the features are standard throughout the software, but occasionally things look different. I'd like to see more standardization.
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.
ETO Recommended!
- ETO reports allows you to pull your data in many ways so that you can align different data points, look at data over time, or at one point in time. I haven't encountered a data collection and reporting system that is as robust as what ETO currently offers.
- Build custom assessments to collect data that are in alignment with your program model and/or services provided.
- ETO is not user friendly for the novice user and visually it is not pleasing to the eye. This hinders the 'buy in' process.
- There needs to be an online registration feature so that online accounts can be created and people can apply for certain programs and services. Also, to increase communication between providers and their clients.
- ETO has a lot of bugs that cause it to stop working during the middle of using it. A lot of error messages. Most of the people using ETO are not researchers or data analysts. They are people that like to implement services with other people. Because their weakness is already data and systems anytime the system isn't working or has an issue (which is quite often) it really discourages them from using the system.
Moving the Needle on School Readiness
- ETO is easy to navigate by site or by program
- Setting up programs and creating touch points is relatively easy
- The ability to email our clients through ETO would be beneficial
- Batch uploads don't always function properly
- The Social Solutions training academy for site administrators and report writers needs some work.
Long time ETO user
- data entry
- data management
- reporting
- dashboards
- user experience/interface
- reporting can be difficult, there's a learning curve
- communication by the developer to clients
Rides for Seniors made simple by ETO reporting
- ETO's reporting support is very helpful and supportive. Quick responses to problems.
- The reporting features allows many quick ways to see the results of our hard work.
- The workflow option allows for easy and accurate data entry for all staff and volunteers.
- Different options for pricing of bundles.
- Different options for pricing of users.
- Case management
- Tracking of survey data and volunteer info
ETO, Where Customization is Key
- It's fully customizable to meet our needs
- Security settings allow us to protect participant data
- Comprehensive data across all service areas
- Some features load slowly
- The user interface is outdated
- Some desired changes take Social Solutions a long time to process, if at all
ETO From the perspective of a Service Delivery Manager!
- ETO is customizable, even when a feature is deemed “limited” staff at Social Solution usually know a manageable work-around and keep the end user in mind.
- ETO staff/support are honest about the systems capabilities. They know what features are “in-the-works” and are responsive to requests.
- Frontline data entry folks need to be able to see and visualize their data. Color, visuals we need these things!
- Referral system can be improved to have more response/follow-up once a referral is sent across sites.
ETO by Social Solutions
- ETO helps us track and standard data and custom data requirements give to us by our funders.
- ETO Results, built on Business Objects, gives up powerful reporting to help us answer critical questions.
- ETO listens to customer feedback in order to improve the software and make it more modern and user-friendly.
- ETO has an outdated user interface us has recently announced plans for giving it a facelift.
- ETO sells many add-ons which are very helpful but the extra cost can sometimes be a burden to non-profits.
Great Product, Iffy Standard Support
- 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).
A Worthwhile Investment
- We are able to customize ETO to fit our program design and performance priorities.
- ETO was originally designed by professionals in social service so it fits a social service model very well without any challenges involved in retrofitting a sales tool for a social service setting.
- Over the years ETO has grown and improved from a software standpoint. They have partnerships with top-quality companies, like aws, so we have confidence in the software and the network--top-shelf.
- ETO uses Web Intelligence from SAP for reporting. It is a high quality and powerful reporting tool. We can customize our own reports and queries.
- Technology develops very quickly. Newer apps tend to have a sleeker, more modern feel than you get with ETO.
- Sometimes recording touchpoints in ETO can involve more clicks than we want.
- Full functionality is available on Internet Explorer only. While there has been an attempt towards browser neutrality and while for most users other browsers meet their needs, Internet Explorer remains the only reliable option for complete access to all features of ETO.
Very Unhappy
- ETO's greatest strength is its reporting capabilities, which runs off SAP BusinessObjects Web Intelligence
- Data entry forms are highly customizable
- Granular access permissions for user accounts
- ETO only works on Internet Explorer. There are no mobile apps, and it does not scale down well on a tablet or phone web browser. The fact that a large SaS package like ETO is not browser-neutral and device independent in 2018 is astonishing.
- Social Solutions continues to release add-on modules for ETO, but the core software has seen very little improvement over the past few years. When upgrades are made to the core system, only specific areas are improved, leaving others behind. Because of this, ETO feels extremely fragmented.
- All major upgrades come in the form of add-on products that cost more money.
- Support is sometimes very slow and difficult to work with.
If you have a mobile workforce, or work from devices that require something other than Internet Explorer, ETO is not a good choice.
Satisfactory Use
- Flexible design functions. Administrator can design all the programs by themselves without any PHP experience. It is easy to learn and use. I mastered ETO and began to work on it without any training.
- Powerful report functions. Using ETO Result, users can design and pull out all the reports without any SQL experience.
- ETO has rich functionality, we can define a lot of properties for every program/touchpoint/account, which makes our work more comfortable.
- ETO has powerful searching functiong
- ETO connects participates with entities, which makes it easier to administrate.
- ETO Result is slow recently.
- ETO database is not opened to administrator. Experienced user can not visit the database by SQL.
- ETO demographic information does not support Chinese, which causes us can not store some useful information. For example, Chinese name.
- Our user wonder why they have to use IE as the only browser for ETO.
ETO Feedback
- Centralization - ETO allows for a level of customizability that means any program data can be collected and input into ETO, eliminating the need for tracking in various, disconnected spreadsheets or other systems.
- Reporting - ETO's built-in relationship with SAP Business Objects is a fantastic way for organizations to ensure that they are able to deliver actionable information from data that is entered into the system.
- Training - Social Solutions provides amazing training opportunities for administrators and report writers, enabling organizations to take advantage of the system's custsomizability without the associated cost and time constraints of relying solely on the system provider for new reports or additional features.
- Browser Compatibility - ETO is most compatible with Internet Explorer, causing frustration for staff members who want to use browsers like Chrome or Firefox.
- User Friendliness - While ETO has undergone many updates to make the system more user friendly, there are a number of upgrades that could be made so that the look and feel of the software is more intuitive, cutting down on the amount of training time for staff as well as potential data entry errors.
- Training - While Social Solutions offers wonderful administrator and report writer trainings, I've noticed that there is less training associated with more technical, software-related tasks that are still important for organizations to know. Some examples would be system architecture (how to set up sites vs. programs to match your organizational structure), system maintenance (examples of what sort of auditing should be done to ensure system security and appropriate access, and examples of how organizations can track changes made to the software).
Great system to use for mutilple sites.
- It allows for multiple users to access one document with one at a time update and changes.
- Provides a quick snapshot of current activity on a client.
- Allows for you to assign a caseload to users.
- The process of allowing you to click a next button to get to the next document.
- The process to allow a picture to be upload for the clients file picture. SO you will know if you have the correct client.
- Whatever is uploaded be available in one location dated for accurate use.