Name: CaseWorthy
Author: CaseWorthy

Help Desk

Web and Video Conferencing

Customer Support

Business Intelligence (BI)

Collaboration

Contract Management

Enterprise Legal Management

Environmental Health and Safety (EHS)

Meeting Management

Procurement

VoIP

Enterprise

Accounting

Expense Management

Spend Management

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Browser

Cloud Cost Management

Cloud Storage

Component Content Management

Converged Network Adapters (CNAs)

Data Center Infrastructure Management

Data Observability

Data Pipeline

Extended Detection and Response (XDR)

Fraud Detection

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Interoperability

Managed Print

Network Performance Monitoring

Password Management System

Release Management

Remote Support

Session Border Controllers

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audio Editing

Content Management

Creative Collaboration

Direct Mail Automation

Email Marketing

Gamification

Intent Data

Marketing Analytics

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Headless eCommerce

Multichannel Retail

Presales

Sales Intelligence

Sales

Certificate Lifecycle Management

Security

Architecture

Commercial Drone

Construction Accounting

Hotel Management

Loan Servicing

Oil and Gas

Public Sector Software

Telemedicine

Vendor Neutral Archive (VNA)

Vertical-Specific

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### Case Management
User sentiment regarding CaseWorthy's case management functionality is generally positive, with users highlighting the platform's flexibility and user-friendly interface. The ability to customize workflows for specific tasks has been well-received, although some users have expressed a desire for more comprehensive documentation and training resources to fully leverage the system's capabilities. Despite some minor concerns, users appreciate the system's capacity to streamline data collection and process management effectively.

### Forms and Documentation
User feedback on CaseWorthy's forms and documentation functionality varies widely. Some users appreciate the ease of creating and editing forms, noting the quick process and the ability to generate reports efficiently. However, others express concerns about the lack of comprehensive documentation, suggesting that more resources such as videos on the portal would be beneficial for users navigating the system. Additionally, there are mentions of challenges in tracking and managing customizations related to forms, fields, and workflows, especially during upgrades, which can lead to potential issues post-upgrade.

### Customization Options
User sentiment about CaseWorthy's customization capabilities varies among reviewers. While some users praise the platform for its flexibility and ease of customization, others express concerns about the challenges associated with tracking and managing customizations during upgrades. The ability to tailor forms, fields, and workflows to specific agency needs is highlighted as a significant advantage, enabling organizations to create tailored solutions without extensive technical expertise. However, the complexity of managing customizations over time and during system updates is noted as a potential drawback by some users. Despite differing opinions, the general consensus is that CaseWorthy offers robust customization options that can be both a blessing and a challenge for users.

### Staff and User Management
Users consistently highlight the exceptional support provided by CaseWorthy's staff, emphasizing their responsiveness and problem-solving skills. The user-friendly interface and customizable features have been instrumental in streamlining processes for end users, despite some initial challenges with customization complexities. While there are minor concerns about report generation and training accessibility, overall, users appreciate the dedication of CaseWorthy's staff in ensuring a smooth user experience.

### User Interface and Experience
Users generally appreciate CaseWorthy's user interface and experience functionality. Reviewers have highlighted the system's intuitive nature, making it easy for even the least tech-savvy staff to navigate. The ability to customize forms and workflows to meet specific agency needs has been a game-changer, allowing for a tailored user experience. While some users initially found the system admin training a bit challenging, they eventually acclimated to the platform. The availability of a dedicated account manager and responsive support team has been praised for swiftly addressing any issues that arise. However, some users have expressed a desire for more comprehensive documentation and training materials to further enhance their understanding and utilization of the system.

### Training and Support
Users generally praise CaseWorthy's customer service and support offerings. While some users found the initial system admin training to be a bit challenging, they acknowledged that as they became more familiar with the system, the training became more manageable. The availability of a portal with extensive documentation was highlighted as a valuable resource, although some users expressed a desire for earlier access to this information. Additionally, users appreciated the hands-on support provided by CaseWorthy staff and noted improvements in customer service over time. Suggestions for improvement included the need for more comprehensive documentation and easier access to training resources for staff members.

### Social Services Integration
Users consistently praise CaseWorthy for its ability to streamline social services integration, noting its flexibility and capacity to cater to diverse provider needs. The platform's capability to facilitate community discussions and enhance operational efficiencies through innovative solutions has garnered positive feedback from users across various social service sectors. Additionally, the system's valuable data insights on homeless population movements have proven instrumental in optimizing resource distribution and workforce development initiatives.

### Technical Support and Development
Users have expressed mixed opinions regarding CaseWorthy's technical support and development capabilities. While some users appreciate the ease of customization and the ability to make changes independently, others find the learning curve steep, especially for those without a technical background. However, the general consensus is that CaseWorthy's development tools allow for tailored solutions to meet specific program needs, showcasing the platform's adaptability and potential for growth.

Customization: Users have praised CaseWorthy's customization options, with many stating that the ability to tailor almost everything has been game-changing for their agency. Some users have found that the level of customization provided by CaseWorthy is unparalleled, offering a great skeleton and sandbox for the introduction of new tools. Others have appreciated how easy it is to customize CaseWorthy and how versatile it can be for social services use because different providers can contribute different pieces.

Scalability: Several users have noted that CaseWorthy's scalability is unique compared to its competitors, offering a rare one-size-fits-all solution for large non-profits that straddle multiple social service market segments. The depth and breadth of its features fit many program needs, catering to clients with diverse requirements, including billing Medi-Cal and recording day-to-day case management. Users also appreciated discovering new capabilities eight months in, making it exciting to keep customizing the system to fit their needs exactly.

Support: Many users stated they received excellent customer support from both account managers and support teams who are responsive when issues arise. They appreciate having an account manager available who makes a noticeable difference in resolving any questions or concerns about using the database effectively. Additionally, some reviewers mentioned getting quick responses when there were issues or needing help solving problems as they arose.

Difficult to Learn: Users find the software complicated and difficult to learn, especially for those without a technical background. Several reviewers have stated that there is a steep learning curve associated with using CaseWorthy.

Customization Management: Several users have expressed frustration at managing customizations during upgrades or when new staff members start working with CaseWorthy. Customizations are challenging to track and understand, requiring fresh customization from the upgraded baseline form, field, or workflow.

Reporting Capabilities: Generating reports can be very time-consuming according to several reviewers. Some users feel that generating reports takes too many clicks and requires too much navigating, making it a slow process.

Caseworthy (formerly Empowered Solutions Group) offers their nonprofit management platform to encompass management of grants, cases, and projects, and can be configured to support providers of employment services, volunteering, youth and family services, disability assistance, senior care, and other kinds of non-profit services.

Essentials

Impact

Empower

Neon CRM

CaseWorthy

Tools used by nonprofits to manage relationships with constituents.

Nonprofit CRM

Donor Database

The donor database allows organizations to store, track, and update information about their constituents

Constituent database

Information about donors, corporate supporters, members, alumni, grant-making organizations, volunteers, staff, and/or nonprofit recipients is stored in a database.

Constituent interaction tracking

Capture, track, and record history of constituent donations, memberships, participation, and communications.

Constituent relationship management

Link constituents to each other based on family, employer, household, and other relationships.

Donor and member portals

Self-serve portals for contributions, participation, profile updates, and event registration.

Automated workflows

Parts of the constituent management process, like email communication and updating contact records, can be automated.

Communications and Marketing

Constituent engagement and marketing features

Constituent engagement and marketing

Email, text, phone, print mailings, digital ads, and/or social media communications capabilities are available for constituent engagement and marketing.

Social listening

The software can track constituents’ mentions of the organization on social media platforms.

Digital advocacy enablement

Constituents can be given options to take advocacy actions like sharing fundraising links with peers or calling representatives.

Reporting and Analytics

Reporting and analytics about constituents and donations

Reporting and data visualization

Track donor retention and acquisition, campaign success, and incoming donations recommendations for ask amounts, donors at risk of lapsing.

Predictive analytics

Analytics offer insights like recommended ask amounts and warnings about donors at risk of lapsing.

Wealth screening

The software can access publicly available wealth screening data to provide information on donors’ charitable giving histories.

Fundraising and Events

The ability to accept and process donations and manage events

Online donation options

Online avenues for donation are available, including landing pages, forms, donation buttons, etc.

Event registration and ticketing

Track ticket purchases for events and connect them to constituent profiles

Text and phone donations

Constituents can donate via text or phone call.

Volunteer shift management

The software allows volunteers to sign up and check in for event shifts.

Mobile event check-in

Attendees and volunteers can be checked in at events with a mobile device.

Security and Platform

Features related to security and general platform usage and implementation

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration

Mobile access

Users can access the CRM via an app from a mobile phone or tablet.

Integrations

The software includes or integrates with nonprofit marketing, fundraising, donor prospect, accounting, payment, event management, and/or grant management solutions.

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CaseWorthy

Overview

What is CaseWorthy?