TrustRadius
The Formidable Apricot Solution to Case Management
https://www.trustradius.com/nonprofit-crmApricot by Social SolutionsUnspecified8.5101101
Heath Carelock profile photo
October 30, 2018

The Formidable Apricot Solution to Case Management

Score 6 out of 101
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Overall Satisfaction with Apricot by Social Solutions

Apricot by Social Solutions is being leveraged by one entity within the Prince George's Community College: the Financial Empowerment Center at Prince George's Community College (FEC). The FEC is using the software as a case management solution to capture our client pool and run reports. We have taken too long in the past to warehouse and digitize client data and submit reports.
  • Apricot allows us to organize our client data and run reports more efficiently.
  • Apricot upgrades its features on a routine basis to meet the needs of the customer, including its secure web form feature.
  • Apricot has fashionable and accessible technical assistance, including direct chat, videos, boot camps (virtual), and recommended 3rd party consultant support.
  • The variety of filtering attributes to run reports is very impressive.
  • The versatility in configuring reports helps us to be able to meet the reporting requirements of different funder frameworks.
  • We believe Apricot could offer secure web forms beyond the restricted 'Tier 1' allowance. In other words, currently, secure web forms are only available as options for Tier 1 records. This means we cannot have live registration for Tier 2 records, which is very restrictive, seeing as we would like to capture data as clients sign in at events or trainings we have.
  • We would like to see a feature similar to what TurboTax presents on its site that prompts you with questions to better generate the next step. In an Apricot case, it would generate these prompts to help us build our reports. We have the criteria we're looking to fulfill, we just need to better reproduce it in the sections on the Apricot report and this type of functionality would help.
  • It gives us the ability to warehouse intake in real-time through the secure web form feature and general entry feature.
  • Apricot allows us to back up our data reports because we can base our information on hard numbers, factual, accurate information.
  • There's no negative impact that the resource has that I can think of - unless we consider letting it go to waste; not leveraging its optimal capacity because of our own ignorance or lack of knowing how to utilize its features.
After attending the Impact Summit, I was able to generate a secure web form. Now we are able to capture client data in real-time on the intake, which we were not able to do in the past. This is a benefit because we can move away from paper intake and difficult hand-writing. The entries go directly into our client database, saves time, and allows us to focus on program delivery, repurposing staff to various other important duties.
While it hasn't been leveraged in such a way as to share it as evidence of our report generating prowess, we will be able to justify our grant requesting in the future, pointing out our command of data collection, data analysis and data reporting.

However, Apricot is a function of our current grant and funder; so, it is an instrumental feature on our current grant and legitimizes our re-up on the five-year grant - from year to year.
We selected Apricot to warehouse our client data and to be able to serve as a backup to our data reports for our funder. Apricot is more fluid than the three (3) entities I've worked with in the past. In other words, Apricot allows us to now go from Intake Form data entry directly to Reporting, as we've figured out how to generate corresponding report features on the platform. We can generate reports and see reporting information whenever we want, especially in times ahead of our actual need to deliver reports to the funder; whereas with the other platforms, I was not able to generate reports from those entities with direct client Intake information.

I truly enjoy the secure web form feature, too, because it allows clients to enter information on-the-spot at our center, eliminating the middle man (my staff) having to do it. Ultimately, we cut down on the days we take to generate reports, altogether, and are able to repurpose that newfound time to program delivery and program recruitment.
Apricot is well suited to help with output reporting. However, I don't believe it offers a narrative function.

Apricot is well suited for capturing client intake, especially with is secure web form feature. However, it is not like GoogleForms where it can be used to either capture RSVP information or sign-in information for events or trainings.

Apricot is well-suited for comparison reporting and discovering effort. However, I don't believe it has predictive features that can be leveraged.