We enjoy Apricot360 and how it empowers our case managers!
May 31, 2022

We enjoy Apricot360 and how it empowers our case managers!

H. Kathleen Ender | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Apricot 360

Overall Satisfaction with Apricot by Social Solutions

We use Apricot as our case management and data/impact tracking software. We started scoping the project in December 2020. We vetted nine vendors and selected and executed a contract with Social Solutions Apricot360 in April 2021. We have completed discovery, scope, and configuration, testing, and implementation. With the implementation of this software, we will be able to increase the reach, growth, and depth of our program impact. Case studies from Apricot360 have shown the ROI of this project will dramatically increase productivity and growth. We functioned for 5 years with a siloed, manual organizational tool that has caused our program implementation to be fractured, tedious, and dependent upon manual and dual reporting. Apricot360 streamlined processes, automated workflows, increase data integrity, security, and compliance, and allows us to easily pull reports and track research outcomes. This has enabled us to build stronger and more meaningful connections with the foster care community. It will also allow us to expand our reach and serve more youth and families without compromising the strength of the relationships fostered by our programs.

Pros

  • Streamline processes
  • Increase data integrity, security, and compliance
  • Allow us to easily pull reports and track research outcomes

Cons

  • Some end user function/access open up to deleting linking relationships
  • Internal multi-site programs, make it hard to work around end user access/visibility
  • Logins for clients make for potential access issues
  • Data Integrity
  • End User increase productivity/efficiency
  • Reporting
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.
We have not been using Aprioct360 for a full year, however, we have already begun to build custom reports for key stakeholders, impact reports, and grants. We are able to provide accurate and verified quantitative numbers in a timely and consistent manner to the National Network for insights, analytics, impact, and stewardship leveraging. Our goal is to be able to decrease the turnaround time for the impact to be collected at the local level and have “real-time” numbers as accurate as possible.
Platforms we considered: Case Worthy, Apricot, Penelope, FAMCare, Exponent, Salesforce. We did a comparison chart with the following functions: Online Referral Forms Linked, Send Group Correspondence, Geographic mapping, Signatures, Analytics Reporting, Compliance Reporting, Operational Reporting, Automated Workflow, Document Management, Rules & Conditions, Dashboards, Queries (Searchable Data fields), Form Modification, Data Hosting, Integration, Data Validation, Drag and Drop Components, Cost. We also allowed our case managers to view 3 custom demos from our top vendors and vote. We selected Apricot360 for being intuitive for end-users, functionality, and reporting capabilities.

Do you think Bonterra Case Management delivers good value for the price?

Yes

Are you happy with Bonterra Case Management's feature set?

Yes

Did Bonterra Case Management live up to sales and marketing promises?

Yes

Did implementation of Bonterra Case Management go as expected?

No

Would you buy Bonterra Case Management again?

Yes

After a very thorough vetting process, we were thrilled to be transitioning our old database management software and partnering with a more robust case-management software, Apricot360. We 1000% recommend folks going with the implementation partner SideKick Solutions until you have a full in-house IT department. We love how customizable Apricot360 is to meet the needs of our National Angels case managers and increase efficiency, so they can spend more time serving children, youth, and families! One of the features that really stood out was their reporting – being able to easily pull reports that generate real-time data, we will be able to track our outcomes and prove our impact both as a National Organization and on a local level. We hope to see hours that are no longer going to be spent on dual-recording data, tracking data, and manual reporting --> increase the number of people we serve and the depth of service we can provide.

Comments

  • Kim Phipps | TrustRadius Reviewer
    We appreciate your thorough and detailed review, Kathleen. It is interesting to know that Apricot 360 is scalable, meeting the needs of your organization's growth!

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