Item: Bonterra Apricot
Rating: 8
Author: Stefanie Pratt

Overall Satisfaction with Bonterra Case Management

Use Cases and Deployment Scope

We use Bonterra Case Management to house our client database and data related to measuring and evaluating our program effectiveness. We use it as a place to manage our operational systems to for a one-stop place to find our data for easy access.

Pros and Cons

Pros

flexibility to build the system you need
easy end user implementation
ability to hold large amounts of data for data mining

Cons

some of our data has disappeared after implementation
it can be clunky to run reports if you're not an administrator, particularly after updates
it would be nice if client search could be first middle and last name as we have several clients who have similar names but are not related to each other

Return on Investment

we own our data
we have a place to easily manage client profiles without large spreadsheets or multiple spreadsheets
we have a place to manage our volunteer onboarding and profiles

Diversified Funding

we have a place to track the data asked for in grants

Alternatives Considered

I have no idea. I wasn't part of securing these systems

Key Insights

Do you think Bonterra Apricot delivers good value for the price?

Not sure

Are you happy with Bonterra Apricot's feature set?

Yes

Did Bonterra Apricot live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Bonterra Apricot go as expected?

Yes

Would you buy Bonterra Apricot again?

Yes

Other Software Used

Microsoft Teams, Microsoft 365, Clockify

Likelihood to Recommend

Building the system you want for your needs is great. Data gathering is clunky

Comments

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Kathleen Connelly
(Vendor Representative) commented 2 years ago
Hey Stefanie, we're delighted to hear about your satisfaction with Bonterra Case Management and its impact on streamlining your operations. Your appreciation of its flexibility and easy implementation is heartwarming – we aim to help you build a system that fits your specific needs perfectly. We recognize that transitioning to a new system can present challenges. Rest assured, your concerns are important to us, and we're dedicated to enhancing these areas for a smoother, more intuitive use. I have gone ahead and shared your feedback with the appropriate teams. Thanks for choosing Bonterra. We're excited to keep serving your organization in the future!

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