17 anos ajudando empresas
a escolher o melhor software
Bonterra Case Management
Conheça Bonterra Case Management
Apricot é uma solução de gestão de casos segura, flexível e fácil de usar, para ONGs de qualquer tamanho. A plataforma abrangente inclui: Um banco de dados de gestão de casos seguro e baseado na nuvem. Módulos de práticas recomendadas com formulários e geração de relatórios para tudo, desde o gerenciamento de doadores e voluntários até o desempenho do programa e o rastreamento de resultados. Recursos projetados especificamente para ONGs, como referências para rastreamento do movimento do programa e fluxo de trabalho para coleta de dados simplificada. E muito mais!
Quem usa Bonterra Case Management?
Serviços humanos, suporte a vítimas, serviços familiares e infantis, fundações, serviços baseados na fé, serviços de alimentação, serviços para idosos, serviços de força de trabalho, serviços de desenvolvimento e muito mais.
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Bonterra Case Management
Avaliações do Bonterra Case Management
Self-explanatory, and well stablished Case Management Software
Comentários: I like its overall stability while working multiple tabs simultaneously. Using the Apricot as a database, case notes, and case management in daily basis, often I open 20+ tabs and it just works fine.
Vantagens:
I like the simple graphic design, and wording made this software self-explanatory. I believe anyone can learn it without a training.
Desvantagens:
"Archival Access" I don't see anything major that I dislike. It will make an excellent+ product if they add an option of "Record Edit Request" at least not to involve Admin privileges, just to request a "change to the records option" that way, the admin approve to deny the change will be an option.
Alternativas consideradas anteriormente:
Customization at our fingertips!
Comentários: Our overall experience has been excellent.
Vantagens:
I can customize it on the fly as our procedures change. I was able to build it out using terminology, field names and functions specific to our case management needs. All of the other systems we looked at were missing one or more functions that we needed.
Desvantagens:
Just small things. We have often wished that there was an age calculation field that could be added to the Household screen along with the DOB. Right now, we have to run a report to see ages.
AVS Review
Comentários: Very good. Customer Service is always available, reports are easy to run.
Vantagens:
Easy to use when looking up case history.
Desvantagens:
Some area's for entries do not apply to our organization but input is mandatory in order to save a file
Alternativas consideradas anteriormente:
Bonterra Case Management: A quick glance
Comentários: Overall it has been great. We have been able to cut down our human error from going paper/spreadsheets to this solution with the tracking and reporting. It has also drastically reduced the amount of time to type up reports for our grants. Prior we would be looking at 6-8 hours per report. With Bonterra Case Management, we can now run the reports and have all the information ready in a few minutes and have the entire report done in 1 to 2 hours.
Vantagens:
On the front end, the ability for our team to collaborate with each other regardless of who was the case manager. On the back end, the ability to create what we needed how we need it. Building our own forms and workflows that work for us rather than a cookie cutter solution that we would have to work around and change our process to fit the product.
Desvantagens:
The inability for the calendar within Bonterra Case Management to sync with our calendars. We are a GSuite organization and would love that when we put a next appointment for a client within Bonterra Case Management, the ability for that to automatically be put on our calendars as well.
This is a great database that is well worth the price
Comentários: Overall my experience has been great. The training I had before we launched our database was great and the continued support is very helpful.
Vantagens:
The ability to customize just about any field and report without having to ask or pay Bonterra to do it for me.
Desvantagens:
There are a few fields that I am unable to delete and require me to speak with a Bonterra employee if I want to remove them. These are fields in prebuilt forms.