I used this very site (Capterra) to vet 42 or so products. After several months and elimination rounds, CaseWorthy emerged as the clear leader. I have designed and used primary data collection systems for 26 years, helped many non-profits "work-around" the limitations in their off-the shelf software products. Hence my main objective was to find a product that could be customized without going back to the vendor to pay and pay. You will not need to create work-arounds with CaseWorthy. CaseWorthy is a different level of architecture, the design is uniquely flexible and expandable. You can add almost anything you can imagine, most likely without having to go back to the vendor or pay anything additional. Flexibility is great, but what is even better is a system that has been the beneficiary of all that have come before (CaseWorthy incorporates lessons learned from every aspect of every customer for the benefit of all). Off the shelf this system is probably 80% ready for exactly what you need, which can get you up and running quickly. The best decisions are based on data, CaseWorthy was designed to connect your services to the outcomes, so you can tell which work and which do not, allowing you to focus likely limited resources where they will be most effective.
If you have a complex organization, setup may take several months to be complete. Having knowledge of SQL reporting and relational database design will be very helpful. If you are big enough, you will eventually need desktop support on staff, and likely a reporting specialist to analyze and report so you can take full advantage of all that evidence.
I highly recommend CaseWorthy.
Flexibility, staff support, built in features and reports (thousands of them), vendor maintains many common required reports for funder requirements. Security, role assignment, ability to add multiple organizations, etc. the list goes on.
They would benefit from investing in documentation and written training materials. Training is via online meeting, and in person meetings. Documentation would be nice, so you could refer back to it. Likely the product is expanding and improving so fast, that it is difficult to keep up with written training materials.
Thank you for your review and feedback Peter. We are proud to be the software that you selected after working with so many others. We are currently in the process of drafting more documentation to help our customers understand how to CaseWorthy better.
We moved over a bunch of homegrown databases into Caseworthy in order to offer a unified experience to end users while maintaining security/privacy. Since it is maintained in the cloud, we are able have end users access the data they need almost anywhere without the need for a vpn or remote desktop connection.
Our trainer was great and made sure we knew all the areas of the system and even came on site to learn about our programs and processes of each one to better understand how they all work. He worked with us getting up to speed on how to customize the pieces and parts we need and supported us through the entire migration process and beyond.
The programs we offer all have different aspects of data that is important. This made customization and report a very important part of our selection process. Once we saw the apBuilder tool, we knew this could provide what we needed. After working with it, we are able to self maintain a very large portion of our customization needs including rules, workflows, reports, queries, and our own tables and columns. This allows you to add/edit/remove these changes almost immediately and push them out to your end users when you see fit.
Reporting is also great. There are a large number of reports already made available but you have the ability to create your own if you are familiar with SQL and the SSRS tool. We added a handful of our own and the apBuilder interface makes it too easy to upload that report and add query parameters on the form.
We now have a solution that makes it easy for end users to enter in and access anything they can think of. For a total case management solution, look no further.
Ease of customization and the staff are great!
Thank you Jeff! We are so happy you enjoyed working with your trainer. Isn't the apBuilder amazing? Thank you so much for being our partner!
Our organization needed a solution to replace our aging, not-user-friendly case management system and chose CaseWorthy after reviewing multiple other software options. CaseWorthy has been wonderful from the start - from the in-depth discovery process to the extremely knowledgeable and easily reachable implementation specialist we were able to built out a custom system for our exact needs. Every user that was involved in the implementation process had an intimate knowledge of the system and played a key role in the go-live and roll out of the system that we were able to have a pretty flawless transition from our old system to CaseWorthy. We are currently working on building out additional services that we provide and plan to transition all of our services into CaseWorthy. In addition to how impressively in-depth the implementation process is, the implementation specialist was extremely responsive to any issues that we experienced and was always able to help in a timely manner. We have been so impressed and excited with this entire process and look forward to our continued work with CaseWorthy. I absolutely recommend CaseWorthy to any organization that needs a concise, custom, and user friendly case management solution.
Very user friendly
Easy to customize by end-users
Responsive support team
None that I can think of.
Thank you so much for the kind words Emily. We are proud to be your partner and hope to continue to assist you anyway possible.
We have worked closely with CaseWorthy for both the database and our customized portal for employment and training programs to support our mission to put people to work. The software is unparalleled in the social services technology realm and vastly outperforms the competition.
When clients of CaseWorthy develop new functionality, some of it becomes available through baseline. This keeps the product fresh and up-to-date with enhancements directly from the field.
Intuitive for users - both database administrators, staff users, and program participants/job-seekers.
Custom reports are time-consuming, but the CW team is working on an OEM solution for better utilization by the average user.
Thank you so much Jenny for your kind words and feedback, we are extremely proud to be your partner. CaseWorthy is on a mission to continually improve the tools we provide to our partners, and we are excited to announce "CaseBot." "CaseBot" places all the reporting tools you will need directly in your hands, making data-mining easy and accessible. This will be available with our next release, CaseWorthy 8.0.
The software is easy to use, easy to customize and design how we need it to be for us. The company is always willing to help solve issues when they arise and talk through different and new needs to build out in the database.
I can't think of anything. If I had to pick something it would be that the web camera software still uses silverlight which only works on firefox, but I am pretty sure they are working on getting this updated.
Thank you so much for the kind words Ashley! We are so proud to have you as a partner. We are currently working on the silverlight issue and will reach out to you as soon as this is resolved.
It meets the needs of many of our case management programs--collecting data can be extremely detailed and thorough, or it can be basic and quick.
Some of its clunkiness makes it much harder to use. For instance, not being able to add case notes directly can slow down the case management process. Writing case notes is also a slow process: there many minor details which must be added before submitting a case note, and it bogs down the case management process. Streamlining the case note writing process would make this program much more efficient and user-friendly.
Thank you so much for your review Judith! We are constantly working on making each users experience as smooth and stress free as possible. We take our reviews very seriously and will look into streamlining the case note writing process.
It has been very pleasant. Having interacted with nearly department of the organization, not a single experience was unpleasant. It seems that every employee is interested in the success of our organization.
Ability for customization. The fact that it can track/report whatever is needed.
It ships with multiple similar functions which can be difficult to differentiate in the system when designing forms and reports.
I love how versatile it can be for the user and how easy it is to navigate. Our staff were able to learn how to document their efforts much faster than they did with previous databases. It is also much easier for the supervisors and managers to track the staff documentation and hold staff accountable for errors or missing data.
I dislike the fact that we have to skew some of the data in order to fit the necessary criteria that the database requires for documentation.
Thank you for your review and feedback Rebecca! We are happy you're enjoying using CaseWorthy. We will definitely look into the data skewing issue.
I like the ability to customize the site for our own individual needs. We have flexibility visually as well to change the view.
As a user of CW I haven't found anything that I didn't like that we weren't able to have fixed/resolved.
Thank you for the review Melissa! We are so happy you're enjoying how customizable CaseWorthy can be!
Keeping track of incident reports for the BCHR Committee is easy as well as documenting committee decisions. The process for entering new clients is easy.
Since I don't always have all the required information I am unable to complete some forms. In addition, at one point in time I could not perform some functions for entry but the error was corrected.
Thank you for your review Caroline! We are excited at how well CaseWorthy can expedite your processes.
With CaseWorthy, our community now has state-of-the-art technology that has extensive functionalities. We now have the tools that give us a roadmap for improving the delivery and coordination of services countywide. And, we have exceptional partners for the future with CaseWorthy's staff. From design configuration and data migration to training and the launch, they provided exceptional service and expertise. Our community is adopting new assessment tools, common intake forms, electronic referrals, fund tracking and much more. We are now able to capture unmet needs, to measure community and program outcomes and to design a coordinated entry plan. The product is easy to configure and customize and report generation is intuitive and easy. CaseWorthy meets the needs of diverse community organizations in our Continuum of Care, that is, both small and large agencies and both those with simple or complex case management needs. And, it provides the flexibility to vary privacy and security settings according to the needs of the community. The product and staff exceed our expectations daily.
Thank you Mary! We are so happy you're enjoying our easy to use tools, and working with our friendly staff.
It has been a pleasure to work with Caseworthy and would recommend them to those searching for case management software. As a non-profit working with homeless youth and families we needed a centralized solution to enter all client level data and use the system as a case management tool.
Caseworthy have been easy to work with and provided impeccable customer service. Unlike some other vendors in the field, Caseworthy assigned our agency a project manager who has been our 'go-to' through our whole customization process. Our project manager has also remained our support since going live supporting us when we have questions and weekly check-ins. Caseworthy care about their customers and frequently check in to see how we are doing and request feedback for what they can improve in the future.
The system itself is easy to use and really allows the customer full flexibility on how the system needs to work for their programs. Our end users have all praised the system and reported how much easier it is to enter and see their data than we had with our previous systems.
We are so happy you enjoyed working with your project manager! Thank you so much for the kind words.
Our current account manager is knowledgeable, supportive and prompt with followup.
What I like the most is that it is a web based system.
The software has so much flexibility to be setup for many things, but this causes trouble for our user base as they get confused by all the options they don't use.
Would like to see more documentation, videos etc on the portal for how to use it.
Thank you, Sherry, for your review; we really appreciate it! It's great to see that your AM has been so helpful for you and your organization and we'll be sure to share your feedback on the setup and documentation with our Training & Customer Success depts to make improvements for your team and others moving forward. Please don't hesitate to reach out if you need anything!
Great solution to manage organizational data. Staff is very responsive to the needs of the customer.
The unlimited application of the software
Thank you Diana! We are so happy you're enjoying our software.
The greatest advantages for us with regards to CaseWorthy is the ability to customize forms, workflows, and roles so that we can utilize the system exactly as we would like. The support team is very good and responsive, but fixes can occasionally take time. The report functionality is impressive and clean, though it can take multiple reports and some complex analysis to find the answers for specific reporting requirements for baseline reports. It also requires some technical ability and awareness from the agency's project lead to ensure that programs and services are correctly linked to the compliance reports for accuracy.
CaseWorthy is a fantastic product with a lot of options for agency's to use. But because of this flexibility and diverse functionality, it does take time, energy and thoughtfulness to use it well. If your agency takes its data collection and analysis seriously, wants to ensure that its end users have tools and resources at their finger tips, and values the ability to define the way your database looks and feels, this is absolutely the right way to go.
Flexibility to add new features, build custom forms, user-interface is extremely clean especially when working with staff who have varying levels of computer skill, ability to quickly and easily assign user roles to multiple individuals throughout the organization based on job requirements and needs to access data, extremely thorough discovery and implementation process.
Thank you John! We are so happy CaseWorthy is living up to your expectations.
i cannot answer this question
there is nothing that I can say that I like most about the software. It looks like it is software for the medical profession and not versatile enough for other industries
not made for the non-profit financial services industry; not user friendly; slow to respond to load information
The CaseWorthy team would like to apologize that your experience with our software has been anything less than Excellent. CaseWorthy prides our selves on being an enterprise wide solution for all types of Non-profit and Government organizations.
I assure you our software does assist with financial services, as well as an extremely broad spectrum of all services that non-profit organizations offer.
Please reach out to me personally so we can try to resolve these issues you are having. You can reach me at [email protected]
I look forward to hearing from you, so we may take care of these problems in a timely manner.
Our mid-size community was seeking a robust case management system with the ability to be "HMIS/HUD compliant". We also wanted a system could be used as a community based system for vulnerable populations and support coordinated assessment/intake. Caseworthy has exceeded our expectations with its ease of use, level of customer support, and ability to report out data needed by our community partners. We are still learning many advanced features of the system. Our community partners are excited to have a database that is easy to use and can generate program and service reports at the client, program, agency, and community level. Caseworthy has many advanced features that will allow us to grow a community system without incurring huge amounts of additional costs for each product enhancement. Many features are built into the baseline product and can be used as consumers are ready. We strongly recommend this product.
Thank you so much for the kind words Dottie! We are proud to be your partner.
We have had a very positive relationship with CaseWorthy staff. They are responsive to our unique needs, patient and very helpful in training us how to design and use the system to support our ongoing needs. We are very pleased and consider our selection of CaseWorthy to be a very worthwhile investment which will gain tremendous efficiencies in our operation. We will realize cost savings and improve the results we obtain with clients.
flexibility, ease of use, ability to meet our needs
Thank you for the Kind words Carlton! We are proud that you were happy with your experience in working with our staff.
The system streamlines our business process. It is faster and more efficient than our former platform because it is web-based.
The only thing that I don't like is some of the navigational aspects of the software. Using the back arrow may be a nice added feature for a future version.
Thank you Matthew for your review and feedback! We are so happy that CaseWorthy has helped expedite your business processes. We are always working to expand the user experience to make the system easier to use.
We are in the implementation phase with Case Worthy. Thus far the process has gone quite smoothly. The kickoff and initial trainings were well received by the field staff. Our data analyst works directly with the developer to create a customized system that fits our diverse program needs. The analyst finds the software easy to use and the reporting easy to customize. There has been a few staff members that has been apprehensive, but we feel that is more about "change" itself and not about the software. Once they started using the software they found it much easier than the previous system. Our funders are also anxious to see the improvements in our reporting due to the implementation of Case Worthy.
We are glad to hear that your implementation went smoothly, and hope you enjoy using CaseWorthy to it's full potential!
the flexibility during set up - personalized for each company and programs within the company. Maneuverability between sites (ours has multiple) is easy to do.
Thank you Melissa! We are so happy you enjoy using CaseWorthy.
We really aren't using the software yet but are excited to get started. We have been pleased with what we have seen in the demos
Customizable off the shelf. We are really tired of hearing what software can't do.
A little pricey.
Thank you Jonathan! We hope you are enjoying how customizable CaseWorthy can be!
The ability to customize the system is excellent. I'm not sure how they are able to maintain such a solid environment that allows such creative customization. Also, baseline features have continued to increase, and these are well-thought through.