RSMUS.comNonprofit case management is a collaborative process to assess, plan, implement, and monitor services. This complex process is not without pain points. Let’s explore three common challenges faced in case management and how they can be addressed from a technological perspective using Salesforce. Through its Program and Outcome Management offering as part of Nonprofit Cloud, Salesforce unifies all aspects of your work including program management, service delivery, case management and evaluation. Let’s take a deeper dive into how a case management tool can help streamline processes.
Challenge 1: Siloed Programs & Teams
Effective communication across teams and access to the same data is critical to providing seamless care. While constituent privacy is essential, you also don’t want to accidentally treat a long-time client seeking services in a new program as if they are new to your organization.
Striking the right balance is difficult. How do you give your program teams access to just the right amount of information they need to effectively serve your clients?
How Salesforce Program & Outcome Management can help:
No matter how much or how little data you share across programs, Salesforce gives a holistic view of your constituents. With a unified profile and visual timelines, program staff can easily get familiarized with a client while maintaining privacy on service delivery data that should not be shared across teams. Learn how RSM helped Catholic Social Services in Edmonton, Alberta break down siloes and create a unified view of clients across all of their programs and residences.
Challenge 2: Time-Consuming Processes
When processes lack efficiency, systems are slow and disconnected, and there is a reliance on physical paperwork, workflows can become manual and burdensome. These factors can contribute to increased frustration and burnout among your essential staff, diverting time from the meaningful work they love.
How Salesforce Program & Outcome Management can help:
Nonprofit Cloud brings powerful tools to support all of your case management functions: from referrals and intake, to assessments and care planning. Simplify your workflows with automated functions, and incorporate purpose-built AI agents using Agentforce for case notes summaries and more.
Challenge 3: Outcome & Impact Reporting
Speaking of time-consuming processes – who hasn’t had to work late nights and long weekends to get your funders the metrics they need? When your teams are busy delivering essential services and your funder reporting requirements are ever-evolving, getting your data prepared every month can feel like an impossible task. You need to effectively communicate the impact your organization is making, but how can you do that without adding more hours to the day?
How Salesforce Program & Outcome Management can help:
Outcomes Management, only available in Salesforce Nonprofit Cloud, is a powerful tool that lets you track your outcomes and activities. Take it even further and link your agency and program outcomes to the individual outcomes your clients are working towards. What’s better than that? Having all your performance metrics calculate for you, every month, without you having to lift a finger.
Having the right nonprofit case management tool can help streamline and optimize processes, allowing your staff to do what they do best – provide essential services. Learn more about how RSM can amplify your impact with Salesforce by connecting with us here.
