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Measure impact

Case Management Tools

A unified solution to help you collect actionable program data, develop comprehensive reports, and share how you’re impacting your community.

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Use case management tools to easily measure and demonstrate your impact

Showcase your impact with case management tools that help you accurately manage data, visualize program progress, and easily demonstrate outcomes — so you can secure more funding

Track program outcomes and drive more community impact

Impact measurement

Advanced reporting and analytics tools allow you to keep track of the outcomes of each individual program, generate comprehensive reports, compare program outcomes, and provide insights to easily improve your programs.

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Clearly demonstrate impact to funders and donors

Impact reporting

Reporting tools help you visualize and analyze data, develop comprehensive reports, and generate compliance reports. Advanced features enable you to compare program impact, conduct in-depth analysis, and automate report delivery to stakeholders.

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Safeguard program and participant data

Secure data management

Having a secure data environment is imperative. With our SOC 2 Type II, HIPAA, WCAG2, VPAT, and ISO certified case management tools, your organization can protect your data and meet federal and state security and compliance requirements with ease.

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How it works

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See how our case management tools can help you demonstrate impact

Collect the right data to demonstrate your organization’s impact with easily customizable forms. Make data collection even simpler with our library of common assessments, intervention record templates, and pre-configured forms tailored to common compliance standards. 

Quickly develop custom reports with built-in reporting and insights tools. Track high-level insights to ensure programs are staying on track, dig deeper into comprehensive data across your programs, or take a closer look at a specific program, staff member, or participant’s outcomes. 

Take the complexity out of compliance reporting. Develop standardized compliance reports to ensure your organization is always prepared to meet private funder, county, state, or federal requests. 

Keep track of participant attendance and engagement in programs and events to determine which programs and events are successful and where they could use improvement. Collect direct participant feedback through secure web forms for actionable insights to improve programming and individual care plans. 

Scale your impact

Premier Support

Simplify complex data management and enhance reporting accuracy and speed. With a typical 2x increase in program efficiency and 3x increase in program outcomes, customers have scaled their impact and continued to secure funding with Premier Support.

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Stronger data, stronger outcomes

"Here’s what I believe: do the work and the outcomes will show. But in order for outcomes to show, I need the data. So, that means I need the right database and technology to prove the work and results."

Lauren Sly
Vice president of programs, Communities in Schools – Greater Tarrant County
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"Having flexibility with our Impact Management solution to adjust how we're collecting data to continually reflect programming on the ground has been key, because when the data reflects the work, the providers are more interested in their data." 

Molly Kraus
Director of GRYD research and evaluation, City of Los Angeles Mayor’s Office of Gang Reduction and Youth Development
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Award-winning case management tools

G2 Summer 2024 Momentum Leader
G2 Summer 2024 Leader
G2 Spring 2024 Leader
G2 Winter 2024 Leader

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The right software to enhance your data management and impact measurement

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Frequently asked questions

A case management tool is a software application designed to streamline and automate the process of managing caseloads, clients, and resources within public sector and nonprofit organizations. Our Bonterra case management tool helps centralize data, automate tasks, and provides real time insights to help you empower organizations to enhance productivity and transparency while improving participant engagement. 

Our built-in compliance reports are centrally updated to adhere to the most recent data and security standards. They are updated any time there is a change in regulations or policy. They can be customized to your specific needs or sent as is to funders. 

Our system allows you to develop a number of different assessments, surveys, screenings, etc. to track and measure the impact of your programs. It intakes, analyzes, and visualizes key participant data for you in one convenient reporting dashboard, plus you can develop reports to demonstrate key data points. 

Bonterra Impact Management takes comprehensive measures to ensure that data is kept safe, confidential, and recoverable in the case of a disaster. Our software meets current HUD Domestic Violence, HMIS, and Social Security Administration data management and security protocols, as well as minimum required FERPA and HIPAA standards. Bonterra’s office sits behind a ForcePointTM firewall which extensively controls, tracks, and reports access to our internal infrastructure. Your data is automatically encrypted while in transit between your computer and our servers through Transport Layer Security (TLS). Additionally, we partner with AWS, which adheres to SOC 1/SSAE 16/ISAE 3402 (formerly SAS70), SOC 2, SOC 3, PCI DSS Level 1, and ISO 270012.

For more than a decade, Apricot has been providing nonprofits and social service organizations with industry-leading case management software. Known for its efficient workflows, powerful automations and sophisticated reporting tools, Apricot has always empowered agencies and nonprofits to improve service delivery and outcomes through better data and technology.

Apricot is now part of the Bonterra Family as “Bonterra Impact Management.” This new branding of the same powerful Apricot software represents our ambition for the product. We are not just trying to build incrementally better case management tools. Our goal is to build an interactive network of measurement, support, and best practice content into the same tools our customers use every day to manage their cases and programs.

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