What is Cloud-Based Case Management Software and Why Is It Better than Spreadsheets?
In recent years, cloud-based case management software has grown in popularity. With customizable workflows, templates, and secure data storage, cloud-based case management may be the solution you never knew your nonprofit organization needed. Plus, you can access software like CaseWorthy securely from anywhere with an internet connection, giving your organization unmatched flexibility to work remotely or access data in the field.
An Introduction to Case Management Software
Case management software serves as a one-stop solution for case managers, leadership, outreach staff, and even fundraisers to manage the day-to-day, pull custom reports, and analyze impact metrics. With a case management system, you can get views at the highest level across the organization or program, or you can drill down into a particular case. You can reference the information you need when you want, in your organization’s preferred format. Plus, with case management software, you can intelligently leverage data to create reports, coordinate services, evaluate program success, and so much more. But before we dig into the core features of case management software, we’ll define what it means to be cloud-based.
What It Means to be Cloud-Based
Unlike a locally computed application, cloud-based software is accessed through the internet. Typically, cloud-based software can be accessed through a standard internet browser, and with the power of the web, all features are available from anywhere at any time.
For example: A Google Doc is cloud-based. Microsoft Word is not. To access Google Docs, all you need is an internet connection and credentials. To access Microsoft Word, you need to install an application that requires a license and can only access the software through a single application.
As the transition to cloud-based solutions continues to grow, organizations are realizing the benefits of using software accessed through the internet, such as:
- Cloud-based software allows for more flexibility and mobility. As long as a user has the right credentials, they can access software more easily, ensuring the information is easy to update from anywhere. Which leads us to…
- Information updates in real-time across the board for everyone. With a program like an Excel spreadsheet, if multiple users have different downloaded versions of the same sheet, then there will likely be inconsistencies. With a cloud-based solution, all changes are saved in real-time.
- Cloud-based software backs up automatically. Spreadsheets can easily be lost if a hard drive crashes. It’s even possible to lose data by accidentally deleting spreadsheets. Since cloud-based software is stored on secured servers, the risk of losing data is minimal.