Client Services

You work hard to help people every day. So we work hard to make sure you have the support you need to get that work done. CaseWorthy software is designed for ease of use and customizability, but every system and every worker could use more hands on deck. That’s where our ongoing support systems come in, from the planning stages, to launch day, and through the lifetime of our relationship with your organization. With CaseWorthy, you’ll have the satisfaction of knowing you have a software tool that works. And we’ll give you the confidence that we have your back and understand the value, importance and urgency of what you do.

A Standard of Excellence

The best software in the world won’t make a bit of difference if you don’t have the right support in place to back it up. We address support needs quickly and with a sense of purpose—because we deeply care about who you are, and who you serve. From customizing features and streamlining reporting and data tracking to providing top-tier technical support and training, our team has you covered. We will build and maintain the system you need so that you can focus on what you do best: helping your community.

The Implementation Process

It starts with discovery.

We want to know as much as possible about your nonprofit from the beginning of the development process so we can understand how you operate and what you need. Our team members have human service backgrounds so that we can understand the challenges you face and the work you do. We know the types of questions to ask to truly understand your system needs, and we have the experience to provide solutions for them. A CaseWorthy Business Analyst will meet with your team to undergo a series of meetings called Discovery Sessions, in which you will teach us about your organization so we can begin to synthesize the right solution. We’ll work to understand your pain points and brainstorm workflow improvements and solutions tailored to you.

From there, we will develop three key project documents to assist in building the right software tool for you:

Requirements Document

This document details all of your agency’s software requirements, along with the tools required to make working through it intuitive. It shows the scope of what we intend to create for your organization, along with potential plans for future optimization.

Functional Design Document

This is the blueprint for customizing and implementing CaseWorthy software. It’s a technical document that will give you an idea of what we intend to build for you and why. It will help you understand our process and collaborate with us in assessing software functionality. We understand that your organization is a fine-tuned machine, and we are passionate about showcasing how we can come alongside you as a partner. This document showcases our designs and ideas for how to best implement our software for your particular instance.

Project Plan

This is an internal guide to the steps that need to be taken, complete with tasks and dates, to make the implementation of your software a success. It provides an overview of our plans and a schedule for development, and it includes various data from the Requirements document and Functional Design document.

Managing your account

When you team up with us, you’ll get more than just a group of support personnel. You’ll get partners to guide you along the way, a group of dedicated professionals who are committed to helping you help others. Rest assured that our team is equally committed to making the world a better place—we aren’t just another software solution, and our staff’s passion shines through our communication with you. Throughout this process, you’ll be connected with one of the Account Managers on our Customer Success Team, who will be responsible for taking care of your particular needs and supporting you as you work with the CaseWorthy interface. They will be your primary contact and advocate. They will support you by:

Walking you through the process of building your custom software
Keeping you updated about what we’re doing to improve your experience
Addressing any questions you have
Following up on how it’s working for youCommunicating with you about opportunities for training, expansion and further customization

System Administration

We want working with CaseWorthy software to be a straightforward and manageable experience for your System Administrator(s). We work closely with these team members to build something that will work for years to come. We will collaborate with you in adapting your software to accommodate your organization’s evolving needs. We’ll provide you with access to on-site and web-based training so you will know how to operate your software. This will include training with our various software tools, including System Admin databases and our apBuilder and CaseBot tools.

Database Support

You’ll have access to three different databases for training, admin assistance, troubleshooting and more:

User Acceptance Testing (UAT) Database: We’ll use this database for software development and testing processes.
Training Database: We’ll keep this database updated so you’ll have everything you need to train on this software, learn how to use it free of hassle and stay current on the evolution of the software.
Production Database: This database will help you track and perform daily application activities in real time.

Building A Solution

Designing a custom system from scratch using our CaseWorthy components will require extensive setup, testing and configuration. During this process, we will:

Work through the blueprints we have laid out together to create a working software architecture
Pass it on to your organization for testing, experimentation, modification and approval
Prepare the software for implementation
Launch the software and continue to maintain and update it for years to come

Data Conversion & Integration

It’s our goal to make the process of transitioning to your new software as smooth and seamless as possible. The last thing we want is to disrupt the crucial work you do, and we’re committed to avoiding that at all costs. If you have current data and projects from your legacy system that need to be transitioned into your new one, we’ll help you get that done—without delays, errors or the loss of precious data. We’ll show you how to put your data into a staging table in order to prepare it to work with your new software. Then we’ll show you how to organize your freshly-imported data using our simple and intuitive toolsets.

Configuring the Application: Our work to help you implement your new software is just the beginning. We have all kinds of tools that you can use to make it do exactly what you need it to. From rapid and reliable data entry, to simple report creation, to sharing and privacy settings, our tools are built with your ease of use in mind.
Custom reporting: We provide you with the resources to create any kind of report you need, whether it be financial sheets, personnel numbers or compliance documentation.

User Acceptance Testing

This is your opportunity to test the software, give us feedback on functionality, approve it and prepare your nonprofit to use it. We understand you may want another feature added or taken away, and we want to give you the opportunity to offer any tweaks you may have. Additionally, we’ll do our best to keep you in the loop about any updates or changes so you won’t be caught unawares. We’ll work with you to create the best solution possible, one that will work well for you for a long time.

Ongoing Support

Launch: Adapting your data to your new software and launching it is the end of this building process. We’re ready to make whatever last-minute changes and adjustments you need before your software goes live so you can be sure that you have what you need from day one.
And Beyond: But pressing the start button is only the beginning of our relationship with your nonprofit. At CaseWorthy, we do our best to provide you with all the training, tools and techniques you need to make the most of your new software, while also providing you with live support 7 a.m.- 6 p.m. MST (9 a.m.- 8 p.m. EST) Monday-Friday.

Our comprehensive client services are part of why nonprofit organizations love to work with us. You’ll receive all of this along with the assurance that we’re here to help you with anything you need.

We’re ready to show you exactly what our software can do, and we believe that it can provide massive benefits to your workflow and data processing abilities. If you’d like to see more, let us know or click the button below!