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:
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.
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.