CaseWorthy

4.5 / 5 19 reviews

Who Uses This Software?

Health & Human Social Services o HMIS & Sheltered Housing o Community Action Programs / Counties o Developmental Disabilities o Emergency / Utility Assistance / WAP o HIV/AIDS / Ryan


Average Ratings

19 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Free Demo
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • CaseWorthy
  • caseworthy.com
  • Founded 2008
  • United States

About CaseWorthy

CaseWorthy, Inc., offers an Outcomes-focused, Organization-wide, Advanced Case Management software solution for Nonprofits agencies that automates and simplifies the data management and funder compliance process so agencies can prove their evidence of social impact in the communities they serve.


CaseWorthy Features

  • Accounting
  • Committee Management
  • Donor Management
  • Dues Management
  • Event Management
  • Fundraising Management
  • Member Database
  • Membership Management
  • Social Media Management
  • Volunteer Management

CaseWorthy Reviews Recently Reviewed!

This is an excellent programm, which handles many different programs well; however, it is clunky.

Sep 25, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
2 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It meets the needs of many of our case management programs--collecting data can be extremely detailed and thorough, or it can be basic and quick.

Cons: Some of its clunkiness makes it much harder to use. For instance, not being able to add case notes directly can slow down the case management process. Writing case notes is also a slow process: there many minor details which must be added before submitting a case note, and it bogs down the case management process. Streamlining the case note writing process would make this program much more efficient and user-friendly.

Easy to enter all information and attach documents for clients and BCHR decisions.

May 15, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: Keeping track of incident reports for the BCHR Committee is easy as well as documenting committee decisions. The process for entering new clients is easy.

Cons: Since I don't always have all the required information I am unable to complete some forms. In addition, at one point in time I could not perform some functions for entry but the error was corrected.

This database has been such a relief in functionality compared to our previous databases.

May 10, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: I love how versatile it can be for the user and how easy it is to navigate. Our staff were able to learn how to document their efforts much faster than they did with previous databases. It is also much easier for the supervisors and managers to track the staff documentation and hold staff accountable for errors or missing data.

Cons: I dislike the fact that we have to skew some of the data in order to fit the necessary criteria that the database requires for documentation.

Helped with the discovery, design, and implementation for multiple cw builds across our organization

May 09, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: Flexibility to add new features, build custom forms, user-interface is extremely clean especially when working with staff who have varying levels of computer skill, ability to quickly and easily assign user roles to multiple individuals throughout the organization based on job requirements and needs to access data, extremely thorough discovery and implementation process.

I've helped during initial stages for program use as well as utilized the program on limited basis

May 08, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money

Pros: the flexibility during set up - personalized for each company and programs within the company. Maneuverability between sites (ours has multiple) is easy to do.

CaseWorthy is much better than our former platform. It is much more user-friendly.

May 08, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The system streamlines our business process. It is faster and more efficient than our former platform because it is web-based.

Cons: The only thing that I don't like is some of the navigational aspects of the software. Using the back arrow may be a nice added feature for a future version.

Can't beat the portal

Apr 09, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: When clients of CaseWorthy develop new functionality, some of it becomes available through baseline. This keeps the product fresh and up-to-date with enhancements directly from the field.

Intuitive for users - both database administrators, staff users, and program participants/job-seekers.

Cons: Custom reports are time-consuming, but the CW team is working on an OEM solution for better utilization by the average user.

Overall: We have worked closely with CaseWorthy for both the database and our customized portal for employment and training programs to support our mission to put people to work. The software is unparalleled in the social services technology realm and vastly outperforms the competition.

Former Executive Director

Feb 21, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The unlimited application of the software

Overall: Great solution to manage organizational data. Staff is very responsive to the needs of the customer.

CaseWorthy is fantastic!

Feb 15, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Very user friendly
Easy to customize by end-users
Responsive support team

Cons: None that I can think of.

Overall: Our organization needed a solution to replace our aging, not-user-friendly case management system and chose CaseWorthy after reviewing multiple other software options. CaseWorthy has been wonderful from the start - from the in-depth discovery process to the extremely knowledgeable and easily reachable implementation specialist we were able to built out a custom system for our exact needs. Every user that was involved in the implementation process had an intimate knowledge of the system and played a key role in the go-live and roll out of the system that we were able to have a pretty flawless transition from our old system to CaseWorthy. We are currently working on building out additional services that we provide and plan to transition all of our services into CaseWorthy. In addition to how impressively in-depth the implementation process is, the implementation specialist was extremely responsive to any issues that we experienced and was always able to help in a timely manner. We have been so impressed and excited with this entire process and look forward to our continued work with CaseWorthy. I absolutely recommend CaseWorthy to any organization that needs a concise, custom, and user friendly case management solution.

Recommendations to other buyers: Be prepared to spend a lot of time in discovery and implementation - but it is absolutely worth it! Investing the time to make the product exactly as you need it will prove to be the best ROI once the system is ready to go-live.

My Experience with CaseWorthy

Feb 03, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: flexibility, ease of use, ability to meet our needs

Overall: We have had a very positive relationship with CaseWorthy staff. They are responsive to our unique needs, patient and very helpful in training us how to design and use the system to support our ongoing needs. We are very pleased and consider our selection of CaseWorthy to be a very worthwhile investment which will gain tremendous efficiencies in our operation. We will realize cost savings and improve the results we obtain with clients.

If you want to have evidence driven service, then CaseWorthy is the Best.

Jan 23, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Flexibility, staff support, built in features and reports (thousands of them), vendor maintains many common required reports for funder requirements. Security, role assignment, ability to add multiple organizations, etc. the list goes on.

Cons: They would benefit from investing in documentation and written training materials. Training is via online meeting, and in person meetings. Documentation would be nice, so you could refer back to it. Likely the product is expanding and improving so fast, that it is difficult to keep up with written training materials.

Overall: I used this very site (Capterra) to vet 42 or so products. After several months and elimination rounds, CaseWorthy emerged as the clear leader. I have designed and used primary data collection systems for 26 years, helped many non-profits "work-around" the limitations in their off-the shelf software products. Hence my main objective was to find a product that could be customized without going back to the vendor to pay and pay. You will not need to create ┬┐work-arounds┬┐ with CaseWorthy. CaseWorthy is a different level of architecture, the design is uniquely flexible and expandable. You can add almost anything you can imagine, most likely without having to go back to the vendor or pay anything additional. Flexibility is great, but what is even better is a system that has been the beneficiary of all that have come before (CaseWorthy incorporates lessons learned from every aspect of every customer for the benefit of all). Off the shelf this system is probably 80% ready for exactly what you need, which can get you up and running quickly. The best decisions are based on data, CaseWorthy was designed to connect your services to the outcomes, so you can tell which work and which do not, allowing you to focus likely limited resources where they will be most effective.
If you have a complex organization, setup may take several months to be complete. Having knowledge of SQL reporting and relational database design will be very helpful. If you are big enough, you will eventually need desktop support on staff, and likely a reporting specialist to analyze and report so you can take full advantage of all that evidence.
I highly recommend CaseWorthy.

Recommendations to other buyers: With great power comes great responsibility. Be aware that as you build evidence, it may not give the answer you want, so be open to change based on where the truth guides you. Data may dislodge beliefs, and that can only help your clients.

Great case management suite

Jan 19, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of customization and the staff are great!

Overall: We moved over a bunch of homegrown databases into Caseworthy in order to offer a unified experience to end users while maintaining security/privacy. Since it is maintained in the cloud, we are able have end users access the data they need almost anywhere without the need for a vpn or remote desktop connection.

Our trainer was great and made sure we knew all the areas of the system and even came on site to learn about our programs and processes of each one to better understand how they all work. He worked with us getting up to speed on how to customize the pieces and parts we need and supported us through the entire migration process and beyond.

The programs we offer all have different aspects of data that is important. This made customization and report a very important part of our selection process. Once we saw the apBuilder tool, we knew this could provide what we needed. After working with it, we are able to self maintain a very large portion of our customization needs including rules, workflows, reports, queries, and our own tables and columns. This allows you to add/edit/remove these changes almost immediately and push them out to your end users when you see fit.

Reporting is also great. There are a large number of reports already made available but you have the ability to create your own if you are familiar with SQL and the SSRS tool. We added a handful of our own and the apBuilder interface makes it too easy to upload that report and add query parameters on the form.

We now have a solution that makes it easy for end users to enter in and access anything they can think of. For a total case management solution, look no further.

CaseWorthy Review

Jun 10, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Customizable off the shelf. We are really tired of hearing what software can't do.

Cons: A little pricey.

Overall: We really aren't using the software yet but are excited to get started. We have been pleased with what we have seen in the demos

Recommendations to other buyers: No

Great experience with Caseworthy

Apr 26, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: It has been a pleasure to work with Caseworthy and would recommend them to those searching for case management software. As a non-profit working with homeless youth and families we needed a centralized solution to enter all client level data and use the system as a case management tool.
Caseworthy have been easy to work with and provided impeccable customer service. Unlike some other vendors in the field, Caseworthy assigned our agency a project manager who has been our 'go-to' through our whole customization process. Our project manager has also remained our support since going live supporting us when we have questions and weekly check-ins. Caseworthy care about their customers and frequently check in to see how we are doing and request feedback for what they can improve in the future.

The system itself is easy to use and really allows the customer full flexibility on how the system needs to work for their programs. Our end users have all praised the system and reported how much easier it is to enter and see their data than we had with our previous systems.

Social Services Non profit gives Case Worthy high marks

Apr 08, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We are in the implementation phase with Case Worthy. Thus far the process has gone quite smoothly. The kickoff and initial trainings were well received by the field staff. Our data analyst works directly with the developer to create a customized system that fits our diverse program needs. The analyst finds the software easy to use and the reporting easy to customize. There has been a few staff members that has been apprehensive, but we feel that is more about "change" itself and not about the software. Once they started using the software they found it much easier than the previous system. Our funders are also anxious to see the improvements in our reporting due to the implementation of Case Worthy.

Above and Beyond - the product and staff exceeded our expectations.

Apr 04, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: With CaseWorthy, our community now has state-of-the-art technology that has extensive functionalities. We now have the tools that give us a roadmap for improving the delivery and coordination of services countywide. And, we have exceptional partners for the future with CaseWorthy's staff. From design configuration and data migration to training and the launch, they provided exceptional service and expertise. Our community is adopting new assessment tools, common intake forms, electronic referrals, fund tracking and much more. We are now able to capture unmet needs, to measure community and program outcomes and to design a coordinated entry plan. The product is easy to configure and customize and report generation is intuitive and easy. CaseWorthy meets the needs of diverse community organizations in our Continuum of Care, that is, both small and large agencies and both those with simple or complex case management needs. And, it provides the flexibility to vary privacy and security settings according to the needs of the community. The product and staff exceed our expectations daily.

Exceeded expectations

Apr 01, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Our mid-size community was seeking a robust case management system with the ability to be "HMIS/HUD compliant". We also wanted a system could be used as a community based system for vulnerable populations and support coordinated assessment/intake. Caseworthy has exceeded our expectations with its ease of use, level of customer support, and ability to report out data needed by our community partners. We are still learning many advanced features of the system. Our community partners are excited to have a database that is easy to use and can generate program and service reports at the client, program, agency, and community level. Caseworthy has many advanced features that will allow us to grow a community system without incurring huge amounts of additional costs for each product enhancement. Many features are built into the baseline product and can be used as consumers are ready. We strongly recommend this product.

Early-adopter...user since 2011

Mar 28, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: The ability to customize the system is excellent. I'm not sure how they are able to maintain such a solid environment that allows such creative customization. Also, baseline features have continued to increase, and these are well-thought through.

Vendor Response

by CaseWorthy on March 29, 2016

Thank you!

Great Customization and Support

Mar 28, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: The greatest advantages for us with regards to CaseWorthy is the ability to customize forms, workflows, and roles so that we can utilize the system exactly as we would like. The support team is very good and responsive, but fixes can occasionally take time. The report functionality is impressive and clean, though it can take multiple reports and some complex analysis to find the answers for specific reporting requirements for baseline reports. It also requires some technical ability and awareness from the agency's project lead to ensure that programs and services are correctly linked to the compliance reports for accuracy.

CaseWorthy is a fantastic product with a lot of options for agency's to use. But because of this flexibility and diverse functionality, it does take time, energy and thoughtfulness to use it well. If your agency takes its data collection and analysis seriously, wants to ensure that its end users have tools and resources at their finger tips, and values the ability to define the way your database looks and feels, this is absolutely the right way to go.

Vendor Response

by CaseWorthy on March 29, 2016

Thank you!