ClientTrack Software Implementation
ClientTrack™ is an online case-management software suite that helps your social service organization become more efficient in gathering, managing, and sharing information about the clients you serve. Through ClientTrack, your organization is able to 1) save time and money by running your program(s) more efficiently, 2) create compliance reports required by funding sources (e.g., federal or state grants, foundations) at the touch of a button, and 3) effectively share the results of your services (e.g., in graphs, charts, and other reports) with potential funders and the broader community.
More than 1200 social service organizations nationwide have realized that ClientTrack is the best software solution available to meet their needs. However, any software is only as good as its implementation; even the best products will fail if they cannot work smoothly within an organization. You don’t want to choose a software solution that fails one or two years down the road because it was not implemented correctly. We don’t want that, either. With this in mind, ClientTrack provides a team of technology, business analysis, and social service professionals dedicated to helping you smoothly and successfully implement ClientTrack within your organization.
ClientTrack: Smooth Transitions
When you have chosen ClientTrack as your software solution, what can you expect? To help your organization successfully adopt and integrate the most effective ClientTrack Solution, we follow the RADIT methodology:
- Requirements. We start by meeting with you to carefully and thoroughly understand your needs. Do you need more efficiency in case management, better collaboration among various programs, easier compliance reports, the ability to measure goals and share outcomes, or a combination? If ClientTrack is not your best solution, we’ll tell you so.
- Analysis. When your needs are clearly understood, we consider how to tailor ClientTrack to meet your needs. Fortunately, the basic ClientTrack software is so extremely flexible that we don’t need to write a customized software program, meaning that you don’t need to pay or wait for a customized software program. We tailor the software to your organization.
- Design. After we have jointly decided on your needs and how to meet them with ClientTrack, our team of implementation professionals set to work to create your solution, tailored to your needs.
- Implementation. When your tailored software is ready, you log in online and…voilà! Your software solution is ready to go. With a little bit of training from us along with the intuitive ClientTrack layout, you begin to see the benefits of ClientTrack for your organization.
- Testing. Your needs change, and ClientTrack is ready to change with you. By continuing to evaluate your needs and making necessary changes, we can ensure that ClientTrack continues to meet your needs. New intake questions? Changes to reports? Not a problem with ClientTrack.