Download the presenter slides

Connect with Societ

At Societ, we work with nonprofits to help them move beyond spreadsheets to secure, scalable case management solutions that support stronger service delivery and reporting. If your organization is exploring next steps, you can book a free personalized demo to see what this could look like in practice.

Here are the free templates shared in today's presentation: 

• Ultimate HIPAA & PIPEDA Compliance Checklist

• Client Risk Assessment Template

• Case Notes Templates

And here are the free tools:

• Glass Register: donation forms with zero platform or processing fees.

• My Board View: a simple board management portal for better visibility and governance.

• Read on the TechSoup blog: How to Choose the Right Nonprofit Case Management Software
  

Key Links & Resources

Compliance and evaluation resources

• https://www.societ.com/blog/nonprofit-resources/the-ultimate-hipaa-compliance-checklist-for-nonprofits/

• https://www.techsoup.ca/content/how-choose-right-nonprofit-case-management-software

• https://buildingdatacapacity.ca/toolkit

• https://buildingdatacapacity.ca/toolkit/business-process-mapping-tool

• https://futureproof.ccndr.ca/#prototype-en

SUMAC product pages & extras

• https://www.societ.com/solutions/case-management/sumac/

• https://support.sumac.com/portal/en/kb/sumac/general-usage/mailings/integrations

• https://topbusinesssoftware.com/products/Sumac/integrations/

• https://www.techsoup.org/sumac (USA)

• https://www.techsoup.ca/donor-program/sumac (Canada)

Other Societ tools

• https://www.societ.com/solutions/glass-register/ — donation forms with zero fees

• https://www.societ.com/solutions/my-board-view/ — simple board management portal

Event Description

Many nonprofits begin by tracking clients and programs in spreadsheets — but as services grow, those tools can create data chaos, security risks, and reporting challenges. How do you know when it’s time to move to a dedicated case management solution? And once you decide to switch, how do you choose the right one?

In this practical, non-technical session, we’ll walk through the clear signs that your organization has outgrown spreadsheets, including workflow breakdowns, intake bottlenecks, compliance concerns (HIPAA and PIPEDA), and funder reporting pressure. We’ll then outline the key features to look for in nonprofit case management software — from data security and structured intake to reporting, customization, and integration with fundraising, volunteers, and grants.

Designed for nonprofit leaders, program managers, and operations staff, this webinar will help you confidently evaluate your next steps and avoid common technology mistakes.