Cloud Case Management for Non-profitable organizations

It’s difficult to manage social and human services programs when they’re kept on paper or in spreadsheets. When donors require reports and measurements, things get even more convoluted. When nonprofit organizations try to assess program impact, program management becomes even more difficult. 

One reason for such a crisis is that NGOs work specifically for the betterment of society. It is a complete volunteering work that means the most workload is taken up by the workers and not professionals who are experts in analytical sciences and data management. 

With the digital advancement and technological upgrades, case management for NGOs has become more accessible and convenient due to the introduction of no-code tools in day-to-day lives. This article will introduce you to cloud case management, the types, and tools that would be a perfect choice for your non-profitable organizations for a better outcome. 

What is Case Management?

Case management refers to how a non-profit keeps track of a client’s goals, provides services, and assesses outcomes during their relationship with the organization. Cloud case management for non-profits was first introduced by with the motto of introducing digitalization of tedious work that takes up a lot of time and space, such as spreadsheets. The cloud feature also enables non-profits to keep track of their data and work from anywhere and any device via cloud access. 

Non-profit Cloud Case Management gives companies a data architecture covering many human service crisis intervention elements for a single system. Non-profit Cloud Case Management is a simple and dependable approach to tracking vital client information, from gathering initial demographics and assessment scores to service planning, service delivery, incidents, and case notes. With cloud-based case management, the benefits increase for such organizations to keep track of their daily activities and have everything coordinated and organized. 

Why do Non-profitable organizations require case management?

One needs to note that today’s non-profits must accomplish things quicker. Although caseloads have escalated, the processes and methods have remained essentially unchanged. This implies relying on antiquated, inefficient tools to handle even more clients, which results in ineffective and demanding workload and management. Given the pandemic and the need to engage with new or revised government aid programs, some situations have become complex and challenging to manage. As a result, there is more waste and the risk of major operational failures.

Many of these organizations operate in locations with no internet access, so they require software that can run offline and sync with the cloud when they have access. As donations are the backbone of every non-profit, it must show that funds are being used wisely and efficiently to achieve the best objectives. Sponsors have become more skilled in tracking funds distributed and spent. Advanced tech solutions designed specifically for human services firms must ensure that contributions are not squandered due to inefficiencies. 

Benefits of Cloud Case management:

Case management solutions have been improvized in various aspects, making them one of the most popular tools used in non-profit organizations. Such technical tools have replaced tedious paperwork with easy automation and workflows, which increases the productivity of such funded institutions. 

Here, we have curated some of the top benefits of cloud case management over traditional ones:


One of the most appealing aspects of cloud technology is its cost-effectiveness, which applies to cloud-based case management. You don’t have to worry about the cost of extra infrastructure or upgrading existing systems when using cloud-based applications. You’ll only need to pay a single subscription cost to the service provider you want to use in most circumstances and get a hassle-free working space that can be accessed anywhere and on any device. Software providers will also cover server maintenance and other fees related to the infrastructure required to administer your cases. Cloud technology eliminates paperwork, reducing the extreme amount of money input only for data management. 

Senior management:

Managers in charitable organizations can accomplish their work better with data integration, access control, and computerized record management. Caseworkers can handle more cases thanks to digitization and standardization because they won’t have to hurry to find distant data, enhancing efficiency and service delivery. Furthermore, security mechanisms restrict access to particular files to only authorized users, preventing sensitive data from being misused or compromised. This aims to achieve a better outcome and a sustainable working area for non-profitable organizations to handle their work more efficiently. 

Sustainable and quick:

In the long term, cloud systems for case management are more viable. Using virtual service to power your equipment reduces cluttering in your workstation and improves overall energy efficiency, boosting environmental proactivity. Green data centers, digitalization, and continual innovation are indicators of cloud-based solutions’ long-term viability. No-code tools are quick in their function and do not require the hassle of manual updating, which requires an IT professional when it comes to programming, as they are created in a manner that they can upgrade themselves timely. Such a feature makes them more viable an option over manual case management or hiring an IT department for all the digital logs of your non-profitable organization. 

Easy data recovery:

There is almost no way to fully anticipate or prevent faults or disasters that could impair your system before they happen. However, cloud-based solutions can help speed up the recovery process when disasters strike. A cloud-based service is frequently built with capabilities that speedy recovery in emergency situations, such as an uncalled power cut or hacking in the system. You can easily sync your data to recover it anywhere and on any device to prevent work loss if your device malfunctions or breaks. This feature makes cloud case management systems a number one preference in non-profitable organizations.

Donor and fund tracking:

Because every penny can be monitored, case management tools add clarity to a non-profit’s operations. While back-office financial and accounting systems may be in place, connecting them to caseworker client files to analyze use allows for and improves audits, billing/invoicing, and performance tracking. This way, the client and caseworker can have a smooth working system to keep donations and funds on track and at par with their needs. Donors can get the information they need to know that their funds are being spent wisely and that the non-profit’s objective is fulfilled. Cloud management makes great use in keeping things under controlled and maintained set-up, reducing the chances of misplacing files or losing connections on tracking the expenditure and inflow.  


Cloud computing is distinguished by advanced features and file encryption. No-code tools have a robust security system which makes them hard to breach or hack. As a result, employing this technology to manage your case data is more secure than on-site solutions due to custom verification, encryption, and authentication required by the personnel operating the management of data and files. Although keeping all of your case files on a single hard drive or even a filing cabinet in your office may appear secure, a single occurrence could result in the loss of all data saved on physical devices. Cybercrimes are also more minor of a threat to cloud systems than private systems because hacking into a protected cloud system is often more complex.

Types of Case Management:

Protection case management

People who are more vulnerable and at risk of being stripped of their human rights are less visible to society because of their inability to report their sufferings due to loss of power and control of their lives. Thus, Protection case management sectors in various NGOs like UNHCR and IRC aim to bring support and solutions to people who face violations of their human rights and social deserve by helping them find a relevant solution. Protection case management is an essential life-saving response for at-risk persons in emergency and post-emergency scenarios, in and out of camp, and in refugee and internal displacement situations. Such huge responsibilities require consistent management of the collected files of people needing aid and delivering the needful timely. Cloud-based systems and no-code tools provide extensive time-saving operations which can be accessed anytime and anywhere, thus reducing the traveling cost of maintaining records and files across the country or globe. 

NGO case management

Non-Government organizations have become a blessing for the betterment of every part of the society, including upliftment of women, children protection, health and welfare of the ones in need, animal care, vaccine drives, free treatment, food supplies, charity, and many more. Every NGO has a specific purpose they serve, and it also mandates having complete tracking and control of their cases. Cloud systems and tools like Caseworthy, CaseFlow, and ECINS aim to reduce this administrative load to focus on working on a solution via quick automation and case notes. NGOs can further put these tools to use by automating and filtering new cases, sending cases for approval, automated monitoring of the status of caseworkers, follow-up reminders, scheduling meetings, and assessing prioritized cases via data overview. 

Emergency intervention management

Often, non-profitable organizations are spontaneously created to manage an emergency or crisis which requires immediate attention and quick solutions. Crisis intervention is a short-term management method aimed at minimizing the long-term effects of a problem on an individual. This may include domestic violence, an accident or outbreak, demolition of property, mental health crises, and losses. In such situations, cloud-based management systems and no-code automation play a significant role in reducing the stress of wrapping up the cases with the best solution in a limited time. Excellent case management applications for crisis intervention include FAMcare, FHASES, and VSTracking. 

Humanitarian case management

A growing urgent need for humanitarian protection is worsened by a significant financial deficit in humanitarian protection efforts from donors. Humanitarian protection aims to provide aid to people via international laws who have been victims of humanitarian crises such as wars, famines, and emergencies. Organizations such as American Red Cross aim to promote volunteer work for the upliftment of people who cannot afford or access their basic necessities, thus rendering them vulnerable to being overlooked by society. Since such NGOs and non-profits have tons of work to endure the safety of groups and a large population, it gets challenging to manage such tasks with manual teams; hence cloud systems and no-code tools have become the best handy tools. With tools like Workmap, Exponent Case Management, and Intalio, such NGOs can work with location intelligence to record regional trends and affected areas where refugees require aid, keep a record of funds and donors, and work with document management tools with a user-friendly interface. 

NGO project management

Are you in need of helping hands to organize a fundraiser or a garage sale to raise funds for the particular clause you work for? A single person would definitely succumb to pressure since it requires a strong base and management to organize such an event. Such projects are divided into various parts like donations, segregations, organization, and sales, requiring extended documentation to maintain, eliminating any chance of misplaced items or faulty counting. As much as such tasks can be done manually, there are chances for mismanagement, which can be reduced by using no-code automation tools. Cloud case management applications like QuickBase, Workflow, and Charitytracker not only helps you to keep things organized but also allows user to automate their tasks and keep deadlines for each worker to get their work done seamlessly. With no-code tools, you can have a complete overview of your team, divide tasks and automate them to tick as they are done, thus reducing manual labor and time consumption. 

Aid information case management

Hospitality has ever increased their expenses which has quite a detrimental effect on most populations who cannot afford the treatments required. Nearly one-fifth of the entire American population fails to afford basic hospitality due to a lack of resources and funds. Many NGOs such as NAFC, Health well foundation, and PAN foundation have partaken in providing health aid and related services for those in need, including vaccine drives, fundraising for surgeries, and affordable healthcare with insurance. Since their systems work entirely different from a formal healthcare sector, manual form fillings and entries often become a task to record every visiting patient and schedule their appointments accordingly. Here, cloud-based case management and automation tools are a benefactor in reducing the need for manual work through easy form automation, documentation, and management which is accessible via devices and can be quickly recorded without the worry of misplacing papers and files. In such a set-up, no-code tools are helpful in patient-doctor schedules and automated prescriptions for quick work and less hassle. Few valuable tools for such NGOs are Workmap, Community Carelink, and Noteable. 

Homeless management information system

About 0.2% of the American population lives without food, clothing, and shelter. To protect their human rights and improve their living, a Homeless management information system was introduced. The Homeless Management Information System (HMIS) is a type of database program that securely collects data about homeless people in the United States. Such software systems record and store client-level information on homeless people’s characteristics and service needs. The web-based software tool is used by homeless aid providers to coordinate treatment, manage operations, and better serve their clients. These tools have become a great help for such non-profitable organizations to track and maintain records of people in crisis. 

How can no-code tools help with cloud case management?

No-code tools have replaced expensive, paper-based operations such as client support and billing with simplicity and automation in case management strategies, saving a significant amount of time and energy while enhancing the organization’s fundraising.

Case-related documents can be arranged so that only authorized individuals have access. Cloud-based tools and solutions allow users to keep their files managed in a singular place rather than saving files from one computer or disk to another. No-code tools let users customize their cases according to who should operate and have access to the information, promoting a safer environment for non-profitable organizations to work under without the threat of online attacks or system hacking via data encryption. 

With no-code tools, users and team leaders can gain analytical insight into their work, maintain their donors and funds, and keep track of their volunteers via cloud systems, which reduces tedious workloads and maintains consistency in the working department for a unified outcome. Implementing strategies to track case data, create customized reports, and analyze data to gain vital, actionable insights into the case management process is also conceivable. You can quickly integrate cases and workflows with no-code tools such as Workmap and Kissflow using technologies like custom connectors, APIs, and software integrations. This ease of use makes case management more intuitive, efficient, and quick. 

Your staff will have faster access to critical information by tracking and managing cases on cloud-based no-code tools. This greatly increases the flexibility of procedures and makes handling cases smooth. A simple search will provide details about an issue and aid in its resolution. Moreover, you can easily access anywhere with cloud-based tools, which makes checking and updating cases more effective and accessible from any corner of the world, thus expanding your goals as a non-profitable organization.


Cloud case management systems have improved the working of non-profitable organizations and provided extensive tools and technological advancements that make them easy to operate and manage. With no-code devices and cloud systems, data loss has been reduced profoundly and aided NGOS and NPOS in implementing a better working space for their team and volunteers. When such NGOs have a seamless work input and output, one can see it reflect in their work to better human and animal lives. It is an excellent opportunity for you to bring your NGO and non-profitable organizations on a better platform by switching to no-code and cloud tools for a great outcome!