Case study 5 min read

Catholic Charities of the Diocese of Green Bay

3 of 5 service areas now in one unified system of record.

Catholic Charities of the Diocese of Green Bay

Green Bay, WI, United States

100%

More available data for each report

1 Day

Reduction in time spent reporting

3 in 1

Three of five service areas are now in one system

Catholic Charities of the diocese of green bay

At a glance

Organization
Catholic Charities of the Diocese of Green Bay
Location
Green Bay, WI, United States
Programs served
Community Services
People reached
16 Counties

About Company

Catholic Charities of the Diocese of Green Bay, Inc. has been serving Northeast Wisconsin for over 100 years.

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Challenges

Before Casebook, reporting was a manual, time-consuming burden. Agency reporting consumed nearly a full business day each cycle — pulling data from disconnected systems, reconciling spreadsheets, and preparing board-ready summaries by hand.

How Casebook Helped (outcomes)

Casebook went live across three of the agency’s five service areas — a significant consolidation achieved without the disruption that typically accompanies software transitions. Staff moved from fragmented tools and paper-heavy workflows into a single, unified system. The most dramatic win is in reporting. What once consumed nearly an entire business day pulling data, reconciling formats, preparing summaries — now takes one hour.

Problem

Inefficient program management process made managing five different programs within one organization difficult and inefficient.

Solution

One unified management platform built for how the organization manages three of its five programs. Simple training processes made implementing Casebook's solution accessible.

Results

Three of five service areas are now in one system — a meaningful consolidation achieved without the disruption that typically accompanies software transitions.

“We've been really pleased and surprised with the level of support we've gotten from Casebook — and the level of ongoing access to the same person. When we submit help tickets, they're responded to. If they discover a bug, we get a follow-up: 'Thanks for letting us know — we fixed it.' That's really nice."”
Tara DeGrave
Catholic Charities of the Diocese of Green Bay

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