Resources
Increase in Clients Served
Increase in Households Helped
Less Time Reporting
United Way of El Paso County, an affiliate of one of the largest global charities, has been serving the El Paso, Texas, community since 1923. Dedicated to fostering equitable opportunities for all, it addresses critical needs through wraparound support, promoting financial stability, education, and health while connecting the most vulnerable to essential community resources.
To better support their mission of addressing emergent community needs, United Way of El Paso County sought a solution to streamline case management and resource tracking for their Community Resiliency Center (CRC). This effort aimed to enhance their capacity to manage client inquiries, analyze resource use, and improve service delivery.
United Way of El Paso County struggled with managing client lifecycle data and accurately capturing resource usage trends. Their existing systems lacked the integration needed for efficient reporting, data analysis, and resource tracking, which hindered their ability to meet growing community needs effectively.
By implementing Casebook’s centralized SaaS platform, United Way of El Paso County streamlined case management and resource tracking, enabling them to analyze trends in resource use and improve access to critical services. This transformation allowed the CRC team to manage 50% more clients, provide over 857 courtesy referrals, and broaden their community impact.
Casebook helped create that cohesiveness or one source of truth, and provided the accessibility to access this directory in the field for our team. To sum up Casebook - it stores all our information in one accessible platform. Individuals can access what they need easily, whether it’s looking into a specific case or pulling specific reports.
Director of Community Resiliency & CRC
Company:
United Way
Community Services
El Paso, Texas, USA
Problem:
Disjointed data management hindered United Way’s ability to track and analyze community resource usage.
Solution:
Casebook centralized client and resource data into a user-friendly platform for streamlined operations.
United Way of El Paso County managed 50% more clients and improved access to vital community resources.
The healthy parenting program educates approximately 500 families a year. When it debuted in 2017, staff used seven Excel sheets per client to manage their progress, input demographic details, and maintain case notes and other records to ensure successful completion. Jenyne Carter, the program manager, quickly realized that with overseeing her staff (then a size of 12), endless paperwork, and thousands of manual entries required in its current record-keeping situation, the healthy parenting program’s management would become untenable as it grew. Jenyne recognized that technology designed for case management would be the best solution, and explored several options, ultimately determining Casebook would work best.
The Book Works Executive Director Elizabeth Senn- Alvey leads a team of seven who were spending hours searching for critical information because the organization did not have a formal record- keeping system in place. Elizabeth realized that the organization could help more students with greater efficiency and data security with new record-keeping tools and processes. That’s when The Book Works realized they needed to integrate a technology platform to help keep the team organized, maintain critical details about learners’ needs and progress, and analyze and prove their success.
The Alpha Omega team was relying on pen and paper to track their residents and growing client base – literally tracking everything from intake to outcomes with binders and filing cabinets split between the various locations they supported. As Alpha Omega’s client base and community needs began to grow, processes that relied on increasingly outdated technology began to fail.
By submitting this form, you indicate that you have read and agreed to Attentive’s Privacy Policy
