Simon Solutions

Online Case Management Tool

Simon Solutions
Simon Solutions

CharityTracker is a cloud-based, software-as-a-service (SaaS) case management tool that helps non-profit human service organizations manage statistical data, referrals, collaboration and alerts. Its case management module allows users to assign resources, provide financial assistance to members and refer local suppliers to people in need. CharityTracker is a valuable tool to reduce waste, help organizations accurately allocate their funds to those in need, and bring communities together.

App Improvements

Location

Florence, AL

Industry

Software

Partnership

2018–Present

Languages

Python

Challenge

CharityTracker needed a dedicated software development team who would complete development work each week to not only maintain their existing solution but who would provide continuous updates such as moving away from outdated technology and frameworks.

Solution

Working alongside their technical team, we provide planning, design, technical support, and upgrades for its platform. Specific features include a module that allows users to schedule appointments with their clients. We also support a remote intake feature that can help with mortgage and utilities assistance, enabling clients to remotely input their information.

For more information, see CharityTracker’s detailed project review on Clutch.

Isaac Simon

Wonderful experience with this knowledgeable team. Professional in every manner and most importantly dependable for your software development projects. The best part is how easy it is to work with Cypress Mill Co. Finding the right development team is always a challenge, riddled with unmet expectations and unexplained delays. Not with Cypress Mill Co. If you are looking for a software development company that can be trusted with your project, reach out. You won’t regret it.

Isaac Simon

Chief Executive Officer

01

Improved case management and developed demographic datasets to clarify client detail

Simon Solutions

02

Developed diverse datasets to better configure networks to multiple client needs

Simon Solutions

03

Better handling of barcode readers that improved event registration and information processing

Simon Solutions

04

Expanded assistance datasets and functionality to better connect agency services within networks

Simon Solutions