Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows.

We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases.

This video focuses on the deployment of external web forms with Jotform for Bonterra Impact Management. This solution can be customized to your organization’s needs and deployed to support the common use cases below:

• Intake and consent
• Assessments
• Surveys
• Applications
• Program registration

Interested in deploying web form automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.

Watch time: 12 minutes

Video Transcript
[SLIDE]

In this video we are going to explore use cases for integrating external web forms with Bonterra Impact Management using Jotform.

[SLIDE]

Sidekick Solutions is a Zapier Certified Expert. We work exclusively with nonprofit and public sector organizations, specializing in integrations and system automation for case management and donor management/CRM software.

Our team of integration experts supports Zapier-enabled integrations and custom developed integrations using the Bonterra Impact Management API, Bonterra Impact Management Connect API, and Bonterra Impact Management Automated Import (SFTP) tools.

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We’ve released a number of products including the Connect Auto-provision application, Zapier connector, and private API.

This slide includes a list of our automation deployments to date, across a variety of iPaaS platforms, applications, and solutions.

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We believe integration and automation are essential to user experience and the promise of efficient work through technology.

The goal of case management software is to do less paperwork and serve more people. From our view, automation is the critical ingredient to realizing that full vision.

This is why our team at Sidekick Solutions develops integration products and services for Bonterra Case Management software.

[SLIDE]

The challenge most users face in Bonterra Impact Management is that the product does a great job of building an electronic record, but it is “click heavy”. Because service delivery is a dynamic experience, the only way to reduce time is to reduce clicks and to do so smartly.

This means we focus on:

• automations and workflow rules that run conditionally
• integrations that reflect Bonterra Impact Management’s strengths as a customizable platform
• remove double entry
• expand capability and capacity without requiring more human capital

[SLIDE]

Bonterra Impact Management is a constituent relationship management platform with a primary function of case management.

It is geared toward serving individuals, engaging them, and interacting with them. But, Bonterra Impact Management may not be the only system you use. As a result, we think of it as a hub.

Bonterra Impact Management is a strong end user business application and serves well as the central hub of a tech stack. We find that users enjoy the look and feel and it does a great job of building a case file per participant.

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Because Bonterra Impact Management is a hub product, we have the opportunity to extend it with spokes.

We think about that process in six steps. You can use this to plan for extension of your technology stack with Bonterra Impact Management.

When exploring new technology to extend Bonterra Impact Management, we encourage you to focus on your mission, strategic plan, and organizational goals, allowing real use-cases to drive the adoption of new tools/apps.

[SLIDE]

When we think about integrations, it’s helpful to think of it as stacking bricks. Once you have one automation in place, you level-up to the next layer, and so on.

This is how you can, over time, build a complete technology stack or ecosystem around your Bonterra Impact Management system.

The journey to full-system automation is never over. As more use cases require automation or other apps are added to your organization’s tech stack, you will need to continue improving and expanding the solutions integrated with Bonterra Impact Management.

[SLIDE]

Now, let’s transition to use cases for integrating external web forms with Bonterra Impact Management.

For these use cases, we will be using Jotform as the web form provider. Similar automations can be deployed with other web form platforms.

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The first use case we are going to explore is a standard Participant Intake flow. For this flow, the user will first complete a Participant Intake form, collecting name, contact information, and demographics.

When submitted, the data from the form will search for an existing T1 Participant, using the individual’s name and date of birth as duplicate check fields. If an existing record is not found, a new T1 Participant will be created.

With Jotform, we are able to enhance this experience by redirecting the individual directly from the Participant Intake form to required consents, assessments, and other data collection forms.

For this demo, we will redirect the individual from the intake form to a Consent form. Upon submission of the Consent form, a T2 Document Upload record will be created in the participant’s document folder and classified as the consent form. Then, the PDF of the Jotform submission will be uploaded and attached to the T2 record.

[DEMO]

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The next use case is also focused on intake. In this use case, instead of intake for a single participant, we are completing an intake package for a household.

When completing an intake for a family, it is common for organizations to also collect details on each member in the household. This solution allows for collection the household details, as well as individual member data.

After completing the Household Intake form in Jotform, the automation will search for an existing T1 Household using the head of household’s name and date of birth as duplicate check fields. If an existing record is not found, a new one will be created.

Then, the user will be redirected to the Member Profile form. This form is configured to redirect back to itself after each submission until the user has complete the Member Profile for the number of household members indicated on the Household Intake form. Once the last submission is received, the user is redirected to a confirmation page.

Each submission of the Member Profile form will search for or create a T2 Member Profile in the document folder of the T1 Household record.

[DEMO]

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These use cases are the tip of the iceberg for integrating external web forms with Bonterra Impact Management. If you are interested in exploring deployment of this solution for your organization, contact us at sales@sidekicksolutionsllc.com to get started.