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From Manual to Managed: How to Streamline Non-Profit Case Management with Automation and Practical AI
Case management is the backbone of your mission—but it shouldn’t break your team.
When
December 3
Time
2:00 PM - 3:00 PM EST
Location
Online
Streamline Non-Profit Case Management with Automation and Practical AI
Non-profits are under pressure to manage growing caseloads, meet compliance requirements, and deliver timely support—all with limited staff and budgets. Manual processes slow everything down. That’s where automation comes in.
In this webinar, we’ll show you how to simplify case management today using proven tools like Microsoft D365 Case Management—and how AI could amplify those gains by reducing admin time and helping you respond faster.
You’ll see how to:
- Streamline intake and triage: Automate how cases enter your system, assign them to the right team, and track progress—so nothing falls through the cracks.
- Centralize case information: Build a single view of client history, assessments, and referrals to eliminate duplicate data entry and improve collaboration.
- Stay ahead of reporting demands: Use dashboards to track caseloads, outcomes, and compliance metrics—ready for funders and boards without last-minute scrambles.
- Extend your reach with self-service: Enable secure portals for referrals and updates, reducing call volume and freeing staff for higher-value work.
- Explore what’s possible with AI: Imagine tools that summarize case notes, suggest next steps, and help prioritize urgent cases. We’ll show where these capabilities fit and how to start planning for them now.
Register Now
Small steps, big gains
Every hour saved on admin is an hour you can spend driving impact. This session is about practical steps you can take immediately—and a clear, realistic look at how D365 Case Management and AI can help you do even more.
Register now to save your spot!
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