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 notifications, alerts, and approval requests using Slack for Bonterra Impact Management. The solutions covered in this webinar can also be deployed for Microsoft Teams.

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

Watch time: 12 minutes

Video Transcript
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In this video we are going to explore use cases for automating notifications, alerts, and approval requests for Bonterra Impact Management using Slack. The use cases we are going to cover today can also be deployed for Microsoft Teams.

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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.

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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

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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.

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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.

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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 notification when a new Household Intake web form is completed. For this use case, our automation will run when the Household Intake form is submitted via Jotform. View our previous video on web form automations with Jotform for more detail on the sync of the web form submission to Apricot.

Following submission of the Household Intake and sync to Apricot, the automation will send a channel message in Slack providing a link to the T1 Household Profile in Apricot, as well as summarizing key details about the intake. Please note, this information is de-identified.

Users can then click the link to the T1 Household Profile to view more information about the household and action next steps.

[DEMO]

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The next use case is focused on alerts for abnormal assessment scores. We are going to use the Arizona Self-Sufficiency Matrix as our example.

When the T2 assessment is created in Apricot, the automation will run and only post a notification in our Slack channel if the total score is beneath the desired threshold. If the assessment does not have an abnormal score, no alert is posted in our Slack channel.

For our demo today, we have not built the AZ Self-Sufficiency Matrix out in full so we have placed an arbitrary threshold. We will also be sending these alerts to the same channel as we send out Household Intake notification. We recommend setting up separate channels for different categories of notifications, alerts, and approvals to support monitoring by your team.

[DEMO]

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This last use case is focused on approval by a supervisor. We have a T2 External Referral form configured in our site that may require approval by a supervisor. When the referral is created, if the form indicates it should be sent to a supervisor, an approval request will be sent to our Slack channel with the details of the referral and a link for the supervisor to open the record and approve.

Again, this approval request will be going to the same Slack channel, but we recommend splitting these notifications, alerts, and approval requests into separate channels to improve the monitoring experience for your team.

[DEMO]

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These use cases are the tip of the iceberg for automating notifications, alerts, and approval requests for 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.