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Social organization seeks software for documentation and case management

IT project from: social organization (Germany)Project no. 24/3269: finished
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Ihr Ansprechpartner für diese Recherche
Ms. Dipl.-Betriebsw. (FH) Margit Müller-Marscholik
margit.mueller-marscholik@softguide.de

We are a social organization and are looking for software for documentation and case management.

We have the following requirements for the software:

  • Documentation and planning of cases (approx. 300 cases now, should go up to 1000)
  • Statistics; clustering of client data according to different criteria
  • Coordination of appointments with four parties (organization, client, language mediator, doctor)
  • Evaluation
  • Windows-compatible, cloud-based if necessary

Five software workstations are required.

The software should have the following functions.

Necessary:
Calendar and appointment management
Case management
Client management
Documentation
Form management
Planning
Scheduling
Statistics
Task management

Based on the specific requirements, the following solutions can be considered:

PROJEKTA
Multi-Project Management
projectfacts
Project Time Tracking
MService
Maintenance Management, CMMS

Project statistics

Quantity
Researched solutions 26
Selected potentially relevant solutions (of which published) 17 (3)
Sent e-mails (questions, queries) and telephone calls 46
E-mails received from vendors 13
Direct responses to the IT project 3
Responses classified as relevant 8