Federation Software
For Social Service Providers

Federation is packed with features specifically addressing the unique needs of social service providers. From client intake to case noting to statistical reports, Federation automates everything, saving countless hours of staff time, and providing new tools to tell your story to funders and to the world.

Configure Federation precisely the way your organization works. Start with the base system, providing the essential contact management and communication features. Then add on other modules as they fit. Those most frequently requested by social service providers are:

• Program management
• Client management (prerequisite: program management)
• Fundraising
• Volunteer management
• Event management
• Project management

Social Service Features

A universal intake sheet. Ensures data quality and aggregatability, yet customizable for each program and service. Supports individual and group assists.

Outcome/indicator tracking in the United Way model. Go beyond headcounts and summarize effectiveness.

A full-featured fundraising module is completely integrated and protected by security settings. Track gifts, pledges, prospects, acknowledgements, and reporting.

Advanced case management features. Assign multiple case managers to each client. Track current and historical assignments, program-specific if needed.

Case noting with automated follow-up reminders. Secure notes by program affiliation.

Extensive demographic tracking . Add your own custom-defined fields to the set of stock demographics. Demographic snapshot stored with each assist ensures accurate historical reporting.

Volunteer management system tracks preferences, skills, availability, assignment history. Cross-reference volunteers by programs, projects, and sites.

Printable, searchable Resource Guide provides information and referral (I&R) capabilities for staff. Exports to a publicly searchable website.

Fully configurable system for adding your programs and services. Cross-reference programs and sites. Link to outcomes. Categorize for searching and analysis.

Maintain client confidentiality by applying security rules. Limit view of assists and case notes to only those that the user is authorized to see.

Use tags to categorize programs and services. Search on keywords. Link grants to specific programs to enable instant reporting.

Track incoming and outgoing referrals. Log follow-up dates. Analyze referral patterns.

Unrivaled Reporting Power

Ready-to-use reports with trillions of variations. Point-and-click simplicity means no querying skills required.

Total counts of service deliveries, unduplicated clients, households, household members

Complete demographic analysis of any selected group of clients or their households

Outcome / Indicator analysis in the United Way model

Life change analysis calculated from your own custom-defined fields

Aggregation of data across all programs, for any date range, without duplication

Export to Excel, providing unlimited flexibility to sort, group, analyze, copy, paste, and format

Next Steps

Questions? Call us at 763-391-7400.

Make sure to explore all the detailed documentation provided on our website. When you are ready to buy, fill out a purchase order and we can get the process started immediately!