If you work in human services, you know the pain of scattered data, manual reports, and clunky workflows. This viewer’s guide tees you up for our upcoming webinar, Ask Us Anything: Case and Program Management Demystified. We’ll walk through what case and program management really mean in practice, how they fit your organisation, and how modern platforms like Salesforce can help you reduce admin, improve outcomes, and report with confidence.
What you’ll learn in the webinar
- What is Case and Program Management?
Clear definitions, common use cases, and why they matter for service delivery. - How it works day to day
From intake and assessments to service plans, referrals, notes, and outcomes tracking. - Where it fits in your organisation
How case management supports frontline teams, while program management gives leaders the roll-ups and KPI views they need. - Trends in human services
Data privacy, interoperability, AI-assisted notes and summaries, and funder-ready reporting. - Practical solutions to common pain points
Data loss, duplicate records, audit risk, staff onboarding, and time-to-value.
There’s a live Q&A at the end. Bring the tricky stuff—data migration, change management, integrations, or reporting quirks—and we’ll tackle it head on.
Ready to contribute a question now? Use your webinar registration form or the Submit a question button on the event page.
Why Case and Program Management matter
Case management keeps client work on track: intake, eligibility, assessments, care plans, services delivered, notes, and follow-ups. Program management rolls that activity up so managers can see caseloads, service utilisation, waitlists, budget burn, outcomes, and compliance in one place. When these two layers talk to each other, your team spends less time chasing spreadsheets and more time supporting people.
On platforms like Salesforce for Nonprofit Cloud and related solutions, you can streamline:
- Intake & eligibility with guided screens and required fields.
- Referrals & services with standardised pathways.
- Notes & files with secure, auditable records.
- Outcomes & evidence with dashboards your funders will actually use.
- Compliance with consistent processes across teams and sites.
Who should attend
- Executive directors and program leaders who need cleaner data and faster reporting.
- Frontline managers and case workers who want fewer clicks and clearer workflows.
- Data, IT, and operations teams planning a move to case management software or looking to extend an existing Salesforce org.
Meet the speakers
Tom Kadota and Cole Berry from Belmar have helped organisations standardise case processes across complex program requirements while keeping the client front and centre. They’ve led implementations that cut admin time, tightened compliance, and improved reporting for multi-service agencies. Their favourite part? Partnering with teams who are improving the lives of families and seeing those results in the community.
How the session runs
- Fast primer on case and program management terminology.
- Show-and-tell on common user journeys (intake → service plan → outcomes).
- What good reporting looks like for boards and funders.
- Change management tips so your rollout sticks.
- Live Q&A with real scenarios from attendees.
Want to get more from the session? Skim these before you join:
- Case and Program Management Terms — Defined (link this to your glossary blog)
- 5 Reasons to Consider Salesforce for Case Management Solutions (link this to your Salesforce explainer)
Common questions we’ll cover
How do we start if our data is messy?
Begin with a light discovery, confirm key fields and outcomes, then plan a phased migration. You don’t need to boil the ocean to see value.
Can we keep some spreadsheets?
Yes—but put the system of record in one place. Use imports and integrations so staff aren’t retyping data.
How fast can we go live?
For a focused program, many teams stand up a first phase in weeks, then add modules for other services.
What about privacy and security?
Modern platforms offer role-based access, audit trails, and policy controls that meet strict standards.
Outcomes you can expect
- A shared language for case and program work.
- Practical ideas to cut time spent on admin and reporting.
- A clearer view of outcomes across services and sites.
- Confidence that your next step—pilot or full rollout—has a plan.
If you’re a human services organisation ready to streamline work and show impact, register today. We’d love to see you there.