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Human service organizations manage a plethora of financial and accounting information on organizational expenses, fundraising, grants and other income. Client Track eliminates the need to maintain information associated with these transactions on paper and instead provides an online data entry interface that acts like an entry journal. Decline in the cost of hardware combined with the huge volumes of information that need to be stored and retrieved in the quickest fashion make ClientTrack a viable and cheaper alternative over the traditional bookkeeping approach in the longer term (Murer, 2011).
The ClientTrack system is also configured to handle the latest funder requirements that call for better program evaluation and accountability. Today’s agencies have adopted new strategies and have diversified their funding sources. Thus, HSOs today have to manage a portfolio of funds and cater to the rapidly changing requirements of each constituent fund. Guransky (2009) says that managing such a portfolio in a highly dynamic environment especially when the number of funding sources exceeds 10 is very difficult and the HSO may find it difficult to comply with every provider in the absence of supporting software. ClientTrack provides a simple, real-time reporting system that provides over 100 different reports. These reports are capable of retrieving information on fund usage, performance, efficiency etc. as required and projecting them through appropriate tables and charts. Furthermore, ClientTrack has inbuilt interfaces that register information automatically with local country databases and thus help maintain synchronization among multiple data sources. McCollum (2010) argues that this facilitates an easy data comparison among HSOs, government agencies and funding organizations. ClientTrack also contains a number of parsing rules that help in the processing of incoming information stored in different formats in external data sources. Thus, ClientTrack provides a single entry-multiple storage workflow that is relatively easier and cheaper to operate and manage. ClientTrack is also engaged in the installation and maintenance of the software and hardware necessary to run the case management system and offers these services through highly customizable service level agreements (SLAs). According to Powell (2009), this relieves HSOs from having to worry about the resources needed to install such a system and instead allows them to focus on their organizational responsibilities. Users can also develop customized reports and define new rules and frameworks that can handle organizational changes and changing requirements. For example, ClientTrack allows users to modify or define new departments, incorporate new rules in accounting standards etc. and modified all previous data according to these new set of rules at the user’s request (Guransky, 2009). There is also a rollback provision to revert back to previous formats if the user prefers to do so. ClientTrack is also designed to validate user entry at all points in the user interfaces. Thus, users data entries are compared against configured or generally accepted rules. Any violation of these parsing rules is reported back to the user and entry is allowed only when the user responds to these notifications (McCollum, 2010). ClientTrack also provides affordable training programs that educate
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