Sumac Case Studies: Nonprofit Case Management in Action

See how nonprofits and social service organizations are using Sumac to manage client services, streamline program delivery, and improve outcomes. As a purpose-built nonprofit case management software, Sumac helps organizations track client interactions, coordinate care, and measure impact—all in one system. These case studies highlight how teams reduce administrative work, enhance service delivery, and better support the communities they serve.

How a Chattanooga Nonprofit Runs Two Programs on One Client Record

How a Chattanooga Nonprofit Runs Two Programs on One Client Record Table of Contents Northside…

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How a Crisis Nonprofit Brought Partner Referrals Into One System

How a Crisis Nonprofit Brought Partner Referrals Into One System Table of Contents Shining Light…

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How an Edmonton Agency Reports on Everything It Collects

How an Edmonton Agency Reports on Everything It Collects Table of Contents Jewish Family Services…

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How a Disability Services Nonprofit Simplified Its Annual Reporting

How a Disability Services Nonprofit Simplified Its Annual Reporting Table of Contents Inclusion Saskatchewan, formerly…

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How a National Recovery Program Left Spreadsheet Reporting Behind

How a National Recovery Program Left Spreadsheet Reporting Behind Table of Contents Refuge for Women…

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How a Crisis Ministry Automated Intake for Hundreds of Requests a Week

How a Crisis Ministry Automated Intake for Hundreds of Requests a Week Table of Contents…

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How a Survivor Support Nonprofit Left Spreadsheets Behind and Got Hours Back for Clients

How a Survivor Support Nonprofit Left Spreadsheets Behind and Got Hours Back for Clients Table…

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West Coast Kids Cancer Foundation Finds Success With Better Reporting and Efficiency

West Coast Kids Cancer Foundation Finds Success With Better Reporting and Efficiency Table of Contents…

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How The Epilepsy Association of Calgary Streamlined Front Line Case Management With Sumac

How The Epilepsy Association of Calgary Streamlined Front Line Case Management With Sumac Table of…

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How Ontario Brain Injury Association Streamlined Operations and Got Back to Focusing On What Matters

How Ontario Brain Injury Association Streamlined Operations and Got Back to Focusing On What Matters…

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How a Social Services Organization Regained Peace of Mind With an All-In-One Solution

How a Social Services Organization Regained Peace of Mind With an All-In-One Solution Table of…

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How a Hospice Streamlined Operations and Ditched Spreadsheets for Good

How a Hospice Streamlined Operations and Ditched Spreadsheets for Good Table of Contents The Heart…

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How a Nonprofit Met Their Specialized Case Management & Reporting Needs Under Budget

How a Nonprofit Met Their Specialized Case Management & Reporting Needs Under Budget Table of…

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From 3 Applications to 1: How a Hospice Streamlined Their Operations Using Sumac

From 3 Applications to 1: How a Hospice Streamlined Their Operations Using Sumac Table of…

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How an Orchestra Perfected Their Fundraising With the Help of Sumac

How an Orchestra Perfected Their Fundraising With the Help of Sumac Table of Contents For…

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Loop Gallery’s Experience With Sumac

Loop Gallery’s Experience With Sumac Table of Contents Loop Gallery is a non-profit art gallery…

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Toronto Summer Music Receives Award for Excellence in Fundraising, Credits Sumac With Helping

Toronto Summer Music Receives Award for Excellence in Fundraising, Credits Sumac With Helping Table of…

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