Adaptable Solutions for a Changing Social Sector

Organize and manage your services, clients, and data with innovative technology tailored to your nonprofit or public sector organization.


Transform's adaptable platform helps you disrupt systemic inequities, streamline operations, and deliver compassionate, client-centered care.

Screenshot of Transform

Case Management

Document client interactions, track progress, and manage case files with ease.
Collaborate with clients to set goals, monitor progress, and celebrate achievements.
Track the services provided to clients, monitor utilization, and measure the impact of your programs.
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Enhanced Team Collaboration

Facilitate seamless communication and collaboration among case managers, supervisors, and other team members with shared access to client information and internal messaging.

Centralized Client Data

Manage all client information in one secure location, eliminating data silos and improving care coordination.

Client Management

Capture the specific data you need with custom fields, tailoring client profiles to your programs.
Simplify client intake with digital forms, automated workflows, and secure data collection.
Control who can access and edit client information with role-based permissions, ensuring data security and appropriate access for your team.
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Reporting and Data Analytics

Visualize your program's success with real-time dashboards that track key metrics and client progress.
Identify trends, measure effectiveness, and make informed decisions with in-depth data analysis tools.
Export your reports and data in various formats (e.g., PDF, CSV) for easy sharing with funders, stakeholders, and your team.
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Customizable Reports for Funders

Easily generate reports tailored to specific funder requirements, demonstrating program outcomes and impact.

No More Lost Files

Eliminate time wasted searching through emails and folders. Find exactly what you need, when you need it.

Document Management

Securely store and manage all client documents in one place, directly within the client's profile.
Easily categorize and access documents by type (e.g., lease agreements, ID Cards) for streamlined workflows.
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Built-In Messaging

Communicate directly with clients within the platform, keeping interactions organized and accessible, taking away the need for a work phone.
Built-in translation tools enable communication with diverse client populations, being able to translate their messages and also send messages in their language.
Exchange documents and schedule appointments directly through chat, streamlining tasks
and reducing the need for multiple communication channels.
Supports SMS, and WhatsApp messaging.
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Data-Driven Improvement

Use client feedback to identify areas for improvement, enhance program effectiveness, and demonstrate impact.

Surveys Module

Easily create and send custom surveys to clients to collect feedback on your programs and services.
Collect responses anonymously to encourage honest feedback, or link responses directly to client profiles for personalized insights.
Tailor your surveys with a variety of question types, and conditional logic to gather the precise feedback you need.
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And Many More...

AishaAI Chatbot to talk with your data
HIPAA-compliant security
Audit Trails and Reporting
Goal Setting/Tracking
Food Hamper Management
Appointments Scheduling
Customizable Dashboards
Advanced Role-Based Permissions

Custom Feature Development

We understand that every organization has unique needs. Talk with us about custom features to extend the functionality of Transform and address your specific requirements.
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Ready to Transform
Your Agency?

Schedule your free demo today and experience the Transform difference.

FAQs

Built to Solve Your Agency's Biggest Tech Challenges

Is Transform within our budget?

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Absolutely! Transform's pricing is designed to be flexible and scale with your agency's size and needs. We offer transparent pricing plans with no hidden fees, ensuring you get the best value for your investment.

Is Transform user-friendly for our staff, even those less comfortable with technology?

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Transform is built with an intuitive, modern design that's easy to navigate. We also provide comprehensive onboarding and ongoing support to ensure your team feels confident using the platform.

Do we need a dedicated IT team to implement and manage Transform?

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Not at all! Transform is a cloud-based solution, meaning there's no complex software to install or maintain. We handle all the technical aspects, so you can focus on what you do best: serving your clients.

How does Transform protect our sensitive client data?

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Data security is a top priority for us. Transform employs the latest encryption and security protocols to safeguard your information. We are also fully compliant with relevant data privacy regulations (e.g., HIPAA).

What kind of support does Transform offer?

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We provide unlimited customer support for managers and front-line workers. Our dedicated support team is always available to answer your questions and help you get the most out of Transform.

We have a lot of existing client data. How easy is it to transfer to Transform?

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We make data migration simple and stress-free. Our team will work with you to ensure a smooth transition of your data to Transform, with minimal disruption to your operations.

Can Transform adapt to our agency's specific requirements and grow with us?

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Transform is highly customizable, allowing you to tailor the platform to your unique workflows and reporting needs. It can also easily scale as your agency expands, ensuring you always have the tools you need.

Made with ❤️ in Edmonton, Alberta