Digitally Transform Charitable Organizations for Bigger Impact
As a social and community service provider, you are accountable to your donor’s funding and making an impact on your community. You need a better way to help keep track of client needs, interventions, progress, and outcomes.

Increase Community Impact
Improving measurable outcomes for both funders and clients to ensure long term operations

Optimize Funds and Resources
Continually reduce administration costs while maintaining service quality and deliverables

Streamline Processes
Enable automation to reduce staff workload throughout stages of the client journey
Improve Client-Centric Services at Reduced Costs
Social service programs such as employment assistance, development services, youth and senior support all have unique processes that drive up operational and administrative workloads.
Disconnected technology and processes are interrupting your services from achieving their maximum potential.
We have a deep understanding in social services program delivery and have created a cloud platform that our customers can use immediately.
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How Modern Technology Can Benefit Your Social Services
Our solutions include standardized models for client, case, and financial data, allowing for customized workflows and reports to meet individual program requirements
Cloud Enablement
Minimize internal support and scale internal and external services
Financial Tracking
Streamline tracking of client billing, purchasing and payment processes/activities
Regulatory and Privacy Compliance
50% reduction of auditing times while maintaining 100% pass rate
Improved Funding Utilization for Clients
Accurate budget forecasting and real time forecasting tools
Data and Reporting
Adding operational reporting/client analytics with over 350+ data points to improve decision making
Improved Resource Scalability
Managing multiple system users and complex applications with minimal IT resources
Advanced Case Management
We have pre-built business workflows tailored for the typical social services cases. Specific workflow stages can be enable or disabled for your operational needs upon deployment. Workflow progression is moderated by operational conditions so that client cases can be managed consistently and efficiently while key performance metrics are collected for reporting and analytics.
Drive Greater Social Impact Through Digital Simplicity Webinar Series
Why Should You Attend? If you are an executive or manager wanting to improve mission outcomes, achieve your strategic objectives and drive greater social impact in 2023, this webinar is for you.
Date: Feb 15th 2022 @ 2pm EDT
Our solutions are helping move than 70,000 individuals and families to receive social benefits, and is administrating over $300M of social program funds. We’ve also migrated over millions of client and case records into our solutions, providing social services the visibility of client history across all programs on a single platform, enhancing their ability to scale and expand service capabilities.
Microsoft Partnership - Ready for use. Get up and running right away
Microsoft is a proponent of technologies for the non-profit sector, promoting the adoption of MS Dynamics 365 CRM, ERP and the MS Power Platform. These technologies are fully interoperable and can completely transform your operations into highly efficient digital processes.
Process Fusion compliments Microsoft products with customized ready-to-use cloud solutions for the non-profit organizations, specializing in case management of social service programs. Small and medium organizations can immediately benefit from our cloud solutions without needing lengthy time and effort to customize for the unique needs of social service programs.
What Customers Are Saying About Us

They were not only able to offer us a multi-system solution, but one that would integrate with the systems that we had.

Michael Borman

Process Fusion has also enabled us to digitally transform, by digitizing our payment workflows, improving staff efficiency, and streamlining processes.

Anna Zhang

PFI's professional services and support team is one of the best! They can quickly respond to and solve any type of issues we faced.

Brian Porter
This is Your Moment to Change and Create an Impact
Schedule a short 15-min no obligation consultation call and see how we can work together to standardize your service delivery processes