Nonprofits do a lot. And when they serve communities across an entire province, they do even more. But with more services comes more complexity — especially without the right systems to manage cases, track data, and keep information secure.

Interwoven Connections—a nonprofit supporting families formed through adoption, kinship, or customary care across Ontario—faced exactly this challenge. With staff spread across the province, their decentralized operations made it difficult to track cases, safeguard sensitive information, and maintain efficiency.

The Challenge

But as Interwoven Connections grew, so did the challenges. With staff spread out in multiple locations and no centralized system, case management became fragmented. Communication was harder to coordinate, reporting took too long, and sensitive information wasn’t as secure as it needed to be.

“The tools we had weren’t keeping up with our growth,” said Tracy Moisan, Director of Strategic Projects and Programs. “The inefficiencies hampered productivity, diverting staff from direct engagement with parents and caregivers.”

Key issues included:

• Inefficient workflows and duplicate data entry

• Data security concerns around sensitive family information

• Limited reporting capabilities for decision-making

• High administrative burden, taking staff away from family support

The team needed a single, secure system that could handle the demands of a growing nonprofit, improve efficiency, and ensure data privacy. That’s where Process Fusion’s CRM came in — scalable, cloud-based, and designed to adapt as their needs evolve.

The Solution

The solution was designed for nonprofits needing secure, scalable, and efficient case management.

Key features include:

• Automated case tracking to eliminate duplicate entry

• Enhanced reporting for data-driven decisions

• Strong security measures to protect sensitive client data

• Custom dashboards for performance monitoring and productivity

The Results

Since implementation, the organization has seen measurable improvements:

• Increased operational efficiency — staff spend more time supporting families and less time on admin work

• Higher employee satisfaction — reduced frustration and improved staff retention

• Improved client engagement — more personalized, timely support for families

• Streamlined workflows - centralized data management reduces redundancies

Looking Ahead

With Phase One complete, Interwoven Connections is now expanding CRM use to enhance marketing, automate early-stage client engagement, and strengthen long-term retention strategies.

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Download the full case study to learn how Interwoven Connections achieved these results, see measurable performance improvements, and explore the next steps in their digital transformation journey.