Many social impact projects have different program parts and partners supporting people together to create a holistic impact. Data with complex relationships like that becomes very hard to document in a simple spreadsheet. This challenge was actually one of the starting points for us to build Aam Digital as a case management software.
In a dedicated case management platform like Aam Digital you can not only manage beneficiary profiles with their personal data but also record relationships between records. For example, with our special feature you can link a student to the school she is enrolled in – and add details like the grade to that relationship. But these relationships can also represent members of a support program you run, a partner someone works with, or something completely different.
In Aam Digital such relationships can also have a time period. If you define a start and end date, the system automatically detects if this relationship is currently active. With this, you can for example list active members of a program automatically – and still keep all historic records of people who have previously been part of that program.