Webinars

Showcasing innovative ideas, tools, and insights into the world of social good for service providers, decision-makers, academics, and the general public.

    • Why intake processes break down in real-world nonprofit and social service settings, and how these breakdowns show up as staff workarounds, inconsistent data, and fragmented client experiences

    • How poor intake design leads to unreliable reporting, duplicate data entry, and lost insights, and what that costs your organization in time, funding, and decision-making confidence

    • The four principles of effective intake design, and how to apply them in practice: capturing the right data at the right time, using standardized and reportable fields, minimizing free text where - structured data is needed, and eliminating duplicate entry across systems

    • Practical, low-lift ways to improve your intake process without overwhelming staff or disrupting service delivery, including how to prioritize what to fix first

    • A live walkthrough of a form builder, showing how intake fields are structured and mapped directly to reporting in Mareto, so you can see how better form design leads to cleaner, more usable data

  • This session is designed for Canadian nonprofit and social services leaders, program managers, executive directors, operations teams, data and evaluation staff, and frontline supervisors who want cleaner data and better reporting.

How Better Intake Can Improve Service Delivery, Reporting, and Decision-Making

June 4, 2026 10:00 AM MST

For many nonprofits and social services organizations, intake is treated as paperwork: a necessary step before the “real work” begins. But intake is where your data, reporting, service coordination, and client experience all start.

When intake breaks, the effects show up everywhere. Staff create workarounds, clients repeat their stories, reports require manual cleanup, and leadership struggles to trust the data. The problem is usually the design of the intake process itself.

In this webinar, we’ll explore why intake forms are one of the most important pieces of technology in any social service organization, and how better intake design can improve service delivery, reporting, and decision-making.

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  • Data Harmonization for Systems Change Utilizing Ontologies for Cross Sector Impact
    • 2024-06-18

    Data Harmonization for Systems Change Utilizing Ontologies for Cross Sector Impact

    In an era of complex social challenges, it is essential to recognize that while each client, program, and organization is distinct, they all contribute to a broader ecosystem. This webinar introduces an advanced ontology that bridges communication across funders, service providers, and stakeholders, ensuring data collected at the client-service interaction level is effectively aggregated to assess broader systems impacts.

  • 2025 Social Outlook: Trends & Insights for the Year Ahead
    • 2025-01-30

    2025 Social Outlook: Trends & Insights for the Year Ahead

    Watch our "2025 Social Outlook" webinar! As we enter a new year brimming with potential, this webinar will provide key insights into the major social, political, and economic trends shaping our communities in 2025. Navigate the shifting political landscape with an in-depth look at policy developments and their impact on social dynamics.

  • The Human and Financial Cost of Ontario’s Homelessness Crisis
    • 2025-02-20

    The Human and Financial Cost of Ontario’s Homelessness Crisis

    An in-depth discussion on Ontario’s homelessness crisis as we explore the key findings from our collaborative report, "Municipalities Under Pressure: The Human and Financial Cost of Ontario’s Homelessness Crisis," which has been heavily featured in the news recently. This webinar will highlight the human and financial costs of homelessness, the collaborative efforts behind the report, and the data-driven solutions proposed to achieve functional zero homelessness by 2030

  • Simplifying Access to Essential Support Services with Navigi and Systems Mapping
    • 2025-03-20

    Simplifying Access to Essential Support Services with Navigi and Systems Mapping

    Navigating support services can be complex—for both residents trying to access help and municipalities working to connect them. Systems mapping helps communities understand what services exist, where gaps might be, and how resources can be better allocated. This data can be used in custom dashboards to support municipal decision-making or integrated into Navigi, a tool that helps residents find essential services like housing, food assistance, mental health support, and more.

  • Mareto: Advanced Case Management Software for Social Services
    • 2025-04-17

    Mareto: Advanced Case Management Software for Social Services

    Explore the latest upgrades to Mareto, our user-friendly case management platform designed for social service providers. This webinar covers improved workflows, customization features, real-time data insights, and security enhancements that support more efficient service delivery and better client outcomes.

  • A Guide to Housing & Homelessness Projection Modelling
    • 2025-05-22

    A Guide to Housing & Homelessness Projection Modelling

    Across Canada, municipalities are facing complex and rising pressures around housing affordability and homelessness. But how do you move beyond reacting to start planning for the future? In this webinar, we'll break down how projection modelling works, what insights it provides, and why our modelling tool is becoming critical for municipal planning, budget prioritization, and long-term housing strategies.

  • Designing for Impact: How Strong Data Models Drive Better Outcomes
    • 2025-06-19

    Designing for Impact: How Strong Data Models Drive Better Outcomes

    Whether you're running a single program or coordinating efforts across an entire organization or system, one challenge remains constant: how do you gather and use data in a way that’s meaningful, not just mandatory? This webinar explores why a strong data model—the structure behind how your information is organized, connected, and collected—is foundational to making better decisions, supporting the people you serve, and demonstrating real impact.

  • 10-year Housing & Homelessness Plans: What to keep, what to change, and what's next
    • 2025-09-11

    10-year Housing & Homelessness Plans: What to keep, what to change, and what's next

    For nearly two decades, 10-year housing and homelessness plans have been a cornerstone of local housing strategy in Canada. They’ve set priorities, guided investment, and shaped how communities respond to changing needs. But the world these plans operate in has changed — and is changing faster than ever. This session, designed for Ontario Service Managers, will take a fresh, data-driven look at the evolution of these plans.

  • From Data Chaos to Mission Success: Modernizing Case Management for Canadian Nonprofits
    • 2025-09-18

    From Data Chaos to Mission Success: Modernizing Case Management for Canadian Nonprofits

    In this free webinar, we’ll explore how Canadian nonprofits can break out of “data chaos” and move toward mission success with modern case management tools. You’ll hear sector insights, real nonprofit experiences, and see a light demo of what’s possible when your organization’s data is working for you instead of against you.

  • How to Reduce the Administrative Burden in Social Services
    • 2025-10-15

    How to Reduce the Administrative Burden in Social Services

    In today’s demanding social services environment, managing complex caseloads while delivering high-quality care can be overwhelming. This webinar will demonstrate to Social Workers, Case Managers, Program Managers, and Executive Directors how to reduce administrative burdens, improve client outcomes, and enhance team collaboration using Mareto, our data-driven case management software.

  • Designing Data Collection That Works - A Practical Guide for Nonprofits
    • 2025-11-20

    Designing Data Collection That Works - A Practical Guide for Nonprofits

    Every nonprofit collects data. Most of it sits in forms, reports, or spreadsheets that never connect to the bigger questions leaders need answered. This session is designed to change that. In this webinar, we will unpack the structure behind good evidence and show how to connect day-to-day information from programs to the questions that define strategy and accountability.