Traverse Overview

Every case file. One software solution.

Traverse puts timely and relevant case information at caseworkers’ fingertips. It allows human services casework to be completed from anywhere, helping everyone in a human services agency work efficiently and effectively.

Key Features to Support Workers

Add Content

Add documents and forms to centralized, electronic case files from anywhere clients provide them.

Retrieve Content

Quickly and easily find case content to make decisions, process benefits, and improve client service.

Collaborate

Securely share documents and forms, both internally and externally, to connect clients to services faster.

Request a Demo

Schedule a 15-minute discovery session today and see how Traverse will transform your agency’s efficiency and effectiveness.

Benefits That Empower Your Agency

Accessible Anywhere

Web-based technology and device-agnostic mobile apps that work in disconnected mode empower remote work.

Cloud Based

Quickly realize value with a highly available SaaS solution that’s always up to date. Reliance on scalable cloud resources reduces storage, paper costs, and lightens the IT burden.

Champions Collaboration

Share documents and forms between workers, supervisors, and others in the agency, as well as clients and external collaborators.

User Friendly

Intuitive design, in-app learning, and live-chat feature make Traverse easy to learn and use.

Easily Integrated

Traverse is API-enabled to share information, enhance case management and eligibility systems, and eliminate redundancies.

Support Workers

Lessen caseworker burnout and slow the rate of turnover. Reduce time spent on administrative work and associated costs for overtime, mileage, and storage.

What’s the Value of Traverse?

Traverse saves agencies time and money:
  • Reduced overtime and mileage fees (roughly $50 per worker per day)
  • Reduced turnover, saving $54,000 in replacement costs per worker
  • Minimized time spent searching for information and documents during audit prep
  • Decreased burden on county IT, reduced storage costs for paper case files, and reduced risk during disasters

Implementation Services

Our dedicated services team focuses solely on the success of your project. We bring a consultative approach to every interaction, so you walk away with a better understanding of your business and proven best practices that positively impact your important work. We also equip your internal champions with strategies to sustain process changes over time.

CHANGE MANAGEMENT
PROFESSIONAL PROJECT MANAGEMENT
BUSINESS PROCESS DISCOVERY
TAXONOMY DEVELOPMENT
FORMS BUILDING AND MAINTENANCE
DATA INTEGRATION AND DOCUMENT MIGRATION
TRAINING
SUPPORT
CUSTOMER SUCCESS

Traverse has brought immediate support, assistance, and relief to our workers.

– MAE MAJOR, Director of Children & Family Services, Seneca County Children’s Services, NY

Traverse + Case Aide Services

Peanut butter and jelly. Milk and cookies. Software and services.

Some things just go better together!

While Traverse modernizes document management, our Case Aide Services extends your team’s capabilities by taking on your most time-consuming administrative tasks. Agencies that use both our software and services can better support workers, maximize resources, and implement a more holistic approach to care across the agency.

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