CASE STUDY:
Persevere
Persevere Transforms Reentry Case Management with PlanStreet
Organization Overview
Organization: Persevere
Program Focus: Technology training and workforce development for justice-involved individuals
Challenge: Managing participant progress, compliance reporting, and outcomes across multiple facilities and reentry stages
Solution: PlanStreet Case Management System
Challenges
Persevere delivers intensive technology training programs to incarcerated and formerly incarcerated individuals, preparing them for careers in software development and IT. As the program expanded across correctional facilities and reentry settings, the organization faced several operational challenges:
- Tracking participant progress across education, certifications, and job placement.
- Managing case notes and individualized service plans.
- Monitoring attendance and program milestones.
- Coordinating communication between instructors, case managers, and administrators.
- Reporting outcomes to funders and state agencies.
- Ensuring data security and compliance across facilities.
Manual processes and disconnected spreadsheets made it difficult to maintain real-time visibility into participant progress and overall program performance.
Persevere needed a centralized, secure, and scalable case management system built specifically for human services and reentry programs.
Why PlanStreet
Persevere selected PlanStreet because it offered human-services-focused case management, with benefits such as:
- High configurability without custom coding to simplify customization.
- Secure cloud-based access to maintain compliance.
- Robust reporting capabilities to measure outcomes.
- Responsive implementation support to increase software adoption.
Solution
Persevere implemented PlanStreet’s configurable case management platform to streamline operations and strengthen data-driven decision-making.
- Participant Intake & Assessments: Custom intake forms, risks and needs assessments, automated eligibility verification, and more, all specifically tailored to correctional and reentry environments to avoid collecting unnecessary data.
- Individualized Service Planning: Structured learning and career plans, milestone tracking, and goal setting all help clients and case managers develop measurable outcomes.
- Case Notes & Documentation: Secure digital case notes, role-based access controls, and document storage create a single source of truth for all service providers.
- Attendance & Engagement Tracking: Class attendance logs, instructor performance notes, and engagement indicators to help case managers intervene early if necessary.
- Employment & Reentry Outcomes: Job placement tracking, wage monitoring, an employee partnerships database, and automated long-term follow-ups help case managers improve career paths and retention.
- Reporting & Compliance: Real-time dashboards, custom funder reports, and outcome analytics help Persevere remain audit-ready at any moment with exportable, compliance-ready data.
Implementation Process
PlanStreet worked closely with Persevere’s leadership and program staff to:
- Map existing workflows
- Configure program-specific data fields
- Create automated progress tracking workflows
- Develop customized dashboards for leadership
- Train instructors, case managers, and administrators
- Ensure secure deployment across facilities
The system was fully operational within weeks, with minimal disruption to program delivery.
Results & Impact
- Improved Operational Efficiency: Centralized participant records across facilities and standardized documentation processes.
- Enhanced Program Visibility: Implemented real-time participant progress tracking and early identification of participants needing additional support.
- Stronger Data-Driven Decision Making: Performance dashboards give deep insight into completion rates and job placement trends, offering data-backed program improvements.
- Simplified Funder Reporting: Automated report generation improves data accuracy and helps Persevere respond faster to state and philanthropic reporting requirements.
- Scalable Growth: PlanStreet's infrastructure supports expansion to additional facilities, increased participant enrollment, and long-term outcome tracking.