BSC buyer guide

A practical starting point for evaluating case management, individualized funding, employment support, and policy software.

Start with your priority

Case management

For service documentation, person-centred records, goals, team coordination, and quality oversight.

Funding management

For PassportONE and other individualized funding, invoices, reimbursements, family access, and financial reporting.

Employment support

For employment intake, ISP-aligned goals, employer engagement, placements, and ongoing follow-up.

Policy and training

For approved policy content, staff questions, acknowledgements, training, and compliance oversight. Coming soon.

Your evaluation checklist

1. Workflow: Can we follow one realistic process from intake to reporting?
2. People: What do frontline staff, administrators, leaders, and families each need to access?
3. Information: Which records need to move, and what needs cleaning or mapping first?
4. Oversight: Which reports, approvals, and evidence does our organization require?
5. Privacy and security: What hosting, access, retention, backup, and assurance evidence do we need to assess?
6. Delivery: What is included in scope, implementation, training, support, and ongoing cost?

Prepare your team

01 · Priorities

Bring two or three workflows that cause repeated effort, missing information, or difficult reporting.

02 · Perspectives

Invite a frontline user, a program lead, and someone responsible for technical or procurement requirements.

03 · Evaluation

Decide what a successful demonstration must show and what questions need written follow-up.

Tell us your programs, approximate user numbers, priorities, and preferred timeline. Use sample information rather than real client records.