public service organization volunteers serving food

Streamlining Case Management for Successful Outcomes

As a SaaS-based solution, BridgeEze caters to virtually all public service organizations, including disaster relief, non-profits and social service agencies, and workforce development service providers. BridgeEze offers measurable outcomes for all stakeholders, including board members and funding channels, thereby demonstrating a beneficial return on investment. Users can leverage the plethora of reporting instruments to scrutinize results, assess program efficacy, identify exceptional practices, and enhance services. Such capabilities are pivotal when seeking fresh or renewed funding, with organizations often necessitating evidence of the impacts they’ve previously garnered.

BridgeEze Becomes Your Better Management Tool

More than a comprehensive data accumulation system, BridgeEze functions as a potent resource for case management training. Its high degree of customization enables administrators to tweak drop-down lists without requiring specialized programming. Generating reports is simplified by BridgeEze’s robust built-in reporting system, eliminating the need for third-party software. Modular in design, BridgeEze allows users to activate modules from a vast array of options, tailoring the system to perfectly fit the organization’s unique needs. Managing all aspects of cases has never been more efficient.

Rich With Features, Designed to Streamline Your Operations

Cross Browser Compatibility

A web-based solution that runs on the most popular Internet browsers: Edge, Chrome, Firefox, Safari and Opera.

Mobile Devices

Accessible on iOS and Android mobile devices and tablets.

Customization Function

Program Administrators can customize all drop-down lists without the need for outside assistance.


Easy to navigate screens document assessments, household composition, employment information, referrals, plans, notes, and more.

Dedicated Email Function

Allows users to quickly compose and send email messages to an individual or a group.

Texting Feature

Users can send individual or group text messages. Incoming and outgoing messages are documented in the client file.

Robust Internal Reporting

No need for any third-party software.

case management webinar session at table

Seeing is Believing

Attend one of our webinars and learn how we can streamline and simplify your case related projects and management.

Our Clients Tell Our Story

An Incredible Partner: Responsive and Knowledgeable

“Designing Success, now SocialBridge, has been an incredible partner to work with over the years. We’ve worked with them closely and they have been unfailingly responsive and knowledgeable. When we’ve had an idea about new ways to help our community members, they found a way to make it happen. They’ve continued to bring on incredible staff and provide unparalleled service. We look forward to continued collaboration.”

Adam Fordham
Technology Specialist
Salt Lake County Housing & Community Development

Superior Software, Real-time Data

“TAAG has been a great tool for our FSS case managers to track their client progress and for management to pull accurate, real-time data. The staff has gone above and beyond to help us navigate the software and answer any questions that come up.”

Emily Dixon
FSS Program Manager
Vancouver Housing Authority

Exceptional Customer Service, Ready to Assist

“My program has been using TAAG software for the past four years. In response to the software services, I want to compliment their tech support for outstanding customer service. Using telephone or email messages to reach out for tech support, I have always received quick responses. Their team is ready to assist you.” 

Ann Benson
Program Director
Independence Housing Authority (MO)

Software Simplifies Reporting and Enhances Connections

“Tracking At-A-Glance® (TAAG), has been beneficial for the PRHA Resident Services Department. It has simplified the reporting for Job Plus and Family Self Sufficiency. The system has enhanced our connections with the resident through the text and email features. The case management has increased. The staff has been very helpful. TAAG provides suitable training resources for new staff and refresher training in their systems. The program is user-friendly.”

Danisha Harper
Case Manager
Portsmouth Redevelopment and Housing Authority (VA)

A Game-Changing Tool for Streamlined Assistance

“I would recommend “Designing Success”, now SocialBridge Technologies, and TAAG software to everyone. These tools have been a game-changer for us and our partner agencies, enabling us to provide crucial daily support more efficiently. Our previous outdated system paled in comparison to TAAG’s capabilities – it allows us to keep comprehensive notes and communicate seamlessly with partners. The responsive support from the team has been fantastic.”

Jason Pearson
Project Manager
NYC Housing Preservation & Development

Empowering Case Management with Unmatched Capabilities

“Designing Success Tracking At-A-Glance® (TAAG) Software has been my absolute favorite case management tool. I have used it for 20 years. It is user-friendly and specific to the case manager’s and/or the supervisor’s needs. Everything is trackable, customizable and searchable. Reports for your participants, your supervisors or your boards are quick and easy to create.”

Rene Tarver
Family Self Sufficiency and Housing Choice Voucher Homeownership Programs
Subject Matter Expert (SME)

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