Coelho Consulting | Human Services Technology

FROM SERVICE TO IMPACT

Turn Complex Operations Into Coordinated Action.

CCI connects client administration, service delivery, funding, provider workflows, compliance, reporting, and outcomes in one configurable environment giving teams the clarity to act, leaders the visibility to decide, and organizations the capacity to serve at a higher level

Client Need

Intake, assessment
and eligibility

Program Enrollment

Housing, shelter
or service entry

Service Delivery

Case management
and support

Provider Coordination

Referrals, contracts
and deliverables

Funding

Grants, budgets
and allocations

Invoices & Payments

Submission, review
and payment tracking

Compliance

Monitoring, documentation
and reporting

Outcomes

Dashboards, performance
and impact

End-to-End Visibility

See the complete relationship between services, resources, activity, and results.

Reduced Administrative Complexity

Replace duplicate entry, spreadsheets, and fragmented processes with coordinated workflows.

Accountability by Design

Build compliance, approvals, financial controls, and reporting into everyday operations.

Greater Capacity to Serve

Give teams the information and time needed to deliver stronger services.

WHY COELHO CONSULTING

One Connected System. One Shared Standard for Success.

Disconnected systems slow teams down, limit visibility, and make accountability harder. Coelho Consulting unifies programs, funding, finance, providers, and reporting in one configurable environment giving organizations clearer information, stronger control, and a more effective way to deliver results.

Disconnected Systems

- Client and financial data live separately
- Staff enter the same information more than once
- Reporting requires spreadsheets and manual reconciliation
- Program, finance, and leadership teams see different information

→

The Coelho Approach

✓ Connect client services, funding, and outcomes
✓ Bring grants, contracts, invoices, and payments together
✓ Create shared reporting across programs and funding sources
✓ Configure the platform around the organization’s complete workflow

WHO WE SERVE

Built for organizations doing work that matters.

Coelho supports the agencies, provider networks, and teams responsible for delivering services, managing public resources, and improving community outcomes.

Government
Agencies

Manage programs, funding, provider contracts, compliance, and public reporting.

Continuums
of Care

Support HMIS, coordinated entry, housing programs, and community performance.

Nonprofit
Providers

Connect client services, grants, program operations, and outcome reporting.

Finance &
Contract Teams

Manage budgets, contracts, invoices, approvals, payments, and audits.

Program &
Data Teams

Improve service delivery, data quality, reporting, and performance management.

OUR SERVICES

From Strategy to
Long-Term Support.

Coelho works alongside organizations through every stage of their technology journey from workflow planning and system development to secure hosting, staff training, and continued improvement.

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Configurable Software Solutions

Purpose-built software configured around your programs, users, reporting requirements, and operational workflows.

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Workflow Consulting & Advisory

Assess current processes, identify gaps, and develop a clear path toward more coordinated operations.

Explore Consulting Services →

Secure Hosting & Infrastructure

Reliable hosting, backups, monitoring, security, and technical support for mission-critical systems.

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Training, Adoption & Support

Practical training and ongoing guidance that help teams use their systems confidently and effectively.

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Deep industry expertise

Proven implementation methodology

Secure, reliable, and scalable technology

Ongoing support for long-term success

OUR PLATFORMS

Purpose-Built Platforms.
Configured to Work Together.

From HMIS and case management to grant, community-development, and workforce systems, Coelho’s platforms can operate independently or connect as one coordinated technology environment.

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Social Services & HMIS

A comprehensive,configurable HMIS and case management platform for homelessness and human services organizations.

Intake Coordinated Entry Shelter Housing Reporting

Explore Social Services & HMIS →

Grant & Financial Management

Manage funding sources.grant awards,budgets,provider allocations, contracts,expenditures,invoices,approvals, payments,compliance and funder reporting.

Grants Budgets Contracts Invoices Payments

Explore Financial Management →

Community Development

Coordinate properties,development projects,inspections, maintenance,funding.compliance and Community-development activity.

Explore Community Development →

Training & Employment

Manage enrollment, attendance, services, credentials, employment preparation, job placement, retention and workforce outcomes.

Explore Workforce Solutions →

Arts Outreach

Connect arts organizations,donors,volunteers and human-service providers through coordinated ticketing,outreach, billing and fundraising workflow.

Explore Arts Programs →

Built by our engineers and platform experts

Secure, reliable and compliant

Works together or independently

Backed by real people who understand your mission

Hear from Our Clients

“Greg cares about our clients and shares our joy in their success. He holds himself to a very high standard and will never stop working with us until we are all satisfied.”

Gloria Guard

Executive Director

Travelers Aid Family Services of Philadelphia

“We have been particularly impressed with Coelho Consulting’s ability to understand our operations and create the exact solution to meet our every need. Their dedication and high-quality work gave our staff confidence in their commitment to making the implementation a success.”

Louis A. Sannutti

OBH/IDS Fiscal Administrator

City of Philadelphia - Department of Behavioral Health and Intellectual disAbility Services

“We chose Coelho Consulting because of their ability to understand all of our needs and develop a customized solution. Their support team is always an email or phone call away and consistently provides a quick turnaround as requirements change.”

Lincoln Strehle

Deputy Executive Director, Development and Support

Philadelphia Veterans Multi-Service & Education Center

“Coelho Consulting has the capacity and willingness to continually meet new requirements quickly. Greg and his team take the time to understand exactly what is needed and develop the right solution. We rely on Coelho Consulting to support our database, and they perform incredibly.”

Malkia Singleton Ofori-Agyekum

Vice President of Social Services

People’s Emergency Center

“The biggest advantage we derive from CARES is being able to operate and tie all of our programs together in the same system. It allows us to coordinate with other agencies and gives us a comprehensive view of the services received by our clients across the continuum.”

Sharon A. Grasty

Chief Operating Officer

Community Action Agency of Delaware County (CAADC)

“Crucial to our implementation process was the one-on-one customization provided by Coelho Consulting. Coelho worked individually with providers to identify program- and agency-level needs, enabling the system to meet both broader reporting requirements and the needs of each organization.”

Christine Seibert

Adult Services Division Coordinator / HMIS Program Director

Delaware County Department of Human Services, Office of Behavioral Health

Our Mission

Your Mission Comes First. Our Technology Is Built Around It.

At Coelho Consulting, every solution begins with listening. We work closely with each client to understand their people, programs, challenges, and goals then design and implement systems around the way their organization truly works. Our commitment extends far beyond implementation. We remain a hands-on technology partner, continuously supporting, improving, and adapting each system as our clients’ needs evolve. By combining personal service with powerful, configurable technology, we help organizations operate more effectively, strengthen accountability, and create greater impact for the communities they serve.

Discover Our Approach → Start a Conversation

PLATFORM CAPABILITIES

Shared capabilities
across every platform.

Every Coelho system includes a common foundation of tools that improve efficiency, visibility, and day-to-day usability helping teams work faster, document services more easily, and report with greater confidence.

Voice-to-Text Notes

Let staff dictate case notes in real time, reducing manual entry and saving valuable administrative time

NEW

GIS & Location Dashboards

Visualize client addresses, service locations, and outreach activity through interactive geographic views.

NEW

Mobile-Ready Reporting

Access dashboards and reports from phones, tablets, and desktops so stakeholders always have information when they need it.

CORE

Document Imaging & OCR

Scan and attach documents, then convert them into searchable text for easier retrieval and recordkeeping.

CORE

Web-Based Grant Workflows

Allow providers to submit invoices and supporting documents online while funders review and manage approvals digitally.

NEW

Advanced Reporting & Exports

Create operational reports, dashboards, compliance exports, and custom views that support better decisions.

CORE

Built Around Your Mission. Accountable for Your Success.

Turn Complex Operations Into Coordinated Action.

Client Need

Program Enrollment

Service Delivery

Provider Coordination

Funding

Invoices & Payments

Compliance

Outcomes

End-to-End Visibility

Reduced Administrative Complexity

Accountability by Design

Greater Capacity to Serve

One Connected System. One Shared Standard for Success.

Disconnected Systems

The Coelho Approach

Your Success Is the Measure of Ours.

Built for organizations doing work that matters.

Government Agencies

Continuums of Care

Nonprofit Providers

Finance & Contract Teams

Program & Data Teams

From Strategy to Long-Term Support.

Configurable Software Solutions

Workflow Consulting & Advisory

Secure Hosting & Infrastructure

Training, Adoption & Support

Purpose-Built Platforms. Configured to Work Together.

Social Services & HMIS

Grant & Financial Management

Community Development

Training & Employment

Arts Outreach

Our Valued Clients

Gloria Guard

Louis A. Sannutti

Lincoln Strehle

Malkia Singleton Ofori-Agyekum

Sharon A. Grasty

Christine Seibert

Your Mission Comes First. Our Technology Is Built Around It.

Shared capabilities across every platform.

Voice-to-Text Notes

GIS & Location Dashboards

Mobile-Ready Reporting

Document Imaging & OCR

Web-Based Grant Workflows

Advanced Reporting & Exports

Government
Agencies

Continuums
of Care

Nonprofit
Providers

Finance &
Contract Teams

Program &
Data Teams

From Strategy to
Long-Term Support.

Purpose-Built Platforms.
Configured to Work Together.

Shared capabilities
across every platform.