CaseAI - From the field: Equiphoria’s story
How Equiphoria Simplified Beneficiary Tracking with CaseAI (and Reduced Administrative Burden)
Tracking beneficiaries shouldn’t be an administrative burden.
Equiphoria is a French ONG who delivers equine-assisted therapy (hippotherapy), combining a holistic therapeutic approach informed by neuroscience with structured care programs supported by horses and specialized therapists.
For mission-driven organizations, the real work happens in the field: building trust, delivering care, coordinating teams, and supporting people over time. Yet behind the scenes, teams often face a quieter struggle: keeping beneficiary information organized, accessible, and reportable without losing hours to admin. That’s exactly what Equiphoria experienced.
This story shows how Equiphoria moved from fragmented tools and manual processes to a more streamlined way of working—with CaseAI, a case management tool designed to help nonprofits centralize beneficiary follow-up and make reporting easier.
The challenge: beneficiary information scattered across too many tools
Before CaseAI, Equiphoria’s day-to-day beneficiary follow-up required constant switching between systems and formats:
multiple tools open at the same time,
notes taken on notebooks and post-its,
systematic paper printouts.
As Noémie Santibanez Aldebert from Equiphoria explains, the biggest difficulty wasn’t just the amount of information—it was how quickly they could access it without wasting time searching.
That pain point is common across social-impact and care organizations:
Information exists, but it’s hard to retrieve at the right moment.
Data is captured, but not structured enough for reporting.
Reporting is possible, but it takes hours of manual consolidation.
When teams spend their time searching, retyping, and reconciling, it’s not just inefficient—it can slow down care delivery and reduce capacity for impact.
What CaseAI changed: from notes to centralized, usable beneficiary data
Equiphoria didn’t need “one more tool.” They needed a system that makes daily work easier and turns what teams already do—writing notes—into something structured and reusable.
With CaseAI, Equiphoria centralized beneficiary information starting from their notes, so teams can find and use information without duplicating effort.
In practice, this meant:
one single tool for operational follow-up and reporting,
less time spent searching and manually entering data,
easier access to up-to-date information when needed.
CaseAI’s value here is simple: it helps nonprofits reduce fragmentation and administrative overhead so teams can focus on what matters most—supporting beneficiaries.
The outcome: indicators available immediately (and faster analysis)
For Equiphoria, the biggest visible shift was speed and clarity. As Noémie shares:
“Now, indicators are available immediately thanks to CaseAI. It’s a real time saver to extract data analysis easily.”
That’s a meaningful difference for organizations that need to:
monitor activity,
understand what’s working,
report to partners or funders,
and make decisions quickly—without building complex spreadsheets every week.
Instead of treating reporting as a separate, heavy project, CaseAI helps make reporting a natural extension of day-to-day work.
Why this matters
At Bayes Impact, we care about AI that is practical—AI that removes friction from mission-driven work rather than adding complexity.
This is what “AI for Good” looks like in reality:
less time spent on admin tasks that don’t create value,
more time available for care and human support,
better visibility on outcomes and operations.
Equiphoria’s story is a concrete example of that: from fragmented tracking to a centralized system that supports both field work and reporting.
Interested? Who CaseAI is for
If you are a nonprofit who supports beneficiaries and you recognize any of these patterns:
“We keep notes everywhere, but it’s hard to find anything.”
“Reporting takes too long and requires re-entering data.”
“Our indicators exist… but only after hours of manual work.”
“We use several tools and none is really the source of truth.”
Then CaseAI may be relevant for you.
It’s designed to help nonprofits and social-impact teams structure beneficiary follow-up and simplify reporting, without forcing teams to reinvent how they work.
FAQ
What is CaseAI?
CaseAI is a tool designed to help nonprofits manage beneficiary follow-up by centralizing information from day-to-day notes and making reporting easier.
What problem does CaseAI solve for nonprofits?
It reduces the administrative burden of beneficiary tracking—less time searching for information, less manual data entry, and faster access to indicators for reporting.
What changed for Equiphoria with CaseAI?
Equiphoria moved from juggling multiple tools, paper, and scattered notes to a centralized system. They can now access indicators immediately and save time extracting analyses.
Want to see if CaseAI fits your organization?
Request a personalized demo and we’ll walk you through the workflow—beneficiary follow-up, centralized information, and reporting.