Bonterra ETO vs FORMNA

Bonterra ETO is web-based data collection and case-management software for nonprofits and other social-good organizations. It tracks participant interactions, services, assessments, referrals, and outcomes. Organizations can enroll participants across enterprise sites, make internal or external referrals, and link participants with entities such as service providers, employers, and referral partners; receiving organizations may accept or reject referrals. ETO Results provides filtered reporting shaped by reporting roles and security settings. Administrators can customize dashboards and navigation across sites and programs with up to five enterprise navigation templates. The system includes participant, entity, referral, and administrative areas, quick search, role-customized dashboards, a participant portal, forms and surveys, and reporting dashboards. Nine customizable access levels and program permissions control data access. ETO requires internet access and a compatible browser. Data is stored on dedicated AWS Virtual Private Cloud servers with nightly encrypted backups and annual disaster-recovery testing. Pricing is on request.

FORMNA is a self-hosted form builder and program management platform for handling forms, submissions, review workflows, and reports. Its drag-and-drop builder supports 15 field types, conditional logic, validation, file uploads, draft auto-save, and version management. Programs can group forms with deadlines, submission rules, instructions, eligibility requirements, and custom permissions. Multi-stage reviews can assign reviewers, apply weighted scoring, request clarification, and record approve, reject, or advance decisions. Four roles—Super Admin, Admin, Reviewer, and User—have scoped permissions and tailored dashboards. Security features include TOTP multifactor authentication, encrypted data at rest, rate limiting, and session invalidation; the system logs actions with who, what, and when. Optional AI summaries use a configurable LLM provider while data remains on the organization's servers. Installation is documented for Docker or bare metal and requires PHP 8.2+, MySQL 8.0+ or MariaDB 10.6+, and Apache or Nginx. The open-source plan is free for qualifying organizations; specified commercial uses require licensing. Enterprise Annual License costs $25,000 per year.