Our findings provide valuable insights into the practices and strategies used by community-based social service organizations to cater to the needs of vulnerable and marginalized groups, and the role of technology in these contexts. We first discuss the practices and strategies these organizations use, followed by an overview of the technological barriers they face. We then delve into the common barriers faced by the populations these organizations serve, which are also important considerations when thinking about the provision and accessibility of social services for vulnerable and marginalized communities.
5.1 Key Strategies and Practices for Navigating Social Services
Our analysis revealed two key practices that social service providers frequently engage in—making referrals and information sharing. Both making referrals and information sharing are vital for offering quality and relevant social services [
34,
46,
64]. Making referrals involves directing clients (service users) to organizations or resources that meet their needs. For example, a social service provider may refer a client to a food bank if they need food assistance. Information sharing involves exchanging information within and between organizations, agencies, and social service providers to enhance their services [
64]. It could also involve sharing information with potential and current donors to generate support for enhancing their services [
10,
43,
69].
Section
6 will explore the themes developed from our data analysis, with a specific focus on the technologies and strategies these providers use for making referrals and sharing information. We present a summary of the technologies our participants use in Table
3. Additionally, Table
4 provides a summary of key practices and strategies derived from our findings.
5.1.1 Engagement with Community Members and Making Referrals.
Participants used a variety of strategies, tools, and platforms to engage with community members and facilitate referrals. These methods ranged from being integral parts of their organizational culture to being adopted as necessary, such as during the pandemic. Social media platforms like Facebook, Twitter, and Instagram were frequently cited as tools providers used to engage with younger community members. P10 mentioned, “Peoplecome to us to ask how they can volunteer. Some find us through churches, social media, and our website.”
Nearly all providers had an organization website, which acted as an information hub detailing their services, operating hours, location, and resources. P2 noted that their website also served as a platform to post important updates and refer community members to support groups during the COVID-19 pandemic.
Some providers also mentioned using specialized tools within their organization. For instance, P1 stated that they often use internal software such as Constant Contact
2 and telehealth apps like Doxy.me Private Practice.
3 These tools proved beneficial in reaching clients who could not be physically present, especially during the pandemic.
Providers also made referrals via phone calls, often used to evaluate community members for eligibility to receive services. P8 explained, “Inmates write us letters, and we send them applications. If things aren’t going well at home, and their parole officer refers them, our organization receives the application and conducts an interview over the phone.” According to P2, “Initial contact with our organization is usually over the phone, even if a request is submitted on the website.”
Besides technology, providers also relied on traditional means like word-of-mouth to generate and receive referrals for their services. P20 commented, “Our referrals often come from an established network, our personal connections. Everyone knows everyone.” This view was echoed by P16, whose organization receives referrals from lawyers and probation officers familiar with their practice and its affiliation with religious charities. These examples demonstrate the crucial role of personal connections and networks in generating referrals. Highlighting the significance of word-of-mouth in information sharing and making referrals, one provider observed, “Within the human services network, information gets out quickly, and people share readily.”
Our findings highlight the importance of incorporating a combination of approaches—both technological and interpersonal—to effectively reach clients and provide the necessary support and information.
5.1.2 Information Sharing.
Participants frequently reported engaging in information sharing. This was true whether it was within their organization or between different organizations, agencies, or with donors. The goal of this sharing was to provide relevant services and better address the needs of clients. They employed a combination of technological and non-technological strategies for this purpose.
In terms of technological methods, some participants significantly depended on their websites and social media platforms, like Facebook, for sharing information with other organizations when necessary. P1 mentioned, “Facebook has the sharing capability to connect us with other national agencies.” P5 added that their “website is mainly for volunteers, donors, and people who want to learn more,” indicating their website primarily acts as a resource for personnel from other social service organizations in search of their latest updates.
In a similar context, P11 described their website as “a community relations vehicle, and not so much for our clients,” primarily serving to “advertise for donor support.” P9 also shared their experience: “I use our Facebook to get donations for clothing and it really works.” These insights highlight the importance of information sharing for these organizations and having technology support. It not only helps in amplifying their capabilities and donor support but also contributes significantly toward the overall goal of better serving the needs of their communities.
As for non-technological strategies, several providers mentioned the use of forms sent to other organizations annually for collecting and sharing information. P1 explained, “Our office manager sends a form out. Some agencies want them printed, like churches. We update this form annually unless we receive particular information prior to sending them out.” These forms are then manually completed and returned to the requesting organization, where they are filed in resource binders. P1 also noted that they occasionally receive a letter about address change from providers.
In addition, some participants mentioned sharing information during meetings with service leaders and other staff. For example, P1 stated, “We would go to meetings with the same service leaders and share information through those meetings in informal processes.” This comment illustrates the use of informal, interpersonal methods of information sharing within the organization.
These current methods of information sharing used by providers reveal the complexities and potential uncertainties inherent in their operations. Often, they default to a ‘satisficing’ approach, favoring readily available, convenient solutions rather than optimizing for effectiveness [
1]. For instance, social service organizations might primarily depend on in-person meetings and interpersonal connections for information dissemination. Although this approach is functional, it may not be the most efficient or reliable.
Such an approach, even though it may suffice for immediate needs, is vulnerable to challenges such as personnel turnover and miscommunication. These findings underline the need for a more systematic, unified approach to information sharing that minimizes overreliance on disconnected technology or solely interpersonal connections.
5.2 Technological Barriers and Limitations for Providing Social Services
Given the important role technology plays in facilitating services to community members, as highlighted by our participants during the interviews, we sought to understand the technological barriers that they faced. Our analysis revealed several challenges. These include concerns about technology adoption, notably a lack of access to technology and insufficient IT capabilities. Additionally, there were issues related to data collection and management. Service providers also expressed concerns about their web presence and the effectiveness of their community outreach. Several organizations reported difficulties with effectively providing their services and programs through digital channels, subsequently limiting their reach and engagement with clients. We discuss these insights in depth in this section and also provide a summary of these findings in Table
5.
5.2.1 Technology Adoption Concerns.
During the pandemic, the social service sector faced a major challenge in adapting to the new normal of service delivery. Despite the increase in demand for their services, many of our participants were struggling to keep up with the changes, especially with limited resources and inadequate IT capabilities.
Several participants highlighted the limitations they faced in terms of their technical capabilities. For instance, P1 stated, “Tech isn’t our strength” while referring to the learning curve they faced in using a telehealth app, a HIPAA-compliant service, to continue offering their services during the pandemic. This technical limitation also hindered their online presence, as they struggled with updating their website and maintaining communication with their clients.
P5 elaborated on the issue by explaining that their organization’s leadership often had difficulties with maintaining their website. They stated, “Leaders don’t know how to make updates on our website, and we don’t know if employees or volunteers know how to do this. Everyone has 10–20 jobs, and they’re only getting paid for the top five they do.” This not only reemphasizes the technology struggle but also brings to light the additional burden placed on staff and volunteers.
Participants also drew attention to the challenge of managing multiple technology platforms within their organizations’ limited capacity. For example, P1 expressed concern about overstraining, stating, “Keeping up with other platforms would be more than we have time for. I feel like we might have a farther and younger reach but don’t have staff capability right now.” This comment underlines the challenges organizations face in balancing the need for reaching a broad audience and the resources they have available to manage numerous platforms.
Further expanding on these challenges, P17 discussed the difficulties associated with maintaining their current website, especially when it necessitates them having specialized skills. They described their situation, saying, “The current website is built on WordPress, which is considered secure and cost-effective but requires coding. Managing the website and updating content can be time-consuming, especially for someone who is not a tech expert.” This comment offers additional insight into the technical hurdles organizations face, particularly when their platforms demand specialized skills such as coding.
Funding constraints were another issue raised by providers. P18 emphasized how within their organization, limited funding, high staff turnover, and burnout compound the challenges of maintaining their platforms and using advanced technology. These observations demonstrate the complex, interconnected issues that social service providers struggle with in their quest to adopt and maintain technological solutions. In particular, the struggles emerge from managing complex platforms, addressing a lack of specialized technical skills, and navigating funding limitations within their organizations.
5.2.2 Data Collection and Management.
Our analysis shed light on the challenge of data collection and management for social service providers. Having accurate and up-to-date information is essential for these providers to make referrals and share information. The primary challenges participants reported centered around their methods of collecting, storing, and sharing information.
Social service providers often resort to using manual data collection and storage methods, despite frequently receiving information from other organizations and agencies. P1 commented, “The information we have collected over the years is typically manually through paper documents.” This practice, however, often leads to information becoming inaccurate and outdated, a problem that is exacerbated by the rapid changes in provider information and the time-consuming nature of updating their data. Participants mentioned how these issues worsened during high-demand periods, such as the COVID-19 pandemic. P1 reported, “During the COVID-19 pandemic, we received a surge in phone calls, but we didn’t have up-to-date information about the operating status of several organizations to refer clients to.” To address this, providers make regular efforts to update their databases by sending forms to other agencies, yet ensuring the accuracy and recency of this information remains a notable challenge.
In addition to the challenges of having accurate and up-to-date data, providers reported that the process of compiling comprehensive resource packets was a significant, time-consuming task when using manual data management methods. P19 highlighted this problem by saying, “Critical information doesn’t change much, but putting together a comprehensive resource packet can be time-consuming.”
The challenges faced by providers extend beyond manual data management, with significant obstacles encountered when dealing with technology. More specifically, maintaining updated and accurate information on their websites and external referral platforms like 211 posed additional problems.
The reasons behind these updating problems varied. P13 and P14 both pointed to the time-consuming process of updating their websites. They mentioned that this issue was especially prominent during periods of high demand, as well as when there were frequent changes in the hours and policies of other community-based organizations they partner with. Another dimension of the challenge was highlighted by P18, who attributed their data management issues to the high staff turnover rates in their organization.
Participants further expressed concerns about the quality and accuracy of information from external resources they relied on. P6 and P8 voiced their dissatisfaction with the 211 service, describing it as often unhelpful and often providing inaccurate information, particularly about smaller agencies.
Providers frequently mentioned the need for more efficient processes to gather information about other social service organizations and to get timely updates. P3, P10, and P16 highlighted the continual struggle of keeping pace with rapidly changing information and having the most up-to-date details of these organizations. They would often resort to the information stored “in the brain” or printed resources when attending to their clients, which were often reliable. P8 and P10 emphasized the critical need for effective communication among providers to ensure that everyone had the most accurate and current information. P10 commented, “The challenge is keeping the staff and the team aware that all information is important. Communication is a challenge amongst each other. We struggle with keeping each other informed as possible.”
These findings highlight the significant challenges social service providers face in their data management efforts. Our findings suggest an urgent need for more efficient and reliable data management solutions for community-based social service organizations.
5.2.3 Web Presence and Community Outreach.
In our interviews, we specifically asked about the challenges participants encountered regarding their web presence and outreach efforts, considering that online platforms such as websites and social media were used by most providers. Providers faced several issues related to online presence and community outreach, with several related to problems community members faced with access, lack of capability for tracking community engagement, and funding constraints for maintaining their web presence.
Although our participants acknowledged the importance of maintaining an online presence, our analysis also revealed their struggles with reaching and engaging with their target audience effectively. For instance, P1 expressed their aspirations for increasing user engagement on their website, stating, “We are looking at ways to drive more traffic to our website. Part of that would be putting more regular information on it. It doesn’t seem like something people check regularly yet.” When asked about why they think people are not visiting their platforms, some providers attributed these to the struggles their clients face. P16 highlighted how the digital divide adversely affect their online presence, suggesting a need for alternative means of internet access and effective outreach strategies.
P14 emphasized the limitations of their website in collecting data on community engagement. They commented, “We typically don’t have enough data from our websites on how we help.” This observation highlights the importance of implementing mechanisms that can effectively monitor and evaluate user engagement on their online platforms. Similarly, the issue of obtaining user feedback surfaced as a significant challenge. P11 specifically mentioned, “We don’t get feedback from users on our website,” thereby indicating a need for systems capable of capturing and collating user feedback on their services.
Further contributing to the complexity of maintaining an online presence, P4 noted that their website is operated by volunteers, adding an extra layer to the challenge of managing and updating content. The complexity extends further when providers need to encourage other organizations to keep their own information up-to-date. P14 elaborated on this, suggesting that interorganizational relationships can facilitate information updates, “Relationships are critical to getting up-to-date information to make these referrals. You constantly need to reach out to pantries or service providers. They don’t like going to their website and updating their information themselves.”
Funding constraints and prioritization also emerged as significant barriers to maintaining an effective online presence. P17 discussed the high costs of maintaining a website, whereas P20 spoke to the difficulty of balancing website maintenance with other operational needs, stating, “The website takes a back seat to clients for me. Nonprofits have so many jobs. Time, money, and priorities are probably the primary barriers.” P1 also commented, “Up until January or February, we had been paying for website updates. We need staff trained now who can do minimal changes. If we were putting up new or interactive information online, we would need to contract out.”
Some providers went to extra lengths to draw people to their platform. For instance, P18 mentioned using diverse advertising methods and collaborations with vendors and technology platforms as strategies for enhancing their web presence and outreach activities.
These insights provide a nuanced understanding of the multifaceted challenges service providers face in managing their online presence and community outreach.
5.3 Technological Barriers to Accessing Social Services for Community Members
The challenges faced by community-based social service organizations are often compounded by the difficulties encountered by the vulnerable populations they aim to serve. Throughout our interviews, participants frequently referred to the barriers their guests faced in engaging with them and accessing their services. These barriers included limited access to technology, limited digital literacy skills, and the implications of mental health issues.
P3 highlighted the importance of digital literacy in accessing online services by stating, “People who need these services need to know how to search for us online and the appropriate search terms.” However, several of our participants indicated that most of their clients lacked proficient search skills, with P6 stating, “Clients don’t know how to search.”
The reasons behind this lack of search skills among the clients are multifold, as mentioned by the service providers. Participants emphasized that the struggle their clients faced when attempting online searches often stemmed from an unawareness of their eligibility for such services. Highlighting this, P19 shared, “A lot of individuals aren’t even aware they need the service, whether it’s qualifying for disability benefits or applying for insurance under the Affordable Care Act. Without knowing what you’re looking for, it’s impossible to conduct an effective search.” Some providers attributed this struggle to the complexities faced by their clients in navigating the digital landscape. For instance, P5 highlighted the complexity of certain available digital platforms. Discussing the 211 service, they reported, “Search sub-categories on 211 are very difficult even for an expert.” These comments underscore the challenges that community members with limited technological skills face when trying to access these essential services.
Limited internet access was another dimension of these barriers that participants commented on. P5 revealed that “People in need typically get access to our services from the library.” This sentiment was echoed by P3, who noted, “In the community, mental health and the likelihood of reliable internet is pretty low.” These comments underline the need for accessible and inclusive technology solutions for communities in need.
Some participants further illustrated the complexities of technology access and use among service users. For instance, P5 shared that “most guests have flip (non-smart) phones,” further stating that these guests often “struggle with tech because they didn’t have access growing up.” Such observations shed light on the struggle with digital literacy among service users, with this often tied to their lack of prior exposure to technology. In a similar vein, P19 noted that there are those who “have phones but don’t use them to look up services,” a comment that indicates challenges tied to usability and navigation of technology for service access. Adding to this, P9 stated that “Most of our residents have never seen the website. No tech access or internet access,” highlighting the barriers faced by clients in interacting with online services.
The issue of the digital divide was amplified by P8 and P16, particularly referencing challenges in rural communities. P8 acknowledged, “Some people don’t realize there are broadband issues in rural communities.” P16 added that “Even public Wifi isn’t great because people don’t always have their own devices.” Reflecting the crucial role public resources play in addressing the digital divide, P13 expressed the importance of libraries for clients to access services, noting “Access without libraries is impossible for my clients.”
P3 and P5 drew attention to the role of mental health issues and addiction in influencing technological competency. P5 observed that “Guests [service users] have high levels of mental illness or addiction and, regardless of their age, still struggle with tech.” P3 echoed this comment and further emphasized the correlation between mental health issues and limited access to the internet, stating, “Not many people in the realm of mental health have internet.” Their comments shed light on the additional barriers that mental health challenges present in the context of technology use and social service access for marginalized communities.
Given these challenges, it is important that the integration of technology into community-based social services be done in a way that supports both providers and the communities they serve, instead of creating additional barriers. By adopting an intentional, user- and community-centered approach to the deployment of technology for communities in need, we can enhance support for community members. This approach can also assist service providers in their shared goal of ensuring effective access to and use of social services.