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Tracking At-A-Glace® is a versatile case management and tracking software that has been implemented in different markets. Its flexibility allows for easy customization and configuration to meet the specific needs of each client.



Tracking At-A-Glance® is a recognized leader in case management and performance tracking software for housing agencies. TAAG is so versatile that is has been used to track public housing and Housing Choice Voucher residents alike, and report on the diverse metrics of different programs.

TAAG’s Jobs Plus Module captures program enrollment and all the resident tracking measures that are necessary to report to HUD. There is a dedicated screen for documenting the JPEID. The module features a Jobs Plus Report in summary and detailed format that captures quarterly and cumulative totals based on items 1-44 of HUD’s Monitoring Measures.

TAAG streamlines the intake process for the Family Self-Sufficiency (FSS) Case Manager. From creating ITSP goals while conducting the needs assessment to documenting all the Contract of Participation information, the FSS case manager has everything to successfully track FSS participants. TAAG features an FSS Report that is great for an agency’s internal tracking of FSS goals. The report tracks common services/activities and outcomes based on referrals, milestones, and other relevant data that is entered into TAAG. We are closely monitoring HUD’s proposed changes for FSS, and will implement composite score reporting should HUD mandate it.

Reporting on grants utilizing Resident Opportunities for Self-Sufficiency (ROSS) funds is now seamless in TAAG. The Standards for Success (SfS) Module was built with several screens pertaining to demographics, education, employment, health, and housing. Each section features a series of vital questions for the program. The SfS Module culminates in a robust export of the data via a custom Excel spreadsheet which mirrors HUD’s PRL Data Input Template. The spreadsheet contains the relevant codes so that users can upload the spreadsheet directly into HUD’s reporting portal. Once HUD’s budget allows for further integration we hope to have a direct interface between TAAG and their reporting portal so that our clients can upload the Standards for Success report at the single click of a button.

Designing Success tracked more than 50 HOPE VI grants utilizing a dedicated module for that program. Emerging from the success of HOPE VI, the Choice Neighborhoods program provides a larger platform for collaboration across multiple agencies. TAAG tracks all measures from HUD’s People Report and select measures from the Housing Report. We understand that the case manager’s time is important so all the data for annual reporting is captured on a single questionnaire for the entire household. The Choice Neighborhood Module features two dynamic reports for quarterly and annual reporting on the data elements required by HUD.

There are many new features on the horizon for TAAG users. Coming soon is the ability to send and receive text messages to and from residents, without ever leaving TAAG. There are also plans to integrate document signing in TAAG so that users can have residents electronically sign forms in TAAG.

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Tracking At-A-Glance® is a versatile case management and performance tracking tool that can be used in any non-profit agency. It improves agency efficiency in daily tasks such as conducting intakes, making referrals, and documenting case notes. TAAG has been customized by other users for their Offender Re-Entry Programs as they provide job placement, counseling, and family restoration services to transition ex-offenders back into society. With the implementation of TAAG, these agencies can measure and report on the outcomes of their program. The tangible results they provide to their funders often lead to gaining more financial support. TAAG has also been utilized in tracking other programs such as Maternity and Adoption, Foster Grandparents, and even Migration and Refugee Services. In all cases, Designing Success provides the platform users need to document their success.

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Tracking At-A-Glance® delivers the immediate support and solid collaboration tool that is needed when a disaster strikes. The software automates the process so users at different agencies can quickly conduct assessments, establish disaster recovery plans, and keep track of referrals to an unlimited number of providers. TAAG was selected by HUD to track the needs of over 47,000 families under the Disaster Housing Assistance Program (DHAP) following Hurricane Katrina. Due to its customizable and user-friendly interface, TAAG was subsequently selected to continue tracking residents in Louisiana and Tennessee under the DHAP-Katrina Transitional Closeout Program, as well as the displaced residents of Hurricane Ike under the State of Texas Disaster Case Management Pilot Program. The reporting for disaster relief programs is enhanced by seven custom reports that track demographics, referrals, employment information, accomplished goals, and much more.

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Tracking At-A-Glance® assists agencies with meeting the needs of job seekers and improving relationships with prospective employers. TAAG allows users to monitor the progress of job seekers, from referrals to training, to employment counseling and job interviews. One of TAAG’s most unique features is the ability for prospective employers to search for a list of possible candidates using the Search Placement feature on the login page of every TAAG database. Based on information entered on a client’s skills, education, and language, employers can search the database and even view uploaded résumés of qualified candidates who may meet their requirements. This establishes communication between the agency and prospective employers. With multiple reporting options, users can easily run reports on job placement and retention milestones, salary increases, Section 3 employment, and many other data elements.

Download More Information on the benefits and features of TAAG for Workforce Development


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We are here to serve you during the following business hours: 

Monday to Friday: 8am to 6pm Eastern
Saturday and Sunday: Closed

Technical Support is available 24/7/365

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4635 Southwest Freeway
Suite 700
Houston, TX 77027

Office: (954) 457-3330

Fax: (954) 456-6700

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