Case Management App Solution for the Adult Protective Services
Transcript of Case Management App Solution for the Adult Protective Services
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Case Management App SolutionColorado Department of
Human Services Adult Protective Services Customer Success Story
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We created a mobile-friendly case management solution that’s changed the way the CDHS Adult Protective Services does business.
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5 Stars on Salesforce AppExchange
”Vertiba used Force.com and standard Salesforce to build custom applications and functionality. Their expertise in Salesforce and with Force.com combined with their understanding of APS, allowed them to make suggestions for functionality that improved our initial design and vision.
They worked quickly, allowed ample opportunity for us to request changes to their initial design, and completed the project on time and on budget. – Peggy Rogers, CDHS Adult Protective ServicesRead more…
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Solution
ADVANCED TRACKING SYSTEM FOR APS
Working on the Force.com platform, Vertiba built a cloud-based solution
that allows CDHS to effectively track abuse cases and drastically decrease
time spent on case documentation. Through Mobile enablement, staff are
now able to input information in the field and capture the full 360 degree
view of a case. Robust analytics provide insight on client relations, repeat
offenders as well as staff efficiency allowing CDHS to better serve their
community while saving 50% annually!
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Challenges & Constraints
• Complex Case Management workflows
• Legacy system was slow & inefficient - poor search functionality
• Messy paper trails for tracking clients
• Difficulty in identifying & tracking repeat offenders
• Extremely limited reporting capabilities
• Callers provided info in unstructured ways
• Lack of tracking for employee training
• Time consuming to pull statistics on clients
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Key Benefits
• Provided process to analyze data & identify opportunities to improve
client’s safety
• “One-stop-shop” dashboard view:
Tasks, relationships between clients, support networks & perpetrators profiles
• Established communication tool for instant updates & collaboration
• Improved information access with alerts & email notifications
• Developed custom formulas & Safety Scores for case tracking
• Custom dashboards & reports eliminate spreadsheets, manual tracking
• Standardizes processes across all Colorado counties
• Developed modules for efficient reporting & to track employee training
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> Easily collect all necessary data on abuse allegations.
Quick, Complete Intake Form
Required Fields Ensure Accurate
Data
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Designed with User in Mind
> Pick lists, check boxes & form fields make it easy to enter
assessment data from mobile devices, tablets while in the field.
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The new solutions allow County employees to work more efficiently in the office/field resulting in timely responses - providing an easier way to track progress.
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Customizations: Tracking of Assessments
> Custom clone & edit buttons, collapsible sections for ease
of use.
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One key factor in driving user adoption was providing an effective communication process & standardizing it across counties.
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Creating Change, Enabling Adoption
• Formed partnerships with organization before starting project
• Tailored Communication Plans such as a naming contest to spark
interest, creativity & collaboration
• Supported their CAPS team with:
Weekly webinars focusing on specific areas of functionality
Weekly newsletters sent to counties about new CAPS System
Helpdesk functionality
Train the Trainer help sessions benefitted workers
The Force.com solution is easy to use, it boosts user adoption even by those who are not tech savvy. Vertiba’s team:
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Overall, APS paid over 50% less for this robust solution compared to their previous system!
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Vertiba Quick Facts
Design innovative applications, integrations & mobile enabling
Salesforce.com applications.
Develop custom packaged offerings & accelerators to speed up
deployments & reduce risk for: Advanced Pricing, Professional Services
Automation, Inspection.
Align sales and marketing automation processes & data integration to
your CRM using Pardot Marketing Automation services.
Deep technical expertise in Mobile, Integrations, Sites & VisualForce with
excellent user interface outcomes.
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Our Promise to You = 100% Satisfaction
We are a passionate team creating unthinkable apps with Salesforce.com!
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Why Choose Vertiba as Your #1 Partner for a Salesforce Implementation?
#2 out of 100 Fastest
Growing Companies
in Boulder County 2014
Most Innovative Services
Company 2012
Ted Battreall Nominated for
Technology Entrepreneur
of the Year 2012
Average Salesforce.com Appexchange Ratings among 700+ partners!
In Public Sector ACV
Referrals - 1st half of 2014#1 In Customer Satisfaction
Ratings for 2013, 2012, 2011#2 In Customer
Reviews for 2014#3
Inspiring with Innovation!
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Vertiba’s Public Sector Projects
Transportation
Human Services
Aeronautics Funding, Transit & Rails Grants, Local Project Tracking,
Customer Service
Elderly Abuse, Domestic Violence, Early Childhood Intervention
Governor’s Office
Public Safety
Meetings, Correspondence, Citizen Advocate,
Appointments, Red Tape
Wildfire Operations, Firefighter Certifications, School/Health
Inspections, School Safety
Courts
Public Admin
E-Filing of Appeals
Contracting Time Tracking, Regulatory Agenda
Grants Management
Judicial Case Management, Energy Conservation
Assessments, Results Tracking
Counties
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