Case Mgmt. for Non-Profits: 8-Week Implementation


HSO’s case management offering for social services based non-profit organizations helps advance their mission by supporting the entire client life cycle

HSO’s Social Services Case Management Accelerator, powered by the Microsoft Cloud for Nonprofit and the Microsoft Power Platform, is built on an integrated client and case management framework designed to support the complete client lifecycle through request, receipt, and follow-up of services. The tools included in this flexible and customizable framework facilitate efficient case management of social services aimed at providing a pathway to self-sufficiency in areas of mental health, education, employment, housing, and more.

Improve efficiency and efficacy with process support at every stage: -Operations: Improve provider and partner relations and better manage funding with self-service portals and relationship insights, as well as accessible and informative reporting. Monitor and manage workloads and time spent to improve operational efficiency and team sizes. -Front Desk: Streamline client interactions with global appointment management and visibility, as well as client fee and balance tracking. Route and manage requests for internal and external services. -Intake: Standardized and extensive intake data provides valuable milestones for measuring outcomes throughout service. Flexible processes and checklists allow lines of business to collect as much or as little intake data as is applicable to their services. -Client and Case Management: Collaborate with other case managers to define a collective action plan for personal growth. Shared client data allows all service providers the most complete information possible to improve understanding and better tailor services.

Deliverables: -Assessment of the current and future process, system landscape, and requirements -Recommendations for adopting the Microsoft Power Platform -Implementation of HSO's Case Management solution using the Microsoft Nonprofit Accelerator with Power Apps, Power Automate, and Power BI -Admin and user training with training material

Pricing: Client dependent Timeline: ~8 weeks

Een overzicht