Venture Trust’s previous system was poor on reporting and not future proof in terms of delivering key requirements such as adaptation to streamlined operational procedures. The majority of case work was manual and paper based causing large operational overheads. Transitioning to a new software solution required buy in from key team leaders.
Caseload management was a key requirement - Venture Trust’s work with clients is carried out primarily by Outreach Workers working with several clients at a time. They needed a system that could help workers manage their own caseload, track clients as they move through the different phases of their programme, and provide insight into resource and deployment needs.
Document Management: Venture Trust required the system to upload, store and retrieve client documentation. Throughout their work with clients, they use documentation to: meet statutory requirements; provide evidence to funders to unlock funding; record the progress of clients; and to store critical information. They needed a system that let them keep track of documentation and ensures they are recording everything that needs recording, using electronic means wherever possible
At a glance
Industry Community Justice
Skills CiviCRM Cases, Webforms
- Case dashboards built to simplify case management for workers
- All paper based forms converted to online forms which linked to cases
- Case progress is easily trackable from the dashboard and by using filters
- All existing documents were uploaded to CiviCRM so Venture Trust had one single point of truth for their data.