Okay, I have to admit, I have watched my fair share of home improvement shows, enough to know that the phrase “open concept,” makes its way in virtually every flip. For those not familiar with this phrase, house flippers break walls, create clear sight lines, and update these homes to have open spaces that are flexible.

So…where am I going with this? Open concept makes just as much sense in home improvement as it does in enterprise software. Traditionally, off-the-shelf applications, including those built on the Salesforce platform have been offered as a managed package. Breaking from that tradition we recently introduced a Case Management application built around openness, or as HGTV© aficionados may say, “open concept.”

Several years ago, we embarked on the journey to offer a much needed Case Management application to our Human Services customers. The app, which was built as a managed solution proved to be restrictive for organizations experiencing growth or the ones with more complex business processes, as is the case with larger organizations.

As soon as the organization was introduced to the app, they were thinking about the next phase, the future, rolling it out to new programs and additional departments. They wanted to change field names, update object relationships, modify related list labels, make fields that are required or optional, delete unused fields that get in the way of reporting, etc.  

In 2018, based on our customers’ feedback,  Acutedge released our new Case Management application. Built from the ground up in Lightning Experience (LEX), it is modern and flexible. Core components of the application are designed to be open and unmanaged which makes customizations easier, and ultimately, the app more efficient, and user-friendly. More advanced features that require code have been wrapped in a managed package that makes it possible for us to upgrade, and support such functionality.

Security, access, and ease-of-use were prime considerations when designing our new Case Management solution. As an example, in a more complex, multi-service, multi-program organization, caseworkers often work on specific types of cases (for example mental health, housing, financial coaching) and users should not have access to client information and case notes that fall outside the scope of their work.  For these use cases, the system can be switched to a one-to-one client case model where caseworkers only see cases and case notes that are related to the program to which they have access.

 

 

A smaller organization that has caseworkers handling cases across multiple programs may use the one-to-many client case model where one case represents all of the casework with a client, across different programs and services.

 

The app is currently being offered for a low one-time fee plus the cost to customize it for your specific needs. We are excited to share our beautiful, open, affordable, and scalable Case Management application. Join us on an upcoming webinar, or request a demo to learn more.

Sandeep Banga is the CEO of Acutedge. He started his career as an Architect, loves motorcycles, Pink Floyd and using technology to solve problems for his clients.