Alliance 2017 - Technology Premiere: What's New and Coming Up in Case Management
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Presented by Chris Carre and David Popovich on January 27th, 2017. Learn how our Case Management solution can empower your staff, gather case information quickly, and help you understand the impact you have on your clients.
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Alliance 2017 - Technology Premiere: What's New and Coming Up in Case Management
- 1. 1 What’s New and Coming Up in Case Management # A L L I A N C E 2 0 1 7
- 2. 2 YOUR PRESENTERS Chris Carre Solution Engineer Joined Sparkrock in ‘12 David Popovich CRM Product Manager Joined Sparkrock in ‘16
- 3. 3 AGENDA I N T R O D U C T I O N S W H A T ’ S N E W W H A T ’ S N E X T D E M O Q & A
- 4. 4 W h a t ’s N e w
- 5. 5 THE CASE MANAGEMENT STORY INCREASED NEED FOR SOLUTION • The Robin Hood Association • Client, Contact, Medical Information, GSP, and ISP • 150 users FIRST LIVE CASE MANAGEMENT ORGANIZATION • Brampton Caledon Community Living • Client, Contact, and Medical information • 200 users 2014 2015/ 2016 2017
- 6. 6 W h a t ’s N e x t
- 7. 7 THE CASE MANAGEMENT STORY INCREASED NEED FOR SOLUTION • The Robin Hood Association • Client, Contact, Medical Information, GSP, and ISP • 150 users FIRST LIVE CASE MANAGEMENT ORGANIZATION • Brampton Caledon Community Living • Client, Contact, and Medical information • 200 users 2014 2015/ 2016 WHAT’S NEXT 2017 2017 Client Registration Client Inquiry Client Routing Referrals Client Intake Management Initial Needs Assessment Wait Lists Assessments/ Consultations Services Care Plans Programs Client Discharge Recall Lists Case Reporting Goals Management Client Interaction Tracking Activity Tracking Caseload Management Restrictive Procedures Incident Management
- 8. 8 APPLICANT TRACKING April 2017 CASE MANAGEMENT Autumn 2017 DONOR MANAGEMENT January 2017 09.01 09.01 09.01 ENGAGE (CRM) ROADMAP
- 9. 9 DONOR MANAGEMENT Constituent Merge Donation Processing Bulk Print Receipting Dynamics 365 CASE MANAGEMENT Client Registration Client Inquiry Client Routing Referrals Client Intake Management Initial Needs Assessment Wait Lists Assessments/ Consultations Services Care Plans Programs Client Discharge Recall Lists Case Reporting Goals Management Client Interaction Tracking Activity Tracking Caseload Management Restrictive Procedures Incident Management APPLICANT TRACKING Requisition Management Job Posting Management Applicant Management Application Submission Job Interviews & Offer Management Applicant Reporting ENGAGE (CRM) ROADMAP APPLICANT TRACKING April 2017 CASE MANAGEMENT Autumn 2017 DONOR MANAGEMENT January 2017 09.01 09.01 09.01
- 10. 10 C a s e M a n a g e m e n t D e m o
- 11. 11 C L I E N T P R O F I L E Capture personal information in a single record. Allow your users to update information that benefits the whole organization M E I D C A L A N D E M E R G E N C Y I N F O R M A T I O N An easily accessed record that can provide medication and emergency contact information to support staff. This removes the burden of sorting through paper files to get to information in serious situations. P R O G R A M S A N D S E R V I C E S Track programs and services provided to clients at your organization. General and Individual Support Plans can manage progress and goal information in a single form. A SINGLE GO-TO SOLUTION Information is captures within a single database and a single record, minimizing manual entry and barriers to information
- 12. 12 EVALUATIONS P L E A S E T A K E 5 M I N S T O C O M P L E T E A S E S S I O N E V A L U A T I O N . WIN ME! One lucky survey will take home a Ecobee Smart Wi-Fi Thermostat
- 13. 13 THANK YOU FOR LISTENING @ S P A R K R O C K I N C W W W . S P A R K R O C K . C O M
Editor's Notes
- Click the icon to add your picture. Use the round, png version of your picture located in the F drive. Contributing to the evolution of CRM for over a decade, I’ve been focused on helping customers achieve their business goals through the design of intuitive software solutions. As one of the latest members of the Sparkrock team, I’m championing the design and development of our CRM roadmap moving forward as Product Manager, CRM.
- Agenda What’s New What’s Next Add Caveat that as our planned development is aligned with several customers, if you are interested in any of our solutions, please feel welcome to speak with us
- What’s New Sparkrock has been focused on a number of initiatives for CRM to help improve the quality of service to our customers This includes: The Team! – Sparkrock has created a team committed to the design and development of the CRM roadmap ensuring that we are delivering solutions that support our customers growing needs Dedicated CRM Product Manager – Sparkrock now has brought me onboard to help drive that initiative as I have spent the last decade managing the builds of a variety of CRM solutions Dedicated CRM Developer – From a technical standpoint, Sparkrock also has an official CRM developer, who is focused on delivery high quality code
- New discussions with organizations Fee for Service becomes driving factor The Case Management Story Our Case Management story begins back in 2014. With growing interest in the market, we here at Sparkrock delivered our initial project to Brampton Caledon Community Living, focusing on supporting the needs of their 200 users. As we moved forward into 2015, we invested time in research and growing discussions with organizations to gain a greater understanding of the need to establish a robust Case Management offering for the marketplace 2016 was an extremely busy year for Sparkrock, as we focused on bringing together a Product team dedicated to the growth of both existing Sparkrock CRM offerings, as well as pave the way for new products to help social benefit organizations more effectively deliver on their mission to improve the quality of life for people, families, and communities So, this year we’re very excited by the release of the Sparkrock Case Management solution. This offering: Empowers the people and programs with an efficient and hassle-free way to find information Enables you to gather new case information quickly and easily with online intake and assessment workflows Enrolls your clients in programs and with service providers easily and painlessly Helps you understand the impact you have on your clients by looking at in-depth stats and customizable outcome reports As you can see we have an aggressive schedule, and I want to assure you that our new team is committed to building quality products that are designed to support the needs of our social services & academic customers.
- Duplicate this slide for all of your different section titles
- The Case Management Story What’s Next Client Registration Client Inquiry Administration Routing Existing Clients Process Referral Client Intake Management Initial Needs Assessment Service Registration Wait List Management Assessment/ Intervention Care Plan Management Intervention Management Discharge Management Recall List Management Client Discharge Case Reporting Our Case Management story begins back in 2014. With growing interest in the market, we here at Sparkrock delivered our initial project to Brampton Caledon Community Living, focusing on supporting the needs of their 200 users. As we moved forward into 2015, we invested time in research and growing discussions with organizations to gain a greater understanding of the need to establish a robust Case Management offering for the market. 2016 was an extremely busy year for Sparkrock, as we focused on bringing together a Product team dedicated to the growth of both existing Sparkrock CRM offerings, as well as pave the way for new products to help social benefit organizations more effectively deliver on their mission to improve the quality of life for people, families, and communities. So, this year we’re very excited by the release of the Sparkrock Case Management solution. This offering: Empowers the people and programs with an efficient and hassle-free way to find information Enables you to gather new case information quickly and easily with online intake and assessment workflows Enrolls your clients in programs and with service providers easily and painlessly Helps you understand the impact you have on your clients by looking at in-depth stats and customizable outcome reports As you can see we have an aggressive schedule, and I want to assure you that our new team is committed to building quality products that are designed to support the needs of our social services & academic customers.
- Engage (CRM) Roadmap At Sparkrock, it’s important for us to share our product vision with you. We have an aggressive schedule moving into 2017 that begins with: Enhancements to our existing Donor Management set for release a few days from today Launch of our new Applicant Tracking offering targeted for the spring (April) Introduction of our Case Management solution that will be available later this fall
- Duplicate Roadmap with Detailed MVP Donor Management MVP List Constituent Merge Recurring Donations Bulk Print Receipting Dynamics 365 Case Management MVP List Client Registration Client Inquiry Client Routing Referrals Client Intake Management Initial Needs Assessment Wait Lists Assessments/ Consultations Services Care Plans Intervention Management Programs Client Discharge Recall Lists Case Reporting Goals Management Client Interaction Tracking Activity Tracking Caseload Management Restrictive Procedures Incident Management Applicant Tracking MVP List Requisition Management Requisition Create/Read/Update/Delete Job Posting Management Job Postings Configuration Applicant Management Applicant Job Posting Portal Application Submission Job Interviews & Offer Management Applicant Reporting
- I’d like to now pass things over to my colleague Chris Carre.