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Selecting and Implementing
a Case Management System

     Adam Fenstermaker
       extendedReach
Agenda + Full Disclosure
• How Good Systems are like Old Washing
  Machines

• “The One Trick Pony” vs. “The Hammer”

• extendedReach

• Panel discussion
Social Work
• Caseworkers operate fairly independently
• Contract-based / rules
• Funding organizations with possibly multiple
  agencies
• Remote / On the Road
• Detailed – lots of information!
“The Information Pyramid”
       Amount of Information Required

                 Funding
               Leadership
              Supervisors
              Caseworkers

   Support the bottom of the pyramid to
                 succeed
The Computerization of Social Work
• These factors make the industry prime
  candidate for technology
• Specifically Internet/ web-based
• Value in connections – both within and
  outside of your agencies
Drivers to Technology
• Improved efficiency
• Competitive advantage
• Contract compliance
• Balanced Scorecard/measuring – internal
  measures
• Reduced cost of technology
Most Importantly
• Better tools = better casework
• Access to information as needed
• Focus on casework not on paperwork
• Don’t let kids fall through the cracks
The Transition
• Eventually all social work activity and reports
  for all programs will be documented in a
  computer system
• How will your agency transition into this
  period?
• Early vs. Late Adopter?
Where are You Now?
• “Real Old School”


• “Just Old School”


• “New School”
Look At
• How your workers record information


• Where the information is kept


• How the information is distributed
Real “Old School”
• Handwritten case notes
• Activity logs handwritten on form or kept in
  Excel
• Reports typed into Microsoft Word and kept
  on network drive
• Centralized spreadsheet or Access database
“Old School”
• Some limited use of forms/MS-Word/e-mail
• Mostly centralized data entry into a central
  database or billing system by support staff
  (admin, finance)
• Management reports distributed by e-mail /
  paper
“New School”
• Direct access to system by caseworkers
• Real-time data
• Built-in document management
• Dashboards
• Easy-to-use for everyone
• Web-based
The Good News
• These “New School” systems are affordable
• They are how things will be done
• They provide quick ROI
Impact of the Internet
• Internet growth of late 90’s
• Compared to gold rush
• Now in a period of innovation
The “Killer App”
• More like early days utility industry
  (Jeff Bezos – Amazon.com)
• Didn’t run out of gold
• Utility industry – killer app was “light bulb”
• For Internet, it was email and dot-com web
  apps
After the Light Bulb
• 1890’s – Electric fan
• 1905 – First vacuum – 92 pounds
• 1908 – Washing machine
Where We Are Now
• About this evolution point with Internet
• Applications on the Internet are like Electric
  Appliances of Early 1900’s – but will keep
  getting better
• “Computerization” and “Internet” will be
  synonymous
Purchased vs. Hosted (Software as a Service)
                                     Purchased   Hosted
Database Server License                 Yes        -
Annual Database Maintenance             Yes        -
Application License                     Yes        -
Annual Application Maintenance          Yes        -
Monthly Application Subscription         -        Yes
Database Backup/Restore Service         Yes        -
Server Hardware and Software            Yes        -
Salary Technical Support Personnel      Yes        -
Upgrade / Maintenance Computers         Yes        -
Ability for Applications to Interact
“HomeMatch” demo
“One Trick Pony” vs. “The Hammer”

• The story of the one trick pony
• Specialized vs. Generalized
• Don’t expect one piece of software to do
  everything
Advantages of Specialized Software
• Reduced implementation time

• Reduced cost

• Increased functionality

• In Internet-based environment – can’t be a
  master of everything

• Over time specialized software will interact
  with other specialized software
Flexibility
• When implement software – have a choice –
  change the process to meet the software or
  change software to meet process.
• Focus on 3 touch points
• Agencies that are most effective are flexible
  in the process and have the ability to do
  either
Things to consider

• Support for your workflow
• Security
• Integration with your financial system
• Make sure you aren’t implementing an “Old
  school” centralized data entry system.
Specialized Software - Demo
Dashboard Reporting

Example of specialized software
The extendedReach Story
• 1999 - Developed first foster care system for
  Bethany Christian Services.
• Most systems were financial/operations
  based
• 2001 - Developed Early Impact System for
  Bethany – caseworker focused
• The stack of paper
• 2003 –extendedReach – Early Impact System
• 2005 –extendedReach – Foster Care System
Where we are now
• 12 organizations (11 in Michigan; including
  DHS)
• 26 locations across 6 states
• 660 users
• 12 different programs
• Continue to expand
Some of Our Customers




    Child and Family Services of
    Northwestern Michigan
Lessons Learned
• “Sunlight is the Best Disinfectant”

• “Better Together than Apart” – even though
  everything isn’t always fair

• Focus on the caseworker
Takeaways
• Affordable solutions are here today – and will
  continue to improve and expand
• Don’t accept solutions that don’t meet your
  specific needs quickly and easily
• Opportunities ahead to improve quality of
  care and efficiency
• Don’t accept “Old School” solutions
Other Resources
• “Implementing a Client Management
  System” by Eric Musum
Questions and Answers
Followed by Panel Discussion

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Case management systems

  • 1. Selecting and Implementing a Case Management System Adam Fenstermaker extendedReach
  • 2. Agenda + Full Disclosure • How Good Systems are like Old Washing Machines • “The One Trick Pony” vs. “The Hammer” • extendedReach • Panel discussion
  • 3. Social Work • Caseworkers operate fairly independently • Contract-based / rules • Funding organizations with possibly multiple agencies • Remote / On the Road • Detailed – lots of information!
  • 4. “The Information Pyramid” Amount of Information Required Funding Leadership Supervisors Caseworkers Support the bottom of the pyramid to succeed
  • 5. The Computerization of Social Work • These factors make the industry prime candidate for technology • Specifically Internet/ web-based • Value in connections – both within and outside of your agencies
  • 6. Drivers to Technology • Improved efficiency • Competitive advantage • Contract compliance • Balanced Scorecard/measuring – internal measures • Reduced cost of technology
  • 7. Most Importantly • Better tools = better casework • Access to information as needed • Focus on casework not on paperwork • Don’t let kids fall through the cracks
  • 8. The Transition • Eventually all social work activity and reports for all programs will be documented in a computer system • How will your agency transition into this period? • Early vs. Late Adopter?
  • 9. Where are You Now? • “Real Old School” • “Just Old School” • “New School”
  • 10. Look At • How your workers record information • Where the information is kept • How the information is distributed
  • 11. Real “Old School” • Handwritten case notes • Activity logs handwritten on form or kept in Excel • Reports typed into Microsoft Word and kept on network drive • Centralized spreadsheet or Access database
  • 12. “Old School” • Some limited use of forms/MS-Word/e-mail • Mostly centralized data entry into a central database or billing system by support staff (admin, finance) • Management reports distributed by e-mail / paper
  • 13. “New School” • Direct access to system by caseworkers • Real-time data • Built-in document management • Dashboards • Easy-to-use for everyone • Web-based
  • 14. The Good News • These “New School” systems are affordable • They are how things will be done • They provide quick ROI
  • 15. Impact of the Internet • Internet growth of late 90’s • Compared to gold rush • Now in a period of innovation
  • 16. The “Killer App” • More like early days utility industry (Jeff Bezos – Amazon.com) • Didn’t run out of gold • Utility industry – killer app was “light bulb” • For Internet, it was email and dot-com web apps
  • 17. After the Light Bulb • 1890’s – Electric fan • 1905 – First vacuum – 92 pounds • 1908 – Washing machine
  • 18. Where We Are Now • About this evolution point with Internet • Applications on the Internet are like Electric Appliances of Early 1900’s – but will keep getting better • “Computerization” and “Internet” will be synonymous
  • 19. Purchased vs. Hosted (Software as a Service) Purchased Hosted Database Server License Yes - Annual Database Maintenance Yes - Application License Yes - Annual Application Maintenance Yes - Monthly Application Subscription - Yes Database Backup/Restore Service Yes - Server Hardware and Software Yes - Salary Technical Support Personnel Yes - Upgrade / Maintenance Computers Yes -
  • 20. Ability for Applications to Interact “HomeMatch” demo
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  • 22. “One Trick Pony” vs. “The Hammer” • The story of the one trick pony • Specialized vs. Generalized • Don’t expect one piece of software to do everything
  • 23. Advantages of Specialized Software • Reduced implementation time • Reduced cost • Increased functionality • In Internet-based environment – can’t be a master of everything • Over time specialized software will interact with other specialized software
  • 24. Flexibility • When implement software – have a choice – change the process to meet the software or change software to meet process. • Focus on 3 touch points • Agencies that are most effective are flexible in the process and have the ability to do either
  • 25. Things to consider • Support for your workflow • Security • Integration with your financial system • Make sure you aren’t implementing an “Old school” centralized data entry system.
  • 26. Specialized Software - Demo Dashboard Reporting Example of specialized software
  • 27.
  • 28. The extendedReach Story • 1999 - Developed first foster care system for Bethany Christian Services. • Most systems were financial/operations based • 2001 - Developed Early Impact System for Bethany – caseworker focused • The stack of paper • 2003 –extendedReach – Early Impact System • 2005 –extendedReach – Foster Care System
  • 29. Where we are now • 12 organizations (11 in Michigan; including DHS) • 26 locations across 6 states • 660 users • 12 different programs • Continue to expand
  • 30. Some of Our Customers Child and Family Services of Northwestern Michigan
  • 31. Lessons Learned • “Sunlight is the Best Disinfectant” • “Better Together than Apart” – even though everything isn’t always fair • Focus on the caseworker
  • 32. Takeaways • Affordable solutions are here today – and will continue to improve and expand • Don’t accept solutions that don’t meet your specific needs quickly and easily • Opportunities ahead to improve quality of care and efficiency • Don’t accept “Old School” solutions
  • 33. Other Resources • “Implementing a Client Management System” by Eric Musum
  • 34. Questions and Answers Followed by Panel Discussion