Presentation from Matt at Foundations about our HIA Case Manager system and how it can provide solutions for a range of organisations presented at our DFG Champions Roadshow Spring 2018

2. OVERVIEW
- Replaced FEMIS - Foundations/IIZUKA Software Ltd/HIA
- Designed to be a flexible and highly configurable solution
- Modular in design to enable additional features to be bolted on
where required
- Core system: User permissions/Security control, Workflow
management, Contractor/Quote/Award Management,
Document/Report Management

3. OVERVIEW
• Provide solutions to organisations covering over 150 LAs
• Utilised by:
• County/District authorities
• Housing Associations
• Charities
• Case Manager: FCO, CQC
• Delivering:
• Major/Minor Adaptations (DFG/Private), Insulation Works, Equipment Repairs
• Handypersons, Hospital Discharge, Healthy Homes, Home Assessments,
Housing Options, Range of A&I

4. SYSTEM FEATURES

5. ADVANCED DASHBOARDS
• Manage, order and access cases or
actions through configurable
Dashboards
• Tailor individual Dashboards to meet
personal need whether you are a
Caseworker, Handyperson, Service
Manager or external user
• Access to smart “snapshot” reports for a
quick overview of activity
• Manage allocation, reassignment and
completion of tasks through the
Dashboard

6. CLIENT RECORDS
• Easily accessible client records
holding all service interaction and
customisable fields/flags
• Record client dependencies,
relationships and contact details to
ensure contact is made with the
relevant parties whether via phone,
letter or email
• Ability to restrict access to client
information if sensitive and anonymise
or bulk delete in line with data
retention policy

7. CASE RECORDING &
PROGRESSION
• Easily adapted workflow processes
with multiple outcome capture
• Case Actions to enable
appointment handling and
customisable tasks (Signposting,
automated SLA prompts, involve 3rd
parties) – Automatic/Manual
• Record full works process: Quotes,
Variations, Fees, Funding Sources
and Payments against individual
case records

8. ELECTRONIC DOCUMENTATION
• Create, edit and store document
templates tailored to each service -
from contracts to marketing leaflets
• Merge content into the documents
directly from the system
• Mass mailing function to allow
documents to be generated for clients
meeting a predefined set of parameters
• Automatically address documentation
to nominated contacts and client
relationships where applicable

9. REPORT MANAGEMENT
• Create and store reports using the
built-in report wizard
• Output annual or quarterly return to
commissioners
• Create operational reports to track
staff caseloads and approved,
committed or spent funding
• Create business intelligence reports
to highlight process blocking points
and ultimately speed up delivery

10. MODULES FOR TAILORED
SOLUTION
• Case Reviews
• Outlook Diary Integration
• Postcode Look-up
• SMS/Emailing
• Support Planning
• Income Maximisation/Debt
Management
• Mobile Working App

11. C&R
WORCESTERSHIRE
CASE STUDY

12. ACTION
SELECTION

13. APPOINTMENT SCHEDULING/
MANAGEMENT

14. DOWNLOAD
TO MOBILE
DEVICE

15. OVERVIEW OF
APPOINTMENT

16. AVAILABLE
ACTIONS

17. FIELDS TO
COMPLETE

18. FIELD COMPLETION
(DECLARATIONS)

19. FINAL
DECLARATION
AND
SIGNATURE
CAPTURE

20. LIST OF
AVAILABLE
DOCUMENTS
TO GENERATE

21. GENERATED
COMPLETED
APPLICATION
FORM

22. Matthew
Greenhalgh
matthewg@foundations.uk.com
01457 761267