A domestic violence support organisation required a unified system to manage client referrals, case tracking, and collaboration across internal teams and external partners. The implementation focused on improving service delivery, enabling secure data access, and streamlining operations.
BUSINESS CHALLENGE
The organisation relied on manual tools and disconnected systems to manage client data, referrals, and programme participation. This led to inefficiencies in case handling, delays in response, and limited visibility across teams and regions.
SOLUTION DELIVERED
A centralised platform was implemented to streamline referral intake, case management, and collaboration. Custom referral forms were introduced to capture structured data, while workflows automated lead assignment and case progression.
Secure portals were developed to enable collaboration between staff, facilitators, and partner organisations. The system was designed to track the full client journey from referral through programme completion.
KEY BUSINESS CAPABILITIES ENABLED
- Automated referral intake through online forms
- Centralised case management and client tracking
- Secure collaboration with partners and facilitators
- Role-based access for internal and external users
- Structured tracking of assessments and programme participation
- Automated referral intake through online forms
- Real-time reporting and performance monitoring
OUTCOME
- Faster and more efficient handling of referrals and cases
- Improved visibility into client journeys and programme impact
- Enhanced collaboration across teams and partners
- Reduced reliance on manual processes
- More secure and structured data management
SALESFORCE SOLUTION
- Salesforce Nonprofit Cloud
- Experience Cloud
- Sales Cloud
- Case management and workflow automation
