Case Management App SolutionColorado Department of

Human Services Adult Protective Services Customer Success Story

We created a mobile-friendly case management solution that’s changed the way the CDHS Adult Protective Services does business.

5 Stars on Salesforce AppExchange

”Vertiba used Force.com and standard Salesforce to build custom applications and functionality. Their expertise in Salesforce and with Force.com combined with their understanding of APS, allowed them to make suggestions for functionality that improved our initial design and vision.

They worked quickly, allowed ample opportunity for us to request changes to their initial design, and completed the project on time and on budget. – Peggy Rogers, CDHS Adult Protective ServicesRead more…

Solution

ADVANCED TRACKING SYSTEM FOR APS

Working on the Force.com platform, Vertiba built a cloud-based solution

that allows CDHS to effectively track abuse cases and drastically decrease

time spent on case documentation. Through Mobile enablement, staff are

now able to input information in the field and capture the full 360 degree

view of a case. Robust analytics provide insight on client relations, repeat

offenders as well as staff efficiency allowing CDHS to better serve their

community while saving 50% annually!

Challenges & Constraints

• Complex Case Management workflows

• Legacy system was slow & inefficient - poor search functionality

• Messy paper trails for tracking clients

• Difficulty in identifying & tracking repeat offenders

• Extremely limited reporting capabilities

• Callers provided info in unstructured ways

• Lack of tracking for employee training

• Time consuming to pull statistics on clients

Key Benefits

• Provided process to analyze data & identify opportunities to improve

client’s safety

• “One-stop-shop” dashboard view:

Tasks, relationships between clients, support networks & perpetrators profiles

• Established communication tool for instant updates & collaboration

• Improved information access with alerts & email notifications

• Developed custom formulas & Safety Scores for case tracking

• Custom dashboards & reports eliminate spreadsheets, manual tracking

• Standardizes processes across all Colorado counties

• Developed modules for efficient reporting & to track employee training

> Easily collect all necessary data on abuse allegations.

Quick, Complete Intake Form

Required Fields Ensure Accurate

Data

Designed with User in Mind

> Pick lists, check boxes & form fields make it easy to enter

assessment data from mobile devices, tablets while in the field.

The new solutions allow County employees to work more efficiently in the office/field resulting in timely responses - providing an easier way to track progress.

Customizations: Tracking of Assessments

> Custom clone & edit buttons, collapsible sections for ease

of use.

One key factor in driving user adoption was providing an effective communication process & standardizing it across counties.

Creating Change, Enabling Adoption

• Formed partnerships with organization before starting project

• Tailored Communication Plans such as a naming contest to spark

interest, creativity & collaboration

• Supported their CAPS team with:

Weekly webinars focusing on specific areas of functionality

Weekly newsletters sent to counties about new CAPS System

Helpdesk functionality

Train the Trainer help sessions benefitted workers

The Force.com solution is easy to use, it boosts user adoption even by those who are not tech savvy. Vertiba’s team:

Overall, APS paid over 50% less for this robust solution compared to their previous system!

Vertiba Quick Facts

Design innovative applications, integrations & mobile enabling

Salesforce.com applications.

Develop custom packaged offerings & accelerators to speed up

deployments & reduce risk for: Advanced Pricing, Professional Services

Automation, Inspection.

Align sales and marketing automation processes & data integration to

your CRM using Pardot Marketing Automation services.

Deep technical expertise in Mobile, Integrations, Sites & VisualForce with

excellent user interface outcomes.

Our Promise to You = 100% Satisfaction

We are a passionate team creating unthinkable apps with Salesforce.com!

Why Choose Vertiba as Your #1 Partner for a Salesforce Implementation?

#2 out of 100 Fastest

Growing Companies

in Boulder County 2014

Most Innovative Services

Company 2012

Ted Battreall Nominated for

Technology Entrepreneur

of the Year 2012

Average Salesforce.com Appexchange Ratings among 700+ partners!

In Public Sector ACV

Referrals - 1st half of 2014#1 In Customer Satisfaction

Ratings for 2013, 2012, 2011#2 In Customer

Reviews for 2014#3

Inspiring with Innovation!

Vertiba’s Public Sector Projects

Transportation

Human Services

Aeronautics Funding, Transit & Rails Grants, Local Project Tracking,

Customer Service

Elderly Abuse, Domestic Violence, Early Childhood Intervention

Governor’s Office

Public Safety

Meetings, Correspondence, Citizen Advocate,

Appointments, Red Tape

Wildfire Operations, Firefighter Certifications, School/Health

Inspections, School Safety

Courts

Public Admin

E-Filing of Appeals

Contracting Time Tracking, Regulatory Agenda

Grants Management

Judicial Case Management, Energy Conservation

Assessments, Results Tracking

Counties