Infragistics > Case Studies > Transforming Social Services Reporting: Casebook's Journey from Paper to Digital

Transforming Social Services Reporting: Casebook's Journey from Paper to Digital

Technology Category

Analytics & Modeling - Big Data Analytics
Analytics & Modeling - Data-as-a-Service

Applicable Industries

Paper & Pulp

Applicable Functions

Quality Assurance

Use Cases

Inventory Management
Onsite Human Safety Management

Services

Data Science Services
System Integration

About The Customer

Casebook is an industry-leading case management SaaS platform for the human services field. Initially incubated by the Annie E. Casey Foundation, Casebook PBC’s solutions are a response to frustration among human services professionals and managers who have struggled with antiquated information systems and Excel spreadsheets as they aid and offer services to at-risk populations. Casebook was designed with an intuitive user interface that would be simple for its non-technical customers to use. Their customers include social services organizations that are accountable to various stakeholders including funders, licensing agencies, managers, and program leadership.

The Challenge

Social services organizations are accountable to various stakeholders including funders, licensing agencies, managers, and program leadership. These stakeholders require regular reporting to measure impact, ensure professional standards, track progress, and evaluate staff compliance. However, many of these organizations lack dedicated data staff, making reporting an expensive and time-consuming task. Often, organizations rely on paper notes and forms for local or state reporting requirements, which then need to be transferred into a computer for generating reports. Casebook, a case management SaaS platform for the human services field, was designed with an intuitive user interface to simplify this process for its non-technical customers. However, they needed a reporting and visualization capability that integrated seamlessly into their software and offered the same intuitive experience.

The Solution

Casebook chose Reveal embedded analytics software to integrate real-time reporting, interactive data visualizations, and advanced analytics into their software. To help customers get up to speed more quickly, Casebook created pre-built reports and out-of-the-box dashboards. These dashboards capture a snapshot of key metrics the customer is tracking at any given time. The pre-built reports allow users to dig deeper on the information that managers, funders, and other stakeholders require. The cb Reporting module works in collaboration with the rest of Casebook’s product suite, taking data from the other modules, and turning them into customizable reports, covering the entire lifecycle of case management. These reports and dashboards were created with the most essential human services reporting needs in mind. Users can easily customize these reports by filtering out the information they don’t need or adding a new data field with the click of a button.

Operational Impact

With the integration of Reveal embedded analytics software, Casebook has been able to provide its customers with real-time reporting, interactive data visualizations, and advanced analytics. The pre-built reports and dashboards have made it easier for customers to get started with the software and track key metrics. The ability to customize these reports has given organizations the flexibility to focus on the metrics that matter most to them. This has freed caseworkers to continue their work in the field, using Casebook’s data entry system, while managers and administrators can easily track what’s happening from any device. Furthermore, with Casebook’s pre-built reports, organizations can easily start reporting out how their activities are meeting grant requirements, potentially increasing funding dollars.