Assessforce – Smart Case Management System
Discover how we effectively manage Assessforce’s Drupal 7 portal for case management. Our proactive strategy ensures their website remains fully operational, even as Drupal 7 approaches its end of life. This comprehensive management allows Assessforce to continue delivering essential case management services without interruption.
The Business Needs
A deep dive into Assessforce clients’ obstacles as they run their website on a Drupal 7 environment.
Assessforce identified several key requirements to enhance their existing Drupal 7 website and improve overall functionality. The client sought specific feature upgrades to better meet the needs of social services organizations, along with SEO improvements to increase visibility and reach. Additionally, there was a critical need for the ability to restrict content access based on user roles, ensuring that sensitive information remained protected while providing tailored experiences for different users.
The client also recognized the necessity of upgrading their PHP version from 7.0 to 8.1 to maintain compatibility with modern web technologies and enhance overall performance. Furthermore, they wanted to implement layout selection through theme integrations, requiring additional work for a new theme to complement the existing theme and improve the site’s aesthetics and functionality.
About Our Client: Assessforce collaborated with the District of Columbia and New York City to revamp their TANF employment programs. Both jurisdictions shifted from a “one-size-fits-all” approach to a more personalized service delivery model. TANF recipients benefit from services designed to meet their unique needs, strengths, challenges, preferences, circumstances, and goals. Our extensive experience in deploying custom and packaged case management software highlighted the strengths and constraints of these solutions for social services organizations.
Our Approach
Our client-centric approach to understanding needs is through collaboration and strategic planning.
As a dedicated Drupal 7 EOL support partner, To effectively address Assessforce’s challenges, we adopted a structured approach that emphasized collaboration and strategic planning. Our process began with a thorough brainstorming session, where we gathered insights from stakeholders to ensure we fully understood their requirements and expectations.
Next, we developed a comprehensive project roadmap that outlined key milestones and deliverables, allowing for clear visibility into the project timeline. This roadmap served as a guide for our team, ensuring that all members were aligned with the project goals and could prioritize tasks effectively.
Team alignment was crucial throughout the process. We facilitated regular check-ins and discussions to foster open communication and collaboration among team members. This ensured that everyone was on the same page and allowed us to adapt quickly to new insights or changes in client needs.
By employing this structured approach, we positioned ourselves to tackle the challenges faced by Assessforce effectively while maintaining a strong focus on their goals and requirements.
The Solution
How we transform client challenges into effective solutions.
To address the challenges faced by Assessforce and enhance their Drupal 7 portal, we implemented a comprehensive solution that included the following key components:
We created domain-specific assessments, such as the Mental Health and Resident Services Needs Assessment. These assessments feature dynamic forms that adapt based on user responses, presenting new dependent questions as users progress. After completing all mandatory questions, the system generates tailored recommendations and services.
To streamline service applications, we developed a survey feature allowing citizens to apply for services based on their needs. This user-centric approach ensures citizens can easily navigate options and receive appropriate support.
In line with the client’s goals, we integrated SEO enhancements to boost the website’s visibility and implemented XML Sitemap integration for better indexing by search engines. Additionally, we set up content restrictions based on user roles, ensuring secure access to sensitive information.
We upgraded the PHP version from 7.0 to 8.1 to improve performance and maintain compatibility with modern standards. Furthermore, we executed theme-based integrations that allow users to select between different layouts for Theme 1 and Theme 2, enhancing the site’s visual appeal and user experience.
To support these functionalities, we utilized several essential plugins, including Remember Me, Resumable Download, Robots Txt, Metatag, and XML Sitemap, ensuring optimal performance and usability.
A complex feature we introduced was the “Self Portal,” allowing users to complete assessments and apply for services. This generates a unique self-ID, which can later be associated with customers by Assessment Specialists or Support Staff, facilitating streamlined service management.
This multi-faceted solution addressed Assessforce’s immediate needs and positioned them for future growth and enhanced service delivery.
Features
Robust features of the enhanced portal.
Clients Speak-Stories from our Clients
Discover how our services have impacted our clients’ businesses through their own words.
Final Outcome
How our Drupal 7 development efforts elevated Assessforce’s case management services and enhanced user experience for greater community impact.
After implementing the comprehensive solution, Assessforce experienced significant improvements that positively impacted their operations and service delivery. The enhanced user experience provided by dynamic assessment forms allowed citizens to navigate tailored questions, resulting in a more engaging and efficient process. This led to increased service applications, as the new survey feature streamlined the application process and improved access to essential services. Additionally, integrating SEO enhancements and XML Sitemap boosted their online visibility, resulting in higher search engine rankings and increased website traffic. The ability to restrict content based on user roles improved security and contributed to a more manageable content environment.
Furthermore, the upgrade to PHP 8.1 optimized site performance, reduced load times, and increased stability. The theme-based integration offered visual and functional flexibility, allowing users to choose layouts that met their preferences. Lastly, introducing the “Self Portal” enabled users to generate self-IDs and apply for services, facilitating easier case management for Assessment Specialists and Support Staff. Overall, these outcomes addressed Assessforce’s immediate challenges and positioned the organization for continued growth and enhanced service delivery in the future.
