Assessforce – Smart Case Management System
Discover how we effectively manage Assessforce’s Drupal 7 portal for case management. Our proactive strategy ensures their web app 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 web app on a Drupal 7 environment.
Assessforce identified several key requirements to enhance their existing Drupal 7 web app and improve overall functionality. The client sought specific feature upgrades to better meet the needs of social services organizations,
- SEO Improvements to increase visibility.
- Content restrictions based on the user’s roles to protract sensitive information
- The client wanted to maintain compatibility with modern web technologies and enhance overall performance
- Implement layout selection to give a different look and fill for the web app
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, we adopted a structured approach centered on collaboration and strategic planning to address Assessforce’s challenges effectively. Our process began with a comprehensive brainstorming session, where we engaged with stakeholders to gain insights and ensure a clear understanding of their requirements and expectations.
Next, we created a detailed project roadmap outlining key milestones and deliverables. This roadmap provided transparency into the project timeline and served as a guiding framework for our team, ensuring alignment with project goals and prioritization of tasks.
Team alignment was essential throughout the process. As per the client’s requirement, they wanted to hire a dedicated Drupal developer. We facilitated regular check-ins and discussions to promote open communication and collaboration among team members, enabling us to quickly adapt to new insights or changes in client needs.
By employing this structured approach, we positioned ourselves to tackle Assessforce’s challenges 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 web app visibility and implemented XML Sitemap integration for better search engine indexing. Additionally, we set up content restrictions so the admin can manage customer verification fields from the backend. If customers meet the necessary criteria and their details are found in the database, they can move on to the next step.
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 allowing the admin to select between different layouts for theme 1 and theme 2, enhancing the site’s visual appeal and user experience.
We utilized several essential modules, including Remember Me, Resumable Download, Robots Txt, Metatag, and XML Sitemap, to support these functionalities, ensuring optimal performance and usability.
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 more significant community impact.
After implementing the comprehensive solution by our dedicated Drupal developers, 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 web app traffic.
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 admins to choose layouts that met their preferences. When a report is generated, the format varies according to the selected theme layout. Overall, these outcomes addressed Assessforce’s immediate challenges and positioned the organization for continued growth and enhanced service delivery in the future.
