WEB TRACKER: An Information Management System

1. WEB TRACKER:An Information Management System London Middlesex

2. Digital Ideas Inc • 6 Years in business, based in London • Specializing in: • Process Design • Custom Software Development • Implementation • Post Installation Support • Focus: • Not for Profit Government Funded Agencies

3. What brings us here? • Asked to speak about the process • Philosophy used in the process design • Asked to speak about technology • Internet, Database, Hosting • Asked to demonstrate WEB Tracker • A Production system • Asked to demonstrate Employer Tracker • A Production system

4. ADGENDA • Process Design - Four perspectives • Technology – What is required? • 10 – 15 Minute BREAK • WEB Tracker Demo • Employer Tracker Demo

5. What Are We Trying To Do? • FOUR PERSPECTIVES • Clients • Our Agency • Other Agencies • Funders

6. What Are We Trying To Do? • Goals for our CLIENTS • Easy access to programs and services • Appropriate referrals • Reduce unnecessary duplication of information • Share information in a secure environment • Generally Improve Client Services

7. What Are We Trying To Do? • Goals for OUR ORGANIZATION • Improve internal processes • Improve operational efficiencies • Produce accurate and information rich reports • Leverage our information database • Deploy stable and easy to use technologies

8. What Are We Trying To Do? • Goals for working with OTHER organizations • Provide comprehensive information on our programs and services to others • ‘Publish’ our list of programs for easy referral • ‘Exchange’ appropriate Client information • Share resources where appropriate • Use standardize language

9. What Are We Trying To Do? • Goals for working with Funders • Provide appropriate and accurate information in a timely fashion • Substantiate proposals with qualitative and quantitative data

10. To achieve these goals we: • Need a single Community Database • Reduce duplication, maintain integrity • Agency staff to have the complete picture at hand • Need to preserve organizational uniqueness • Agencies deliver similar programs in differing fashions • Agencies work with different funders • Process flow within Agencies is unique

11. To achieve these goals we: • Need to ensure Client confidentiality • Information must be secure and transmitted securely • Consent forms must be used • Need utilize community resources • Agency staff must be aware of offerings from others (External Referral) and course availability where applicable

12. Technology to achieve our goals WIL YOU ATN Agency N Custom Application Single Database

13. Technology to achieve our goals WIL Browser YOU Browser ATN Browser Agency Internet Hosting custom custom custom Oracle

14. Security to achieve our goals WIL Browser YOU Browser ATN Browser 1. NT Challenge Response 2. Encryption custom custom custom 3. Roles: COM+ Components 4. Database Security Oracle

15. WEB TRACKER:Components • Fully Customizable • Multi Level Enhanced Search Engine • Client Details • Interventions • Reminders or Bring Forward • Client Contact notes / Confidential Notes • Follow Up • Standard Reports / Customizable Reports • Custom Business Rules • Export – Access 2000 • Data Import from your existing system

16. EMPLOYER TRACKER:Components • Fully Customizable • Multi Level Enhanced Search Engine • Employer Details • Auto Faxing, Mail Merges • Reminders or Bring Forward • Contact notes / Confidential Notes • Standard Reports / Customizable Reports • Custom Business Rules

17. DEMO • WEB Tracker • Employer Tracker