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Development of a Lean Case Management Web Application for Non-Profit Housing Organization
  1. case
  2. Development of a Lean Case Management Web Application for Non-Profit Housing Organization

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Development of a Lean Case Management Web Application for Non-Profit Housing Organization

saritasa.com
Non-profit
Government

Challenges with Manual Case Management Processes

The organization struggled with inefficient paper-based intake forms, manual recordkeeping, and labor-intensive reporting processes. These outdated methods created operational bottlenecks, increased error rates, and hindered timely grant reporting requirements.

About the Client

A Los Angeles-based nonprofit providing permanent supportive housing services to individuals experiencing homelessness, reliant on grants and government funding.

Key Project Goals

  • Digitize and streamline intake and case management workflows
  • Implement automated reporting capabilities for grant compliance
  • Establish role-based access control for data security
  • Reduce operational costs through process automation

Core System Requirements

  • Digital intake forms replicating existing paper processes
  • Interactive reporting dashboard with export functionality
  • Role-based user permissions (Admin/Super Admin)
  • Tablet-optimized user interface for field workers
  • Secure cloud-based data storage and retrieval

Technology Stack Preferences

Web application framework
Cloud hosting platform
Responsive front-end design

System Integration Needs

  • Existing grant management systems
  • Government reporting portals

Non-Functional Requirements

  • Scalable architecture for future growth
  • High system availability (99.9%)
  • Data encryption and compliance with privacy regulations
  • Intuitive user interface for non-technical staff

Expected Business Impact

The new system will significantly reduce administrative overhead through automated workflows, improve data accuracy with digital forms, and enable timely generation of compliance reports. Role-based access controls will enhance data security while maintaining operational efficiency for case workers.

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