OzHelp was looking to innovate, to improve their reach and scale of their support services. With many of their clients located across the country in remote areas, they knew technology was needed to give them the reach they needed with limited resources. Their existing case management system’s inability to handle custom workflows and integration meant it was not able to grow with their operational needs. Clunky reporting capabilities meant significant time was wasted in getting the information needed for strategy planning and funding reports.

AlphaSys worked with OzHelp to customise Salesforce to manage their key services and workflows including:

• Sales and pipeline management
• Client case management
• Scheduling and delivery of field visits
• Regular reporting for funding
• Maintenance checks and audits for key assets

OzHelp then commissioned the development of an innovative web-based ‘tune up’ enabling employers to provide their team access to support services online. This solution was built using Wordpress and Gravity Forms tightly integrated with Salesforce, and will enable OzHelp to rapidly provide support to more people in more locations with minimal fuss.

Significant time savings were found in everyday management of cases as well as generation of quality reporting. The uptake of the web based tune up solution by employers has been stronger than expected with OzHelp able to deliver quality services to more people without increased headcount.