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Case Management Solution Project

3 months ago


Portland, United States ACL Digital Full time

The PSRB aims to replace its current Case Management System (CMS) with a modernized and secure CMS. Currently, our CMS, is powered by Microsoft MS Access technologies and has been instrumental to the facilitating the Board's essential functions: conducting hearings and overseeing the monitoring, supervision, and treatment of high-risk individuals with mental health diagnoses who are conditionally released to community settings. The current CMS is comprised of four discrete, on-premises Access Databases. Microsoft Access is now considered legacy software. With a dataset spanning 46 years and over 3100 records, the aim of this project is to develop a CMS using more sophisticated and resilient technologies.
The agency aims to select a reputable third-party vendor with a proven track record of successful project delivery and a strong commitment to collaboration. We seek a vendor capable of not only building a robust CMS but also breaking down the project into manageable phases, each with clearly defined deliverables. Beyond technical expertise, we prioritize vendors who advocate for a model where our internal staff can develop proficiency with the technology, thereby building internal capacity and reducing dependency on external support.
We expect any vendor we select to begin with a thorough current state assessment, gaining a deep understanding of our agency's operations. This understanding will inform collaborative efforts to develop a CMS that not only supports the maturity of our operations but also enhances overall operational excellence. Effective communication will be central to this process. We will emphasize the importance of clear channels between agency leadership and the prospective vendor, ensuring regular progress updates, milestone reviews, and feedback loops. Transparency, accountability, and effective project management are non-negotiable, and the agency expects to initially establish an agreed-upon protocol with the vendor in the event that a conflict arises during the project.
Moreover, proactive risk management is paramount. We will work closely with our partners at EIS and the prospective vendor to identify and address potential risks related to data security and system integration right from the project's outset.
We expect prospective vendors to propose Key Performance Indicators (KPIs) that are aligned with our project goals and objectives. These milestones will enable us to effectively track progress and ensure the successful completion of deliverables. The agency will request invoicing to be based on the delivery of those milestones.
Finally, we expect to receive managed support and user training during the product deployment and go-live stages of the project plan. This support is anticipated to span a minimum of three weeks following each of the three phases of the project.