Casebook: Redefining Human Services with a People-First Approach

Casebook: Redefining Human Services with a People-First Approach

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Tristan Louis, President & CEO, CasebookTristan Louis, President & CEO
In a world where technology allows you to get anything delivered through your mobile phone, whether it is a car, service, or any goods, the government has failed to keep up. Dependence upon clumsy legacy IT systems, often dating back to the 20th century, has hampered workplace efficiency significantly, making government agencies unable to efficiently deliver their services.

The human services vertical, which handles most social services for the government, has had a hard time in leveraging software beyond data entry for the purpose of compliance reporting. An innovative company, Casebook PBC, is quietly revolutionizing this vertical by taking a different approach at this market: instead of providing customized solutions based on antiquated specifications, Casebook PBC has taken a person-centric approach to building a software platform specifically tailored for Human Services. By ensuring a 360-degree view of the client, the software streamlines workflows and serves the dual goal of empowering frontline caseworkers as well as supplying administrators and agency heads with the data they need, ultimately serving children and adults in a more efficient manner.

Casebook is out to prove that government software doesn’t have to be bad

“Our background in child welfare allowed us to take a different look at this market and we realized there was a gap in terms of providing a purpose-built platform for this sector,” says Tristan Louis, president and CEO of the company.
By working closely with the Annie E. Casey Foundation, a leader in progressive efforts for child welfare and social justice, Casebook PBC established a new model of engagement based on best practices in the industry.

Built to address the need of the human services sector, Casebook’s end-to-end enterprise software platform seeks to revamp the workflow pain points associated with legacy systems by narrowing down constraints related to search and discovery and helping front-line workers spend less time entering data and more time getting value out of the system. “In this day and age, data is the primary driver of modern software,” says Louis, “so it is important that we provide an approach that allows agencies more control of their data and an easier way to get at the right information at the right time in the right place.”

To do so, the company’s platform offers AI-assisted mobile and web-based components that are ensuring government caseworkers get the information they need as quickly as they can. “The government does not provide all of those services, so we also have portals that let private providers add more information related to the population they are treating,” says Louis. “Our view is that a caseworker or an administrator should be able to pull all the information they can on an individual, including old case info, whether they are in the field or at their desk.”

An example of the company’s success is its partnership with the State of Indiana’s Department of Children Services. Through an early version of the system, which Casebook PBC expects to upgrade in the next couple of years, Indiana was able to effectively orchestrate their intake and case management capabilities which led to positive outcomes, including a 13.8 percent increase in children with recorded face-to-face contact with a case manager. Another example of the company’s success is how it helped Indiana to increase kinship placement rates by 28 percent, making it an early leader in child welfare. And the system has managed to pass through a number of successful audits without any major issues being highlighted.

Driven by the urge of helping more agencies to successfully deliver on their promise, Casebook has visionary plans of extending from child welfare, where they have proved their worth, to the whole of human services. “I have a dream that software can put a huge dent into solving poverty at scale; With the right partners in government and the private sector, we could radically change the lives of millions of people,” says Louis.

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Tristan Louis, President & CEO

Provides uniquely tailored human-centered platform that can revolutionize the human services sector by transforming the legacy systems. Built to address the need of the human services sector, Casebook’s end-to-end enterprise software platform seeks to revamp the workflow pain points associated with legacy systems by narrowing down the constraints related to search, and concentrates explicitly on individuals instead of viewing them as stacks of files or paperwork. Their API-based approach adds to the singularity of the platform, ensuring data interoperability through real-time sharing of information and mobile access from any device. The capability of working through web-based interfaces and mobile devices makes going up and running easier without any lengthy and costly training programs

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FREMONT, CA: The Solution-as-a-Service(SaaS) platform comprises three business applications, cb: track, cb: admin, and cb: mobile. Built form input from human services experts and informed by years of user research, these modular and scalable business applications is a transformation of Casebook's award-winning software. The foundation of Casebook Provider Management is Casebook Platform, and similar to any Casebook solutions, it is purpose-driven for human services and is configurable to fulfill the unique needs of agencies and nonprofit organizations of any size. Read More