Building a scalable, integrated case management platform for social care
Building a scalable, integrated case management platform for social care
VE3 delivered a modern, integrated Case Management System (CMS) to support vital functions in case recording, financial management, and the commissioning of care services for a healthcare & social care department. Using the Salesforce Accelerator Solution, the goal was to provide a configurable, secure, and scalable platform tailored to the unique needs of health and social care operations.

The existing CMS was outdated, lacked flexibility, and couldn't support complex, evolving workflows.
Care and financial data were stored across multiple systems, leading to inefficiencies and fragmented insights.
Financial assessments and billing lacked automation, increasing the risk of errors and delays.
Commissioning care from external providers was cumbersome, with limited integration and visibility.
The organization required seamless integration with existing health and social care platforms, while maintaining strict compliance with data standards.
The solution needed to support growing user bases and data volumes across multiple authorities and partners.
The solution delivered by VE3 significantly improved operational efficiency, data visibility, and service coordination. Key benefits included are:
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By implementing a scalable, integrated Case Management System built on the Salesforce Accelerator, VE3 enabled the department to modernise its social care operations without disrupting critical services. The platform replaced fragmented, manual processes with a unified, secure solution that supports end-to-end case management, financial governance, and care commissioning. The result is a future-ready foundation that not only improves day-to-day efficiency and decision-making but also provides the flexibility to adapt to evolving policy, service demand, and regulatory requirements. With improved visibility, stronger provider collaboration, and the ability to scale across authorities, the organisation is now better equipped to deliver high-quality, person-centred care—today and in the years ahead.
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