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9 марта 15:00

9 марта 17:54

8 марта 09:50

3 марта 11:03

Курган

3 марта 12:12

RFQ – Development of Child & Family Case Management CRM Project Title Development of a Secure Case Management CRM Platform Project Overview We are seeking a developer or development team to build a web-based CRM / case management platform designed for organisations supporting vulnerable children and families. The platform will initially be deployed on our website during a pilot phase, with the intention of evolving into a subscription-based SaaS platform used by multiple agencies. The CRM will support: case management workflows secure client record keeping collaboration with partner services reporting and dashboards task and care plan management Due to the sensitive nature of the work, security, privacy and auditability are essential. Developers may propose either: building a custom CRM from scratch, or adapting an existing open-source CRM such as SuiteCRM and customising it. The goal is to develop a functional pilot system that can scale into a multi-agency platform. Security & Compliance Requirements The system must include: secure login and authentication role-based access control encrypted data storage secure document storage user activity audit logs HTTPS / SSL security Preferred alignment with: ISO 27001 – Information Security ISO 27701 – Privacy Information Management Developers should outline how the system will protect sensitive client data. Multi-Agency Subscription Platform The platform is intended to support multiple organisations using the same system under subscription. Each organisation should have: separate secure data their own user accounts ability to apply their own branding (logo / colours) control over their internal users The system administrator should be able to: create new organisations manage agency subscriptions manage system-wide settings Case Management Workflow The CRM must support the following case lifecycle stages: Referral Intake Assessment and Planning Plan Review Step Down Case Closure Each stage should support: case notes document uploads tasks and actions assigned workers case status tracking supervisor approvals where required Client and Case Records Each client record should include: personal details date of birth contact details cultural identity fields where relevant linked family members and relationships Each case should include: case stage assigned worker case notes risk indicators goals and tasks care plans document library case history timeline Family and Household Structure The system should allow linking of: children parents carers other household members previous interactions/case plans Referral System The CRM should support: online referral form referral intake queue ability to accept or reject referrals referral allocation to staff tracking of referral sources External agencies should be able to submit referrals. Risk Indicators/frerers support goals/family's support goals Goals, Tasks and Planning Workers should be able to: create client goals break goals into tasks or actions assign tasks to workers track completion progress Tasks should include: due dates reminders calendar integration Care Plans with Approval Workflow The system should support structured case care plans. Features should include: care plan templates actions linked to goals supervisor approval process scheduled review dates plan revision history Alerts should notify users when: reviews are due approvals are required tasks are overdue Case Support Costs and Budget Tracking The system should allow: recording case support costs simple case budgets approval workflows for expenditure reporting on case spending Document Library Each client/case should have a secure document library. Features should include: file uploads document categories version tracking permission-based access Microsoft 365/google Integration Integration with Microsoft 365/google to support: meeting scheduling calendar synchronisation appointment reminders task scheduling AI Support Features (Optional) The system may include AI support to assist case workers with: drafting case notes summarising case notes identifying incomplete documentation Integration may use tools such as OpenAI APIs or similar services. User Roles and Permissions The system must support multiple access levels including: System Administrator Manager / Supervisor Case Manager External Partner Service Client Portal (limited access) Permissions must control: record viewing editing records document access approvals report access Partner Service Portal Partner organisations should be able to: submit referrals upload documents communicate securely with case workers view limited case information where appropriate Alerts and Flags The system should generate alerts when: tasks are overdue case reviews are due approvals are pending risk indicators are triggered Alerts should appear within user dashboards. Reporting and Dashboard The CRM must include interactive dashboards. Case Worker Dashboard Workers should see: active assigned cases upcoming appointments overdue tasks care plan reviews due alerts or risk flags This helps workers prioritise work. Manager Dashboard Managers should be able to view: active case numbers referral numbers cases by stage staff caseload distribution overdue reviews or actions service demand trends Reports should be exportable to PDF or Excel. Reporting Capability Reports should include: referrals received case outcomes service activity levels worker caseloads demographics case expenditure Technical Preferences Developers may propose technologies, but preference is for: scalable web architecture secure cloud hosting API-ready design integration capability Deliverables The project should deliver: Working CRM platform Administrator dashboard Installation and deployment Technical documentation Pilot support and bug fixing User manual for staff and administrators User Manual The developer must provide a user manual covering: system overview creating and managing cases referral management care plans and approvals tasks and alerts document management reporting and dashboards administrator functions Future Development (Not Required for Pilot) Possible future enhancements include: mobile application advanced analytics government reporting templates expanded SaaS subscription platform Experience Required Preference for developers with experience in: CRM systems case management software secure data systems healthcare or social services technology Final Note for Developers Developers are encouraged to propose: the most cost-effective architecture whether adapting an existing platform such as SuiteCRM would be suitable an estimated timeline and cost for the pilot system.

4 марта 10:08

4 марта 13:16

3 марта 21:24

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