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WEB TRACKER:
An Information Management
System
London
Middlesex
Digital Ideas Inc
6 Years in business, based in London
Specializing in:
• Process Design
• Custom Software Development
• Implementation
• Post Installation Support
Focus:
• Not for Profit Government Funded Agencies
What brings us here?
Asked to speak about the process
Philosophy used in the process design
Asked to speak about technology
Internet, Database, Hosting
Asked to demonstrate WEB Tracker
A Production system
Asked to demonstrate Employer Tracker
A Production system
ADGENDA
Process Design - Four perspectives
Technology – What is required?
10 – 15 Minute BREAK
WEB Tracker Demo
Employer Tracker Demo
What Are We Trying To Do?
FOUR PERSPECTIVES
Clients
Our Agency
Other Agencies
Funders
What Are We Trying To Do?
Goals for our CLIENTS
Easy access to programs and services
Appropriate referrals
Reduce unnecessary duplication of
information
Share information in a secure
environment
Generally Improve Client Services
What Are We Trying To Do?
Goals for OUR ORGANIZATION
Improve internal processes
Improve operational efficiencies
Produce accurate and information
rich reports
Leverage our information database
Deploy stable and easy to use
technologies
What Are We Trying To Do?
Goals for working with OTHER
organizations
Provide comprehensive information on
our programs and services to others
‘Publish’ our list of programs for easy
referral
‘Exchange’ appropriate Client
information
Share resources where appropriate
Use standardize language
What Are We Trying To Do?
Goals for working with Funders
Provide appropriate and accurate
information in a timely fashion
Substantiate proposals with
qualitative and quantitative data
To achieve these goals we:
Need a single Community Database
Reduce duplication, maintain integrity
Agency staff to have the complete
picture at hand
Need to preserve organizational
uniqueness
Agencies deliver similar programs in
differing fashions
Agencies work with different funders
Process flow within Agencies is unique
To achieve these goals we:
Need to ensure Client confidentiality
Information must be secure and
transmitted securely
Consent forms must be used
Need utilize community resources
Agency staff must be aware of offerings
from others (External Referral) and
course availability where applicable
Technology to achieve our goals
WIL
Custom Application
Single Database
YOU
ATN
Agency N
Technology to achieve our goals
WIL Browser
YOU Browser
ATN Browser
Agency
Internet
Hosting
custom
custom
Oracle
custom
Security to achieve our goals
WIL Browser
1. NT Challenge
Response
YOU Browser
ATN Browser
2. Encryption
custom
custom
custom
3. Roles: COM+
Components
4. Database Security
Oracle
WEB TRACKER:
Components
Fully Customizable
Multi Level Enhanced Search Engine
Client Details
Interventions
Reminders or Bring Forward
Client Contact notes / Confidential Notes
Follow Up
Standard Reports / Customizable Reports
Custom Business Rules
Export – Access 2000
EMPLOYER TRACKER:
Components
Fully Customizable
Multi Level Enhanced Search Engine
Employer Details
Auto Faxing, Mail Merges
Reminders or Bring Forward
Contact notes / Confidential Notes
Standard Reports / Customizable Reports
Custom Business Rules
DEMO
WEB Tracker
Employer Tracker