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Process Assessment

Help Sourcewise conduct an assessment of their organization's existing process to reduce cost, effort, errors, and other inefficiencies.
Sourcewise
Santa Clara, CA, USA
Sourcewise
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Sourcewise
Santa Clara, CA, USA

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Cause
Human services
Skills
Strategy consulting

Posted October 27th

Process Assessment

Project details

What we need
  • Analysis of the current process and creation of a current state map
  • A document outlining potential goals of process improvement
Additional details

We would like to replace a piecemeal system built on an inefficient, static database with an efficient workflow, better working interfaces for staff, and more nimble reporting (ability to add new assessment or new report) but have to keep populating the old database with some of the data.

What we have in place
  • We currently have Lucid chart workflow, Microsoft 365, which should make it easy for you to get started. We also have some technology background, and the ability to provide any other information you need.
How this will help
This project will save us $6,868 , allowing us to upgrade a badly outdated technology workflow, which might not be affordable otherwise.

The program is a state funded program to support low-income, older adult clients to avoid nursing home placement by safely living at home. An efficient workflow will prevent case manager errors and save time so they can help their clients more effectively. This will increase the value of the tax dollar investment, which benefits the greater community. It could also lead to stabilizing the clientele and decreasing staff turnover.

Project plan

P
Prep: Information Sharing & Goal Setting
  • Volunteer Manager provides overview of current process and any relevant documentation to Professional
  • Professional connects with the Volunteer Manager for a brainstorming/overview session on potential improvements
  • These may take place via phone calls, quick tours of the Organization, emails, etc.
1
Milestone 1: Analysis
  • Professional analyzes gathered information and begins a thorough process review
2
Milestone 2: Current State Map & Improvement Scope
  • Professional provides initial Process Assessment and recommendations for improvement, including clear goals and desired outcomes
  • Volunteer Manager provides feedback
3
Milestone 3: Final Deliverables
  • Volunteer delivers a final scope of Process Improvement document with analysis of current process, current state map and recommendations for process redesign
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About the org

Sourcewise
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Causes
Human services Health & nutrition
Posted by
Lisa W
Lisa W.

Director of Care Management

Our mission

Our mission is to provide seniors and their caregivers the tools and services they need to effectively navigate their health and life options. Through a comprehensive network of resources, Sourcewise strives to educate, prepare, support, and advocate for all adults, their families, and their caregivers within Santa Clara County.

What we do

We work to coordinate services and support systems for the aging population across a network of state and local organizations in Santa Clara County and help empower seniors and caregivers by providing access to information and resources, and supportive services allowing for personal choices, and continued independence, so they may remain safely in their homes.

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