OneFlow Mobile for Client 1.0

About OneFlow

OneFlow is a comprehensive case management platform that facilitates the complete management of client processes, from initial intake to exit and follow-up. The platform enhances operational efficiency, allowing organizations to operate both virtually and in-person while systematically gathering critical data necessary for managing and reporting on key performance metrics. With robust business rules, conditions, and workflows, OneFlow equips organizations with the flexibility to tailor customer, partner, and staff interactions—an invaluable feature in today's evolving service landscape.

Designed to accommodate organizations of varying sizes—including small businesses, large enterprises, and consortia—OneFlow offers a scalable solution that begins with a base configuration tailored for workforce development, adult education, and grant programs. Users can incrementally add modules and features as needed. This adaptability ensures that staff can facilitate timely connections for clients regarding subsequent steps, thereby improving overall success and performance outcomes. The platform's modern and intuitive user interface promotes easy adoption among staff members.

OneFlow includes dedicated portals for each stakeholder group—clients, staff, partners, and optionally employers. The initial setup can be completed swiftly to align with organizational requirements. Key modules encompass functionalities such as user and profile management, forms, service delivery tracking, event management, document handling, communication tools, fiscal oversight, program management, training course enrollment, notifications and reminders, workflow automation, business rules configuration, job management, dashboards, and comprehensive reporting capabilities (including operational reports and government-mandated extracts like PIRL and H1B extracts).

Recent enhancements feature integrations with student information systems such as Banner and Peoplesoft, alongside connectivity options for Office 365 calendar integration. Additionally, OneFlow supports the delivery and tracking of virtual services through various platforms including Microsoft Teams, Zoom, and Webex.

This versatility allows organizations to commence with a singular program while retaining the ability to expand coverage across multiple initiatives and collaborate with partner organizations within coalitions or consortiums.

How OneFlow Supports Collaboration

• Engage the Client in Their Success: Client engagement facilitates adherence to goals and enhances long-term measurable performance outcomes.
• Referrals: Streamlined referral processes enable clients to access additional services easily while ensuring that referred organizations have access to relevant client information to complete the referral loop.
• Shared Plans and Service Delivery (IET): Promotes collaboration among service providers by recommending partner services that minimize duplication of efforts while maximizing data collection and shared training resources.
• Efficiency in Virtual Operations: As collaborative efforts grow increasingly vital, the platform supports efficient virtual service delivery coordination among multiple stakeholders.
• Shared Data Equals Shared Performance Outcomes: Effective collaboration hinges on data sharing; without a unified measurement framework, closing the loop on performance outcomes remains challenging.

A Sample Client Process

1. Intake
   • Complete necessary forms
   • Submit required documents
   • Sign relevant applications and agreements
   • Schedule appointments
2. Assess
   • Conduct assessments
   • Set goals
   • Define expected outcomes
   • Justify costs/ROI
3. Case Management
   • Consult with case manager regarding services
   • Engage in training programs
   • Manage program enrollment and funding allocation
   • Document notes and follow up accordingly
4. Training
   • Pursue training opportunities
   • Monitor progress and achievements
   • Report outcomes effectively
   • Prepare for regular employment activities
5. Placement
   • Pursue apprenticeship opportunities
   • Participate in work experience programs
   • Engage in on-the-job training initiatives
   • Sustain regular employment positions
   • Participate in virtual career fairs connecting job seekers with employment opportunities