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Wednesday, March 20 • 1:30pm - 2:30pm
Track 3: Integrated Workflow Management: saving time, reducing errors and accurately tracking program allocation

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At this session, you will learn how Tulare County justified, planned, implemented and continues to realize success with their Workflow Management Tool (WMT) 12 months post-implementation.
In 2015 Tulare County Health and Human Services had over 700 workers processing approximately 60,000 tasks per month for approximately 75,000 cases. The case management system was over 10 years old and was built to be a customer record and eligibility determination system. Tulare implemented several workaround tools to assist with the management of the workload including a homegrown “task in task out” task management system.

In 2017 Tulare contracted with InTelegy to plan, implement and integrate the Intelegy WMT – Workflow Management Tool. The three-phased approach consisted of Phase I-Assessment and Plan, Phase II- Design and Build and Phase III- Implementation. Learn how InTelegy and Tulare County worked in partnership to implement the enterprise-wide, mission-critical software that is integrated with their case management system and now provides Tulare County with:

·      Standardized Workflow across the office and county
·      Prioritized and equal work distribution
·      A method to manage funding streams efficiently: WMT provides actual time spent by program allowing real-time studies and accurate allocation of time by funding resource
·      Access to Data that shows real-time supervisor & staff level workflow as well as influences management decision making from trending and tracking of critical operational and customer level touch points

avatar for Vail Dutto

Vail Dutto

CEO, Intelegy
Vail is the founder and chief executive officer of InTelegy Corporation, which has 22 years of experience, building, transforming and leading change in customer services and service delivery business process and technology. Since 2003, InTelegy has brought this expertise to 25 California... Read More →
avatar for Juliet Webb

Juliet Webb

Director, Department of Human Services, Tulare County Health & Human Services Agency
Juliet has worked in county government for nearly 17 years, directing Tulare County’s human services program for the past five. Tulare County HHSA is an integrated “super agency:” offering public health, mental health and human services to its population of nearly 500,000 residents... Read More →

Wednesday March 20, 2019 1:30pm - 2:30pm PDT
Key Ballroom 10 (2nd Floor)