F2 CASE | LIVERPOOL CITY COUNCIL
cBrain worked with Liverpool City Council to replace their Case Management and Personnel file solutions with a single system providing end to end case management for employee relations.
The Human Resource Service team were looking for a new, more effective case management system. They also wanted a way to manage personnel files (p files) for 6000 current and former employees within Liverpool City Council (LCC). The HR team needed end to end case management for employee relations cases. They needed to record all actions, communications and outcomes in the system. They also needed to create, edit and resolve cases directly in the system without having to use other applications.
The solution also had to include a personnel filing system. This enables every LCC employee to have a personnel file stored securely. HR users needed a simple search method to find p-files by surname, first name, oracle pay reference number and other key personal information.
cBrain won the contract to provide Liverpool City Council with an integrated case management system. The idea was to provide a single working environment for HR users instead of having to access multiple systems to complete basic tasks. cBrain’s business consultants spent time ‘shoulder-surfing’ with HR users to understand their daily work scenarios and the issues they faced.
We learned that users spent a lot of time copying data between different systems. For example, they used email, Excel spreadsheets, shared folders, a legacy document management system, and Oracle HR. It was hard for users to understand where the latest versions of documents were. There was no easy way to get an overview of what cases were in progress and what the status was. In the end, the users had developed a system of manually updating a core spreadsheet to let each other and management know what was happening.
cBrain used the F2 Cloud Service to quickly configure a prototype (Alpha) of the main process flows. We then worked with super-users to refine the process directly in the working software. In parallel work began on integration with the Council’s Exchange, Active Directory, and Oracle HR services. This was introduced in a Beta phase. This enabled automatic mail import, Single Sign-On for users, and automated
import of Oracle personnel data. The 6000 personnel files were migrated from existing shared drives to individual employee cases in F2. New metadata was added to ensure they were filed correctly, and easy to search. Employee master records were created in F2.
3 months after starting the project users were live on the system. cBrain consultants helped by ‘floorwalking’ to spot any areas where the process could be improved or refined upon.
HR users now have only one place to perform their casework, instead of having to access 5 different systems. Security controls on sensitive cases are added automatically. F2 automatically provides overviews on case status and activity, instead of being manually maintained in spreadsheets. Statutory Reporting of cases by protected characteristics is now automated.
The F2 cloud service provides fast, immediate access to all case information and communication. As one user said: “The problem with F2 is all our other systems seem so slow now”. The in-built chat functionality enables users to quickly ask each other for advice and compare notes on similar problems.