The standard VisiCase Case Management module can be upgraded with the Program Portfolio Management module. Program Portfolio Management focuses on achieving the strategic objectives and benefits of a group of related projects. These projects are managed together to obtain specific benefits and controls that would likely not occur if they were managed individually.
VisiCase Program Portfolio Management module is based on technologies that enable visibility, standardization and process improvement. These features enable organizations to manage funding projects from concept to completion. With improved technology, VisiCase will help to achieve shorter waiting lists for your clients and reduced operating costs for your organisation.
Funding programs can be linked into a fees and payments catalogue. This function helps with coordinating and prioritizing of resources, rolling up information from each client and ensuring the overall funding program is driving towards achieving the organisation's business rules. VisiCase can also generate invoices and payment slips once the service is delivered and expenditure authorised.
With VisiCase, reporting is effortless and straightforward. Reports can be customised to present data according to defined criteria, using the information that was already entered into the system throughout the funding process.
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VisiCase - Program Portfolio Management |
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| Funding program structure | Funding program structure allows tracking of funds from funding source right down to client activities. |
| Fees and payments catalogue | A catalogue of services that can be provided under each funding program. They allow administration of funding limits, staff payments and business rules. |
| Generate invoices and payslips | After service is provided and expenditure approved, VisiCase can generate invoices and payment slips. |
| Program Portfolio Management reporting | VisiCase helps to record and view information about all programs in the system and report on the data according to defined criteria. |
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