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Enhancing Care Processes: A Case Study on SharePoint and InfoPath Forms Deployment

This case study details the Bradford District Care Trust's implementation of SharePoint and InfoPath Forms, aimed at modernizing care processes. Utilizing Cloud2's rapid deployment approach, the team identified key workflows needing redesigned forms to enhance efficiency and reduce departmental FAQs. Two specific forms, the Annual Leave and Sickness Forms, were selected for redesign based on user feedback. The study emphasizes future considerations for process adjustments, data management, and the effective usage of SharePoint’s flexibility to streamline operations across the Trust.

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Enhancing Care Processes: A Case Study on SharePoint and InfoPath Forms Deployment

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  1. Case StudyBradford District Care Trust Showcasing InfoPath Forms 2nd March 2012 Scott Mullett

  2. The Reasons • To support the Share Point deployment • Showcase the functionality of Share Point/InfoPath forms now available

  3. The Journey • Used Cloud2 Rapid deployment process • Identified a number of processes that would • benefit from a redesigned form • Ability to reduce FAQ’s being asked of departments i.e. form increases self sufficiency • Could be deployed trust wide (showcasing Share Point & E Forms capabilities) • Selected 2 from the list based on the above points

  4. Form Overview • Reviewed workload around these processes and forms currently used • Spoke to existing users/departments • System/form shortfalls • Wish list • Completed specification document

  5. Annual Leave Form

  6. Sickness Form

  7. Next steps Review current status Is there still a need for the forms, new systems purchased, changes in corporate direction Training Documentation to agree & create Management of forms within Share Point Pilot, Review and amend Publication of the forms

  8. Reflections – Future Forms • Share Point & InfoPath is too flexible • Because Share Point can, does not mean you have to. • 80/20 rule (Coding & functionality) • Future updates/changes to processes? • Simple Yes/No and permutations of • Our current forms using existing technology are one time only use • No process is a simple process when designing a form fully utilising InfoPath functionality

  9. Reflections – ESR • ESR is the “centre of the universe” where Employee related data is concerned • Identify lists, links & relationships that can be automatically managed with interface file • Data cleanse, population of ESR with additional key data • Contact details, phone, mobile & email • Process set for going forward new staff • Plan & resource a process to capture existing staff over a period of time • Use new systems to validate/update

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