employability track and report on your clients journey to work ICONI MANAGER UNEMPLOYMENT REFERRAL VACANCY EMPLOYMENT ENGAGEMENT IN-WORK SUPPORT

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1 ICONI employability MANAGER UNEMPLOYMENT REFERRAL VACANCY EMPLOYMENT ENGAGEMENT IN-WORK SUPPORT SUSTAINED EMPLOYMENT track and report on your clients journey to work

2 ICONI employability MANAGER ICONI Employability Manager is an innovative web-based client management system designed specifically to support organisations delivering employment related services. It improves efficiency and maximises performance by tracking and reporting on all the aspects of a client s journey to work from initial engagement to sustained employment and in-work support. CLIENT ADVISER REFERRAL / ENQUIRY CLIENT REGISTRATION VACANCIES, JOBS AND APPRENTICESHIPS CLIENT ENGAGEMENT SERVICES/ SUPPORT SPECIALIST SERVICES EVENTS/ COURSES GRANTS ASSESSMENTS OUTCOMES The system is used by thousands of employability practitioners working in multiple public, private and not-for-profit organisations across the employment related services sector, including local and central government, welfare to work organisations, charities, further education colleges, training providers and enterprise agencies. EMPLOYER SUSTAINMENT EMPLOYMENT Management Information Reporting This diagram represents the key stages of a typical client journey to work managed using ICONI Employability Manager. Our MIS helps us chart a young person s personal journey, their progress and areas for improvement. It is an invaluable tool in identifying how our range of innovative programmes can best meet the needs of clients whether it be in the fields of health, justice or employability. Anne-Marie McClure, CEO, Opportunity Youth Belfast

3 ICONI employability MANAGER SUPPORTING THE EMPLOYMENT RELATED SERVICES SECTOR Key Features and Functionality Full Client Tracking/Case Management Tracks your client s progress through all the stages of their journey to work, from initial engagement to sustained employment and in-work support. Ability to build a full profile of the client/job seeker, including CV, job aspirations, skills and barriers to employment. Provides a full case history of a client s support, interactions and activity. Manages multiple programmes, funding streams and supports multiple client types. Document Generation and Storage Template documents are automatically generated from within the system. An integrated document library enables electronic documents to be uploaded, stored and linked to a client s support history. Generated documents are automatically version controlled for auditing purposes. Employer Relationship Management/ Job Vacancy Management Adopts a CRM approach to managing the relationship between Employer Relationship Managers and employers. Supports the capturing of job vacancies and matching these to client requirements. Enables job vacancies to be centralised, tracked and shared with multiple organisations. Supply Chain Management Manages multi-tier supply chains across multiple delivery partners and locations. Effective management of key individuals within organisations. Ability to fully profile partner organisations including their specialisms, services offered and related quality standards. SMS and Communications SMS and messaging are generated directly from the system allowing for quick and cost effective communications.

4 Financial Management Supports payment triggers which automatically generate secure transactions that can be batched and integrated with financial accounting systems. Supports partner, sub-contractor and specialist provider fees based on agreed payment profiles. Client Expenses and Grants Client related expenses and grants can be recorded, verified and tracked with automated integration to financial accounting systems. Centralised Diary and Event Management Diaries are managed centrally, which is useful when dealing with multiple organisations working across multiple sites. Manages all aspects of client bookings across events, workshops, courses and both one-to-one and group meetings. Referrals Management Ability to manage client referrals internally, to partner organisations and to external/third party organisations. Full Reporting and Management Information Standard management information reporting is available including volume, status and activity reporting across clients and staff/users. Real-time, drill-down management reporting is available across all users with secure data views tailored to their role. Includes customised dashboards ensuring that key management information data is delivered to the right person at the right time. Performance management reporting across all levels including clients, staff, sub-contractors and specialist providers. Full financial and period-end reporting. Includes visual dashboard notifications which can quickly highlight underperformance. EMPLOYABILITY ZONE

5 Benefits Seamless fit with employment related programmes and delivery strategies. Ensures consistent collection of all customer information and interactions across all delivery partners. Integrated document generation, storage and version tracking reduces administration overheads. Security, Quality and Compliance Designed, developed and implemented in a secure ISO27001 and ISO9001 accredited environment. All data is securely stored and encrypted within a UK based Data Centre. Extensive reporting gives live management information as and when required and at all user levels. Manages, tracks and reports on every stage of the journey to work. Improves performance management of your own staff and supply chain. Maximises efficiency, increases productivity and reduces administration time. Offers secure access to live data anytime across multiple locations. Fully configurable to your ways of working, your processes and workflow. With the ICONI Employability Manager, we know exactly where a customer is, what support they have received or are planning to receive and our managers can monitor each advisor s caseload. This ensures CDG resources are fully effective when delivering specialist support. Phil East, Partnership Manager, CDG London

6 Key Advantages of working with ICONI Specialists in the Area of Employability ICONI is a leading software provider in the employment related services marketplace with unique experience in delivering and supporting client management systems for large employability projects across the UK. SUPPORTING THE EMPLOYMENT RELATED SERVICES SECTOR There are now over 60 organisations using Caselink in Edinburgh and Midlothian to help manage and monitor performance. With it we have full visibility of all clients, which ensures that the correct support is being delivered when and where needed, and the individual s journey is clearly appreciated. Caselink is an important tool in ensuring our strategy remains joined-up, demand-led and client-centred. Chris Nicol, Capital City Partnership Edinburgh Belfast Office ICONI Software Ltd, Unit 21 Ormeau Business Park 8 Cromac Avenue, Belfast, BT7 2JA Tel: +44 (0) Cambridge Office ICONI Software Ltd, St John's Innovation Centre Cowley Road, Cambridge, CB4 0WS Tel: +44 (0) Government Employability Programme Experience ICONI currently works with the Department of Work and Pensions (DWP) Work Programme Prime Contractor, the Careers Development Group (CDG). The client management information system used by CDG and developed by ICONI manages over 20,000 clients per annum across 33 locations and 14 delivery partners. Best of Breed Employability Product ICONI Employability Manager has been developed using the latest Microsoft technologies and is based on best practice. It is used by thousands of employability practitioners in organisations across the UK. Flexible Product ICONI Employability Manager is fully flexible and can be rapidly changed to mirror any required changes in operational processes. Fast Turnaround ICONI can implement Employability Manager for your organisation within a quick timescale utilising its on-time, on budget delivery methodology. The process starts with a fast track analysis of your workflow processes to ensure that the final solution mirrors exactly how your staff deliver client support. ICONI s established delivery methodology ensures that your system is up and running within weeks as opposed to months. MANAGING INFORMATION DELIVERING KNOWLEDGE