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Ealing Council - Case Study

Our social care finance software helps Ealing Council provide an effective and efficient service to the 4,000 people in its care.

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Introduction

Mosaic, our software for social care case management and finance, automates financial assessment processes at Ealing Council, saving more than 330 hours of an Assessment Officer’s time.

An integrated system, Mosaic has automated financial assessment processes and provided user-friendly workflows and financial reporting to Ealing Council.

In 2014, Ealing Council began using Mosaic for payments, billing and financial assessments. Initially, the Council designed and used its own form which was maintained in-house. Every year, the Council used this to reassess and notify around 4,000 people.


In November 2018, Ealing Council decided to migrate to the Mosaic Financial Assessment (FA) Form designed in collaboration with councils. The form, which is part of Mosaic’s customer-led configuration (CLC), is helping process data in an even more efficient manner.

Ready-to-go toolkit

Developed from the knowledge and experience of a number of local authorities, Mosaic’s CLC is a ready-to-go toolkit of forms that can deal with all adults and children’s social care assessing, purchasing, paying and charging – feeding into a local authority’s finance system.

Ealing Council went live with FA Form in March 2019, when it conducted its first automated financial assessment. The team immediately saw a significant reduction in the time taken to carry out its assessments. The CLC layout is simple and logical and enables one assessment for each policy type.

Consistent and fully integrated 

The FA Form can interface with a number of existing debtors’ systems used by the local authority. The system is also a fully integrated product, benefitting from the same Client ID through the customers’ lifetime for financial trackability purposes. All financial information held within the system is reportable, in both forms and episodes.

We’re finding that the FA Form is doing exactly what we need it to do. The process is much simpler for us now, we’re estimating a 5-10 minute saving per form entered. We found the biggest advantage with the automatic Financial Assessment Batch Uplift (FABU) is that we’ve saved over 330 hours, approximately 47 days of an Assessment Officer’s time compared to the previous year’s manual uplift exercise. This has allowed Assessment Officers more time to deal with complex financial reassessments, resolve charging and account issues.

Trevor Daniel, Project Manager, Adults’ Services Ealing Council

It was a big ask, and a high risk to start a finance project in November, which needed to be finished in time for the new financial year. Ealing’s own financial assessment form was in-house, built some years before and specific to Ealing’s needs. Migration was always going to be a challenge and involved a number of test runs and manual changes to determine the best configuration for success. However, the project was kept on track and was delivered on time. The support and response times from their team throughout the whole project were very impressive.

Trevor Daniel, Project Manager, Adults’ Services Ealing Council

The result

  • The layout is simple and logical, so teams can move around the FA Form with speed and confidence
  • Records all finance data for adult and children’s social care in one place
  • Saves time by eradicating manual processes and duplicate data entry, therefore improving data quality – making end-of-year processes more efficient
  • The standard out-of-the-box solution can be implemented quickly

Inspiring others

We will continue to work with Ealing Council to develop the Customer-Led Configuration so Mosaic will remain relevant as the local authority’s needs change. Mosaic gives social care professionals the time and data they need to achieve more positive outcomes for the people in their care.

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