Case Management and Risk Management Software

The vendor is required to provide case management and risk management software for workforce solutions requires an integrated software solution to streamline audit processes, manage project case efficiently, and assess and mitigate risks.
- Goals
•    To conduct efficient and effective audit and monitoring projects using a cloud-based software as-a-service (SaaS), case management system for risk-based monitoring, reviews or audit projects. 
•    To automate workflows, dashboards and reporting tools for performance insights. 
•    To increase collaboration.
•    To achieve consistent work products.
- Objectives
•    Audit: automate compliance checks, track audit findings in real-time, and generate detailed reports for stakeholders.
•    Risk management: enable risk assessment, track risks, and generate reports for stakeholders.
•    Project case management: real-time updates, manage workflows, provide clear project status.
- Functional requirements
1. Audit or monitoring case management component
•    Appropriate and intuitive process flow for each stage of the monitoring, review or audit project, such as planning, field testing, reporting and issue tracking.
•    Ability to link risks and issues across monitoring projects and across the risk management component.
•    Ability to aggregate risks by program, entities or processes.
•    Automate document requests from auditees or stakeholders.
•    Reporting and dashboards with real-time status, timekeeping and progress reporting capabilities
•    Smooth integration with microsoft word, excel, sharepoint, onedrive, adobe, and the possibility of integration with other office suite of applications and platforms.
2. Risk management component
•    Ability to assess, manage, and document operational, financial, and compliance risks.
•    Risk registers and inventory with the ability to rank the risks, set likelihood, impact and the ability to assign risk owners.
•    Ability to coordinate responses on how risks should be mitigated.
•    Facilitate real time reporting, ability to display a portfolio view of risks and risk matrices.
•    Process flow that allows for remediation of findings with the risk owners, including with outside stakeholders.
- Desired features
•    Design tools – customizable templates, reports, and multimedia support.
•    Real-time response tracking – dashboards displaying reports, compliance, analysis, risk management tools, and tracking.
•    Benchmarking tools – ability to compare across offices, time periods, or user types.
•    Ease of use, intuitive process flow.
•    Support for seamless collaboration with stakeholders.
•    Bi-directional linking of risks with the audit or monitoring case management component.
•    Ability to facilitate risk management in accordance with frameworks such as the committee of sponsoring organizations of the treadway commission (COSO) risk management framework.

- Questions/Inquires Deadline: August 13, 2025