Social Welfare Platform

Modern Social Welfare Case Management, Built for High‑Stakes Public Service

Social worker using a digital social policy platform for child protection, family support, therapy and addiction services
Microsoft Dynamics case management dashboard showing assigned social care cases by caring professional with bar chart visualisation for workload distribution

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Microsoft Dynamics 365 integrated with Power BI for business intelligence, analytics and reporting

Exigy’s Social Welfare Platform is a secure, enterprise‑grade case management platform designed to support public authorities in delivering assistance quickly, thoroughly, and responsibly—while safeguarding sensitive information and ensuring every decision is traceable and defensible.

Purpose‑Built for Social Welfare, Not a Generic CRM.

Designed for Sensitive, Complex Services

Generic CRM platforms are not designed for the realities of social welfare. Social Welfare CMS is purpose‑built for environments where information sensitivity, legal responsibility, and ethical obligations are central.

Service Compartmentalisation

Different services and programmes can be clearly compartmentalised within the platform, ensuring that sensitive information is accessible only to authorised roles.

This enables agencies to work within strict privacy boundaries while supporting legitimate collaboration where policy allows—reducing risk without creating operational silos.

Person at desk viewing a Microsoft Dynamics 365 social welfare case management screen on a laptop, showing an “Interventions for Case” report with case details, service area and reporting filters

Empowering Care Providers

Frontline care professionals are central to effective social welfare delivery. Social Welfare CMS is designed to support them with clear case visibility, structured interventions, and reduced administrative burden.

By placing the right information at the right time—within controlled, policy‑aligned workflows—the platform enables care providers to act confidently and consistently, while retaining professional judgement and accountability.

Microsoft Dynamics social welfare case management screenshot showing Power BI monthly service activity matrix and “Refer Case” referral form for copying a case to another service area

Controlled Inter‑Agency Collaboration

Collaboration between service areas and agencies is enabled through structured, governed referrals that clearly transfer responsibility.

When a case is referred, access is purposefully restricted and responsibility moves to the receiving service—ensuring data sharing remains minimal, compliant, and intentional, while preserving continuity of care.

Microsoft Dynamics social welfare case prioritisation form with structured risk assessment fields and case assignment dialog for allocating cases to users

Role‑Aligned Access & Accountability

Social Welfare CMS supports distinct operational and governance roles, from frontline professionals to senior leadership.

Each role receives the level of access and visibility needed to act decisively, while ensuring that responsibility and oversight are clearly defined at every stage of service delivery.

Microsoft Dynamics 365 social welfare case record screen showing Case Information fields (agency, service area, referrals), linked cases tabs and last record update timestamp

Understanding Citizens in Context

Social welfare cases rarely exist in isolation. Social Welfare CMS supports the structured modelling of service users within their wider social and family context—including significant others—allowing care providers to make informed decisions while maintaining strict access controls.

This approach supports holistic assessment without compromising confidentiality or governance.

Social welfare live chat interface showing multilingual support and assistance options for public services including family support, social assistance, counselling and housing enquiries

Accessible Chat Agents

Social Welfare CMS supports accessible chat‑based assistance, enabling citizens to engage with social services through clear, guided conversations. Designed to lower barriers to access, chat agents can operate across multiple languages and channels—helping ensure services are inclusive, understandable, and reachable for diverse communities, while remaining fully integrated with case management workflows.

This allows institutions to extend support digitally without compromising governance, data protection, or service accountability.

Operational Insight Without Added Risk

Visibility is critical for effective governance. Social Welfare CMS provides structured reporting and trend identification to support operational oversight and informed policy planning.
 
Using integrated analytics and reporting—powered by Power BI—leadership teams can:
  • Monitor service demand and workload pressures
  • Identify emerging trends and systemic challenges
  • Support evidence‑based planning and resource allocation
 
Insights are designed to be explainable, reliable, and appropriate for public sector decision‑making—supporting clarity, not uncertainty.
Microsoft Dynamics 365 Power BI dashboard showing service user activity trends, waiting list status, and multi-year analytics across agency and service area levels

Privacy, Security & Compliance by Design

Social welfare data represents some of the most sensitive information held by public authorities. Any platform supporting these services must be built on a foundation of privacy, control, and accountability.

Our Social Welfare Platform is fully aligned with GDPR and designed to adapt to national data protection laws and sector‑specific regulatory frameworks.

Role‑based access, service compartmentalisation, and comprehensive audit trails ensure that sensitive information is only accessible where justified—while ensuring institutions can demonstrate how, why, and by whom decisions were taken.

Secure cloud‑based data protection with encryption, access control and compliance safeguards

Let’s Talk

If you are exploring how to deliver social welfare services where speed, sensitivity, and accountability matter, we would be happy to discuss your objectives and challenges.
 
Get in touch with Exigy to start a conversation.

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Exigy’s Social Welfare CMS is a secure, enterprise‑grade case management platform that empowers care providers, supports inter‑agency collaboration, and ensures decisions are traceable, defensible, and compliant—when it matters most.

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