Our Work: Case Management System Web Portal

RCA Custom Site

As part of its new case management system (CMS), the RCA wanted a comprehensive public web portal. Although the CMS included a portal, the RCA needed more functionality.

The RCA asked Resource Data to build a custom web portal that integrated with the CMS and supported users in

  • Viewing information about RCA activities
  • Researching cases and documents
  • Submitting documents electronically
  • Securely managing a utility’s regulatory activities

The Solution

We developed a web portal built on the CMS’s framework. With all content pulled from the CMS’s database, updates are displayed immediately, making the RCA’s activities more transparent.

Site highlights include

  • Extensive searches for finding information and researching
  • “Detail” pages that consolidate related information
  • RSS feeds to notify users of updates
  • Workflows for submitting documents
  • Secure access for utilities and others interacting with the RCA

Our Role

We were responsible for the entire development lifecycle:

  • Project management
  • Requirements definition
  • Graphic design
  • Functional and technical design
  • Development
  • Testing
  • User and technical documentation
  • Training
  • Site deployment
  • Individualized user support

Our Approach

Using a utility user committee’s input and our knowledge from the CMS selection process, we created a clickable prototype to model the site’s structure and its graphical and functional designs.

Because the CMS is a niche product, we first spent several weeks with the vendor, learning the CMS’s framework. Then while building the site, we worked with the CMS’s architect, defining new framework features.