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Statewide Welfare Management System (SWMS)
SWMS is a modernization of the current Welfare Management System (WMS). The new WMS system will be a single, statewide eligibility system that will include current WMS functionality plus enhanced features.
For information on procurement for the project check out the OTDA Contract Opportunities page.
- Overview of SWMS
- Goals
- What's in it?
- What's happening?
- Printable brochures
- Quarterly Newsletters
- SWMS Update Presentation made at NYPWA
Overview
The current Welfare Management System that supports the delivery of Temporary Assistance, Medicaid, Food Stamps, adult services and home energy assistance benefits for OTDA, DOH and OCFS is in need of replacement. It is comprised of two separate systems, Upstate WMS and Downstate (NYC) WMS, that must be maintained by OTDA IT staff for legislative and program changes. Over the twenty plus years of its existence it has become increasingly more complex and harder to support as edits are applied on top of each other. The upstate and downstate systems must be consolidated into one Statewide WMS using newer technology. The Statewide WMS project will undertake this effort. A SWMS Project Management Office and Procurement Plan have been implemented for the day to day support of the SWMS project.
Goals
One “modern” statewide system that:
- Offers flexibility for Local Districts.
- Contains audit tracking features.
- Is client- and case-centric.
- Provides individual services and can also provide a holistic approach to meeting the client’s needs (a single point of entry for benefit determination across all programs).
- Facilitates worker caseload management, is intuitive, reduces the use of codes and is easy for workers to learn.
- Facilitates worker access to all relevant and appropriate data (across all programs) to allow workers to focus on client/family needs.
- Improves the ability to efficiently respond to legislative and programmatic changes.
What’s in it?
Several early deliverables that fall under the SWMS initiative have been implemented or are under way, including the following:
- Central Sidney on SQL (SOS)
- CentraPort
- Commissioners' Dashboard
- Day Care Interface to Benefit Issuance Control Sub-system (BICS)
- E-Reports
- Imaging/Electronic Document Repository (I/EDR)
- Intelligent Auto Fill Forms (IAF)
- State Online Query Systems (SOLQ)
- Welfare Reporting and Tracking System (WRTS)
Components/Features/Functionality to expect in SWMS in addition to the current WMS functionality:
- Caseload Management
- Client Scheduler
- Calendars for workers and client cases
- Daily Task Manager
- Workflow Manager
- Case Reassignment Tool
- Intelligent Question Set
- Guide eligibility workers through the interview
- Question path changes in response to answers
- Automatic feed of responses to other system components
- Recommended eligibility determination
- Worker/Supervisor signoff
- Management reporting.
- ...MORE as project continues to develop
What’s happening?
- SWMS Data Transformation Solution – Establish a Proof of Concept for integrating legacy WMS data (Upstate/NYC) with Cúram
- Phase 1 - Completed
- Phase 2 – Fall 2007
- I/EDR Implementation – Project Pilot – Fall 2006
- Project Pilot – Fall 2006
- Statewide Implementation commenced early 2007
- System Reference Manual (SRM) Update – to be completed Fall 2007
- Functional Roadmap – Begins 2007
- SWMS Procurement(s) – Begins 2007
- SWMS Architecture Services (SAS) – Begins Summer 2007
Brochures
Following are links to SWMS and SWMS Sub-projects printable brochures:
Quarterly Newsletters
- I/EDR Completes Implementation in all Seven Pilot Districts!
- Northeast Region FSP Improvement Conference Workshop: “The Abominable File Cabinet and/or Avoiding a Storm of Paper”
- SWMS Sub-Projects Description and Status
- DETS Brings on New Staff for SWMS
- OTDA Staff attend the ISM 40th Annual Conference in Boston August 5 to 8
- Photos from the New York Public Welfare Association’s Summer conference
- Commissioners’ Dashboard Migrates to New Production Environment
- Partner Districts for Central SOS Meet with the SOS Team in Albany
- OTDA Commissioner David A. Hansell Announces New CIO and Institutes Organizational Changes
- Central SOS Presentation for OTDA Commissioner David Hansell
- SWMS Personnel Changes
- SWMS Sub-Projects List and Description
- SDTS Phase I Complete – Phase II Started
- Commissioners’ Dashboard Grows
- Central SOS Project Team Photo
- SWMS Updates Intranet Web Pages
- History and Progress Report for SRM Update Project
- Functional Roadmap
- Quality Assurance
- Acting OTDA-IT Director Appointed
- BICS Day Care Interface
- Commissioners’ Dashboard Grows
- I/EDR Pilot Kickoff in Rensselaer County
- I/EDR Live in Rensselaer County
- Progress Updating WMS System Reference Manuals
- NY Agencies Meet to Establish Cúram User Group
- County Reps Hear I/EDR Overview and Visit Vendor Site
- SWMS Quarterly Newsletter Introduced
- Commissioners’ Dashboard Receives Award
- SWMS Initiatives – Recap of 2006 and Plans for 2007
- Imaging/Enterprise Document Repository
- Cost/Benefit Analysis
- Sub-Project to Update Upstate and NYC SRMs Established
- Central Sidney on SQL
- SWMS Established Project Management Office
- Quality Assurance Services for I/EDR and SWMS Planning
- Cúram Presentation at July 2006 NYPWA Conference
- Interagency Events Calendar Established on SharePoint for Better Coordination Between State Agencies
- Vendor Focus Meetings held as part of SWMS Planning
SWMS Update Presentation
SWMS Update Presented at NYPWA 7-2007 - This PDF presentation has commentary from Gail Adams, SWMS Project Director, added to the slides.
For additional information on SWMS
Email the SWMS Project Management Office at: SWMS.pmo@otda.state.ny.us