Performance Management and Data Warehouse

iData has extensive experience working with federal agencies to use data to improve performance. Working with Apprise Inc., iData developed a data warehouse for the federal Low Income Heating Assistance Program to help grantees, HHS and the public access program and performance data. The data warehouse includes customizable pre-defined reports as well as ad-hoc reporting capabilities. Administrative screens allow non-IT users to configure new reports, meta data and new data fields.



The LIHEAP Data Warehouse allows users to create a variety of data visualizations including standard line, bar, pie, multi-bar, and stacked bar charts as well as maps and combo charts

Performance Measures Chart Types



The site is based on a Drupal CMS with Web services for Data Warehouse database access and a Javascript/single page application front end. Data is imported and validated from the federal Grant Solutions system, and the site is accessible by grantees, HHS staff, contractors and the public.

Performance management solution diagram




Plan Manager™: Client Information, Service Planning and Referrals

iData’s Plan Manager™ software allows for creation and distribution of Individual Service Plans, behavior support plans, assessments and other similar documents for individuals with developmental disabilities.

Plan Manager View Documents



Completely customizable, template-based layout of both screens and printed documents allows for attractive, easy to understand plans.

Plan Manager Data Entry



Non-technical staff are able to create new plan templates as rules and requirements change.

Plan Manager Edit Template



Web-based distribution of plans saves postage and allows for secure provider and client access. Automated workflow (including management reporting and administrative override) allows approvals and distribution to be handled quickly and efficiently. Email notification and online access for providers and family members who have a login saves printing and mailing costs, while integrated label and plan printing capabilities streamline printing of plans that must be mailed.

Plan Manager System Diagram




Content management

iData has extensive experience with a broad range of CMS solutions on multiple platforms, so we are able to work with our clients’ existing tools or to pick the right system for any given project. Equally important, we’ve interfaced multiple CMS systems to other software ranging from HR or CRM to ERP to legacy internal systems.

iData CMS Experience Table

iData’s approach to content management has always been focused on developing Web applications that deliver concrete value rather than brochure-ware or branding. We believe that the power of content management is in delivering specific information to users (government staff, constituents, e-commerce partners) and allowing those users to take immediate action (download a ballot, obtain a license, pay a fee or tax, report a problem to government, or buy and sell).

The kinds of solutions that we’ve developed include:



Board of Elections

This site includes interfaces from a CMS-driven Web site to read-only copies of registration and election results data. This allow constituents (voters, candidates, poll workers) to directly access information such as election results, registration status, candidate forms and poll worker training. Security controls ensure that only the right people access information.

BOE CMS System Diagram



City, Town and Village Governments

We’ve built dozens of CMS-driven Web sites with interfaces to internal municipal applications that allow constituents to directly access municipal services and foster civic engagement and community.

Municipal CMS System Diagram



e-Commerce sites

We’ve built e-commerce sites for clients ranging from global manufacturers to regional distributors. These have included Interfaces to internal systems such as CRM, ERP, product configrators and client purchasing systems. These sites allow customers to buy in a way that works for them as well as access detailed product information, specifications, training and support. Innovative functions such as quote builders, Web service integration with upstream partners and customers, and white label Web sites for distributors allow our customers to provide sales and service that is a competitive advantage.

E-commerce CMS System Diagram