Case Management System with .NET

Working closely with Triage, Dolphin IT Solutions undertook a detailed discovery process to understand how the organisation managed participant relationships, programmes, and employment outcomes.

It became clear that the case management platform functioned similarly to a customer relationship management (CRM) system, supporting ongoing engagement between programme staff and participants while helping teams monitor progression and positive employment outcomes.

To provide the required flexibility and long-term scalability, Dolphin recommended a complete rebuild using .NET Core.

The new application was designed as a fully bespoke web-based case management platform, hosted securely within Microsoft Azure and tailored specifically to Triage’s operational workflow.

This approach allowed the organisation to move beyond the limitations of PowerApps and adopt a solution built around its exact business requirements.

Bespoke Database Development

At the heart of the application sat a customised database hosted on Azure SQL.

The database architecture was designed to provide secure, centralised storage while supporting efficient programme administration and participant management.

The platform introduced structured programme management capabilities, allowing users to maintain defined programme lists and assign participants accordingly.

This ensured participants could be clearly categorised based on involvement and programme participation while improving visibility across service delivery.

Participant Management and Case Tracking

A core objective of the new system was to provide staff with a clear and comprehensive overview of participant information.

The application therefore included detailed participant profiles containing relevant personal information and programme history, creating a single source of truth for participant management.

Users could easily create and maintain participant records while linking related information and activities directly to each profile.

This provided teams with better visibility into engagement history and helped support more informed case management decisions.

The system supported:

• Participant registration and profile management
• Programme assignment and tracking
• Linked activities and case records
• Attendance recording and monitoring
• Employment-related activity logging
• Job progression and outcome tracking

By centralising participant information and related activity within one secure platform, Triage gained improved oversight and operational efficiency.

Activity and Attendance Management

To support programme delivery and engagement monitoring, the application included dedicated functionality for recording activities and participant attendance.

Users could create and manage various activity types while maintaining accurate records of participation and attendance.

In addition to programme activity, the system allowed staff to record employment-focused actions such as:

• Job applications
• Interviews
• Job preparation activities
• Employment progression milestones

This created a comprehensive engagement record that could be used to monitor participant progress, evaluate programme effectiveness, and support ongoing reporting requirements.

Security and Role-Based Access Control

Because the platform contained sensitive participant information, security and data governance formed a central part of the solution design.

Dolphin IT Solutions implemented a hierarchical access model based on user roles and programme responsibilities.

This role-based access control ensured information remained secure while allowing staff to work efficiently within their assigned responsibilities.

The system included:

• Full administrative access for authorised users
• Restricted programme-level access for assigned staff
• Secure authentication and user management
• Controlled visibility of participant data and records

This structure ensured that users could only access the information relevant to their role while protecting confidential participant data and maintaining strong security standards.

User Experience and Application Functionality

The application was designed with usability as a priority to ensure both administrators and operational users could work efficiently.

The intuitive web interface allowed users to:

• Create and access participant records
• Add activities and related programme information
• Update participant and case details
• Manage programme membership
• Access information according to permissions

By combining tailored functionality with a straightforward user experience, the platform reduced administrative overhead while improving consistency and accuracy across programme management activities.

Results

The completed .NET case management solution provided Triage with a secure, scalable, and fully bespoke platform tailored to their operational requirements.

By replacing the limitations of PowerApps with a purpose-built Azure-hosted application, Triage gained a centralised database capable of supporting participant management, programme delivery, and employment outcome monitoring within a single environment.

The platform streamlined case management processes, improved visibility over participant progress, and strengthened data security through role-based access controls.

With a scalable architecture and custom functionality designed around their workflow, Triage now benefits from a future-ready system that supports more effective programme management, enhanced reporting, and continued organisational growth.

Ultimately, the successful implementation of the solution strengthened Triage’s ability to deliver well-organised, secure, and impactful community and educational programmes while supporting their broader mission of creating positive outcomes for participants.