CASE STUDY:
Bermuda Housing Corporation
Modernizing Housing & Social Case Management with PlanStreet + MRI Integration
Organization Overview
Bermuda Housing Corporation manages public housing applications while also supporting residents with social case management services. They were looking for a case management software platform that could help them:
- Streamline housing application intake
- Improve social case management
- Ensure seamless data synchronization with property management systems
The Challenges
Prior to implementing PlanStreet, BHA struggled with the following challenges:
- Housing applications were processed manually or across disconnected systems
- Social case notes, documentation, and eligibility tracking lacked centralized visibility
- Staff had to re-enter the applicant data into MRI Property Management
- Limited reporting capabilities made compliance and performance tracking difficult
- Communication between case managers and property management staff was inefficient
BHC required a unified solution that could digitize and automate housing applications, support comprehensive social case management workflows, and integrate directly with MRI to eliminate duplicate data entry. Plus, they needed to improve reporting and compliance tracking to remain in good standing.
The 3-Part Solution
BHC selected PlanStreet becasue of our highly configurable case management platform, which includes:
- Built-in workflow automation
- Secure document management
- Strong reporting capabilities
- Proven ability to integrate with third-party systems like MRI
- Scalable architecture to support future growth
1. Digital Housing Application Intake via PlanStreet
BHC implemented PlanStreet’s secure online intake system to accept housing applications digitally. Now, they can:
- Capture applicant demographics, income details, household composition, eligibility criteria, and more
- Upload supporting documents (ID, income verification, etc.) in seconds
- Automate eligibility screening workflows to quicken the process
- Route applications immediately for review and approval
Applicants can now submit applications online, reducing paperwork and administrative burden.
2. Social Case Management in PlanStreet
Beyond housing intake, PlanStreet enables BHC to manage ongoing resident support services:
- Case tracking and service plans
- Notes and documentation management
- Referral tracking, outcome tracking, and reporting
- Task and follow-up reminders
- Compliance monitoring
This ensures that residents receiving housing assistance also receive coordinated social support services.
3. Seamless Integration with MRI Property Management
A critical component of the solution is the integration between PlanStreet and MRI, which works in four phases
- Housing applications are submitted and processed in PlanStreet
- Once approved, applicant data is automatically synced to MRI
-
MRI receives:
- Applicant demographic details
- Household information
- Eligibility status
- Unit assignment data
- Updates in tenancy status can be reflected back into PlanStreet
The integration cuts duplicate data entry out of the process, keeping data consistent between social services and property management. Now, BHC can house clients faster due to seamless operational coordination between departments.
Implementation Approach
PlanStreet worked closely with BHC to:
- Map existing intake and approval workflows
- Configure custom housing application forms
- Define eligibility rules and automated workflows
- Design role-based permissions for housing staff and case managers
- Develop secure API-based integration with MRI
- Provide staff training and go-live support
Results & Impact
BHS benefited greatly from PlanStreet’s HMIS case management software, seeing major improvements in:
- Operational Efficiency: Reduced manual data entry by syncing directly with MRI, speeding up application processing timelines.
- Service Delivery: With a holistic view of each application and resident, case managers can coordinate services with better follow-up tracking and documentation.
- Enhanced Reporting & Compliance: Real-time dashboards improve audit readiness, clear documentation trails, and facilitate data-driven decision making.
- Better Applicant Experience: Clients have access to online applications, which cuts down on paperwork and allows for faster communication and status updates.