Finance Social Care OFA: Digital Self-Service at Surrey Anouska Howells-Cook, Business Support Manager at Surrey County Council, spoke to us about Surrey’s experience of implementing the OCC Online Financial Assessment tool (OFA). Why did Surrey implement the OFA? Prior to the OFA rollout, Surrey’s would offer in person visits, or telephone assessments. A shift towards digital self-service at the council began in 2017. The software really tied in with the council’s vision of transforming the customer journey by moving services[...]

West Berkshire have played an integral role in shaping the development of OCC’s Financial Protection module, since development first started over ten years ago. They initially approached OCC after finding that competitor software did not meet their needs for managing appointeeship and deputyship casework. The council were able to liaise directly with the development team and provide a list of desired specifications. As users of the OCC charging system since 2003, they could see clear benefits in linking Financial Protection with their existing OCC software.