Milton Keynes City Council implemented Online Financial Assessments (OFA) in early January 2023. This tool allows members of the public to calculate their contribution and to submit completed assessments directly to the council for review and further action. Milton Keynes spoke to us about their experience of implementing and onboarding the software.

OCC offers a Financial Protection module which enables smoother management of client assets and finances, saving time and money for those with this responsibility. We spoke to Kingston and Sutton about their experience of implementing the functionality over the last year. They explained the benefits they have seen even at this early stage.  

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 online. The OFA gives customers the opportunity to decide how and when they want to provide the financial information.

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.