CDS

Case Management System - NHS and Healthcare

CDS' case management system for NHS and healthcare organisations, built on Appian, supports outpatient management, care coordination, virtual wards, and core operational workflows. Using proven pre-built components and low-code delivery, it improves efficiency, transparency, and patient outcomes while meeting rigorous security, governance, and regulatory requirements.

Features

• A SaaS platform that ensures performance, scalability, security and stability
• Pre-built modules for the core components of the services
• Process orchestration and automation based on business rules engine
• Configurable workflows and rich user interface design
• User management and role-based access control
• Inbuilt data retention policies and document version control
• Parameter driven SLA management with automated reminders and escalations
• Fully automated template-based email/SMS/letter generation you control
• Full auditing for regulatory compliance
• Preconfigured and self-service dashboard creation with AI powered insights

Benefits

• Dynamic and intuitive workflows, configurable to your requirements
• Improved efficiency and cost reduction through automation and streamlined processes
• Enhanced customer satisfaction and improved communication
• Realtime SLA ticker and timeline providing clear performance tracking/audit
• Easy to prove regulatory compliance
• Increased operational transparency and clarity of ownership
• Proactive identification and resolution of issues
• Inbuilt GDPR compliance for personal and special category data
• Speed and quality of implementation
• Performant, scalable, secure and stable platform

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at bidteam@cds.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 15

Service ID

194967251584124

Contact

Jonathan Astin
07904570073
bidteam@cds.co.uk

About your service

• Service categories:

  Applications

  Production and operations

  Service industry and public sector operations

  • Healthcare
• Multi cloud support: Yes

Service scope

• Software add-on or extension: No
• Cloud deployment model:
  • Private cloud
  • Hybrid cloud
• Service constraints: None aside from any listed in the Appian Cloud subscription agreement.
• System requirements:
  • Users may access via supported web browser
  • Native mobile application on supported device.
  • Supported browsers are Microsoft Edge (on Windows 10)
  • Microsoft Internet Explorer 11 (Windows/8.x tablets)
  • Mozilla Firefox, Google Chrome, and
  • Apple Safari (only on Mac operating systems).
  • Use the latest supported version with all security updates.
  • Browsers must allow Transport Layer Security Version 1.1/1.2
  • Mobile available for iOS and Android.
  • See “Service Definition Document” for full details.

User support

• Email or online ticketing support: Yes
• Support response times: With "Basic" support, the response-time range is within two business hour for Priority 1 (critical) issues to within 72 business hours for Priority 4 (minor) issues. The term "business hours" refers to Appian's standard Product Support hours within Europe, which are 08:00 to 17:30, BST (British Summer Time), Monday through Friday, excluding Appian holidays. For "Enterprise" support, the response-time range is within 15 minutes for Priority 1 issues to within 6 hours for Priority 4 issues. A full accounting of response time by customer support levels and case priority can be provided upon request.
• User can manage status and priority of support tickets: Yes
• Online ticketing support accessibility: None or don’t know
• Phone support: Yes
• Phone support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support: No
• Onsite support: No
• Support levels: Appian's comprehensive services deliver maintenance, support, and product updates to Appian customers, partners, and distributors. Specifically, we offer our customers four levels of customer support: Basic, Essential, Advanced, and Enterprise. Appian support is accessible via phone or e-mail, as well as over the web. Additionally, Appian provides a single portal for our clients and partners via the Appian Community portal, that delivers an integrated customer experience for knowledge management, discussion forums, Centre of Excellence documentation, product updates, software downloads, application and template downloads, logging support cases, licensing, documentation, and online training. Updates and new releases of the licensed software are included with Appian Product Support. In the United Kingdom, Appian Standard Product Support hours are 08:00 to 17:30, BST (British Summer Time), Monday through Friday, excluding Appian holidays. Advanced and Enterprise Support includes 24-hour assistance for critical issues. The Appian Product Support team operates in a “flat” organisational structure, whereby any engineer may assist any customer with any issue; and the Product Support engineer assigned to an issue at the time of help desk “ticket” creation retains ownership over the given case through to resolution/closeout.
• Support available to third parties: No

Onboarding and offboarding

• Getting started: We provide a tailored onboarding pathway, based on clients’ individual requirements. Onboarding is a collaborative process, through which we fully understand our clients’ short-, medium- and long-term goals, and plan our service accordingly, to deliver best value and appropriate resourcing, governance, communication and planning. Our multi-disciplinary agile teams will work with project stakeholders to understand the client and project needs and requirements. We will define and capture ways of working, including definitions of ‘ready’ and ‘done’, and identify acceptance criteria for each sprint, underpinned by modern test practices and OKRs.
• Service documentation: Yes
• Documentation formats: HTML
• End-of-contract data extraction: Customers can export their data via Appian functionality and reports, including the business logic of their applications and the data stored in the relational database). Customers are responsible for exporting the necessary information prior to the termination date. CDS can provide additional Exit Planning and Management services upon request.; As standard, intellectual property produced during CDS engagements belongs to the client.
• End-of-contract process: Appian has automated processes to orchestrate the offboarding of Appian Cloud customers that are discontinuing the service. These processes ensure that all involved parties within Appian are notified and also ensure that Appian Cloud sites are decommissioned consistently. These processes further ensure each customer is notified well in advance regarding the expiration of its current Appian Cloud agreement, thereby allowing the customer sufficient time, should it decide not to renew the subscription agreement, to export its applications and data before its Appian Cloud site is shut down. CDS can provide Exit Planning and Management services to assist in the transition.
• Documentation accessibility standard: WCAG 2.2 AA

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
  • Opera
• Application to install: No
• Designed for use on mobile devices: Yes
• Differences between the mobile and desktop service: The service is responsive and can be used on a range of screen sizes including mobile, tablet and desktop
• Service interface: Yes
• User support accessibility: WCAG 2.2 AA
• Description of service interface: Appian's design and configuration environments empower designers to seamlessly build, test, monitor, and deploy their low-code applications. These environments are intuitively designed, offering a user-friendly experience that facilitates click-and-configure or drag-and-drop functionalities. This accessibility ensures a broad spectrum of users can actively engage in the application development lifecycle.
• Accessibility standards: WCAG 2.2 AA
• Accessibility testing: Conformance to the accessibility standards has been evaluated by Appian using a combination of static analysis tools and manual testing with assistive technologies. The following operating system, web browsers, and screen readers were used for evaluation: Windows 10, Chrome/JAWS, Edge/JAWS, Firefox/NVDA.
• API: Yes
• What users can and can't do using the API: The Appian platform can be configured to create and expose application programming interfaces (APIs) via Simple Object Access Protocol (SOAP) or Representational State Transfer (RESTful). Appian can also consume APIs via SOAP and RESTful.
• API documentation: Yes
• API documentation formats: HTML
• API sandbox or test environment: Yes
• Customisation available: Yes
• Description of customisation: Appian Cloud is inherently intended as a platform on which an unlimited number of process-based and case management applications can be configured, executed, monitored, and enhanced over time. Appian Cloud allows the design of the application using a Business Process Model and Notation (BPMN) compliant Process Modeller and natively integrated Business Rules Engine, along with drag-and-drop Smart Services that represent activities such as integrations which will occur at certain points in the application. Appian Cloud customers may easily create their own, drag-and-drop Smart Services.; And with Appian, building new applications becomes faster and easier over time, as designers are able to leverage a growing library of reusable components—including process models, rules, integrations, forms, reports, and numerous others. This means that every additional process automated will deliver incremental value and reduce marginal cost; and with a unified user interface, Appian flattens the learning curve for end users whenever new applications are introduced.

Scaling

• Independence of resources: Each customer site receives its own dedicated virtual infrastructure which is logically firewalled from that of other customers.

Analytics

• Service usage metrics: Yes
• Metrics types: Designers can create real-time reports and business activity monitoring (BAM) dashboards that gather accurate views of process and business metrics. Appian end users gain real-time visibility into business operations and receive continuous feedback to improve process performance. Get a 360-degree view from one interface (desktop or mobile). Navigate, search, analyze, collaborate, and take action on enterprise data from multiple systems, all from a single intuitive interface.
• Reporting types:
  • Real-time dashboards
  • Regular reports
• Resource tagging: No
• FOCUS resource tagging: No

Resellers

• Supplier type: Reseller providing extra features and support
• Organisation whose services are being resold: Appian

Staff security

• Staff security clearance: Other security clearance
• Government security clearance: Security Clearance (SC)

Asset protection

• Knowledge of data storage and processing locations: Yes
• Data storage and processing locations:
  • United Kingdom
  • European Economic Area (EEA)
• User control over data storage and processing locations: Yes
• Datacentre security standards: Complies with a recognised standard (for example CSA CCM version 4.0)
• Penetration testing frequency: At least once a year
• Penetration testing approach: ‘IT Health Check’ performed by a CHECK service provider
• Protecting data at rest:
  • Physical access control, complying with CSA CCM v4.0
  • Encryption of all physical media
• Data sanitisation process: Yes
• Equipment disposal approach: Complying with a recognised standard, for example CSA CCM v4.0, CAS (Sanitisation) or ISO/IEC 27001
• Data sanitisation type: Explicit overwriting of storage before reallocation / Secure Erase

Data importing and exporting

• Data export approach: Data can be exported directly from the database or an export can be run that downloads content as a compressed XML file.
• Data export formats: CSV
• Data import formats: CSV

Data-in-transit protection

• Data protection between buyer and supplier networks: TLS (version 1.2 or above)
• Data protection within supplier network: TLS (version 1.2 or above)

Availability and resilience

• Guaranteed availability: Appian Cloud's service-level agreement (SLA) availability guarantees are based on the customer's subscribed support level, ranging from 99% to 99.99%. If, during customer's subscription, availability does not meet the SLA during a calendar month, Appian provides the customer with service credits in the form of a percentage of the applicable monthly service fee. These service credits range from ten percent to thirty percent of the monthly fee based on a combination of the problem severity level and the amount of time by which the guaranteed SLA has not been met. Further information is available on request.
• Approach to resilience: Appian uses Amazon Web Services (AWS) as our Infrastructure-as-a-Service (IaaS) hosting partner for Appian Cloud. The customer chooses its preferred region, and all customer data inside an Appian Cloud instance is protected and not copied outside the customer’s designated region. AWS has state-of-the-art data centres spanning eight regions worldwide—specifically, including in Asia Pacific (Sydney, Australia; Mumbai, India; Singapore; and Tokyo, Japan); in Canada; in Europe (Frankfurt, Germany; Ireland; London, United Kingdom; and Paris, France); in South America (Sao Paolo, Brazil); and in the United States (Northern California, Northern Virginia, Ohio, and Oregon). As our goal is to provide our Appian Cloud customers with a highly reliable and scalable architecture that affords them maximum uptime and zero data loss, customer production data is replicated across two availability zones within the client’s selected region. An availability zone is a completely separate data-centre location within a region (for example, if a customer chooses to have its solution hosted in Northern Virginia, that customer’s production data will be replicated across two entirely different and isolated data centres in Northern Virginia).
• Outage reporting: Notifications of outages would be sent to each customer's designated support point of contacts via e-mail.

Identity and authentication

• User authentication needed: Yes
• User authentication:
  • Multi-Factor Authentication (MFA)
  • Public key authentication (including by TLS client certificate)
  • Identity federation with existing provider (for example Google Apps)
  • Dedicated link (for example VPN)
  • Username or password
  • Other
• Other user authentication: CDS provides integration with other identity providers, such as .GOV Verify. This service is individually scoped and delivered at additional cost.
• Access restrictions in management interfaces and support channels: The platform provides the ability to create user groups, roles, and rule-based associations that can be used to designate access within the platform. Appian’s role-based security model controls access to data, documents, etc; each time a user requests access to a document or other content, the system verifies that user’s role with respect to the requested object.; ; Each object has its own set of roles to which system administrators can assign users or groups. All objects have standard “administrator,” “editor,” “read only,” and “no access” roles, many objects also possess application-specific roles, providing additional functionality and flexibility.
• Access restriction testing frequency: At least every 6 months
• Management access authentication:
  • Multi-Factor Authentication (MFA)
  • Public key authentication (including by TLS client certificate)
  • Identity federation with existing provider (for example Google Apps)
  • Username or password

Audit information for users

• Access to user activity audit information: Users contact the support team to get audit information
• How long user audit data is stored for: At least 12 months
• Access to supplier activity audit information: Users contact the support team to get audit information
• How long supplier audit data is stored for: At least 12 months
• How long system logs are stored for: Between 1 month and 6 months

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: Yes
• Security governance standards: ISO/IEC 27001
• Information security policies and processes: Appian employs a full-time Information Security Officer and team responsible for defining and adhering to best practices-based information security policies and processes. This team works closely with our Appian Cloud team and Appian senior management to monitor the security and performance of our service, as well as coordinate periodic tests and reviews and work with third-party organisations that evaluate and certify the security and controls of our service.; ; Appian Cloud has a comprehensive security and compliance program that meets numerous industry standards, detailed in our “Service Definition Document.” Appian undergoes frequent third-party audits to validate that controls are operating effectively to protect customer data.
• Software Security Code of Practice: Yes

Operational security

• Configuration and change management standard: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Configuration and change management approach: Appian manages the systematic proposal, review, justification, and implementation of cloud infrastructure changes. All changes are tracked using the Appian application and reviewed by a cloud architect/senior engineer. Appian pays special attention to the security and stability implications of the proposed change. Depending on the change, the reviewer may request development environment testing. All requests are stored for audit purposes. Our plan and process are reviewed at least annually and documented as part of our security program review. Appian's hosting provider manages hardware changes. Sound practices are covered as part of the Service Organisation Controls (SOC) audit.
• Vulnerability management type: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Vulnerability management approach: Appian performs regular vulnerability scanning against all Appian Cloud assets. Appian performs risk assessments for identified security items and handles them in accordance with their overall impact. Appian makes our third-party penetration test report available to customers under nondisclosure agreement (NDA).
• Protective monitoring type: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Protective monitoring approach: Appian performs daily reviews of event/incident alerts at the infrastructure level. Unusual or suspicious activity is investigated and escalated as necessary. Customers have access to application and application server logs including security logs, which can be reviewed or downloaded via the web interface. See https://appian.com/blog/2021/monitoring-appian-with-appian--tackling-security-alert-fatigue-w.html for a blog description of Appian's security practices and tooling.
• Incident management type: Complies with a recognised standard, for example, CSA CCM v4.0 or ISO/IEC 27035:2011 or SSAE-18 / ISAE 3402
• Incident management approach: Appian uses an online form for incident reporting (available through Appian Forum) and the Appian platform for managing incidents, and we use Forum for customer communication. The steps we follow in addressing any reported incident are: 1) verifying the source; 2) verifying the incident; 3) notifying other parties as appropriate; 4) form incident response team; 5) gather evidence; and 6) contain, eradicate, and recover from the incident. Appian’s Information Security Officer is responsible for monitoring security incident status until it has been resolved and normal business operations have been safely restored. The response required depends on the type of incident.
• Post-quantum cryptography secure: Yes

Secure development

• Approach to secure software development best practice: Independent review of processes (for example CESG CPA Build Standard, ISO/IEC 27034, ISO/IEC 27001 or CSA CCM v4.0)

Public sector networks

• Connection to public sector networks: No

Pricing

• Discount for educational organisations: No
• Free trial available: No

Discount percentage by annual call-off contract value (excluding VAT)

• Less than £250,000: 0%
• Between £250,000 and £500,000: 0%
• Between £500,001 and £1,000,000: 0%
• Between £1,000,001 and £2,500,000: 0%
• Between £2,500,001 and £5,000,000: 0%
• Over £5,000,001: 0%

Non-mandatory Standards and certifications

• ISO/IEC 27001 certification: Yes
• Who accredited the ISO/IEC 27001: NQA
• ISO/IEC 27001 accreditation date: Friday 5 November 2004
• What the ISO/IEC 27001 doesn’t cover: N/A
• ISO 28000:2022 certification: No
• ISO 9001 certification: Yes
• Who accredited the ISO 9001 certification: NQA
• ISO 9001 accreditation date: Friday 18 May 2001
• What the ISO 9001 doesn’t cover: N/A
• Quality management systems (QMS): Yes
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: Yes
• Please provide your Cyber Essentials Certificate Number: 30590b83-9532-4856-b047-7e4d3cc128c9
• Cyber essentials plus: Yes
• Please provide your Cyber Essentials Plus Certificate Number: 107e4854-eda7-403a-81ce-1cb3b4cf4d6c
• Other security certifications: No

Social value

• Section B - Commitment for Future: Delivery:

  • Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

    Policy Outcome 1: Fair work: That offers fair wages and good working conditions. Help people get a job, stay in work, and progress in their careers, with good employment opportunities across the country. Notes: Where there is a large proportion of labour costs in the contract, commercial teams should consider MAC in Outcome 1 as a priority

    • Providing opportunities for, and measuring and monitoring of, staff workforce conditions over time, including employee engagement, involvement in decision-making and satisfaction and adapting to any changes in the results, with clear processes for acting on issues identified
    • Plans to engage the contract workforce in deciding the most important workplace issues to address
    • Activities that support an environment where staff are educated about, and feel empowered to, address their physical wellbeing
    • Activities that support an environment where staff are educated about and feel empowered to report and address bullying and harassment
    • Payment of more than the National Minimum Wage or National Living Wage (as appropriate) to the contract workforce
    • Monitoring and reporting of gender and ethnicity pay gaps and plans to address them where necessary
    • Entitlement to sick pay for the contract workforce, with provision in place for any staff who do not meet the earnings threshold for statutory sick pay, payment of sick pay from day one of absence and payment of staff on the contract workforce who are off sick a replacement income of 100% of their usual earnings for as long as possible
    • Understanding of in-work progression issues affecting the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors
    • Measures to support in-work progression to help people in the contract workforce, to move into higher paid work by developing new skills relevant to the contract
    • Support for the contract workforce by providing career advice, and providing opportunities for staff working on the contract with in-work progression career development into known skills shortages or high growth areas
    • Volunteering opportunities for staff
    • Understanding of the modern slavery risks and issues affecting the market, industry, sector or country (of origin or of source) relevant to the contract, and the workforce in the supplier’s own organisation and those of its key subcontractors
    • Outline policies and practices to be applied to or put in place for the contract to mitigate and manage modern slavery risks, including: Pre-employment checks, recruitment practices. Workplace conditions, safeguarding plans and processes in place and regular monitoring with relevant groups considered, which may include sampling

  • Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

    Policy Outcome 2: Skills for growth: Supporting growth sectors and addressing skills gaps.

    • Understanding of employment and relevant skills issues, and of the education and training issues relating to the contract. Illustrative examples: demographics, skills shortages, new opportunities in high growth sectors, geographic/local community and skills/employment challenges
    • Support for educational attainment relevant to the contract, including training schemes that address skills gaps and result in recognised qualifications
    • Activities to support relevant sector related skills growth and sustainability in the contract workforce. Illustrative examples: careers talks, curriculum support, literacy support, safety talks and volunteering

  • Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

    Policy Outcome 3: Resilient, innovative and flexible supply chains: Support economic growth through enabling resilient businesses, opportunities for small businesses and voluntary, community and social enterprises

    • Understanding of the types of businesses in the market and the level of participation by new businesses, entrepreneurs, start-ups, SMEs, VCSEs and mutuals
    • Activities to identify opportunities to open up sub-contracts under the prime contract to a diverse range of businesses, including new businesses, entrepreneurs, start-ups, SMEs, VCSEs and mutuals
    • Plans for engaging a diverse range of businesses in engagement activities prior to appointing subcontractors (including activities prior to award of the main contract and during the contract term)
    • Structuring of the supply chain selection process to ensure fairness (e.g. anti-corruption) and encourages participation by a diverse range of businesses, including with regard to new businesses, entrepreneurs, start-ups, SMEs, VCSEs and mutual
    • Understanding of local demographics, needs and opportunities for the co-design of the goods, services and works to be delivered under the contract
    • Plans for positive actions with community groups.
    • Support for community-led initiatives relevant to the contract. Illustrative examples: improving transport links; reducing loneliness; helping with English language proficiency; and facilitating social mixing among people with different backgrounds

  • Mission: Make Britain a clean energy superpower: To cut bills, create jobs and deliver security with cheaper, zero-carbon electricity by 2030, accelerating to net zero

    Policy Outcome 4: Sustainable procurement practices: Reducing carbon footprints, minimising waste, and promoting the use of clean energy and green technologies.

    • Understanding of opportunities for additional environmental benefits delivery in the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
    • Collaborative ways of working with the supply chain to deliver additional environmental benefits in the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
    • Delivery of additional environmental benefits through the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
    • Understanding of how to influence staff, suppliers, customers, communities and/or any other appropriate stakeholders through the delivery of the contract to support climate and nature protection and improvement
    • Activities to reconnect people with the environment and increase awareness of ways to protect and enhance it

  • Mission: Break down barriers to opportunity: By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain

    Policy Outcome 6: Employment and training: For those who face barriers to employment

    • Understanding of employment and skills issues, and of the skills and employment shortages of high growth sectors relating to the contract
    • Delivery of training schemes and programmes to address any identified skills gaps and under-representation in the workforce for the contract (e.g. prison leavers, care leavers, kinship carers, disabled people)
    • Inclusive and accessible recruitment practices, and retention-focused activities, including those provided in the Guide for line managers on recruiting, managing and developing people with a disability or health condition
    • Working conditions which promote an inclusive working environment and promote retention and progression
    • Understanding of the issues affecting inequality in employment, skills and pay in the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors. Measures to tackle inequality in employment, skills and pay in the contract workforce

  • Mission: Break down barriers to opportunity: By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain

    Policy Outcome 7: Creating a pipeline of opportunities: For the contract workforce, reducing barriers to entry for under-represented groups.

    • Understanding of the issues affecting the development of new skills by target cohort
    • Creation of outreach activities to create a pipeline of employees for the future contract delivery
    • Content of the outreach activity is designed to suit the target cohort
    • Advertising, promotional and outreach activities designed to raise awareness of the offer to reach the target cohort

  • Mission: Build an NHS fit for the future: That is there when people need it; with fewer lives lost to the biggest killers; in a fairer Britain, where everyone lives well for longer.

    Policy Outcome 8: Increasing productivity through physical and mental wellbeing: In the supply chain and communities in the relevant area.

    • Understanding of issues relating to health and wellbeing, including physical and mental health, in the contract workforce
    • Understanding barriers to access to health and social care services or employment opportunities e.g. digital inclusion
    • Actions to invest in the physical and mental health and wellbeing of the contract workforce

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at bidteam@cds.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.