CASE STUDY

Multi-Service Safety-Net Agency: Modernizing for Breadth, Scale, and Compliance

About the Organization

A large California safety-net agency operating across multiple sites with programs spanning food access, immigration, employment, housing, and behavioral health.

The Challenge

Operating across multiple sites and service types, the organization struggled with outdated, fragmented systems. The organization maintained two systems platforms, Microsoft and Google, creating  inefficiency, duplication, and additional costs for service providers and IT staff. Their infrastructure had not evolved to meet growing demands, and programs with vastly different requirements — from food pantries to behavioral health — needed technology that could scale without overburdening staff.

Ohana HCP’s Approach

Ohana HCP delivered a holistic technology assessment and designed a phased, sequenced roadmap — ensuring technology investments build on one another instead of duplicating efforts. The plan included network modernization, enhanced security, and migration to Microsoft for streamlined collaboration. Human-centered design workshops ensured board members, executives and frontline staff shaped solutions. Ohana HCP is providing oversight to ensure the roadmap is implemented effectively and aligned with organizational priorities.

Impact

A clear, mission-aligned modernization path: streamlined collaboration, stronger security, and tech adoption that matches program intensity. The agency is positioned to deliver Whole-Person Care with greater transparency, accountability, and operational efficiency.