Managing Fragmented Case Information
Funeral homes may rely on different tools and processes to manage case information, making it difficult to maintain one reliable view of an arrangement.
Funeral Service Management SaaS
Oneora is a SaaS platform designed to help funeral homes manage the full funeral arrangement process from a single system. The platform brings together case intake, service scheduling, task workflows, documents, and family coordination, giving funeral directors and their teams a structured way to manage each arrangement.
We worked on Oneora's web and backend development, helping create a centralized platform that reduces fragmented processes, automates routine work, and gives teams better visibility into the status of every case.
- Platform
- Web App
- Industry
- Funeral Services
- Duration
- 2+ Months
- Team
- 3
Overview
Managing a funeral arrangement involves multiple people, documents, tasks, schedules, and sensitive family communications. When these activities are handled through paper forms, spreadsheets, phone calls, and disconnected software, it becomes difficult for funeral directors to maintain a clear view of each case.
We worked on Oneora as a centralized funeral service management platform that brings the key parts of an arrangement into one connected system.
The platform gives funeral directors and staff a structured way to manage cases from intake through service completion, while helping automate routine steps and keep family coordination organized.
Challenges
Keeping Every Arrangement on Track
Funeral arrangements involve multiple steps that need to happen at the right time. Missing a task or important detail can create additional pressure for staff during an already sensitive process.
Limited Visibility Across Cases
Funeral directors need to know the current status of each case without having to contact different members of the team or search through multiple systems.
Reducing Manual Follow-Up
Staff can spend considerable time checking tasks, communicating updates, finding documents, and following up on routine activities.
Coordinating With Families
Keeping families informed requires careful communication throughout the arrangement process, while staff also need to manage the operational side of each case.
Our Approach
We built Oneora around the way funeral homes manage individual arrangements, structuring the platform around each case so teams can keep the information, people, documents, schedules, and activities associated with an arrangement together.
Step 1
Make the Arrangement the Central Workspace
Each case brings together intake details, service scheduling, documents, family contacts, and other arrangement information, giving staff a consistent place to work from.
Step 2
Structure the Steps Within Each Case
We organized the experience around the activities involved in an arrangement, helping teams understand what needs to happen and where a case stands without having to piece information together from different places.
Step 3
Improve Ownership and Coordination
The case-based structure gives teams greater visibility into responsibilities and progress, making it easier to coordinate work across the people involved in an arrangement.
Step 4
Reduce Routine Administrative Work
We introduced automation for recurring steps within the workflow, helping teams spend less time managing routine administrative activities manually.
Step 5
Create a More Consistent Family-Service Workflow
By keeping arrangement information and activities together, Oneora gives funeral homes a structured way to manage cases while coordinating the work that takes place around each family.
The Experience We Created
Features & Functionality
The platform gives funeral directors and their teams one place to manage every arrangement.
Centralized Case Records
Each funeral arrangement is maintained as a complete case record covering intake, service scheduling, documents, and family contacts.
Structured Task Workflows
Predefined workflow steps help guide each arrangement from the initial intake through to the final service, with clear ownership and progress visibility.
Real-Time Case Status
Directors and staff can see where each case stands, making it easier to understand progress without relying on manual team updates.
Family Coordination
The platform supports family communication and updates, helping staff keep families informed throughout the arrangement process.
Document Management
Service-related documents are organized within the relevant case, making important information easier for staff to access when needed.
Automated Routine Steps
Repeatable parts of the arrangement process can be automated, helping reduce manual follow-up and the risk of missed steps.
Business Impact
Before and After
Case information
- Earlier Challenge
- Details spread across different tools
- After
- Centralized case records
Arrangement workflow
- Earlier Challenge
- Steps could be difficult to track
- After
- Structured task workflows
Case visibility
- Earlier Challenge
- Status required manual follow-up
- After
- Clear case status
Documents
- Earlier Challenge
- Information stored separately
- After
- Documents organized with each case
Family updates
- Earlier Challenge
- Staff relied heavily on manual communication
- After
- Centralized family coordination
Routine tasks
- Earlier Challenge
- Repetitive manual follow-up
- After
- Automated routine steps
Team coordination
- Earlier Challenge
- Information could be difficult to locate
- After
- Shared view of each arrangement
Tech Stack
Category
Technologies
Frontend
Next.js
Backend
PythonDjango
Database
PostgreSQL
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