OneoraFuneral 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

Oneora funeral service case management platform

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

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.

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 a centralized case management experience, giving funeral homes one place to manage the information and activities associated with each arrangement.

Step 1

Each case brings together key information such as intake details, service scheduling, documents, and family contacts. Structured workflows help teams manage the steps involved in an arrangement while providing visibility into ownership and progress.

Step 2

We also focused on reducing repetitive administrative work through automated routine steps and creating a more structured way for teams to coordinate with families.

The Experience We Created

Oneora funeral service case management platform — view 1

Oneora funeral service case management platform — view 2

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

Centralized Case Management

Funeral homes gain a single place to manage case information, schedules, documents, tasks, and family contacts.

Better Case Visibility

Directors and staff have clearer visibility into the status of arrangements, reducing the need to manually check with different team members.

Reduced Administrative Work

Automated routine steps and structured workflows reduce repetitive follow-up and help teams manage arrangements more consistently.

More Consistent Workflows

Predefined steps provide a structured process for managing arrangements, helping teams maintain consistency across cases.

More Time for Family-Facing Work

By reducing time spent searching for information and managing routine administrative tasks, staff can focus more of their time on supporting the families they serve.

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

Area	Earlier Challenge	After
Case information	Details spread across different tools	Centralized case records
Arrangement workflow	Steps could be difficult to track	Structured task workflows
Case visibility	Status required manual follow-up	Clear case status
Documents	Information stored separately	Documents organized with each case
Family updates	Staff relied heavily on manual communication	Centralized family coordination
Routine tasks	Repetitive manual follow-up	Automated routine steps
Team coordination	Information could be difficult to locate	Shared view of each arrangement

Tech Stack

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