Skip to main content

Project

Psychosocial Support / Humanitarian Field Operations

BSM-Friendship — Beneficiary Session Management System

Client

Friendship

Organization type

NGO / Humanitarian Organization

dashboard of bsm_friendship
Dashboard view of BSM_Friendship Desktop Software

01 / Challenge

The operational problem

Friendship’s psychosocial support workflow required a reliable way to manage beneficiary sessions in a field environment where continuous internet connectivity could not be assumed. Psychologists needed more than a simple data-entry form. The workflow had to identify returning beneficiaries, distinguish new and follow-up cases correctly, reuse existing profile information, detect potential duplicate visits, search and edit historical records, prepare monthly summaries, generate controlled Excel reports, and protect the local working database through backup and recovery. A generic online form or spreadsheet-based process would not adequately represent those operational requirements.

02 / Process

How we approached the work

We began with the operational workflow rather than the technology.

The beneficiary-session process was mapped around Case ID lookup, profile reuse, follow-up identification, duplicate handling, historical records, reporting, and local recovery. The system was then designed so that important business rules are enforced beyond the user interface and checked again close to persistence.

The architecture was deliberately made offline-first because the operating environment included unstable connectivity, modest Windows hardware, and a need to avoid making day-to-day field operations dependent on a continuously available server.

03 / Solution

What we built

AUTOMETA designed and built BSM-Friendship as a purpose-built Windows desktop application for beneficiary session management.

The system supports local beneficiary lookup using normalized Case IDs, automatic profile reuse for existing beneficiaries, controlled new/follow-up classification, duplicate-visit warnings, historical record search and editing, monthly summaries, governed Excel report generation, local backup and restore, and camp-specific configuration.

Its layered architecture separates the Windows interface from application workflows, native business rules, and SQLite storage. The application is deployed as a self-contained Windows x64 package so field machines do not require a separate .NET runtime installation.

Technology

Technologies used

  • C# / .NET
  • WPF
  • ISO C99
  • SQLite
  • P/Invoke

04 / Outcomes

What changed

BSM-Friendship is deployed and used in the field by psychologists.

The system provides a structured way to manage beneficiary sessions without depending on continuous internet connectivity. It reduces repeated profile entry through local lookup and auto-fill, supports more consistent follow-up classification, provides duplicate-visit awareness, automates monthly summaries, controls Excel reporting, and provides local backup and recovery for operational data.

We should avoid percentage-based claims until measured impact data is available.

Your operation

Have an operational problem that needs a better system?

Show us how the work happens today. We can help identify where process redesign, automation, or a dedicated operational system could make it work better.