Transforming Financial Application Management with Microsoft Dynamics 365 and Custom Web Solutions
About the Client
It is the largest not-for-profit supplier of assessment, coordination, and case management services in Australia, delivering high-quality services on behalf of Federal and State Governments. They provide assessment services for aged care and disability programs. They needed efficient scheduling and workflow management systems to improve service delivery.
Industry
Healthcare & Aged Care Services
Service Provided
Dynamics 365 CRM Implementation with Automated Scheduling and Workflow Optimization
Platforms
Microsoft Dynamics 365 Field Service
Company Size
Large Enterprise Organization
Business Need
They faced significant challenges in managing scheduling and workflows across multiple programs. Key issues included:
- Time-consuming scheduling processes due to handling multiple programs.
- Conflicting business process flows across different systems.
- Heavy reliance on Excel for scheduling, leading to inefficiencies and data management issues.
VADEN Contributions
Technology Used
Key Actions Taken
- Consolidated multiple business process flows into a unified system, eliminating conflicts.
- Implemented D365 Field Service with custom configurations to meet client’s specific needs.
- Automated work order scheduling using RSO, significantly reducing manual intervention.
- Integrated Power BI for real-time reporting and analytics on scheduling and bookings.
- Developed Power Apps and Power Automate workflows to enhance productivity.
- Twilio SMS integration for improved communication with clients.
- Implemented Customer Voice for gathering feedback from residents and facilities
Implementation Summary
VADEN Consultancy leveraged Microsoft Dynamics 365 and Power Platform to optimize their scheduling operations. The team successfully automated scheduling replaced Excel-based workflows with an integrated digital solution and provided advanced reporting capabilities. The implementation of RSO was a unique and challenging requirement, which VADEN Consultancy effectively customized to support their complex scheduling needs.
Key Features
Automated work order scheduling
Real-time reporting and analytics
Integrated Power Apps for streamlined workflows
Twillio SMS for improved client communication
Custom RSO setup for complex scheduling
Customer Voice surveys for enhanced feedback collection
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Key Business Outcomes
- Enhanced efficiency: Automated scheduling reduced manual workload and errors.
- Streamlined operations: Consolidated workflows ensured smoother interdepartmental coordination.
- Improved decision-making: Power BI reports provided real-time insights into scheduling and booking trends.
- Cost reduction: Automation significantly reduced administrative overhead, allowing resources to be better allocated.
Impact on Business Efficiency
- Increased work productivity by eliminating Excel-based scheduling.
- Successfully managed scheduling across three different programs within the project.
- RSO implementation allowed for seamless work order scheduling.
- Improved reporting and data analysis through Power BI and Customer Voice surveys.
- Ensured automated communication and information updates for clients via CRM integration.
This collaboration with VADEN Consultancy highlights the transformative power of digital solutions in healthcare and aged care services, improving efficiency, accuracy, and service delivery through cutting-edge technology.
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Contact
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