CASE STUDY | MICROSOFT SHAREPOINT & MICROSOFT DYNAMICS CRM

Overview

Business Objectives

To become NDIS ready, Sunnyfield DisAbility Services needed to overhaul some existing computer systems and operational procedures. New: legislation, service delivery guidelines, and funding rules developed by government prompted Sunnyfield to pursue a new client and record management system. The system had to streamline and integrate business activities and allow healthcare, social service, case, and office administration workers to meet obligations across various business units.

Sunnyfield is an NDIS registered disability services provider operating in NSW and the ACT. With over 62 years of experience, Sunnyfield has established itself as a specialist organisation, supporting intellectually disabled people via a range of individualised, trusted, value-for-money services, designed to help clients with physical, psychological and emotional wellbeing.

Solution Platforms & Integrations Microsoft Dynamics CRM & SharePoint integrated with Active Directory, Microsoft NAV & Chris21.

BenefitsAutomated & enhanced compliance capabilities.Supported & reinforced NDIS-readiness. Replaced error-prone, paper-based systems with an integrated solution that in turn reduced administrative tasks, enhanced data integrity and preserved client confidentiality. Streamlined interactions across business units - simplified collaboration, pumped up productivity & allowed more comprehensive client care.

A Client Management System allows us more time to focus on our core business - i.e. coordinating multiple person-centred services for our clients based on their individual abilities, life plans and choices.

CASE STUDY | SUNNYFIELD

Sunnyfields’ mission is to enrich the lives of disabled people by empowering them with opportunities, choices and skills for life. In order to encourage engagement by clients, Sunnyfield works in partnership with families and the wider community.

As a not-for-profit organisation, Sunnyfield relies on the generousity of its donors and other contributors. To repay good faith in kind, Sunnyfield focuses on providing high quality services and produces positive outcomes for its clients. In measuring: successes; eligibility for government funding; and quality of client care; Sunnyfield leans heavily on its internal records.

CASE STUDY | MICROSOFT SHAREPOINT & MICROSOFT DYNAMICS CRM

Government Legislation Demands Better Technology+ Better Coordination & Care Like most NFP organisations operating in the healthcare, nursing, disability and community services sector, Sunnyfield had historically directed much of its forecasted spend on its main cause: client care.

In the absence of a comprehensive computerised system, Sunnyfield used a combination of resources across different businss units to manage various processes and capture essential business data.

Sunnyfield relied on paper records, spreadsheets, shared computers/computer folders, and a couple of isolated applications in order to manage: services, clients, client outcomes, costs, payments and funding.

Without an integrated client and record management system, and with multiple stakeholders involved with any individual client over time, Sunnyfield was left open to some significant inefficiencies, including data duplication, data invisibility and data security issues. Implication: peak performance had yet to be achieved!

CASE STUDY | SUNNYFIELD

Whereas traditionally a NFP like Sunnyfield could operate with independent business units responsible for different business activities - costed across clients collectively, the NDIS commanded some changes.

New laws/regulations and guidelines required a more centralised, collaborative and consistent approach. Transparency had to increase, payment and cost centres had to be aligned to individual clients, and government funding was to be tied to: documented pathway plans for indvidual clients, services performed for individual clients, incident reporting, and a range of other compliance measures requiring direct or indirect action for adherence.

Ultimately it was recognised that Sunnyfield would have to absorb additional adminstrative functions related to client and record management processesso that they could qualify for participation in the NDIS.

Microsoft CRM & SharePoint Drastically Cut Down Paper-Based Records, Contribute to Industry Compliance & makes Sunnyfield NDIS Ready.

About Us

Empower CS is an Australian owned and operated company that provides professional services to medium and large sized businesses in Australia.

As a Microsoft Gold Partner, we specialise in scoping and delivering Microsoft based solutions using Microsoft Dynamics 365, CRM, SharePoint, Office 365, Business Intelligence and SQL Server.

For More Information call 1300 797 888

Implementing a Client Management System that integrates with Accounting & HR saves Sunnyfield a considerable amount of time. It also creates a single source of consistently reliable data.

CASE STUDY | MICROSOFT SHAREPOINT & MICROSOFT DYNAMICS CRM

Client Care, Compliance Concerns & Quality Control Create Case for CRMEmpower CS understood that with the NDIS creating industry sweeping changes and associated growth opportunities, Sunnyfield staff would need to document and manage a higher volume of client interactions under a complete and cohesive system.

A Client Management System (CMS) was developed for Sunnyfield using Microsoft Dynamics CRM and Microsoft SharePoint. The CMS was integrated with Microsoft Nav, Chris 21 and Active Directory to foster a more collaborative organisational culture.

Microsoft Dynamics CRM was used to create the record repository for Sunnyfields’ new CMS. It was configured to incorporate a range of business rules, workflows and compliance standards.

Microsoft SharePoint enabled case workers and other client social services staff to work from remote locations - using staff portals - to accurately record and securely share client data while on the move.

To accommodate various users, including non-technical staff and volunteers, Empower CS configured and customised software so that it was easy to use and replicated familiar forms, processes and procedures that had been used before.

A Simple System Giving a Complete View of NDIS Compliant Client CareIn addition to strengthening Sunnyfields preparedness for the NDIS, ensuring compliance and enhancing eligibility for government funding, the CMS encapsulates significant structures and standards that can elevate the quality of client care.

With a new CMS in place, Sunnyfield is able to get a complete overview of their disability services clients. A quick search can field data about client activity plans, required services, useage histories, allergies, medications, behavioural and communication issues.

Having access to all organisational data in one central location (controlled by user permissions), allows Sunnyfield to accurately and safely: track client progress, justify costs and plan for the future.

Closer communication and collaboration have closed information and service-delivery gaps, contributing to ongoing productivity gains. And an electronic system promises to continue saving time and money. The benefits of this highly credible and feature-rich software system is complemented by scalability that makes the system capable of extended functionality via integration with other online systems.