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IMPLEMENTING NEW DYNAMICS 365 PHASE

HEALTHCARE SERVICES

For over 30 years, this business has supported patients with dependable home health services across the UK.

Challenge


This business implemented Microsoft Dynamics 365 in 2021 to replace legacy Sage Line 200 and Sage Line 50 systems, aiming to unify their business streams. However, the chosen partner lacked essential internal knowledge to effectively maintain and administer the platform, resulting in a failure to achieve the expected level of process connectivity and automation. 

Solution

Following a successful Business Value Assessment exercise, Nexer was able to identify key changes and enhancements to deliver on the project goals. Nexer compiled a list of pain points and identified future requirements/opportunities by workstream. Based on business value priorities, the parties agreed on a series of changes and additions to the current Microsoft Dynamics 365 configuration to be implemented. 
 

Results

Results 

– Standardized and optimized business processes. 

– Increased automation and improved integration. 

– Reduced manual processes and workload. 

– Improved user adoption and increased productivity.
 
– Enhanced internal systems knowledge within the existing IT team, which avoids the need to recruit specialist resources.​ 

– Platform created to support business growth. 

– Foundation for better insights and reporting. 

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