Overview
Ignite’s client, a national accreditation authority in the health sector, had made significant progress in modernising its technology stack over recent times. However, it was seeking to drive the next stage of its digital transformation by uplifting its mission critical CRM system as well as a website portal in order to derive higher quality data driven insights to improve staff experiences, enhance productivity and inform better business decision making.
Challenges
The client was using a Dynamics 365 CRM and utilising Power Pages for its portals and had recently undertaken a review to understand key improvements for enhancing business efficiencies and improving usability of these platforms. The review had identified over 100 requirements which ranged from very simple changes to more complex process changes. The client needed a partner with expertise in Dynamics 365 and Power Pages to plan and implement the proposed changes together with an approach for handover activities to enable internal IT resources to be able to support the environment going forward.
Solution
Ignite worked with the client over a period of several months to provide a range of solutions including:
- Functional changes to the Dynamics 365 CRM
- UI updates to the Power Pages Portal
- Fundamental changes to key processes and implementation of new business processes
- Well planned handover activities to equip the IT team with knowledge and skills to maintain and support the platforms going forward.
Outcomes
- Enhanced Data-Driven Insights: Improved CRM and portal functionalities providing more accurate and comprehensive data, enabling better analysis and decision-making.
- Increased Staff Productivity: Streamlined processes and user-friendly interfaces reduced time spent on administrative tasks, allowing staff to focus on more strategic activities.
- Improved User Experience: Both internal staff and external users benefited from a more intuitive and efficient system, leading to higher satisfaction and engagement.
- Greater Business Efficiency: Optimised workflows and reduce redundancies, resulting in more efficient operations.
- Future-Proofed Technology: Upgrades to the CRM and portal have ensured the technology stack remains current and capable of supporting future needs and innovations.
- Empowered Internal IT Team: A well-planned handover equipped the internal IT team with the knowledge and skills to maintain and support the new environment, ensuring long-term sustainability.
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