Case Study

Jewish Care - Health & Social Care

Dynamics 365 + Sharepoint

Background

Jewish Care is the largest provider of health and social care services for the Jewish community in the UK, touching the lives of 10,000 people weekly. InfoPad has been a strategic partner since 2013, aiding in their transition from legacy databases and Excel sheets to Dynamics 365, currently serving over 300 users and growing.

Challenges

Data Inconsistency: Prior to Dynamics 365, achieving consistency and accuracy with stored data was a significant challenge.
Manual Data Entry: Staff were required to manually re-key data multiple times, consuming valuable man-hours.
Complex Client Needs: The multi-faceted needs of clients were challenging to understand and track effectively.
Cross-Team Collaboration: Interdepartmental communication was cumbersome, affecting case management.
Inefficient Reporting: Generating KPIs was a tedious process that involved sifting through documents and crunching numbers.

The Solution

InfoPad implemented Dynamics 365 to put the client at the heart of Jewish Care’s operations. The system features intelligent dashboards that provide a 360-degree view of each client’s needs, encompassing health, relationships, and social care cases. It allows for seamless collaboration between departments, from social working teams to residential care and membership centres. In addition, Dynamics 365 is integrated with SharePoint for secure and efficient document management. The outcome is a robust, user-centric system that has streamlined numerous processes across the organisation, saving time and enhancing the quality of care provided.

Outcomes

Admin Efficiency: Dynamics 365 has halved admin process times, saving hundreds of man-hours every month.
Streamlined KPI Generation: The system now allows KPIs to be easily generated across the business, enhancing decision-making.
Improved Customer Service: Comprehensive case histories from the first point of contact to the last, deliver unparalleled customer service.
Automated Processes: Over 80 processes have been automated, bringing both time and cost savings.
Secure Documentation: Important documents are securely managed and easily accessible, facilitating collaborative work across teams.

Testimonial

“We have worked with InfoPad for over four years and they feel very much part of the team. Whilst change is always difficult, the benefits to our organisation from the Dynamics system they have helped us to deliver are enormous. They have worked in an open way to help us make the best of all new features Dynamics 365 has to offer, and helped us reduce the overall costs of implementing the system by empowering our internal resources.”

Ross Mullenger, Head of IT, Jewish Care