Case Study

Fittleworth Medical - Healthcare Products & Services

Dynamics 365 Training

Background

Fittleworth Medical has been a leader in providing healthcare products and services for over 20 years. Faced with the challenging task of migrating from a legacy system to Microsoft Dynamics CRM, the organisation needed to tackle not only technical hurdles but also resistance to change from within. InfoPad joined forces with Fittleworth Medical to implement a bespoke, role-specific training programme focused on ensuring a smooth transition while enhancing user capabilities.

Challenges

The Solution

InfoPad partnered with Fittleworth Medical for an immersive week-long, on-site understanding of their unique business processes and user behaviour. This allowed for the development of a comprehensive user training programme, further tailored to specific roles within the organisation. Our training modules were backed by customised scripts designed to directly address user concerns and resistance.

Two streams of support were provided: one for general users and another to offer guidance during the concurrent UAT phase, tapping into our Microsoft Dynamics experience whenever Fittleworth’s Developer Partner was unavailable.

Outcomes

User Acceptance: Initial resistance gave way to user acceptance of the new CRM system, thanks to comprehensive and empathetic training.
Increased Efficiency: Individual roles within the organisation noted enhanced efficiency and productivity.
Positive Feedback Loop: Each training session resulted in positive feedback, a testament to the effectiveness of our approach.
Timely Transition: The project was completed within the tight 8-week timeframe.
InfoPad's Influence: Our expertise in change management was critical in successfully guiding Fittleworth through the transition process.

Summary

InfoPad’s collaborative approach aligned seamlessly with Fittleworth Medical’s objectives, transforming a potentially daunting process into a harmonious transition. The experience has exemplified InfoPad’s commitment to delivering value, transparency, and skill transference, all while meeting the time-sensitive needs of our client.