CareSource Turns to Velosio to Gain New Insights into Member Data
Company Size
1,000+
Region
- America
Country
- United States
Product
- Microsoft Dynamics CRMOL
Tech Stack
- Microsoft Dynamics CRMOL
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Customer Satisfaction
- Digital Expertise
- Productivity Improvements
Technology Category
- Platform as a Service (PaaS) - Application Development Platforms
- Platform as a Service (PaaS) - Data Management Platforms
Applicable Industries
- Healthcare & Hospitals
- Professional Service
Applicable Functions
- Business Operation
- Quality Assurance
Services
- System Integration
- Training
About The Customer
CareSource is a leading nonprofit managed care company based in Dayton, Ohio. They started CareSource Life Services to help their members who were facing barriers finding or keeping a job. CareSource Life Services offers a new service to help members balance work and life and find a way to reach their dreams. The organization aims to have an impact on the life of members by assisting them to find financial and life-related services with an end goal to be gainfully employed and move from financially dependent to independent. CareSource also aimed to be the first business unit to take advantage of cloud computing to bring speed, scalability, security, and flexibility to the business.
The Challenge
CareSource lacked a centralized place to capture and manage member information, including members, partners, community, activities, tasks, workflows, etc. There was also a lack of visibility to reports and dashboards to manage the member lifecycle, stay compliant with healthcare and privacy laws, and report back to state and government agencies. The goal was to move a workforce from a manually intense process to a state-of-the-art high functioning system.
The Solution
CareSource implemented Microsoft Dynamics CRMOL in three months. The solution included creating new and flexible business processes aligned to Dynamics CRMOL that could be adjusted as the rapidly changing business grows. They organized and migrated a complex set of data from disparate sources such as Excel and SQL. Additionally, they provided hands-on JAD sessions and end-user training to drive rapid adoption. The solution was designed to be replicable, allowing rapid implementation across future markets as new state contracts were secured.
Operational Impact
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