实例探究 > CareSource Turns to Velosio to Gain New Insights into Member Data

CareSource Turns to Velosio to Gain New Insights into Member Data

公司规模
1,000+
地区
  • America
国家
  • United States
产品
  • Microsoft Dynamics CRMOL
技术栈
  • Microsoft Dynamics CRMOL
实施规模
  • Enterprise-wide Deployment
影响指标
  • Customer Satisfaction
  • Digital Expertise
  • Productivity Improvements
技术
  • 平台即服务 (PaaS) - 应用开发平台
  • 平台即服务 (PaaS) - 数据管理平台
适用行业
  • 医疗保健和医院
  • Professional Service
适用功能
  • 商业运营
  • 质量保证
服务
  • 系统集成
  • 培训
关于客户
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.
挑战
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.
解决方案
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.
运营影响
  • CareSource has over 50 users who now spend their time managing and helping members achieve their life goals, rather than trying to manually track, record, and report on activities.
  • The original solution has been replicated and customized to adopt the requirements in three newly contracted states.
  • CareSource was so pleased with its internal team that they bestowed them the Heartbeat Award for delivering a remarkable system and process.

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