Transforming Operational Efficiency at Cavendish Health

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Cavendish Health Case Study

Explore how Pragmatiq enhanced efficiency at Cavendish Health through a bespoke CRM solution tailored to their unique business requirements, resulting in improved operations and more effective outcomes.

Background & Challenges

Background:

Cavendish Health provides innovative private medical and well-being services, catering to individuals and corporates. Their services range from preventive screening to chronic disease management and emergency care. Clients include mid- to senior-level corporates, high net-worth individuals, busy families, and professionals in film, TV, and entertainment.

Challenges:

  • Disparate systems: Reliance on disjointed systems and multiple spreadsheets.
  • Manual processes: Time-consuming processes for accessing day-to-day information.
  • Data duplication: Issues with duplicated patient information across various trackers.
  • Holistic view: Difficulty in obtaining a comprehensive view of all Members and Cases.
  • Reporting limitations: Inadequate reporting capabilities impacting decision-making.
  • Automation gaps: Limited automation, particularly affecting case management efficiency.
Cavendish Health Case Study

The Solution & Implementation

Discovery and Planning:

Pragmatiq conducted an in-depth analysis to understand Cavendish Health’s unique requirements and designed a bespoke solution using Microsoft Dynamics 365.

Execution:

  • Bespoke CRM solution: Implemented a tailored CRM solution using Microsoft Dynamics 365.
  • Core functionalities: Customised functionalities for Case Management, Stakeholder Management, and Billing.
  • Comprehensive data capture: Enhanced capability to capture and manage information across Patients, Accounts, Contacts, and Members.
  • Case management: Developed robust case management functionality to streamline processes including tracking, communication, clinic scheduling, consultant management, billing integration, and real-time dashboards.
  • Automation enhancements: Introduced automated warnings, prompts, and reminders to streamline operations.
Cavendish Health Case Study

The Outcomes

  • Scalable platform: Designed for future scalability and adaptability to evolving needs.
  • Unified information hub: Single source of truth for improved consistency and accuracy.
  • Enhanced efficiency: Intuitive system design boosts productivity and operational efficiency.
  • Improved patient management: Simplified patient-to-facility and clinician matching, facilitating quicker appointment scheduling.
  • Automation benefits: Reduced administrative workload with automated alerts, promoting focused employee efforts.
  • Advanced reporting: Foundation laid for advanced reporting capabilities, including potential integration with Microsoft Power BI for enhanced insights.

Book a free discovery call to find out how we can support your business with a bespoke CRM solution today!

Cavendish Health Case Study

Book a free discovery call to find out how we can support your business