James' Place Implement Bespoke Solution using Dynamics 365 & the Power Platform

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Discover how Pragmatiq streamlined operations at James’ Place with a bespoke CRM solution built on Dynamics 365 and the Power Platform.

Background & Challenges

Background:

James’ Place is a pioneering suicide prevention charity for men, addressing gaps left by traditional services. Established in 2008 in Liverpool and expanding to London in 2022, James’ Place supports men in suicidal crisis through therapy and support services.

Challenges:

  • Disparate Systems: Operated with disparate systems including HeyDoc and separate document storage, hindering access to critical information.
  • Manual Processes: Time-consuming processes for data access and survey management.
  • Standardisation Issues: Difficulty in standardising processes across services due to lack of a centralised solution.
  • Reporting Limitations: Inability to gain real-time insights and generate timely reports for funding applications.
  • Survey Management: Manual intervention required for survey updates, impacting efficiency.

The Solution & Implementation

Discovery and Planning:

Pragmatiq conducted a comprehensive analysis to design a CRM solution with James’ Place’s unique operational needs in mind.

Execution:

  • Custom Business Solution: Implemented a bespoke CRM solution on Dynamics 365 and the Power Platform.
  • Referral Management: Streamlined referral management from initial contact to discharge, integrating Dynamics 365 Customer Voice for automated survey management.
  • Stakeholder Management: Centralised management of stakeholder records including clients, referrers, GPs, supporters, and mentors.
  • Integration with Office 365: Seamless integration with Office 365 for document management and collaboration.
  • Twilio Integration: Integrated Twilio for SMS communication to maintain regular contact with clients.
  • User Guidance: Implemented user-friendly interfaces and terminology aligned with James’ Place’s workflow to ensure adoption and standardisation.
  • Reporting and Analytics: Provided training on Dynamics 365 native reporting tools to empower management with real-time insights and improve decision-making.
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Have a look at what our clients says...

“Before partnering with Pragmatiq, our organisation was previously working with a healthcare platform that did not meet our needs. We found it difficult to report on key data and we were not able to report on or identify performance metrics. We had to have our own back-up systems and would spend a great deal of admin time getting information into the system. We knew that we could be more efficient with the right solution, especially with significant growth plans on the horizon around opening new centres across England.

Pragmatiq worked closely with us to understand our needs and implemented a solution that is tailored to our unique processes. We have seen improvements across various areas in the organisation as a result, but crucially, this system has streamlined our referral process. The feedback from both therapy and admin colleagues has been universally positive. We continually aim to evidence that our service is both safe and effective for the men in our care, and our new system has made that substantially easier.

We have found Pragmatiq easy to work with and are really pleased with our system, so would be happy to recommend them to other organisations.”

Jane Boland Head of James’ Place Liverpool and Clinical Lead

The Transformation

Results:

  • Improved Visibility: Consolidated data from disparate systems into a unified platform, enhancing information accessibility and user experience.
  • Scalable Platform: Future-proofed operations with a scalable solution adaptable to James’ Place’s growth and evolving needs.
  • Enhanced Efficiency: Established robust reporting capabilities for daily insights and efficiency gains, crucial for operational management and funding applications.

Get in touch today to book a free discovery call and find out how we can transform your organisation with tailored CRM solutions. Contact us today to learn more about our expertise and solutions.

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