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20–30%
Less time spent searching for information every day.
Patient care, equipment management, and maintenance all in one system.
Medicus Expert and Medicus Care use a cloud-based CRM system built on the Microsoft Power Platform. The solution integrates sales, patient care, device management, and service processes.
Customer
Medicus, LLC
Industry
Health Care
Scale
3 brands • specialists in dozens of fields
Implementation Time
About 9 months
Products
Microsoft Power Platform • Microsoft Power Automate • Microsoft Azure
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The Challenge
The Challenge
The Medicus Expert and Medicus Care teams were using a local Microsoft Dynamics CRM 2011 installation. The system included important features, but it no longer provided the flexibility needed to further develop services for patients, customers, devices, and maintenance.
The project required preserving proven features, addressing new user needs, and improving data quality and consistency during the migration to the cloud.
A system with no room for growth
Dynamics CRM 2011 no longer met all of the organization's needs.
Data to be organized
The migration included information about patients, facilities, products, devices, and services.
Many processes
Sales, orders, patient care, and repairs all required a single environment.
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Results
Sales, patient care, and service in a single cloud environment
On the Go
Access to the system via mobile devices.
2 modules
Sales, patient care, and service all in one solution.
Integrated
Integration with the online store, Google Maps, Outlook, and Azure.
Automatically
Analysis of patient care supported by Power Automate.
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Solution
Our Role
Why is that?
The goal of the project was not to migrate the old system to the cloud on a one-to-one basis. First, we analyzed the features in use, new user needs, and processes that required optimization.
We designed a solution based on the Microsoft Power Platform and divided it into two main areas: sales, and patient and service support. We also migrated the data, improving its quality and consistency. In practice, the implementation included:
- databases of patients, caregivers, facilities, products, and devices
- handling quotes, orders, complaints, and repairs
- Offer and Order Configurator
- Import manufacturers' price lists from Excel files
- integrations with the online store, Google Maps, and Outlook
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How to Get Started
Course of Events
Analysis
We reviewed the features of the previous system and gathered new user requirements.
Proposed Solution
We have prepared a pre-implementation analysis, functional scope, timeline, and cost estimate.
Iterative Implementation
For about nine months, we developed new features according to schedule.
Testing and Migration
We demonstrated the features to the client, handed them over for testing, and transferred the organized data.
Launch
After the acceptance tests were completed, the system went live in early 2022.
Stack and Scope
The scope of the project included a pre-implementation analysis, process optimization, the development of a cloud-based CRM system on the Microsoft Power Platform, and the migration and organization of data from the on-premises Dynamics CRM 2011. The system integrates sales with patient care and service management. It includes databases of patients, facilities, and medical devices, as well as management of quotes, orders, and complaints, price list import, and a quote configurator. The solution is integrated with an online store, Google Maps, Power Automate , and Outlook, and Excel and Word templates allow users to create their own reports.
Implementation Time
About 9 months
Year
2022
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Numbers, not slides
What Works for Clients Who Have Placed Their Entire Company's Trust in Us
Five end-to-end projects from various industries. The same Microsoft tools, different results—because the initial questions were different.
–40%
Less time needed to verify customer data in public records.
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2× faster
Operations and processes completed in half the previous time.
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Next step
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