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Transforming Healthcare
Operations with Business
Central Implementation
Dynamics 365 Business Central Implementation
Adopting Business Central for scalability and flexibility
Client Overview
Sally Health Foundation serves underserved communities struggling with access to medical services and healthcare. It is a non-profit healthcare organization working with a large network of volunteers, clinics, and healthcare providers. Over time, the organization grew and launched new programs. The current software was not capable of handling the load, as manual processes couldn't yet manage finance, reporting, and contributions. Now was the time to adopt modern and efficient software.
Business Challenges
The current legacy system was both efficient and caused many problems that disrupted operations.
Unproductive planning
Manual ways of tracking donations, grant allocations, and funds led to many errors.
Fragmented financial systems
Again, the finance team was disrupted by the use of spreadsheets and outdated accounting systems that lacked accuracy.
Inadequate inventory management
The disconnected system failed to manage stock and inventory, leading to discrepancies.
Stunted Reporting
The reporting was not beneficial, as it was delayed and served no purpose.
Operational inefficiencies
The system exposed operational inefficiencies because it relied on manual processes that disrupted key functions.
Business Requirements
The business demanded a robust system that could free them from manual processes and be intelligent as well.
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Operational Efficiency Goals
An automated system that could eliminate operational inefficiencies by eliminating manual processes.
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Financial Accuracy Objectives
A system that could handle finance and accounting and offer complete accuracy in numbers.
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Donor and Grant Management Requirements
Ensure transparency in funds allocation, grant management, and contributions..
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Inventory and Procurement Visibility
Live data tracking to track the inventory and ensure the availability of essential medical supplies at all times..
Solution Implemented
Sally Health Foundation implemented Dynamics 365 Business Central to replace the manual processes.
Program Reporting and Analytics 01
The advanced reporting tools provided a comprehensive view of the current status of the essential KPIs.
Inventory and Procurement Management 02
With real-time visibility, it was easy to check stock levels and maintain optimal inventory levels.
Automated Donor and Grant Tracking 03
Also, the real-time tracking of donations and fund allocation offered complete transparency.
Centralized Financial Management 04
Finance in one place for accuracy and prompt reporting.
Technology Stack
Dynamics 365 Business Central
Fund Accounting and Donor Management Modules
Inventory & Procurement Management Tools
Benefits of Implementation
Business Central transformed the business's operations with complete financial control, clear visibility, and control of funds, donor management, and accurate reporting.
Enhanced Operational Efficiency
All inefficiencies were eliminated through the automation of essential functions.
Actionable Data and Reporting
The clear visibility into the programs offered complete transparency and allowed the leadership to make informed decisions.
Optimized Inventory Control
The inventory was under complete control, with no stockouts or delays in fulfilment.
Efficient Donor and Grant Oversight
Finds and contributions were accurately tracked, building trust among donors and improving donor relations.
Financial Transparency
The financial insights were clear and accurate, with no errors.
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