This Case Shows Specific Expertise. Find the Companies with the Skills Your Project Demands!

You're viewing one of tens of thousands of real cases compiled on Many.dev. Each case demonstrates specific, tangible expertise.

But how do you find the company that possesses the exact skills and experience needed for your project? Forget generic filters!

Our unique AI system allows you to describe your project in your own words and instantly get a list of companies that have already successfully applied that precise expertise in similar projects.

Create a free account to unlock powerful AI-powered search and connect with companies whose expertise directly matches your project's requirements.

Enhance and Modernize PERS Management Platform with Advanced Portals

effectivesoft.com

Health & Fitness

Medical

Insurance

Challenges with Existing CRM and Operational Processes

MedScope's existing Microsoft Dynamics CRM system lacked critical entities for efficient data management and workflow automation. Routine tasks were manual, leading to inefficiencies in customer registration, technical service requests, installer order management, and reporting. The company needed a more streamlined and automated system to improve PERS delivery and overall operational efficiency.

About the Client

MedScope America Corporation is a private company providing Personal Emergency Response Systems (PERS) and value-added services to at-risk patients, focusing on remote medical assistance and reducing hospital readmissions.

Project Goals

Improve data management and workflow automation within the organization.
Enhance customer onboarding and support processes through dedicated portals.
Streamline installer order management and invoice generation.
Facilitate remote technical troubleshooting.
Optimize warehouse operations and device lifecycle management.
Improve reporting and data visualization capabilities.

System Functionality

Customer Registration and Management Portal
Installer Portal with Order Management & Invoice Generation
Technician Troubleshooting Portal with Remote Access
Warehouse Management Portal for Device Lifecycle
Job Posting Integration with Indeed.com
Reporting & Data Visualization Portal

Technology Stack

Microsoft Dynamics CRM

TypeScript

HTML

SQL

JavaScript

RESTful APIs

External System Integrations

Google Maps
Bing Maps
QuickBooks Online
EZClaim
Authorize.Net
Bill.com
NetResults
Stamps.com
VeraCore
USPS
FedEx
Indeed.com

Non-Functional Requirements

Scalability to accommodate future growth.
High performance and responsiveness.
Robust security to protect sensitive patient data.
Reliable data synchronization between CRM and portals.
User-friendly interfaces for all user roles.

Expected Business Impact

This project is expected to significantly improve MedScope's operational efficiency, leading to faster PERS delivery, enhanced customer satisfaction, reduced administrative overhead, and improved data-driven decision-making. Automation of key tasks will free up staff to focus on core business activities and improve overall service quality.