Company
SMS Management & Technology
Industry
IT Consulting / Public Sector (Healthcare)
Target
Reduce the number of platforms in use and consolidate data into a single Dynamics CRM-based case management system
Challenge
- De-duplicate patient and facility records from two systems and create one record in Dynamics CRM
- Merge legacy data including case records, facility visits, and board schedules
- Provide unified access for internal and external stakeholders
KingswaySoft Solution
SSIS Integration Toolkit for Dynamics 365
Value Delivered
Enabled fast, accurate data migration across DEV, TEST, and UAT environments. KingswaySoft’s solution helped clean and merge legacy records, reducing system complexity and improving data clarity for care teams and external board members alike.
Overview
For over 30 years, SMS Management & Technology has been providing businesses with more than just solutions.
SMS has worked with a range of Australian businesses and government departments to deliver solutions for today and tomorrow.
SMS worked with Mental Health Commission WA to develop a case management solution to assist community case workers; improving real-time visibility and user access to data and records. This solution was built on the Dynamics CRM platform, with KingswaySoft SSIS technology used to manage, migrate and merge data records.
The Challenge
Mental Health Commission WA wanted to reduce the number of platforms they were working with, and combine their data into one case management system. They needed to provide access to a cleaner, clearer database for patients and clients. The main challenge was to de-dupe patient and facility records from the two systems and create only one record in Dynamics CRM. Other data that needed to be transferred included historic and current patient case records, facility visit data, and review board meeting schedules. Migration also included bringing together the review board’s external members, giving them all access to one system, with one point of entry to log and allocate their time.
The Solution
SMS considered using the out-of-the-box Excel import tool available in Dynamics CRM but found this would be too slow and data quality was poor in the legacy systems. Other alternatives were considered, but KingswaySoft was ultimately chosen after price considerations, and the ability to demo its capability to the client within Visual Studio at no cost. Another major consideration was the ability to utilize existing Microsoft technologies (SSIS) as part of the suite.
The Results
SMS was able to complete three migrations - DEV, TEST and UAT - and have found KingswaySoft along with SSIS to be the perfect choice for the Mental Health Commission WA. SMS was able to clean up the data from both existing databases, merge records appropriately according to set rules, and migrate the two databases into one. This ensured one contact could become part of several groups with all files and documentation appropriately stored against each record.
"KingswaySoft continues to offer us excellent service and support for our AD/HRIS integration system. Their knowledge and customer service is top notch. "
Jason Hillier
Manager of Information Technology
Avon Maitland District School Board
DOWNLOAD CASE STUDY
See More Case Studies
Get in Touch
If you would like to know more specific details about our solutions, or if you have any suggestions about our product offerings, we are always here to listen and help!