Case study / Allied Health / CRM Implementation

Market Sector:        Allied Health / Not for Profit

Technology:             Customer Relationship Management Tool (CRM)

Services Delivered:  Agile Training and Coaching

This not for profit provides allied health services, connecting distributed teams to their 3000 customers across Western Australia and needed to introduce a new CRM. 

• Decommission a legacy CRM tool, configure and implement the new cloud-based solution.
• Introduce project management fundamentals and agile ways of working. 
• Offsite vendor buy-in to the new ways of working.

• The team embraced agile and adapted to the new ways of working delivering the initiative on time and within budget.
• Team capability uplift using new tools with confidence for improved work visibility and stakeholder awareness.
• Train the trainer program with exemplary change management practices ensured free-flowing communications with improved user engagement.
• Other teams saw the benefits and adopted agile planning and communication tools and techniques.

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