Case Studies Press Ganey: Gaining Success with Microsoft Dynamics and Velosio

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	Press Ganey: Gaining Success with Microsoft Dynamics and Velosio

Press Ganey: Gaining Success with Microsoft Dynamics and Velosio

Technology Category	Functional Applications - Enterprise Resource Planning Systems (ERP)
Applicable Industries	Healthcare & Hospitals Professional Service
Applicable Functions	Business Operation Sales & Marketing
Use Cases	Predictive Quality Analytics Process Control & Optimization Remote Collaboration
Services	Software Design & Engineering Services System Integration
Challenge	The organization was experiencing tremendous growth in several of their lines of business. Their growth, coupled with a changing business model, stretched the organization’s use of systems to the breaking point. The disparate, largely disintegrated systems used for Customer Relationship Management, Customer Data and accounting created inefficient, redundant operations to perform basic tasks. Press Ganey was at a point where they needed speed and agility to keep up with client demand. Their legacy systems did not accommodate this, and were not compliant with best accounting practices. Simple tasks, such as month-end reporting, took more than a week to complete. In order to complete reports, they were required to export data from their homegrown system and then import the data to their accounting system. In addition to time-consuming steps required to complete common tasks, Press Ganey found that management information was not only untimely, but increasingly inaccurate. Read More
About Customer	Recognized as a leader in performance improvement for more than 25 years, Press Ganey partners with more than 10,000 health care organizations worldwide to create and sustain high performing organizations, and ultimately improve the overall health care experience. The company offers a comprehensive portfolio of solutions to help clients operate efficiently, improve quality, increase market share and optimize reimbursement. Press Ganey works with clients from across the continuum of care – hospitals, medical practices, home care agencies and other providers – including 50% of all U.S. hospitals. For more information, visit www.pressganey.com. Read More
Solution	The organization decided to select and implement a fully-integrated Enterprise Resource Planning (ERP)/Enterprise Project Management (EPM) system. After an extensive evaluation process, they selected Microsoft Dynamics. There were several factors which the company weighed in its decision to implement Dynamics, but principally it was the application’s highly integrated nature. The new system also needed to streamline common tasks such as financial and management consulting, and Dynamics fit the bill. Microsoft Dynamics would need to not only provide timely information, it would need to eliminate the “silos of information” created by their disparate legacy systems. The tightly integrated nature of the Dynamics solution would allow various departments within the organization to see the status of projects in real-time. The implementation also included key integrations with Dynamics CRM and Big Machines, a leading Configure Price Quote (CPQ) provider. The CRM integration streamlined and enhanced the customer service experience while the Big Machines integration avoided duplicate entry of contract data in two separate systems. Contract definition was done in Big Machines and automatically transferred data to the ERP for the accounting and financial set up. Read More Log in to view content
Contents

Technology Category

Functional Applications - Enterprise Resource Planning Systems (ERP)

Applicable Industries

Healthcare & Hospitals

Professional Service

Applicable Functions

Business Operation

Sales & Marketing

Use Cases

Predictive Quality Analytics

Process Control & Optimization

Remote Collaboration

Services

Software Design & Engineering Services

System Integration

Challenge

The organization was experiencing tremendous growth in several of their lines of business. Their growth, coupled with a changing business model, stretched the organization’s use of systems to the breaking point. The disparate, largely disintegrated systems used for Customer Relationship Management, Customer Data and accounting created inefficient, redundant operations to perform basic tasks. Press Ganey was at a point where they needed speed and agility to keep up with client demand. Their legacy systems did not accommodate this, and were not compliant with best accounting practices. Simple tasks, such as month-end reporting, took more than a week to complete. In order to complete reports, they were required to export data from their homegrown system and then import the data to their accounting system. In addition to time-consuming steps required to complete common tasks, Press Ganey found that management information was not only untimely, but increasingly inaccurate.

About Customer

Recognized as a leader in performance improvement for more than 25 years, Press Ganey partners with more than 10,000 health care organizations worldwide to create and sustain high performing organizations, and ultimately improve the overall health care experience. The company offers a comprehensive portfolio of solutions to help clients operate efficiently, improve quality, increase market share and optimize reimbursement. Press Ganey works with clients from across the continuum of care – hospitals, medical practices, home care agencies and other providers – including 50% of all U.S. hospitals. For more information, visit www.pressganey.com.

Solution

The organization decided to select and implement a fully-integrated Enterprise Resource Planning (ERP)/Enterprise Project Management (EPM) system. After an extensive evaluation process, they selected Microsoft Dynamics. There were several factors which the company weighed in its decision to implement Dynamics, but principally it was the application’s highly integrated nature. The new system also needed to streamline common tasks such as financial and management consulting, and Dynamics fit the bill. Microsoft Dynamics would need to not only provide timely information, it would need to eliminate the “silos of information” created by their disparate legacy systems. The tightly integrated nature of the Dynamics solution would allow various departments within the organization to see the status of projects in real-time. The implementation also included key integrations with Dynamics CRM and Big Machines, a leading Configure Price Quote (CPQ) provider. The CRM integration streamlined and enhanced the customer service experience while the Big Machines integration avoided duplicate entry of contract data in two separate systems. Contract definition was done in Big Machines and automatically transferred data to the ERP for the accounting and financial set up.

Impact #1	Press Ganey realized immediate results upon implementing a new ERP. Common reporting functions that took a week or more to complete in their old system took less than 2 days. Invoicing clients went from a multi-day to a single day task.
Impact #2	Management gained valuable insights. “In the past IT supported management with the generation of reports and custom queries; with the new system, end users could generate their own reports and even create them using the wizard-driven menus,” states Lin Jimison, Senior Business Analyst with Press Ganey.
Impact #3	In addition, providing sales reps with better visibility of projects and resources allowed Press Ganey to decrease its sales cycles and provide more accurate quotes to clients and prospects.

Impact #1

Press Ganey realized immediate results upon implementing a new ERP. Common reporting functions that took a week or more to complete in their old system took less than 2 days. Invoicing clients went from a multi-day to a single day task.

Impact #2

Management gained valuable insights. “In the past IT supported management with the generation of reports and custom queries; with the new system, end users could generate their own reports and even create them using the wizard-driven menus,” states Lin Jimison, Senior Business Analyst with Press Ganey.

Impact #3

In addition, providing sales reps with better visibility of projects and resources allowed Press Ganey to decrease its sales cycles and provide more accurate quotes to clients and prospects.

Benefit #1	Common reporting functions that took a week or more to complete in their old system took less than 2 days.
Benefit #2	Invoicing clients went from a multi-day to a single day task.

Benefit #1

Common reporting functions that took a week or more to complete in their old system took less than 2 days.

Benefit #2

Invoicing clients went from a multi-day to a single day task.

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Overview

Press Ganey: Gaining Success with Microsoft Dynamics and Velosio

Operational Impact

Quantitative Benefit