With changes to the NDIS funding model driving significant change within the industry, join us to see how a Dynamics 365 founded solution can deliver providers with improved client engagement, improved quality of service and insight into the sustainability of services provided. Our solution spans Dynamics 365 Customer Service, Dynamics 365 Field Service, CRM Portal, Dynamics NAV and Power BI.
2. • $22b in NDIS funding
“NDIA set pricing is insufficient to keep our service in a
financially stable condition”
• 460,000 NDIS participants by 2019
Client choice
• NDIS is driving
Cost reduction
Lift in productivity, quality and performance
Consideration of mergers
Opportunity for growth
4. Active for 40 years
1000+ staff within 2 years (33%+)
3 main areas business areas
Allied health services - physio, nursing, OT,
counselling, speech therapy, social welfare
In home support services - personal care,
domestic support, recreation, supported accommodation
Fundraising/marketing/events
Provider Profile
5. Adjusting to the New Business Environment
Changing mindset - compete for clients, be profitable
Billing in arrears, claiming through portal
Indecision, inconsistency and changes to funding processes
Likelihood of ongoing changes to funding model & administration
6. ICT Guiding Principles
Obtain the most value for money as
a NFP
Lean as a priority
Scalable
Focus on our business needs…not
reporting to government bodies
7. Striving for the Holy Grail
Live funding balances
Automated staff scheduling
Staff able to complete admin
requirements with mobile devices
Data is visually represented
Systems are well integrated
8. Our Solution
Founded on Microsoft products (Office 365, NAV, Field Service,
Xamarin, SharePoint, Power BI)
Microsoft Australia has provided funding for key parts of the
solution (mobile app)
Retaining current system functionality as well as benefitting from
built in features (integration with Outlook)
Management of any funding type – even if they are significantly
changed in the future
A work in progress - est. 3 years till peak performance
9. Support worker arrives
at a client’s home to
assist with personal care
Views job requirements
on mobile app
Once work is
completed, support
worker confirms via
app
The 2 hours of service delivery is auto-deducted from total
funding and the S12 service group strategy. This is then carried
across to the accounting system for billing (if required)
Live Funding Balance Example
10. Elements to Consider In Advance
Limit the number of people involved. It is better to have fewer
people with an OK level of knowledge in each area of your
business rather than a lot of people with narrow but deep insight
Involve people that are trusted across the business
Know what you want to extract before designing
Extracting your own data will save lots of money
Keep functionality as lean as possible
Give plenty of time for testing and changes
Implement changes at the start of new financial year
11. Service Delivery – Illustrative Scenario
Top 5 system needs:
1. Get paid
2. Mobility
3. Centralised Participant info
4. User friendliness
5. Support delivery of outcomes
12. • Laura Jones is the mother of Adam who was recently
diagnosed with [disability].
• Laura heard about [Provider] and the assistance they
provide to people with [disability].
Laura Jones
Mother
A need
13. 1. Laura completes an online questionnaire and is presented with
useful information about [disability] and programs that might be
able to assist her and Adam.
• Delivered by the knowledge base article feature in
D365’s Service module and presented through the CRM
Portal.
2. Interested in learning more and receiving future updates, Laura
registers a new account through the portal.
• By registering the account, a new lead record is created
in D365 Sales module capturing Laura’s contact details
for follow up.
First contact Laura Jones
Mother
14. 1. The lead is auto-assigned to Suzana.
• Lead routed through workflow in D365 and
Opportunity record raised.
2. Suzana initiates a follow up call using the contact details
provided by Laura when registering.
• With D365 using Skype for Business and the
Click-to-Call feature.
3. During the call, Suzana records additional specifics on
Adam and his condition in the system.
• The call is automatically logged as an
interaction in D365.
Suzana George
Assessor
Follow-up
15. Suzana George
Assessor
Raise quote
1. Suzana agrees with Laura the services to be provided and
generates a quote.
• Quote raised within D365 Sales
module.
2. Laura accepts quote.
• Agreement record is auto-created.
• Client Files are auto-attached to the
Agreement for each type of service.
• Service Booking automatically recorded
in myplace portal (Roadmap).
• Work Order is auto-created in D365
Field Service module to perform an
initial assessment
17. Suzana George
Assessor
Schedule assessment
1. Because of work commitments Laura is only
available between 9:00am to 12:00pm this
Thursday.
• Promised start and end times entered on work
order.
• Using the Schedule Assistant feature, Suzana
searches for available Therapists with the
required skills in Laura’s area.
• The Schedule Assistant takes into account
factors like resource availability, promised time,
qualifications, and travel time between
bookings.
18. 1. Sue notices that a new service booking has been assigned to her.
• Through the D365 Field Service mobile app (available on
tablets and phone devices).
2. Sue accesses case notes as well as booking information such as the
address. The maps feature on her device provides turn-by-turn
navigation to Laura’s residence.
• Maps integration provided by the Field Service app.
3. Sue works through a pre-defined assessment checklist which allows
her to log case notes against each assessment criteria.
• Using the Service Task feature.
Sue Smith
Therapist
In-home assessment
19. 1. On completion of the work order, an invoice is generated.
• Payment Request automatically recorded in
myplace portal (Roadmap)
• D365 sales order transferred to NAV using the out-
of-the-box integration.
2. NDIS makes payment which Maria processes against the
invoice
• Web service to auto-update status on CRM sales
order to ‘paid’ when the cash receipt is processed
in NAV.
Maria Green
Finance
Charging for services
20. Client Care Solution
Dynamics 365
Sales
Out of the
box
Marketing
Out of the
box
Client Care
Out of
the box
Configure
/ extend
Field Service
Out of the
box
Configure
/ extend
Dynamics
NAV
Out of the
box
+ Client centric
+ Data centralised
+ Business insight
+ Not people dependent
+ Flexible/future-proofed
+ Client centric
+ Mobile, use in the field
+ Data centralised
+ Business insight
+ Less people dependent
+ Flexible/future-proofed
22. Client Care Solution
Dynamics 365
Sales
Out of the
box
Marketing
Out of the
box
Client Care
Out of
the box
Configure
/ extend
Field Service
Out of the
box
Configure
/ extend
Dynamics
NAV
Out of the
box
+ Client centric
+ Mobile, use in the field
+ Data centralised
+ Business insight
+ Less people dependent
+ Flexible/future-proofed
26. Client Care Solution
Dynamics 365
CRM
Sales
Out of the
box
CRM
Marketing
Out of the
box
CRM ‘Client Care’
Out of
the box
Configure
/ extend
CRM Field Service
Out of the
box
Configure
/ extend
NAV
Financials
Out of the
box
70%+
out-of-the-box fit
Gaps:
- HRM
- Advanced rostering
- Complex award interpretation
- Timesheet
- Aggregated client statement (Roadmap)
- Interface with myplace – service bookings,
payment requests (Roadmap)
27. Enquiry Opportunity Quote Client File
Sales
Schedule
Service
Delivery
Review /
Approval
Invoicing
Field Service