Leading NDIS provider transformed customer experience by consolidating Financial and CRM systems.
Key Challenges
- Multiple financial systems and customer data repositories were performing overlapping functions.
- Customer data was in three separate systems, and sometimes different in each system for a single customer.
- No synchronization between the systems making it hard to respond to emergencies.
- As a result, the organisation was unable to locate accurate customer data quickly.
Atturra Boomi Solution
- The client was using multiple systems for Financial Management (TCM and Procura) and for CRM (AutumnCare and ComCare).
- Using Boomi as a middleware, Atturra consolidated all these systems.
- Our consultants led their integrations with MS FinOps and MS Dynamics CRM.
- Delivered integration project including expertise on tasks across the full integration lifecycle
- Selected Boomi as iPaaS to provide improved maintainability and more effective support of the integration landscape.
Key Outcomes
- Atturra Technical Architects captured “as-is” and designed the “to-be” versions of interface flow.
- Improved financial processes that ensured accurate reporting for processing NDIS claims.
- Personal details including physical, social, psychological and cultural needs accurately linked to a ‘golden record’ of the customer.
- Improved data quality and accuracy with faster linking of customer to carer/service.
- Atturra identified reusable integration patterns and developed common integration frameworks.
Achieve your business and tech goals with a robust integration strate
