A care organisation needed to replace fragmented HR, rostering, recruitment, CRM, care planning, facilities, and reporting processes with a governed platform that could support multiple care settings from one shared data model.
Care providers across residential, supported living, domiciliary, and complex care environments were relying on disconnected systems for core operations. Teams duplicated data across spreadsheets, emails, legacy tools, and local files, making it difficult to trust operational reporting or enforce consistent governance.
The organisation needed a modular platform that could scale across service lines while keeping workforce, recruitment, CRM, facilities, and central reporting data connected.
A multi-module SaaS platform was designed and delivered on Microsoft Power Platform, underpinned by a unified Dataverse data model and role-based security.
Shared tables and relationships connected workforce, recruitment, CRM, facilities, and governance data into one operational source of truth.
Structured apps supported core business processes, giving teams consistent screens, views, validation, and auditable records.
Power Automate handled approvals, notifications, reminders, and status changes so teams could move work forward without manual chasing.
Power BI dashboards surfaced service-level and leadership reporting across the shared data model.
The platform was structured so new modules and service areas could be added without reworking the core architecture.
Access patterns were aligned to Microsoft 365 and Entra ID to support role-based use across the organisation.
Leadership gained a joined-up view of people, services, recruitment, CRM, facilities, and governance activity.
Teams no longer needed to re-enter the same information across multiple systems and spreadsheets.
Key actions, approvals, and records were stored in a governed platform with traceable history.
The organisation gained a platform that could grow across teams and service lines.
Operational and compliance reporting became easier to produce from a consistent data layer.
Staff worked in role-specific apps rather than navigating disconnected tools.
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