Our Portfolios
Portfolio for Sage CRM Implementation
Kwong Wai Shiu Hospital
Project Overview
Industry : Healthcare and Nursing Home
Solution : Sage CRM implementation and Accounting System integration
Benefits :
- Consolidation of patient information and grouping them to different subsidies types to prevent duplication and ease of managing patient data
- Automated price distribution between multiple payees and subsidized fees calculation for individual patients to reduce manual calculation and human error
- Able to generate consolidated report of resident / patient data and financial date for detail reporting to the management
- Create and management of new and existing subsidies.
- Generate monthly pre-billing and invoice for patients on admission charges service and item consumption
- Able to post generated pre-invoice, invoice and credit note into accounting system with pre-defined account code and item code
- Manage Donation from Public and Events
- Integration with the government healthcare portal for uploading of patient information
Japanese MNC in air-con servicing, maintenance and installation
Project Overview
Industry : Air-con servicing, maintenance and installation
Solution : Sage CRM implementation and customization
Benefits :
- Single repository of customer information
- Streamline workflow and business processes to increase productivity
- Customer support automation from logging of case to scheduling of appointments
- Maintenance contract management where alerts will be send to notify when to do servicing for client
- Detail reporting for analytics of business
