Lifeworks was founded in Minneapolis, Minnesota, in 1965 by several families who shared the same vision: helping people with disabilities lead a complete life. Building relationships with families, government agencies, and employers are some of the main focuses at Lifeworks. The overarching goal is to offer a variety of services for anyone with disabilities. With this as their main focus, Lifework needs reliable software to streamline business operations.
Lifeworks supports their local community in many ways. For example, one program offered by Lifeworks is to connect employees with capable and willing workers who have various disabilities. Another way is providing assistance for family members to hire staff that bring care into their homes for children with any disability. Children are then able to live at home. This makes it easier for families to balance their work and personal lives.
Business Need – Demand and Efficiency
Lifeworks currently has relations with nearly 750 adults and 1,500 families that have children with disabilities. Revenue from Medicaid has dramatically increased in the United States, as it went from $12 million in 2000 to approximately $50 million today. Keeping up with these changes hasn’t been easy for Lifeworks. This is due to the number of people and families with disabilities in Minnesota. Major challenges for Lifeworks include managing a high volume of transactions while staying in compliance with ever-changing federal and state laws. Finding a software solution to streamline their business operations was essential in keeping up with demand and improving efficiency.
Technology Solution – Microsoft Dynamics CRM
With the help and advice of HSO, Lifeworks decided to implement Microsoft Dynamics CRM while also upgrading Microsoft Dynamics SL. Extending solutions for customized capabilities was crucial in further streamlining business operations across all departments. Using Microsoft Dynamics CRM made it possible for Lifeworks to focus more on the individual needs of each family, as all of this information was easily accessible in one location.
These CRM tools are scalable to best meet their needs while enabling administrators to make well-informed decisions. Automation of scheduling saved employees a lot of time and helped them to work more efficiently. The integration of Office 365 applications made it possible for team members to collaborate efficiently.
Final Results
Implementing Microsoft Dynamics CRM was an excellent investment for Lifeworks. It has provided a variety of benefits. For example, one advantage of using this software was that it improved service capacity for customer support by 26% without hiring any additional employees.
Another benefit was surpassing initial goals to decrease administrative costs. The simplification of regulatory compliance and reporting made everyone’s job much more manageable, creating a less stressful work environment. Using Microsoft Dynamics CRM made it easier to enhance client service levels and better meet their needs.
These changes made a positive impact in helping Lifeworks better serve the local community with the help of Microsoft Dynamics CRM. Improving operational efficiency allowed case managers to focus and spend more time on each family to ensure they received the support they deserved.
