The Arrhythmia Alliance (A-A) is a coalition of charities, patients and patient groups, carers, medical groups, and allied professionals. Although independent, these groups work together under the A-A umbrella to promote timely and effective diagnosis and treatment of arrhythmias. A-A provides support, information, education, and awareness to all those affected by or involved in the care of cardiac arrhythmias.
In 2021 the A-A went to the market to find a replacement for their outdated contact management software. A modern and future proofed solution was needed to accommodate new pattern of work and at the same time cater for a growing client base with better and more efficient software tools.
The team at A-A understood the benefits of a Microsoft 356 solution to the organisation, including:
The A-A has been using Act!, an on-premise customer relationship management software, originally launched in 1987, for many years.
CLOUD | CONSOLIDATE ON MICROSOFT 365 | SSO | REPORTING | PROCESS AUTOMATION | SECURITY | COMPLIANCE
Adopt a cloud-based solution that offered information security and better integration with Microsoft Office applications.
Provide better and more flexible reporting options as well as the capacity to utilise process automation to automate repetitive tasks.
Consolidate data held in spreadsheets as well as Act! into a single, Microsoft 365 ecosystem will bring advantages in the long term. A single source of truth would assist with current and future regulatory, information compliance requirements.
CLOUD | MICROSOFT 365 | SHAREPOINT | SHAREPORTALS | SSO | OUTLOOK ADDIN | SECURITY | COMPLIANCE
After an extensive scoping and planning exercise Betasoft deployed their SharePortals CRM solution to the client’s Microsoft 365 tenant. The solution was customised and configured according to the agreed design.
DATA CLEANSING AND MIGRATION
Significant amount of time was committed to cleansing and migrating existing data, found in the legacy system as well as a large number of spreadsheets. Clean customer and partner data was then ingested into their new SharePortals site.