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