Case Study
Medicus sp. z o.o.
- Over 20 Years in the Polish Hearing Implant Market
Medicus sp. z o.o. is one of the most advanced medical companies in Poland. The company’s portfolio includes brands such as Medicus Clinic Specialized Medical Center, Medicus Expert Medical Equipment, and Medicus Care Helping to Hear.
The Medicus team consists of high-class specialists from dozens of medical fields, using the latest medical technologies in their work. Currently, the Medicus Expert and Medicus Care teams use a solution that meets the demanding needs of the industry, built on the cloud-based Microsoft Power Platform. The system was modernized with functionalities that existed in the client’s previous system, i.e., Microsoft Dynamics CRM 2011 on-premise, but also integrated new needs communicated by the client and new modules were added. The migration of data from the old system to the new system, together with the improvement of data quality and integrity, was completed in January 2022.
Toward Better Customer Service
The Medicus team consists of high-class specialists from dozens of medical fields, using the latest medical technologies in their work. Currently, the Medicus Expert and Medicus Care teams use a solution that meets the demanding needs of the industry, built on the cloud-based Microsoft Power Platform. The system was modernized with functionalities that existed in the client’s previous system, i.e., Microsoft Dynamics CRM 2011 on-premise, but also integrated new needs communicated by the client and new modules were added. The migration of data from the old system to the new system, together with the improvement of data quality and integrity, was completed in January 2022.
The following modules were implemented in the system:
Sales
- Contact database - doctors, medical facility staff
- Counterparty database - database of medical facilities
- Offers
- Orders
- Product catalog
Patient and Service Care
- Patient database
- Potential patient database
- Caregiver database - patient caregivers
- Cases - service notifications
- Analyzes of patients' device service
- Database of devices and accessories
Main tasks performed in CRM
Preparing offers
Order preparation
Patient database management
Product database management
Equipment database management
Handling complaints
and warranty repairs
Project Course
The entire implementation process was carried out by One Dynamics.
The implementation process began with a cycle of analytical meetings. The product of the analysis phase was a pre-implementation analysis document, which was presented to the Client along with a cost estimate.
After this phase, the software implementation stage took place which lasted about 9 months. During this time, we implemented functionalities iteratively according to a prepared schedule. The functionalities were then presented to the Client, and passed on for tests.
After passing the acceptance tests on the Client’s side, the implementation phase began. The implementation took place at the beginning of 2022.
Dedicated Client Functionalities in the System
- Product price list import – a mechanism embedded in the CRM system allowing for the import of product price lists based on an Excel file. Web (UI) technologies and Azure mechanisms (Web Applications), as well as Hang Fire, were used to build the mechanism. This mechanism allows for an easy and quick way to upload product price lists from different manufacturers to the system.
- Offer/order configurator – a dedicated control for managing offers/orders. With its help, an offer/order can be built and further processed in the system.
System CRM zintegrowany jest ze sklepem internetowym Klienta z wykorzystaniem mechanizmów platformy Azure.
