Electromed - Data Synch & CRM Integrations
Electromed reached out to Emergent Software to integrate their current electronic business management system, Brightree, with their enterprise CRM, Microsoft Dynamics. At the start of the project discovery phase, Electromed had an asynchronous solution but was dealing with issues related to data synchronization, quality, and consistency, which led to increased workloads and prolonged processes. The company sought to prevent escalating data issues and needed a method to link multiple records for a single clinic location. Although the technology was available, Emergent needed to implement processes that would help internal users manage the data more effectively. Over a period of six months, the project involved creating a cloud-based service that assigns a unique key to records, enabling them to connect and merge into accurate and usable clinic data, thereby enhancing data integrity. This service now alerts users when a close clinic match is found, allowing them to either accept the existing record or create a new one for that location. Consequently, the data synchronization process has improved significantly, reducing the amount of incorrect data entering Microsoft Dynamics and allowing Electromed’s key team members to concentrate on higher-value tasks rather than manually fixing data errors. Emergent Software's adaptable delivery approach was crucial to the project's success. During the initial discovery phase, the team gained insights into the project’s goals and formulated a high-level design and delivery plan, which led to the identification of configuration challenges and unforeseen data issues that neither team anticipated before collaborating. It was essential to address these challenges, so both teams agreed to incorporate this additional work during the project’s progression. They entered the project with the understanding that uncovering complexities in systems and business rules is a common part of software development, and the trust established between them allowed the teams to adjust and tackle the various challenges encountered throughout the project.