Community Vision

Community Vision is a not-for-profit, community-based organization, focused on providing essential Home Based Aged Care and Disability NDIS services in Perth.

The challenge

Managing a team of over 100 employees in the field, servicing over 850 clients in the Perth Metro area is no small task. Community Vision must ensure a high level of care for their clients by ensuring efficient and timely assistance. In addition to managing constantly moving staff, timetables and multiple services types, additional reporting and compliance requirements are mandatory from government funders. Community Vision also wanted to allow clients to book and manage services themselves via an online portal.

Project Specifics

Scheduling and Leave Management
Billing Management
Reporting and Analytics
Workflow Automation
Omni Device
NDIS & Aged Care
API Integrations
Field Service Lightning

Solution

Salesforce Field Service Lightning
Salesforce Service Cloud
Salesforce Communities
Salesforce Sales Cloud

Utilizing multiple Salesforce Clouds to ensure teams across all departments are working with a single source of information and unite towards a common goal.

Service Cloud with Field Service Lightning enables all available employees to be scheduled and assigned to service reservations, where field staff can update case notes, add products and track services provided.

Technology

Sales Cloud - Customer / Client Management, Carer Management, Product & Pricing configuration for private and public funding models
Service Cloud and Field Service Lightning - Service Contract and Service Delivery Management, Complex Billing Management, Case and Issue Management, Workflows and mobile workforce Scheduling / Roster Management.
Salesforce Communities Partner Network for Customers and Carers to see their appointments in mobile in real time
Payroll, Payment and Contract Systems Integrations
Reporting Suite for teams and executives to track performance.

Results

Community Vision’s strength in their internal system functionality enable them to keep overheads tight and maximize their own resources. Not only this, they are leveraging the Salesforce platform to host other not-for-profits in the sector to build economies of scale, allowing the organisations to do what they do best.

Support workers now receive their appointments and weekly schedules on mobile devices, reducing administration time and time in office.

A fully integrated billing and payroll solution allows Community Vision to deal with the billing complexities of the community service space.

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