Here’s how bespoke reporting solutions led to a popular chain of Wellness Clinics achieving a 75% increase in efficiency for scheduling-related activities.
THE CHALLENGE:
With its entire business model revolving around client management, the company’s individual client progress reports were updated through manual calculations, which was laborious and time-consuming for the specialists juggling multiple hats.
Furthermore, classified client data and sensitive notes were haphazardly jotted down on archaic systems, leading to muddled results and a serious potential of data breach.
THE OBJECTIVE:
Recognizing the inefficiencies inherent in these processes, the CEO aimed to streamline operations, particularly in reclaiming valuable time spent on appointment scheduling in order to:
- Measure weight loss metrics accurately
- Graph metrics on a modern, intuitive interface
- Track key file requirements, such as physician approval(s)
- Prioritize individual client experiences
- Cut down on additional employee workload
- Enhance overall management efficiency
THE SOLUTION:
After a search on the Salesforce AppExchange, the CEO chose to move his scheduling operations to SUMO Scheduler.
First and foremost, SUMO focused on increasing functionality with a custom-built Weight Loss Progress Reporting System that helped the clinics address the issue of recording and managing sensitive client data.
Furthermore, the implementation of SUMO’s Scheduler allowed the clinic to upgrade its internal business processes centered around patient and coach scheduling, thus prioritizing efficiency in registrations & follow-ups.
Lastly, SUMO designed and deployed custom solutions for the wellness centers that allowed them to track patients progress with key metrics, generate routine progress reports with accurate data, and allowed health professionals to focus on their core objectives, without the extra… burden.
IMPLEMENT: The chains implemented SUMO Scheduler to upgrade their internal business processes centered around patient and coach scheduling.
EXTEND: The SUMO Professional Services team extended the core SUMO feature set, by designing and building a number of custom solutions for the wellness centers to track patients progress with key metrics, generate routine progress reports, and more.
THE RESULT:
The CEO confirms that the business is now achieving a 75% increase in efficiency in scheduling-related activities since implementing SUMO’s personalized solutions.
“Based on hours saved and efficiencies from better reporting, I believe we will get a full return on our investment within the first 12 months. Changing core technology can be a gamble, but in this case, SUMO was a good bet for us and I’m glad we are on the SUMO platform”. – CEO, Popular Chain of Wellness Centers
The Wellness Centers can now:
- Manage appointments through a modern interface
- Automate client calculations through accurately-recorded data
- Search their database efficiently without loss of sensitive time
- Track individual key metrics via a secure database
THE FUTURE:
The CEO’s team is now able to achieve the primary business goal of making the client the focus.
The CEO has noted that these advancements have enabled his team to more effectively assess strategies for client success, while also fostering ongoing development of initiatives for business expansion.
