Unified Dataverse data model
Shared tables and relationships connected workforce, recruitment, CRM, facilities, and governance data into one operational source of truth.
Case Studies / Integrated Care Management Platform
Integrated Care Management Platform
for Multi-Service Care Operations
A care organisation needed to replace fragmented HR, rostering, recruitment, CRM, care planning, facilities, and reporting processes with a governed platform that could support multiple care settings from one shared data model.
The problem behind the work
Care providers across residential, supported living, domiciliary, and complex care environments were relying on disconnected systems for core operations. Teams duplicated data across spreadsheets, emails, legacy tools, and local files, making it difficult to trust operational reporting or enforce consistent governance.
The organisation needed a modular platform that could scale across service lines while keeping workforce, recruitment, CRM, facilities, and central reporting data connected.
Disconnected operational data
HR, rostering, recruitment, CRM, facilities, and care operations were managed separately, creating duplicated effort and inconsistent reporting.
Limited governance visibility
Leaders had no single view of staff, recruitment status, service demand, operational risk, or compliance activity across the organisation.
Manual process overhead
Teams relied on local spreadsheets and email follow-up for activities that needed structured workflows and clear ownership.
Scalability constraints
Processes that worked for one service line did not scale cleanly across multiple settings and providers.
What was delivered
A multi-module SaaS platform was designed and delivered on Microsoft Power Platform, underpinned by a unified Dataverse data model and role-based security.
Model-driven operational apps
Structured apps supported core business processes, giving teams consistent screens, views, validation, and auditable records.
Automated workflows
Power Automate handled approvals, notifications, reminders, and status changes so teams could move work forward without manual chasing.
Reporting and governance layer
Power BI dashboards surfaced service-level and leadership reporting across the shared data model.
Scalable module design
The platform was structured so new modules and service areas could be added without reworking the core architecture.
Secure Microsoft 365 alignment
Access patterns were aligned to Microsoft 365 and Entra ID to support role-based use across the organisation.
What changed
Single operational picture
Leadership gained a joined-up view of people, services, recruitment, CRM, facilities, and governance activity.
Reduced duplication
Teams no longer needed to re-enter the same information across multiple systems and spreadsheets.
Better auditability
Key actions, approvals, and records were stored in a governed platform with traceable history.
Scalable foundation
The organisation gained a platform that could grow across teams and service lines.
Improved reporting
Operational and compliance reporting became easier to produce from a consistent data layer.
Stronger user experience
Staff worked in role-specific apps rather than navigating disconnected tools.
Platform components
Power Apps (Model-Driven)- Power Apps (Canvas)
Power Automate
Power BI
Copilot Studio
Entra ID
Dataverse
Operations spread across too many systems?
If people, recruitment, CRM and reporting each live somewhere different, tell us how your services run today and we will explain how we would approach it.