PronoKal

Pronokal required rapid deployment and sensible project and running costs.

Their European offices had a custom-built patient management solution (PMS), but the UK team needed to develop a more flexible stand-alone system.

PROJECT OBJECTIVE

PronoKal is a multi-national company specialising in medical weight-loss treatments based on comprehensive, evidence-based programmes, with multidisciplinary support from professionals including doctors, nutritionists, and personal trainers.

Globally, PronoKal has successfully helped over 650,000 patients achieve their weight loss goals and continues to support them as they transition into maintenance and long-term weight management.

Although PronoKal has a well-established and custom-built patient management solution (PMS) within their European offices, the UK team needed to develop a more flexible stand-alone system that could replicate a significant amount of the European system functionality, but which would allow them to develop alternative management pathways as needed. They also required rapid deployment and sensible project and running costs.

Pronokal

Globally, PronoKal has successfully helped over 650,000 patients achieve their weight loss goals and continues to support them as they transition into maintenance and long-term weight management.

OVERVIEW OF PAINS

The historic custom-built PMS system of the European enterprise was felt to have limitations which could not be over-come without significant redevelopment – this is a costly endeavour and, with the system as it stood, would have been more of a ‘sticking-plaster’ rather than a flexible solution. PronoKal UK’s primary objective was to choose to a partner to work with, to help define and build a platform that could deliver the following key elements:

A PMS system to store patient information and interactions with patients, including patient details, prescription information, appointment metrics, doctors’ and nutritionists’ information – most specifically including patient progress.

The platform itself should encompass:

  • Scalability – expand to provide greater benefits.
  • Flexibility – a system that, as it matures, would be flexible enough to provide the business with the ability to add in their own design upgrades.
  • Costs – Sensible project set-up costs, with running costs that flex as they expand.
  • Security – a platform to store highly confidential personal data.
  • Migration – data added from csv files.

PROPOSED SOLUTION

Implement Microsoft Dynamics 365 Customer Engagement which has been configured to provide doctors and nutritionists with a 360-degree view of the patient and to capture the following key information:

  • Patient demographic details.
  • ‘First Appointment’ information for a baseline against which to measure progress.
  • History of Patient appointments by visit types, depending on the stage of the programme.
  • Doctor, nutritionist and patient association history.
  • Prescription history.
  • Patient dietary product requirements and invoice generation.
  • Integration with PronoKal warehouse for dispatch.

 

Business rules to implement safeguards to ensure best practice is adhered to when entering Patient data.

Q. What immediate benefit have you seen using D365?

Doctor Philip Bazire says, “I am particularly impressed by the fact that I can participate in the screen layout design. I can move the fields, so that I have my own, preferred view, suited to my workflow.

We are a new company and we need flexibility within our system, while maintaining stability. If one area needs renaming, for example it’s not a problem and it changes across the board. With other CRM’s I have experienced I would have to get a technician to do this simple task for me.

I am really enjoying the flexibility and adaptability of Dynamics 365. And the presentation is straightforward, so the user has little difficulty in getting up to speed.”

Q. What do you use the most?

Philip says, “My team and I are really enjoying SharePoint as we work remotely from each other and it’s important that we stay on the same page with our client data. This will still be relevant after lockdown, as it means clinics and offices can be opened at distinct locations without losing real-time data synchrony. We can create Excel spreadsheets and each member of the team fills out their section, so we can move everything along without having to send numerous emails to each other.”

Q. What future benefits do you see happening, now you have experienced the system?

Philip says, “The CRM employed by the Spanish head office, was created by a developer in 2014 for PronoKal. Had this route been chosen, the result would have been suboptimal and the expense probably significantly greater than installing a configured solution using Dynamics 365. With the old system, I would just have been digging myself into an ever-deeper and more expensive hole.

Dynamics 365 was created by Microsoft for the healthcare vertical and has everything we need, meaning that it can be configured to a bespoke structure for us. In addition, all system updates from Microsoft will automatically transfer to our cloud-based CRM.”

Q. How are your employees adapting to their new technology?

Philip says, “They have seen their own input taken into account. They are enjoying the clarity and simplicity of the system which is making data management easy.”

Q. Why did you choose Inturi?

Philip says, “I chose to interview five companies from the UK and off-shore, three of which fell by the wayside immediately. I felt confident with both of the final two: Inturi and an Australian IT company. The Australian CRM was going to be a custom platform, built from scratch. Inturi, on the other hand, introduced me to how Dynamics 365 worked and pointed out that my solution would be configured rather than developed. This would give me more control over my company’s CRM as I scaled up in the future. Real-time file management was also a big plus as my teamwork remotely from each other and we can share documents instantaneously.

The Licenses I have presently are at manageable costs and I know I can scale up over the years by buying more. The advice I have had from Inturi has been invaluable and I will consult further with them as my business scales.”

Q. What benefits have you seen from Inturi Technology Solutions Managed Service?

Philip says, “Inturi gave me access to the CRM during the design phase and, although this worried me slightly in case I messed up the work that they had done, it did enable me to act on aspects that needed tweaking, such as interface layout; this was within my abilities and meant I did not have to go to the team for every minor alteration. Nonetheless, the Inturi development team was always on hand, and all my email queries were immediately acted upon by my Inturi consultant.

I have experience with database design and programming (at a fairly basic level), which did help in my contact with the development team at Inturi. However, there were still times when I was unable to explain clearly what I wanted, and the team was able to suggest relevant options until we came up with the optimal solution. This close contact with the development team, listening to their explanations, also meant that I acquired a deeper understanding of the platform and was thus able to help my employees move seamlessly from the old to the new CRM. My team took to it immediately and the feedback from them was duly fed back to Inturi, who used it to further enhance the user experience.

The lack of control over the old CRM meant I was very attentive to this aspect in the new platform. The Inturi team was able to reassure me, both verbally and through hands-on testing, that their adaptation of the Dynamics 365 environment would always be under my control. Furthermore, if I ever parted company with Inturi, I have the assurance of knowing that another Microsoft partner would be able to step in and pick it up without any great upheaval. I would like to add that I have no reason to think that I would part with Inturi; in fact, should I ever require a new CRM for another company, I would not hesitate to ask Inturi to take on the assignment!”

Share Post
Results

We worked closely with PronoKal to help define, build and adjust the solution to ensure it met their PMS needs.

With the remote working situation, due to Covid-19, everyone involved has been remote throughout this process. However, we provided the same attention to detail as we normally would, carrying out numerous walk-throughs via screenshares, and discussing options in order to fine-tune the end solution.

We then used a data-migration tool to help us migrate the data from their old system and move into the Microsoft Dynamics 365.

choose us for your digital transformation

We excel at determining the best fit solution for your digital transformation for the present and future. 

See more case studies

Inturi works across all sectors.

Case Studies

FREE 20-minute chat?

Book a call with your Solutions Consultant.

Call us

We have been working with Clare Kay, CEO of Inturi, for many years. We find communication is easy with Clare as she can explain things that are highly technical in a clear and concise way.
Nikki Riddle - Marketing Manager
The Licences I have presently are at manageable costs and I know I can scale up over the years by buying more. The advice I have had from Inturi has been invaluable and I will consult further with them as my business scales.

The Dynamics 365 healthcare vertical and has everything we need, meaning that it can be configured to a bespoke structure for us. In addition, all system updates from Microsoft will automatically transfer to our cloud-based CRM
PronoKal UK - Doctor Philip Bazire
Receiving both positive and negative feedback from our customers has always been really important in helping us to minimise client churn and in providing us with testimonials and reviews.

The new system allows branches to receive all feedback from the surveys in real-time.
Paul Stairmand - Senior Marketing Manager
Toby, Clare and the team at Inturi constantly provide helpful solutions to how Businesses can operate more seamlessly and efficiently. Cant help but to be impressed.
Clover HR - Michael Doolin
Great, knowledgeable team that managed to deliver to our tight timeframe. Would recommend.
Cowry Solutions - Nigel Ridpath
Close contact with the development team, listening to their explanations, meant that I acquired a deeper understanding of the platform and was thus able to help my employees move seamlessly from the old to the new Dynamics 365 CRM. My team took to it immediately and the feedback from them was duly fed back to Inturi, who used it to further enhance the user experience.
PronoKal UK - Doctor Philip Bazire
Professionalism, Quality, Responsiveness, Value.
Vietec - Danielle Connelly
Excellent friendly service, created the best solution to meet our needs, highly recommended.
Clover - C L Howitt
We have been working with the team at Inturi for over 6 months and they have significantly opened our eyes to the possibilities available to us through their knowledge on digital transformation, CRM and Microsoft technologies.

They have guided, advised and managed our own APP development ideas, and are very much our preferred technology partner.
Benjamin Drew - Director of Innovation & Skills
The Inturi team assured me that their adaptation of the Dynamics 365 environment would always be under my control. I have the assurance of knowing that another Microsoft partner would be able to step in - I would like to add, that I have no reason to think that I would part with Inturi though.
PronoKal UK - Doctor Philip Bazire
cloudchalkboarddeployedinstages2

Get your FREE guide on:

MS Dynamics 365 Deployment

On download of this guide, I agree to further relevant information from Inturi