Your Charity Already Has a CRM. It Just Doesn’t Know It.
There is a good chance your charity is already paying for a CRM. Or, more accurately, getting one for free.…
- Industry: Healthcare / Assisted Living (UK)
- Organisation Type: Multi‑site assisted‑living and care provider
- Products & Services:
- Microsoft Dynamics 365 Customer Engagement
- Microsoft Dynamics 365 Human Resources
- Microsoft Dynamics 365 Finance & Operations
- Key Focus Areas:
- Resident engagement and contract management
- Workforce, payroll, and rostering
- Finance and operational standardisation
- Organisation‑wide digital transformation
- Location: United Kingdom
Overview
A leading UK assisted‑living and care organisation delivering luxury residential care, nursing, and dementia services sought to modernise its digital ecosystem. Operating multiple care homes across London and the Home Counties, the organisation required a unified, scalable platform to support staff, improve resident engagement, and streamline HR, finance, and operational processes.
Mazik Global supported this transformation by implementing a connected Microsoft Dynamics 365 platform that replaced fragmented legacy systems and enabled consistent, efficient operations across all care homes.
The Challenge
The organisation was constrained by disconnected and outdated systems that hindered daily operations and limited visibility across homes. Staff relied heavily on spreadsheets and manual processes, while frequent system outages and poor usability reduced productivity and confidence in digital tools.
Key challenges included:
- Fragmented systems across HR, finance, and resident operations
- Complex, non‑user‑friendly tools leading to low adoption
- Heavy reliance on manual processes and spreadsheets
- Limited accessibility for staff working across multiple locations
- Insufficient reporting and visibility for operational leaders
- System downtime impacting business continuity
The Solution
Mazik Global implemented an integrated digital platform built on Microsoft Dynamics 365 to unify resident operations, HR processes, and financial management across all care homes.
The solution included:
Resident & Customer Engagement
- Lead and opportunity management
- Resident onboarding and contract management
- Residential and care agreement management
- Automated billing and invoicing
Human Resources
- Payroll and workforce management
- Talent acquisition and onboarding
- Learning Management System
- Staff rostering and scheduling
Finance & Operations
- Centralised financial management
- Standardised operational processes across homes
- Improved compliance and internal controls
This integrated platform enabled consistent operations, improved usability, and better decision‑making across the organisation.
Impact & Outcomes
Following implementation, the organisation achieved:
- A fully connected digital environment replacing siloed legacy systems
- Higher staff adoption through intuitive, accessible applications
- Significant reduction in manual processing and spreadsheet reliance
- Improved reporting and operational decision‑making
- Reduced system downtime and improved reliability
- A scalable platform supporting future growth and new care homes
Technology Overview
Dynamics 365 Customer Engagement
- Supports resident onboarding, contracts, billing, and engagement through a unified CRM
Dynamics 365 Human Resources
- Manages payroll, talent, learning, and rostering in a single HR platform
Dynamics 365 Finance & Operations
- Centralises financial and operational management for consistent, compliant processes
Care‑Focused Design
We design solutions around the realities of assisted‑living and residential care, supporting staff, residents, and operational teams.
Microsoft Dynamics Expertise
As a Microsoft partner, we bring deep experience across Dynamics 365 for healthcare, assisted living, HR, and finance.
End‑to‑End Delivery
From discovery through implementation and optimisation, we support your organisation throughout its digital transformation journey.
Scalable & Reliable Platforms
Our platforms are built to scale across care homes while improving reliability, governance, and operational control.
