Adaptal

Carer Solutions

As an NDIS provider connecting support workers to patients, our previous Salesforce implementation did not meet our specific business needs. This re-engagement helped us build a more robust Salesforce Community and integrate it with Netsuite, which enabled us to manage timesheets and process payments through the NDIS scheme more efficiently. Thanks to the comprehensive portal and powerful knowledge base provided, our support workers now have the tools they need to effectively manage our operations.

Salesforce Community was crucial to our organisation. We were able to create a robust platform that allowed us to streamline our processes and improve our overall efficiency. The community has been instrumental in enabling us to manage our operations effectively. The attention to detail and willingness to work closely with us to understand our unique challenges and requirements were truly appreciated.

The integration between Salesforce and NetSuite using MuleSoft Anypoint was a complex undertaking, and we were initially concerned about the impact it would have on our organisation. However, thanks to the expertise and commitment of the team the transition from Celigo to Mulesoft Anypoint was seamless. We were impressed by the level of support provided throughout the project, and the training and support provided ensured that our team was able to adapt quickly and effectively to the new platform. 

ARCHITECTURE

Despite facing some challenges with our first implementation of the Salesforce platform, we were determined to make it work for our business. We decided to take the risk and go through the process again, and we're glad we did. The second implementation allowed us to utilize the platform properly, and we're now reaping the benefits. Our team is more productive and efficient than ever before, and we're able to make data-driven decisions that have positively impacted our bottom line. We're grateful for the opportunity to give Salesforce another chance and would highly recommend it to any business looking to streamline their operations.

IMPACT
01.

Operations

Support Workers are able to submit their timesheets with a streamlined and efficient way.

02.

Accounting

Integrating Netsuite and Salesforce allowing a linkage between CHAD Awards rates and support workers shift payments.

03.

Customer Success

Centralised platform to manage Partners and Support Workers.

04.

Support

Manage and track all Support Workers enquiries improving our customer satisfaction.