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CMS: Billing Management System for Retirement Villages

Leading retirement living operator automates manual processes across 100+ villages improving operational efficiency

CMS: Billing Management System for Retirement Villages

Leading retirement living operator automates manual processes across 100+ villages improving operational efficiency
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Our customer is a leading owner, operator and manager of retirement communities – with nearly one hundred sites and 13,000 residents across Australia.

The Challenge

Managing retirement communities’ finances are complex – and even more so when your services extend across nearly 100 sites and the whole of Australia.

Over 100 retirement villages across Australia manually managed complex billing and payments in spreadsheets, taking into account different state legislation. This manual process complicated management control, reporting and billing, impacting customer experience and company cash flow.

The PhoenixDX Solution

A centralised system replaced manual processes to manage all village services to address residents’ financial lifecycle from entry to exit, considering the different state regulations and commercial agreements. The new application integrated Azure AD, MS Dynamics, TechnologyOne Financials & ComCare (Billing). The engine automated and streamlined residents’ billing, providing reliability and visibility of the financial process.

The system integrates with Azure AD, MS Dynamics, TechnologyOne Financials and ComCare (Billing). 

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Results

The implementation of this new system created both process improvement and administrative cost reduction with reduced admin burden on customer facing employees.

The CMS platform can be customised to fit each village whilst harnessing data and reporting centrally so as to continually evolve financial management processes.

Process completely automated and compliant with regulatory requirements

Decommissioning of the legacy ERP and spreadsheets

Future-proofed technology: resident portal and mobile application underway

What They Say

“PhoenixDX helped kickstart the project with a 2-week proof-of-concept demonstrating the suitability, speed and effectiveness of their expertise on the OutSystems platform. They have shown a shared commitment to achieving our business objectives and project success. They provide high-quality resources, experience and support while developing a sophisticated billing engine.”
 
– Senior Project Manager

Our customer is a leading owner, operator and manager of retirement communities – with nearly one hundred sites and 13,000 residents across Australia.

The Challenge

Managing retirement communities’ finances are complex – and even more so when your services extend across nearly 100 sites and the whole of Australia.

Retirement Village Management System

Their traditional in-person service was well established, however, the rapidly changing circumstances of 2020 demanded that this core business offering be transformed into an online channel – and fast.Over 100 retirement villages across Australia manually managed complex billing and payments in spreadsheets, taking into account different state legislation. This manual process complicated management control, reporting and billing, impacting customer experience and company cash flow.

The PhoenixDX Solution

A centralised system replaced manual processes to manage all village services to address residents’ financial lifecycle from entry to exit, considering the different state regulations and commercial agreements. The new application integrated Azure AD, MS Dynamics, TechnologyOne Financials & ComCare (Billing). The engine automated and streamlined residents’ billing, providing reliability and visibility of the financial process.

The system integrates with Azure AD, MS Dynamics, TechnologyOne Financials and ComCare (Billing). 

Retirement Village Management System

Results

“PhoenixDX helped kickstart the project with a 2-week proof-of-concept demonstrating the suitability, speed and effectiveness of their expertise on the OutSystems platform. They have shown a shared commitment to achieving our business objectives and project success. They provide high-quality resources, experience and support while developing a sophisticated billing engine.”

– Senior Project Manager

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