The client needed to move beyond manual processes and a limited digital record-keeping system to better manage care delivery, compliance and daily operations. MY Synergy developed a digital care management platform built on Microsoft Power Platform, bringing care plans, workflows, reporting, scheduling and operational information into one secure environment.
The Challenge
As a UK social care provider, the client manages supported living and home care services in a highly regulated environment. Its existing system required significant manual work and made it difficult to track care plans, tasks and citizen outcomes consistently.
Staff spent too much time on paperwork and data entry, while managers lacked real-time visibility into care delivery and operational performance. Scheduling, shift handovers and compliance monitoring were also difficult to manage, and incomplete documentation created additional challenges during inspections.
The Solution
MY Synergy worked with the client to develop a flexible care management system based on Microsoft Power Platform, Dataverse, Power Automate, Power BI and Microsoft 365.
The platform centralizes care information through role-based dashboards, digital forms and guided workflows. It supports care planning, scheduling, shift management, automated follow-up and incident tracking, compliance reporting and real-time KPI monitoring. Shift management is integrated with Microsoft Teams, while Dataverse provides secure centralized data management.
Digital records, automatic audit trails and real-time updates also make information easier to access and maintain. Automated follow-up actions help teams respond to incidents and improve continuity of care.
Business Value
The new care management platform reduced administrative work while improving visibility, compliance and the experience of both staff and citizens:
25% less time spent on paperwork
32% improvement in citizen satisfaction
30% improvement in CQC inspection ratings
Automated scheduling, reminders and reporting
Real-time monitoring of care quality and compliance
The result is a more structured and data-driven approach to care management, giving staff more time to focus on care while providing managers with better visibility into service delivery and compliance.
Project Information
Industry
Healthcare
Client type
Social Care & Supported Living
Project type
Software Development
Outcome
30% improvement in CQC inspection ratings
