Headquarters : Saint-Jérôme, Québec, Canada
Company size : 70+ employees
Use Case : Case Management with Zoho FLOW
Industry : Nonprofit

Founded in 1988 by parents of children with disabilities, LMDP provides services tailored to individuals with intellectual and physical disabilities. Their mission is to foster social inclusion and improve the well-being of those they serve. The organization works closely with families and the community to achieve these goals.

Problems

  • Managing unique and complex case records across different systems for each individual, while coordinating between multiple caregivers.

  • Integrating Zoho Survey with Zoho CRM to maintain updated case files efficiently, without the limitations of native integrations.

Solutions

  • Created an automated workflow using Zoho Flow to connect Zoho Survey and Zoho CRM, ensuring survey responses triggered updates in case records stored in a custom CRM module.

  • Designed and implemented personalized modules within Zoho CRM to link individuals requiring care with their caregivers. This customization included features for managing consultation notes and tracking comprehensive case histories.

  • Streamlined data management by integrating Zoho Survey with Zoho CRM through Zoho Flow, enabling real-time syncing of responses and ensuring all associated parties’ information was consistently up-to-date.

Gains / Benefit

  • Streamlined Data Management: Automated workflows eliminated manual data entry, reducing transcription errors and ensuring real-time syncing of critical case data.

  • Faster Administrative Processes: Post-session data collection and processing were accelerated, enabling staff to dedicate more time to caregiving instead of administrative tasks.

  • Reduced manual data entry time by 50%.

  • Improved accuracy and consistency in case records.

“Zoho Flow has streamlined our data management. We no longer have to worry about handwritten notes, transcription errors, and data loss. It has eliminated the need to manually process data by ensuring it syncs automatically and in real-time.”

Karine Mcgraw

Deputy Director, LMDP

Let’s make it happen!

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