Case Study - Clinic Dash, A Pioneering Healthcare Analytics Software, Leveraging Zoho One Solutions for Operational Excellence

By - Fufang
12.07.23 2:23 PM

Working in Healthcare in Kitchener Ontario, Mike Major saw that many small clinics were operating without key Analytics about their businesses. Good data provided by good analytics is critical in any industry, but small businesses don't often have an affordable option to provide industry-specific data. To meet this need, he created a tool, 'Clinic Dash' to provide analytics needed by this group of small business owners. Even with a great product, Mike knew that his own small business could not thrive if it didn't have an effective process for managing registration, payment, marketing, and customer communications. He needed a tool that would do this seamlessly and automatically. He found that tool in Zoho One, which provided all these tools and more. To build the system to meet his custom needs, he hired BMI.

Clinic Dash-Logo

About Clinic Dash

Clinic Dash, led by solo business owner Mike Major in Kitchener, Ontario, is dedicated to helping healthcare providers thrive as successful business leaders. With a passion for client support, Clinic Dash exemplifies a commitment to elevating healthcare businesses through performance management analytics software.

Quote"I need an all in one solution to registration, payment processing, marketing, and communication, and Zoho looked like it was the easiest to use and integrate all the features I needed together." - Mike Major, Founder of Clinic Dash

The Challenges

Before embracing Zoho, Clinic Dash grappled with disparate systems for registration, payments, and customer communication, leading to inefficiencies. The lack of an integrated solution hindered the seamless operation of day-to-day activities.

  • Disjointed Systems: Registration, payment processing, marketing, and customer communication operated independently, creating a fragmented workflow.
  • Data Silos: Lack of integration resulted in isolated data, hindering comprehensive insights and analytics services.
  • Decision-Making Bottleneck: The fragmented system slowed down decision-making, impacting responsiveness to client needs.
  • Operational Inefficiency: Managing multiple platforms as a solo owner led to inefficiencies and limited scalability.

This paved the way for a strategic collaboration with Zoho and BMI to tackle these pressing challenges head-on.

Finding a Solution

Clinic Dash's pursuit of a unified solution led them to Zoho. The selection criteria included a seamless integration of apps and the ability to create a customized, automated system. In partnership with BMI, a Zoho premium partner, Clinic Dash found clarity on Zoho's capabilities, solidifying their choice.

Quote"BMI's communication was the clearest and most thorough of everyone I talked to. They have been really supportive and responsive to all my requests, and they provide clear timelines and solutions." - Mike Major, Founder of Clinic Dash

Implementation and Results

The adoption of Zoho One marked a pivotal moment for Clinic Dash. Through the integration of Zoho Forms, Sign, Billing, Flow, and Sheets, Clinic Dash automated critical processes, including customer subscription, contract completion, payment collection, and fulfillment.

  • Guided by BMI's expertise, the implementation was swift and efficient. Zoho's customization capabilities allowed Clinic Dash to tailor the system precisely to their needs. It ensured a holistic solution that not only addressed immediate challenges but also set the stage for future scalability.
  • This comprehensive solution consolidated previously disparate processes into a cohesive system, providing Clinic Dash with the tools needed to thrive in the healthcare analytics sector. Clinic Dash witnessed enhanced speed and efficiency in their business operations, saving valuable time and resources. 
Quote"The development process was clearly outlined based on my goals and expectations. We talked through what needed to be done and BMI executed well. They provided the clearest picture of what Zoho was capable of." - Mike Major, Founder of Clinic Dash

About BMI

BMI, a leading Zoho Partner, specializes in expert consulting services, demonstrating a proven track record in implementing Zoho solutions. Their commitment to tailored solutions has made them a trusted partner in the Zoho ecosystem, helping businesses streamline processes, enhance productivity, and achieve success.

BMI seeks to discover the root causes of your pain points, the true objectives you seek to accomplish, and address concerns on a foundational level. It's not about pure Zoho implementation expertise, it's about discerning what your business' needs truly are, then masterfully leveraging Zoho's apps to support those needs.