With the subsequent hike in the crux of technology over the years and ever growing competition among various world class enterprises, seeking vantage over each other in the global markets, an expert level solutions to the problems is required by an enterprise or a business process to face the future high level challenges and in turn receive a concrete business results. Team up with XRM Labs to achieve such benefits!

1. EXECUTIVE
SUMMARY
CASE STUDIES
Online Survey For Health Care
Organizations
Improve Healthcare quality
and safety standards
The process involves the facility to go through a
survey of its facility, processes, & performance
by surveyors to certify that all is conducted in a
manner that meets appropriate standards by
performing a survey.
CLIENT
PROBLEMS
Survey Localisation
No Data in normalized form, need to install the
web Scoring application, data administrator
involvement, no hierarchy, progress tracking,
whether the survey is being completed from the
surveyor's side.
SOLUTIONS
Work offline on a
Centralized back-end
Complete Scoring web application, Dynamics
CRM 2015, offline feature, support user’s
hierarchy, mailing addendum, completely
automated approval, ordering and invoicing
process
Technology & Expertise
HTML web resource
scripting JavaScript 2.0
MS CRM 2015 on premise
CLIENT
BENEFITS
Improved statistics (Facts
and Figures)
Better Customer Satisfaction, Improved
Surveyor Scoring process, No delay due to
import data process, user friendly UI, Hierarchy
security, Centralized data.
Designed by Priyansu Ganguly for XRM Labs
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TECH
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Saudi Arabia

2. EXECUTIVE SUMMARY
CASE STUDIES
Online Survey For Health Care
Organizations
XYZ is a Not For Profit organization in Saudi
Arabia that provides expertise and guidance to
Healthcare institutions across the country for
improving the quality of services and patient
safety. This organization is an official agency
authorized to grant accredited certificates to all
governmental and private Healthcare facilities
operating in Saudi Arabia. The motive of the
organization is to improve Healthcare quality and
safety standards for the governmental and
private hospital across the Saudi region.The
process involves Healthcare facility to go through
a survey of its facility, processes, and
performance by surveyors to certify that all is
conducted in a manner that meets appropriate
standards as per their published national
Healthcare standards book by performing a
survey through Scoring website hosted locally on
each computer which is used to conduct survey by
each surveyor. After this process is completed
successfully this organization represents a public
recognition certificate by the Healthcare
Accreditation body of satisfactory achievement of
Accreditation standards by a Healthcare facility.
Designed by Priyansu Ganguly for XRM Labs
Saudi Arabia
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3. PROBLEMS FACED
CASE STUDIES
Online Survey For Health Care
Organizations
This organization earlier used a web portal to do
the survey and other small customized software
for other different modules. like:All Standards
DevelopmentsSurveyors Management which
involved Surveyors Learning Program (Training
Scheduled, Training Material Development,
Evaluation Management)Healthcare Facility
(Registration, Update Profile, Products & Service
Management, Products & Service Purchase)Health
Care Facility(HCF) Request for Survey, HCF
schedule Survey Process, HCF Payment.Survey
Scoring Design & Agenda, Survey Team
Formation Design, Survey Scoring Process.Travel
Reservation (Air Ticket Booking, Hotel
Reservation, Transportation)Self-Assessment.
The major problem with XYZ organization was
that they need to perform the survey at some
places where there was no internet connectivity so
they required an implementation which would
also work well offline. Due to not having a
Centralized system, following were the issues
faced by the organization:
Data was not in normalized form so it was
difficult to generate fruitful reports.
Each surveyor needs to install the web Scoring
application to their local host in order to run the
application during the survey.
All surveyors at the end of their survey need to
come to the data administrator to submit their
survey data.
There was no hierarchy for the survey process
as per their assigned role/responsibilities.
In middle of the survey process it was not
possible to check how much progress has been
made, by the senior level managers.
It was difficult to tell which surveyors have
completed the survey or how much(percentage)
survey still pending to complete.
Designed by Priyansu Ganguly for XRM Labs
Saudi Arabia

4. OUR SOLUTION
CASE STUDIES
Online Survey For Health Care
Organizations
XYZ wanted a solution that can work offline and
also integrate their Scoring web application with
a Centralized back-end system. So, we
implemented for them an Html web resource with
scripting JavaScript 2.0 from Scoring web
application and Dynamics CRMas Centralized
database for all modules which they currently use.
We provided the following functionalities:
Complete Scoring web application and its
functionality was implemented using Html web
resource with scripting in JavaScript 2.0Dynamics
CRM 2015 used as the Centralized system back-
end. This CRM is integrated with the Html web
resource. All the Scoring and the processes done
on web resource get stored in CRM. CRM is
holding all the required modules with their full
functionality.Provided offline feature which
supports offline Scoring.All forms with required
fields under each module created in MS
CRM.Scoring web application now supports the
user’s hierarchy now each user can log into to the
application and do his part of job. And same time
other hire managers can check the progress of the
survey and different reports.
On approval/denial of each steps/process a mail
is been sent to the appropriate
personals/users.Complete assignments of
surveyor, rejection of surveyor, scheduling of
surveyors as per availability, ticketing,
reservation, purchasing of survey etc. all are
completely automated with approval, ordering
and invoicing process.
Designed by Priyansu Ganguly for XRM Labs
Saudi Arabia

5. TECHNOLOGIES USED
CASE STUDIES
Online Survey For Health Care
Organizations
Designed by Priyansu Ganguly for XRM Labs
Saudi Arabia
HTML WEB
RESOURCE WITH
SCRIPTING
JAVASCRIPT 2.0
MS CRM 2015
ON PREMISE
CLIENT BENEFITS
Better Customer Satisfaction.
Improved Surveyor Scoring process.
Now offline survey is possible.
Generate report as the Scoring is done.
No delay due to import data process.
Fast than earlier web application and much for
user friendly UI.
Hierarchy security feature of user in Scoring
app and CRMform.
Complete data is Centralized and present in
CRM with normalization of data structure.
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