Cornwall Mobility Centre ERP System

Cornwall Mobility Centre ERP System

The Cornwall Mobility Centre were looking to replace a bespoke ERP system that had reached 'end of life'. The system managed all the business activity around the assessment of people for disability aids, from cars and scooters to getting out of the bath or climbing the stairs. There is a continual assessment cycle, a need for a comprehensive shared calendar, printed appointment letters and assessment reports. The system also had to capture all communication from the telephone to emails and even text messages.  Affinity offered an open-source solution.

The system is centred on the customer. The customer view contains all the information relating to that customer in one place. The customers contact information, contact history, agents, scheduled assessments, completed assessments, equipment, equipment servicing and adaptations and more can all be seen on one screen. The user can then drill down for further detail on any piece of information held against that customer. Any new information to be recorded can also be actioned from the same screen and actions assigned to the relevant user.

Multiple process flows can be configured and assessment types assigned to those process flows. All paperwork required for an assessment can be held on the system in the form of templates. Covering letters, pre-assessment questionnaires, the assessment paperwork, follow-up letters and reports can all be preconfigured and then generated at the click of a button. Any hand written documentation can be scanned and uploaded to DAS and stored electronically for easy access.

The stages of each process flow can be configured as required and used for searching and statistical reporting. Stages may comprise of for example, Enquiry, Send Information Pack, Pending Customer Response, Pending Book Assessor, Send Appointment Letter, Pending Conformation, Pending Assessment, Print Assessment Paperwork, etc. The DAS system can be used to search by stage. For example, a list of all Pending Customer Responses could be used to generate preconfigured chase-up letters.