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Professional services supported by MYOB ERP
The Medical Protection Society Limited
(MPS) is the world’s leading protection organisation for doctors,
dentists and healthcare professionals. As a long-time MYOB user, when
the time came to update its financial management systems, it chose
MPS protects and supports the professional interests of more than
300,000 members around the world. It provides its members with a range
of educational and risk management services to contribute to risk
reduction. The courses run by its Australian branch’s education arm,
Cognitive Institute, are attended by thousands of clinicians every
year from across Australia and Southeast Asia.
Integrated CRM, Finance required.
“While we’d been using MYOB Premier for a long time, its limitations
were showing,” says Corporate Services Manager, Lynley Mangin.
Extracting data for various reports was a time-consuming task, and a more flexible reporting tool was required. MPS also wanted a Cloud-based system that could link with the cloud system run by its UK parent, and to support an increasingly mobile workforce.
Other systems assessed were either too big or too small, and the organisation’s history with MYOB meant that Advanced was on the radar from the outset when it went shopping.
“Advanced’s flexibility meant it could be structured to meet our requirements, rather than having to change our requirements to meet the system,” Lynley says.
"Advanced’s flexibility meant it could be structured to meet our requirements."
A complex job well done
Advanced’s ease of integration with other systems has delivered major dividends for MPS. The MYOB Partner showed its experience in tackling what turned out to be a complex implementation.
“They made a real effort to understand our business; what we want to achieve and why we want to achieve it,” Lynley says. “The installation process was complex, but we never got the sense that anything was unachievable.”
"With the MYOB Partner, we never got the sense that anything was unachievable."
Better reporting and visibility
With Advanced, MPS is now achieving the reporting standards it required. Data is extracted more quickly and easily, and the integration with Salesforce gives greater visibility of the revenue generated and costs incurred from the various events it stages.
“MYOB Advanced is making a significant difference to our business,
and we know that further adaptations are possible to improve our
operating processes further as we move forward and provide even better
service to our members,” Lynley concludes.
"Advanced is making a significant difference to our business."
- Lack of detailed reporting
- Reports slow and difficult to extract
- CRM integration required
- Too much double data entry
- More comprehensive reports
- Data readily available
- CRM integration achieved
- Double entry reduced