Organizational Overview  

A leading nonprofit healthcare foundation in Singapore, this foundation is dedicated to promoting heart health and combating cardiovascular disease. With a mission to reduce disability and mortality from heart-related conditions, it has evolved into a respected healthcare advocate both locally and internationally. Its work spans awareness campaigns, healthcare support, rehabilitation services, and community outreach, all focused on improving cardiovascular health and well-being.

Challenges

As a nonprofit healthcare foundation, the organization faced growing complexity in managing its stakeholders and operations due to manual and disjointed systems. Key challenges included:

1. Fragmented Patient, Donor, and Volunteer Data: The lack of an
   integrated platform made it difficult to maintain a unified view of patients, donors, and volunteers, limiting the ability to provide personalized support and engagement.
2. Cumbersome Appointment Scheduling: Coordinating patient bookings for health services, including dieticians and physiotherapists, was time-consuming and inefficient.
3. Inventory and Sales Tracking Gaps: Managing medical and promotional inventory and point-of-sale (POS) transactions required more accurate, real-time data tracking.
4. Limited Event and Campaign Oversight: Organizing health awareness events and fundraising campaigns involved multiple manual
   processes, affecting participation and compliance reporting.
5. Siloed Reporting: Generating comprehensive reports across departments was challenging due to data being stored in disparate
   systems.

Solution Proposed

To address these challenges, a comprehensive digital transformation strategy was implemented by TeBS. The solution was centered around building a unified, cloud based platform tailored to the NPO’s diverse operational needs.

Key modules and features delivered:

•  Patient & Member 360 Management: Centralized patient records to track appointments, treatments, and personalized care histories.
• Donor & Donation Management: A secure and seamless system to  record donations, track donor engagement, and streamline financial reconciliation.
• Volunteer Management: Tools to manage volunteer onboarding, scheduling, and event assignments to ensure maximum mobilization and participation.
• Campaign & Event Management: End-to-end planning and tracking of events, with features for registration, engagement tracking, and reporting.
• Health Services Scheduling: Efficient booking of nutritionists, physiotherapists, and other care professionals, improving patient experience and reducing operational overhead.
• Inventory & POS Integration: A unified inventory control and sales solution for managing medical supplies, merchandise, and service payments.
• Reports & Dashboards: A suite of dynamic reports offering real-time insights into stakeholder activity, service usage, and inventory movement.

Built on Microsoft Dynamics CRM and the Microsoft technology stack, this solution ensured high configurability, scalability, and data security—ideal for mission-driven healthcare operations.

Benefits

The digital solution delivered by TeBS significantly optimized operational workflows and stakeholder engagement for the nonprofit.

•  Integrated Stakeholder View: The organization gained a single source of truth with a 360-degree view of patients, members, donors, and volunteers— enhancing communication, personalization, and care continuity.
• Improved Operational Efficiency: Digital scheduling, patient care
  management, and health professional allocation reduced manual work and minimized delays in service delivery.
• Streamlined Fundraising and Donations: Accurate donation tracking and automated acknowledgments strengthened donor trust and encouraged repeat contributions.
• Effective Volunteer Mobilization: Simplified volunteer coordination empowered better support for campaigns and events.
• Inventory Transparency: Real-time tracking of merchandise and medical supplies enabled better forecasting and reduced wastage.
• Data-Driven Decisions: Robust analytics helped the leadership team track mpact, optimize programs, and plan future initiatives strategically.

Conclusion  

Faced with the need to manage multiple critical functions—from patient care to donor engagement—the nonprofit partnered with TeBS to implement a unified digital platform tailored for NPO operations. The all-in-one system, built on Microsoft Dynamics CRM, empowered the organization with real-time insights, efficient operations, and improved community engagement. With streamlined donation and volunteer management, enhanced healthcare service delivery, and data-backed decision-making, the foundation is now better positioned to pursue its mission of fighting heart disease and building a healthier society.