It was determined that both application modernization and consolidation were needed to streamline their workflow, increase their agility, and adapt to their widening portfolio of state medical license offerings and exponentially expanding physician customer base. With a platform consisting of WordPress, Docusign, Dynamics CRM, and Stripe, along with additional ancillary systems, the interfaces were inconsistent and data quality had become a significant problem.
The Bauen Group proposed a solution built entirely using the Power Apps platform within which Dynamics CRM is built. This allowed consolidation of the systems down to just two: Power Apps and Stripe. Continued use of the same payment processor was desirable as it provided continuity during implementation and cutover. Using the Dataverse common database to store all data, the need for manual extracts to transfer data between systems was eliminated. Leveraging the Product Management functionality within the Dynamics CRM modules allowed for a proven, structured system that would instantly accommodate ever changing prices for licenses and associated fees. Complicated backend workflows using Power Automate enabled step by step process flows, multi-step approvals, and seamless integrations with external systems including Stripe and other 3rd party data providers.
The Power Apps Portal product allowed for all application-level activity to happen within the same platform. A custom electronic signature capture function was built to eliminate the need for expensive DocuSign subscriptions.