Powertrak Blog

iPractice Selects Powertrak to Automate Revenue Generating Processes

Software and Services company selects Microsoft Dynamics partner, Axonom, to automate Time and Billing management and Sales Quoting processes.

This case study is on iPractice Group’s experience searching and selecting CRM enhancement solutions to augment their Microsoft Dynamics CRM 2011 Online investment. These four bullets summarize the benefits iPractice Group received when they worked with Axonom to automate their revenue generating business processes. Download iPractice Group Case Study.

  • One-stop Shop – Customer finds Axonom for Powertrak Product Configurator solution but quickly discovers need for another product
  • Automating revenue generating (orders, time and expense management) business processes
  • Powertrak SaaS – Conveniently and securely hosts Powertrak, Microsoft Dynamics CRM and GP in one environment
  • Rapid Deployment – Enabled by wizard-based setup and quick-start implementation services

The Situation

iPractice Group Selects PowertrakiPractice Group, a Nashville based health care information technology organization, provides independent physician practices with a turnkey IT solution to integrate Electronic Health Records, Practice Management, hardware, service and support, all into a complete package.
 

With Microsoft Dynamics CRM Online already in place, the company needed to augment its Microsoft Dynamics CRM investment with revenue generating business process automation.

More specifically, iPractice Group sought a Microsoft Dynamics Partner to automate its time and expense management and sales quoting processes.


The Solution

iPractice Group found Microsoft Dynamics CRM partner, Axonom and chose Powertrak Product Configurator to help their sales personnel deliver accurate, tailored quotes and orders from their desktop, laptop, and mobile devices.

“As both a software and services company, iPractice Group is a poster child for the type of revenue automation and optimization requirements Powertrak is designed to solve,” said Mike Belongie, COO at Axonom. “So much so, they found us for Product Configurator but quickly discovered a more pressing need to automate their professional services division with our cloud-based Time and Billing solution.”

iPractice Group’s consulting and training services division assists with various healthcare IT-related challenges. During the Product Configurator evaluation process with Axonom, they learned about the entire Powertrak solution suite and determined automation of their professional services team’s time entry and billing management processes was more urgent.

“We chose to work with Axonom because we could see that they had a complete suite of modules to manage our entire revenue cycle,” said Jason Morgan, COO at iPractice Group. “Time and Billing management is just one aspect of our business that Powertrak has automated. Our next step is to automate our quote-to-cash cycle with Axonom’s Powertrak Product Configurator.”


The Results

Powertrak Time and Billing enables Microsoft Dynamics CRM customers to enter, manage, track, and organize billable and non-billable time and expenses, anytime, anywhere, on any internet-accessible mobile device. Its new Quick-start Setup Wizard speeds up and simplifies the deployment and configuration process.

“We were able to implement and start using Powertrak Time and Billing in less than one day, driving down our costs while simultaneously meeting our complex requirements,” said Morgan. “Axonom’s cloud-based offering, wizard-based setup and quick-start implementation services enabled our rapid deployment.”


The Benefits

Axonom offers customers several deployment options to best suit their needs at the time of purchase. Axonom’s most popular offering is its SaaS model which eliminates the burden for end-users to install, maintain, or update CRM software and/or infrastructure. iPractice Group selected Axonom’s SaaS offering to host Microsoft Dynamics CRM, Powertrak and Microsoft Dynamics GP all in the same data center.

“Our mission is to be the one stop shop for the IT needs of independent physician’s offices,” added Morgan. “We understand the inherent value in that model. We saw in Axonom a group that could be to iPractice Group what we are to our end customers.”


Recorded Demonstration

Interested parties are requested to view a recorded Powertrak Time and Billing demonstration. This 5-minute demonstration covers the billing feature and functions of Powertrak Time and Billing software for Microsoft Dynamics CRM customers. Live agents are available on Chat to answer product and pricing questions.