LinkLiving had previous knowledge of Dynamics 365 and was interested in exploring how the solution could work for its requirements. Lee Williamson, Head of Services and Development, LinkLiving explained: “We knew Dynamics 365 worked well for other charities of a similar size and scope to our own, and we had heard that it was a very effective tool.” During the procurement process, LinkLiving became aware of Telefónica Tech through a recommendation from Scottish charity Aberlour. Lee Williamson explained, “We knew that Telefónica Tech had implemented the solution before with Aberlour and had come highly recommended. We had seen the output that was achieved there and were impressed.” Telefónica Tech was selected as LinkLiving’s preferred partner through the G-Cloud procurement process. Once selected, LinkLiving found Telefónica Tech to be a good cultural fit with its internal project team. John Jenks, Quality Assurance & Business Support Manager at LinkLiving said: “Once we met the team at Telefónica Tech, we knew we had made the right choice. They were absolutely brilliant from the start.”
The project kicked off with intensive discovery phase to clearly define LinkLivings solution requirements. LinkLiving felt supported by Telefónica Tech to guide this process, in clear, non-technical terminology. Lee Williamson, Head of Services and Development said, “We don’t come from a technical background. We knew what we wanted the system to do, but we didn’t know how that translates in ICT (Information and Communications Technology) terms. Telefónica Tech ensured we understood each stage of the process.” Throughout discovery, Telefónica Tech and LinkLiving teams worked closely together as Telefónica Tech gained an in-depth understanding of LinkLivings organisation objectives, Lee Williamson explained: “The team were so knowledgeable, they could transform our ideas into practical functionality.”
Incremental designed and built a custom model-driven Power App to manage cases and assign plan records for every service LinkLiving provides. The Power App, built on Dynamics 365, enables LinkLiving to record and view information for service users, so staff within each service area have visibility of case management. The Power App also holds the application process a person would go through in order to be onboarded onto one of LinkLiving’s services. On the experience of working with Telefónica Tech, Lee Williamson, Head of Services and Development said, “One of the most important elements of the process was that we established a really good working relationship with the team. They were excellent.”
