We modernized a 50-year-old operations management platform for JMT Done, transitioning users from a legacy Sage CRM to a secure, mobile-responsive system and ensuring a seamless transition with zero data loss.
The Challenge: A Time-Sensitive Legacy System Replacement
JMT Done’s operational platform, used extensively in the deathcare industry, relied on outdated Sage CRM software hosted on remote servers for each enterprise client. With the Sage CRM being sunset, the company faced a critical deadline to transition its clients to a modern platform.
Key Challenges:
Aging Infrastructure: The platform’s technology was outdated and unable to support modern workflows.
Limited Mobility: Users were restricted to desk-based operations, limiting efficiency.
Security Concerns: Ensuring data protection during and after the transition was paramount.
Operational Continuity: Maintaining feature parity with Sage CRM while enhancing usability was critical.
Urgent Timeline: The original CRM was being discontinued, making the migration process time-sensitive.
Understanding JMT Done’s Needs and Users
We conducted discovery sessions with JMT Done’s staff, contractors, and third-party vendors to identify key pain points and priorities:
Key Insights:
Enterprise Users: Needed an intuitive platform to manage tasks like maintenance and reporting.
Vendors and Contractors: Required mobile access for fieldwork, such as reporting site issues or scheduling tasks.
Administrators: Needed secure, permission-based access to manage workflows and monitor data integrity.
Our Solution: A Modern, Secure, and Scalable Platform
We designed and built a mobile-responsive and on-premise solution that met the unique demands of JMT Done and its users.
Key Features and Innovations:
Mobile-Responsive Interface: Allowed contractors and vendors to access the platform remotely, reducing dependency on desk-based systems.
Task Management System: Integrated workflows for reporting and resolving on-site issues like fallen trees or debris.
VPN Integration: Ensured secure, off-site operations with robust data protection.
Permission-Based Access Control: Managed different user roles to maintain data security and streamline interactions.
Comprehensive Reporting and Analytics: Provided real-time dashboards for operational insights and decision-making.
Seamless Migration: Ensured zero data loss while transitioning over 95% of users to the new platform.
Built with on-prem architecture, the solution was tailored to meet the deathcare industry’s unique needs while delivering significant operational improvements.
Results That Delivered Immediate Value
Our work with JMT Done led to measurable outcomes that transformed their operations and improved user experience:
95% User Adoption: Within three months, nearly all users successfully transitioned to the new platform.
40% Efficiency Gains: Mobile accessibility and task automation reduced operational delays and improved task completion rates.
100% Feature Parity: Users continued operations without disruption while benefiting from enhanced features.
Zero Data Loss: Critical data from Sage CRM was successfully migrated to the new system.
Reduced Downtime: System downtime was reduced by 25%, improving overall reliability.
