SOCIAL IMPACT

SOCIAL IMPACT

SOCIAL IMPACT

How We Streamlined Cemetery Management with a Modern, Secure, and Mobile-Responsive Solution

How We Streamlined Cemetery Management with a Modern, Secure, and Mobile-Responsive Solution

How We Streamlined Cemetery Management with a Modern, Secure, and Mobile-Responsive Solution

Proof of Concept | Digital Transformation

Proof of Concept | Digital Transformation

Overview

Overview

Overview

Modernizing Deathcare Operations with Secure, Mobile-Responsive Solutions

JMT Consulting, a leader in deathcare operations management, partnered with us to transform their outdated Sage CRM-based system into a modern, mobile-responsive platform. The goal was to streamline operations, enable remote access for vendors, and enhance task management for cemetery operations, all while maintaining the highest level of security through VPN integration and permission-based access controls. Over a period of two months, we developed a scalable, on-prem solution tailored to JMT's unique operational needs, ensuring no loss of critical data during migration.

JMT Consulting, a leader in deathcare operations management, partnered with us to transform their outdated Sage CRM-based system into a modern, mobile-responsive platform. The goal was to streamline operations, enable remote access for vendors, and enhance task management for cemetery operations, all while maintaining the highest level of security through VPN integration and permission-based access controls. Over a period of two months, we developed a scalable, on-prem solution tailored to JMT's unique operational needs, ensuring no loss of critical data during migration.

95%

User Adoption Rate

Successfully migrated 95% of users from the legacy Sage CRM system to the new platform with zero data loss.

95%

User Adoption Rate

Successfully migrated 95% of users from the legacy Sage CRM system to the new platform with zero data loss.

95%

User Adoption Rate

Successfully migrated 95% of users from the legacy Sage CRM system to the new platform with zero data loss.

40%

Improvement in Task Completion Speed

Mobile accessibility for vendors and contractors reduced operational overhead, improving task completion efficiency by 40%.

40%

Improvement in Task Completion Speed

Mobile accessibility for vendors and contractors reduced operational overhead, improving task completion efficiency by 40%.

40%

Improvement in Task Completion Speed

Mobile accessibility for vendors and contractors reduced operational overhead, improving task completion efficiency by 40%.

100%

Feature Parity with Sage CRM

Ensured seamless transition by maintaining full feature parity between Sage CRM and the new solution, reducing downtime and disruption.

100%

Feature Parity with Sage CRM

Ensured seamless transition by maintaining full feature parity between Sage CRM and the new solution, reducing downtime and disruption.

100%

Feature Parity with Sage CRM

Ensured seamless transition by maintaining full feature parity between Sage CRM and the new solution, reducing downtime and disruption.

The Challenge

JMT Consulting’s existing Sage CRM system was outdated, desk-bound, and lacked the flexibility needed to support modern deathcare operations. The system could not handle the growing complexity of vendor management, task tracking, or reporting, and there was no mobile access for users. Without an upgrade, JMT risked operational inefficiencies, data security vulnerabilities, and limited scalability as their operations grew.

The Impact

Through a close collaboration with JMT Consulting, we delivered a fully secure, on-prem, and mobile-responsive platform that transformed cemetery management operations. By migrating from Sage CRM, we enabled third-party contractors and vendors to access and manage tasks remotely, improved task workflows, and integrated comprehensive reporting and analytics tools. This transition improved task completion efficiency by 40% and allowed JMT to maintain full operational continuity by ensuring 100% feature parity with the old system. The new platform not only enhanced operational efficiency but also bolstered system security with VPN integration and granular permission management.

A Proven Process

A Proven Process

A Proven Process

Our Path to Success

Our Path to Success

Identifying Key Requirements and Security Needs

We began by conducting discovery sessions with JMT’s team to identify key operational challenges and security needs, particularly in maintaining data integrity and user permissions.

Discovery Sessions

We worked closely with JMT’s internal teams and end-users to identify pain points in the existing Sage CRM system.

Security and Access Control

We implemented VPN-based security for data access, ensuring all communications were encrypted and secure.

Vision Alignment

Fast Launch

Feature Expansion

Continuous Improvement

Identifying Key Requirements and Security Needs

We began by conducting discovery sessions with JMT’s team to identify key operational challenges and security needs, particularly in maintaining data integrity and user permissions.

Discovery Sessions

We worked closely with JMT’s internal teams and end-users to identify pain points in the existing Sage CRM system.

Security and Access Control

We implemented VPN-based security for data access, ensuring all communications were encrypted and secure.

Vision Alignment

Fast Launch

Feature Expansion

Continuous Improvement

Identifying Key Requirements and Security Needs

We began by conducting discovery sessions with JMT’s team to identify key operational challenges and security needs, particularly in maintaining data integrity and user permissions.

Discovery Sessions

We worked closely with JMT’s internal teams and end-users to identify pain points in the existing Sage CRM system.

Security and Access Control

We implemented VPN-based security for data access, ensuring all communications were encrypted and secure.

Vision Alignment

Fast Launch

Feature Expansion

Continuous Improvement