CRM Software Concept

Business

NDIS and Health Services

Location

Sydney, Australia

Industry

Healthcare

Company size

25

Users

Internal Staff

Services we provided

  • Consulting
  • UI/UX Design
  • Prototype Development
The Challenge

The Challenge

Vitality Club had been using a well known off the shelf CRM solution for their business. Over time they started to find that the high ongoing costs, lack of flexibility and freedom in terms of customisation as well as inflexible reporting options was proving to be problematic. This resulted in them approaching Lokava to design a CRM proof of concept that could be developed as the company grew.

The Solution

The Solution

Lokava spent the initial months in regular meetings with Vitality Club, looking to get a deeper understanding of their existing processes as well as an understanding about their existing software systems and how they were being used. Once the rigorous requirements gathering and discussion phase was completed, the Lokava team moved onto translating these requirements into a design prototype.

Case Study

The Results

The prototype design process that followed was completed over roughly a 7 month period, with designs being iterated based on feedback as well as further meetings between Lokava and Vitality Club to refine and hone the proposed functionality of the concept. The finalised prototype was delivered and provided the business an end-to-end look at how a new system could help improve their service delivery to clients.

Our Recent Projects

Why customers love
working with us

  • user
    Terry Charman

    Principal, Mainline Solutions

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    Brendan Turgiev

    Business Manager, LifeFlight Australia

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    Carolyn Stanislas

    Office Manager, Markwater Plumbing

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    Trishella Geitz

    Business Manager, Investor Centre

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    Adam Taylor

    Founder, Note It

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    Ben Palmer

    Founder, MyPartz

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    Monish Maharaj

    Doctor, Neurosurgical Research Group

  • user
    Sunny Wang

    CEO, Fuda Group

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    Paulina Alone

    Deputy Principal, Briar Road Public School

  • user
    Ben McLean

    Founder, Mesh Learning

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    Natasha Atkinson

    CEO, Freemantle Markets

  • user
    Ahilan St George

    Co-founder, Vitality Club

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