Healthcare Improvement Scotland: Dynamics & Microsoft SharePoint

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Business Drivers

Healthcare Improvement Scotland required a file management solution to manage documents, contacts, relationships and workflows in-house. The Francis Report* on the NHS in England acted as a catalyst for Healthcare Improvement Scotland to examine their BI (Business Intelligence) and reporting functions across the organisation. Initially Healthcare Improvement Scotland is investing in Relationship Management software which complements file management.


The Microsoft Dynamics CRM and SharePoint file management solution allows Healthcare Improvement Scotland to fulfil their legal compliance obligations by registering self-assessments, annual returns, logging and action of complaints and incidents with the relevant notifications. This centralises the process, increases the ease, speed and associated efficiencies for Healthcare Improvement Scotland.


SharePoint file management allows Healthcare Improvement Scotland to deliver effective file management and reduce the creation of multiple versions. Furthermore, Microsoft SharePoint is seamlessly integrated with Microsoft Dynamics CRM and allows for documents in the knowledge store to be associated with a contact. This ensures a ‘joined up’ store of information and data.

Microsoft SharePoint and Microsoft Dynamics CRM provide the necessary mechanisms for remote workers, both internal and external, allowing them to interact with shared resources in terms of documents, contacts, activities and committees. The solution enables the production of collaborative “portals” to which SharePoint and CRM information may be published to and accessed by multiple stakeholders.

Business Benefits

Dynamics allows the organisation to manage its regulatory function more effectively with a system that integrates all stages of registration, inspection, enforcement and complaints management.

Dynamics is windows based and is easy to navigate and use.

Time management has improved for inspectors and associated staff, due to relevant contacts and service activity being located within one database.

Allows the Healthcare Environment Inspectorate to manage service provider risk more effectively, e.g. notifications.

Setting up inspections on the system is relatively straight forward and allows inspectors and associated staff to document intended inspection activity in one area – this allows for more transparency and proportionality as required under Best Regulatory Practice.

Alan Blackburn concludes, “During the installation process I have found that the senior management team and the development staff at Trustmarque have assisted Healthcare Improvement Scotland in a totally professional manner. I would have absolutely no hesitation in recommending them as a company and as individuals to any other health board in Scotland.”

* An independent inquiry by Robert Francis QC based on Mid Staffordshire Foundation Trust and why none of the organisations responsible for regulating or managing the trust spotted problems sooner.

2018-08-21T11:40:35+00:00September 11th, 2013|