A leading home care franchisor gets centralized software with decentralized access

7x

Reporting time saved

70%

Processes automated

60%

Increase in revenue

Introduction

Since 1996, our client, a leading force in the home care and assisted living services industry, has provided top-notch non-medical in-home care and assisted living referral services to families across the country.

With 125 franchisees, they were struggling with manual processes and data duplication due to separate systems. This hindered their ability to manage operations and franchisees while focusing on growth.

Due to different systems managing different data sets, they were also facing issues with forming a consistent brand identity, achieving operational excellence, and ensuring compliance.

CareSmartz360 provided a one-stop solution, allowing them to oversee all franchise locations from a single hub, eliminate multiple communication channels, and significantly reduce administrative expenses while being compliant.

They are now introducing skilled home health care in select locations, further cementing their commitment to delivering comprehensive care solutions.

“With CareSmartz360, we were able to combine Franchise Operations and Franchise Management into a single system.”

CEO

a leading home care franchisor


Challenges they faced

The client had separate systems to manage franchise operations that were not compatible with each other, requiring manual data transfer through Excel.

This led to operational disruptions, service delays, and impacted client satisfaction. Report generation was time-consuming, affecting scheduling and overall business visibility.

The absence of a centralized platform and caregiver learning management system compounded challenges in managing caregivers, clients, and franchisees.

All operational processes were haphazard and there was no single point of control to manage caregivers, clients, and franchisees.

CareSmartz360 brings control to the chaos

The centralized, cloud-based platform streamlined and automated various aspects of franchise operations, allowing franchise owners to gain visibility, control, and insights into their business, and make data-driven decisions.

Centralized hub

They consolidated data from various sources into a single, accessible location, eliminating the need for manual data transfer and reducing errors.

On-time strategy adjustment

Franchisees can now accurately track caregiver time spent and actual clock-in/clock-out timestamps, analyze performance metrics for better future operations, and calculate ROI.

Accurate tracking of leads

The client can now view revenue-generating lead sources, analyze the entire lead flow, and identify where leads are dropping off to take corrective action.

Consistent brand identity

The client can now view revenue-generating lead sources, analyze the entire lead flow, and identify where leads are dropping off to take corrective action.

Operational excellence

By automating processes, centralizing data, and standardizing workflows, the integrated home care platform helps them improve efficiency, quality, and profitability.


Franchise management process

While earlier, manual processes, multiple systems, and data inconsistencies hindered efficiency and revenue tracking, CareSmartz360 provided them a unified platform for focused growth.

How they’re doing today

Tight integration of franchise operations has created a unified, agile system. Better caregiver and client management has increased business efficiency by up to 50%.

Integrated data has freed up staff time, and caregiver scheduling and time tracking have become more efficient, reducing no-shows by 60% across the franchise.

Custom reports enable better business decisions. And the mobile app has improved caregiver communication, punctuality, and efficiency.

All franchisees can now manage caregivers and operations 5X more efficiently with the one-stop application.

Why they love CareSmartz360

“Having our data in a single system has made our franchise organization more unified, agile, and efficient. We’ve closed the reporting gaps that existed when we were using multiple IT systems to run our business. Now that our data resides in a single system, we are better able to establish relevant metrics, and monitor and evaluate key performance indicators (KPIs).”

CEO, a leading home care franchisor