Omnicare was operating on Microsoft Navision (2016) and CIMSability, leading to:

• Disjointed workflows across departments.
• Multiple sources of truth and excessive reliance on spreadsheets.
• Manual double-handling of tasks, increasing inefficiencies.
• Limited automation, creating bottlenecks in financial and operational processes.

Omnicare required a cloud-based, integrated CRM and finance solution that could streamline workflows, enhance compliance, and reduce operational overheads while improving customer experience.

After an initial two-month Discovery Phase, Newpath recommended a Microsoft-based ecosystem, leveraging Microsoft Dynamics 365 (Sales Enterprise and Field Service), Business Central (Business Essentials), and Power Platform tools to drive efficiency and scalability.

The solution aimed to:

• Unify CRM and Finance systems within a single database environment.
• Streamline workflows between departments through automation.
• Enhance assessment and agreement management, reducing administrative burden.
• Automate invoicing and finance processes, minimising errors and improving cash flow.
• Improve vendor and cost management via Purchase Order Management.
• Establish a centralised document repository with SharePoint integration.
• Enable real-time access to financial data within CRM dashboards.
• Deploy mobile solutions for on-the-go service workers via Microsoft Power Apps.
• Automate Service Agreements with digital forms, workflows, and e-signatures.
• Deliver comprehensive reporting capabilities, integrating finance and operations data.

To ensure seamless execution, Newpath followed a structured, multi-phase deployment:

1. Discovery & Planning – Engaging key stakeholders, defining requirements, and designing a future-state architecture.
2. CRM & Business Central Implementation – Configuring D365 Sales, Field Service, and Business Central for seamless operations.
3. Custom Integrations – Enabling real-time data exchange between CRM, finance, and payroll systems.
4. Data Migration & User Training – Ensuring a smooth transition with minimal disruption.
5. Post-Launch Support & Optimisation – Continuous improvement, monitoring, and enhancements.

To complement the CRM and finance transformation, Omnicare also required a Payroll Management System. Employment Hero’s Keypay was selected for its seamless integration with Dynamics 365 and Business Central.

Newpath facilitated:

• Standalone Keypay implementation for payroll staff.
• Shift tracking and mileage claims via the D365 Field Service Mobile App.
• Timesheet submission through Keypay’s mobile and desktop platforms.
• Automated data synchronisation via a custom API service linking D365 Dataverse and Keypay.
• Two-way financial integration, ensuring accurate payroll journal transactions.
• Automated leave management with SCHADS award interpretation compliance.

Technologies Utilised

• Microsoft Dynamics 365 – CRM (Sales Enterprise, Field Service) & Finance
  (Business Central).
• Microsoft Power Platform – Power Automate, Power Apps.
• Azure Connectors & Custom APIs – Enabling real-time data flow.
• Employment Hero Keypay – Payroll integration.
• Microsoft 365 & SharePoint – Document and collaboration tools.
• Field Service Mobile App Development – Improving workforce mobility.

The new digital ecosystem transformed Omnicare’s business processes, delivering:

✅ Elimination of manual processes, reducing inefficiencies.

✅ Real-time financial oversight, improving compliance and reporting.

✅ Enhanced customer service with a 360-degree view of client interactions.

✅ Seamless mobile access for field service staff, improving on-site efficiency.

✅ A single source of truth for finance, service, and client management.

Project Success

The CRM, finance, and payroll transformation was successfully launched in August 2024, bringing vast improvements to Omnicare’s processes and customer experience.

Conclusion

Omnicare’s partnership with Newpath has resulted in a fully integrated, scalable, and automated system that will support long-term operational efficiency. By leveraging Microsoft Dynamics 365, Business Central, and Power Platform, Omnicare is now positioned for sustained growth, compliance, and digital excellence.