CASE STUDY
Before adopting a unified CRM, Vanguard Healthcare Solutions, a UK leader in flexible clinical infrastructure for the NHS and private healthcare providers, struggled with fragmented systems. Lead management, campaign tracking, and contract workflows were slow and inconsistent.
Through expert-led discovery workshops and agile delivery sprints, Advania’s specialists worked as an extension of Vanguard’s team. This collaborative approach delivered a robust, scalable solution, supported by tailored training to maximise adoption.
Today, Vanguard operates on a CRM platform that underpins its mission to deliver high-quality healthcare solutions.
Industry:
Healthcare
Size:
c.200 employees
Solution:
Completion date:
2025
Post-pandemic, Vanguard faced mounting pressure to modernise sales and marketing processes to meet rising demand and evolving customer expectations. Manual workflows and disconnected systems limited visibility, scalability, and efficiency.
To address this, Vanguard partnered with Advania to define pain points, map processes, and deliver a clear roadmap for digital transformation.
Advania worked as an embedded extension of Vanguard’s team, running focused workshops to uncover business processes, user requirements, and strategic priorities. By engaging closely with stakeholders, both remotely and on-site, we gained a deep understanding of Vanguard’s operations and organisational culture.
These workshops shaped the solution design and ensured alignment with Vanguard’s long-term goals, focusing on:
Together, these sessions mapped the entire customer journey, from first interaction to contract completion, creating a seamless, scalable CRM experience.
Delivering this transformation required a structured yet agile approach, balancing clarity, collaboration, and momentum. Secure development environments supported iterative design, testing, and deployment. Real-world user testing and tailored training drove engagement and confident adoption. The final solution launched smoothly, immediately enhancing Vanguard’s sales and marketing operations without disruption.
Training and enablement were central to success. By empowering users across the organisation, we ensured the solution was not only technically robust but also culturally aligned and future-ready.
To centralise lead and opportunity management, streamline contract workflows, and enable multi-channel marketing, Vanguard deployed Microsoft Dynamics 365 Sales alongside Customer Insights – Journeys. This integrated solution brought all sales and marketing activities into a single, scalable platform.
Seamless integration with Outlook and SharePoint ensured users could work within familiar tools, reducing friction and boosting adoption. Custom dashboards delivered real-time visibility into pipeline health and campaign performance, empowering teams with actionable insights for smarter, data-driven decisions.
Implementing Microsoft Dynamics 365 has transformed Vanguard’s sales and marketing operations, delivering measurable gains in efficiency, engagement, and insight.
With an intuitive design and tailored training, user adoption has been strong. The solution is now embedded into daily operations, supporting Vanguard’s long-term growth and commitment to delivering exceptional healthcare solutions.
Lindsay Dransfield
Chief growth officer
