A perfect in-home service for those who need it the most
How we transformed Home Care Operations with Salesforce Field Service and Health Cloud
Success Indicators
Operational Efficiency
Transformation from a 30-day to a 90-day scheduling solution Fully Optimized work processes Reduced scheduling costs and effort
Customer Service
Efficient scheduling that enables focus on customer preferences and a faster response time
Employee Experience
Nurses work smarter, collaborate more easily, and deliver better care
Project Intel
| Scope: | Migration from Click FSE to Salesforce Field Service |
|---|---|
| Focus: | Platform migration and process transformation |
| End Customer: | Domestic |
| Industry: | Healthcare |
| Solution: | Salesforce Health Cloud and Salesforce Field Service |
| Customization: | Work broadcasting module |
About Lloyds Clinical
Lloyds Clinical is one of the UK’s most experienced providers of specialist clinical care outside hospital settings. Its clinical teams support patients at home or in the community, delivering medication and specialist nursing services across a wide range of complex conditions.
Reasons for Approaching Asperii
Lloyds Clinical approached Asperii with three critical needs:
- Platform Migration: Their existing Click FSE solution was reaching end-of-life, requiring a move to another system. The company chose Salesforce Field Service (SFS).
- Healthcare Specialization: The company wanted to leverage Salesforce Health Cloud to align scheduling and implement best practices in workflows and patient management.
- Process Transformation: The business sought to eliminate inefficiencies and modernize its processes – automatic timesheet capture, customizable starter process, work bundling for patients and full visibility between caregivers.
Lloyds Clinical needed to reduce manual overhead, give nurses better visibility, and deliver faster, smarter scheduling for patients.
To enable this complex transformation, Lloyds Clinical needed a highly experienced Salesforce partner for Field Service.
What We Did for Lloyds
Asperii conducted a discovery workshop to map existing processes from Click FSE into SFS and Health Cloud. Over just 4 months, Asperii delivered an end-to-end implementation, including:
- SFS Mobile for Nurses: Nurses now view schedules, absences, and colleagues’ shifts from any device (mobile, tablet, or laptop).
- Health Cloud deployment: Defined 400+ caregivers, migrated patient accounts, and enabled Home Health features natively
Process Improvements:
- Automatic timesheet capture, replacing manual Excel entry.
- Bundling of work for patients at the same address.
- Crew Teaming functionality for onboarding new nurses with experienced mentors.
- Utilized SFS advanced optimization, offering a more flexible and better optimized schedule
Customization Spotlight
- Work Broadcasting module with approval workflows, eliminating WhatsApp/email chaos and simplifying out-of-hours coverage.
- Visibility of other nurses in the same territory.
- Guided flows that allow temporary, controlled access to scheduling tools via floating licenses.
Asperii helped us transform our operations in just four months. Scheduling is now faster, smarter, and far less manual—delivering real efficiency gains across the business.
Neil Robinson
IT Project Manager
Results: How Lloyds work after Asperii
The solution was rolled out nationwide in the UK, including Scotland and Wales, bringing clear benefits across the organization:
- Planners can now schedule rosters 90 days ahead (vs. 30 previously), aligning better with Care Plans and planned absences.
- Real-Time Analysts reduced time spent on schedule maintenance and can update patient preferences instantly, with automatic schedule adjustments.
- Nurses gained flexibility and control:
- Multi-device access to schedules.
- Ability to see and contact nearby colleagues in real time.
- Seamless access to additional shifts through the new Work Broadcasting tool.
