One “franchise-in-a-box” platform for 300+ home health locations
Small office teams were coordinating hundreds of caregivers with an outdated phone system. We packaged AI-powered communications, internet and an HR hub into one standard every franchise can deploy, and onboarding time fell 30%.
When a small office coordinates hundreds of caregivers, every missed text or call can affect someone’s care.
Our client is a national home health provider with more than 300 independently owned franchise locations. Each franchise has a lean administrative team managing 150–200 clients and coordinating 400–800 caregivers, so fast, reliable communication is critical to quality of care.
The challenges
Outdated phone platform
The system lacked real-time, team-based texting, which is critical for caregiver scheduling.
High volume, small teams
Small teams were overwhelmed by communications with hundreds of clients and caregivers.
No CRM integration
Communication tools didn’t connect to the CRM, requiring manual data entry and follow-up.
Inconsistent technology across franchises
Independently owned locations had no standard technology stack.
Manual onboarding
Fragmented HR and training processes slowed onboarding and limited scale.
What we did
Our advisors designed a “franchise-in-a-box” technology package to standardize communications and operations across all locations.
AI-powered unified communications
A cloud phone system built for caregiver coordination:
Bundled connectivity and productivity
A turnkey package of enterprise-grade internet and Microsoft 365 licensing for consistency across every franchise.
SharePoint HR and training hub
Standardized onboarding, centralized training materials and streamlined HR workflows across all locations.
What changed
- 30% faster onboardingCentral HR and training resources sped up new-hire ramp-up.
- Better caregiver coordinationReal-time team texting enabled faster scheduling decisions.
- More administrative capacityAI call summaries and transcriptions cut manual work so staff can focus on higher-value tasks.
- Better data visibilityCRM-integrated communications eliminated silos and improved tracking.
- A repeatable franchise modelThe standard package deploys quickly with consistent performance across 300+ locations.
We turned a fragmented technology environment into a standardized, scalable platform, so the franchise network can grow confidently while keeping cost and risk under control.
Is your team buried in calls and texts?
Let’s explore how AI-powered communications can give your staff time back and keep caregivers in sync.
