Case Study: Medical Protection Society achieves better reporting and Salesforce integration with MYOB Advanced

Medical Protection Society - Customer Case Study

Medical Protection Society (MPS) needed a finance system that could integrate with its newly installed Salesforce CRM, improve reporting, support a cloud-based and mobile workforce, handle multi-currency operations, and provide room for future growth. After running on MYOB Premier for years, MPS found its limitations were becoming a constraint, especially as manual data extraction and double data entry were slowing the business down. MYOB was selected, with MYOB Advanced identified as the product best suited to the organisation’s needs.

MYOB implemented MYOB Advanced to connect finance with Salesforce, streamline processes, and provide more flexible reporting and better visibility across events, revenue, and costs. The result was faster access to data, more comprehensive reports, reduced double entry, and fewer errors through single-point data entry. MYOB’s solution also gave MPS the flexibility to adapt the system as the organisation grows, supporting a more integrated and efficient operating model.

Medical Protection Society

Lynley Mangin

Corporate Services Manager