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In this case study:
Client: Proficiency Testing Canada
Industry: Healthcare
Products and Services:
- Microsoft Dynamics 365
- Sitefinity Portal
- Cloud Modernization
Country: Canada
Dynamics made them the natural choice for our digital transformation.”
PT Canada
The Company
Proficiency Testing Canada (PTC), a long-standing provider of proficiency testing services for laboratories, needed to transform its manual, paper-based operations into a streamlined, digital-first model and modernize how it delivers timely, accurate results to labs across Canada. With Quisitive and Microsoft Dynamics 365, PTC replaced its manual, paper-based workflows with a digital system that allows faster report generation, improved data access, and a seamless customer experience.
Previously reliant on an unsupported database and manual transcription, the organization faced growing risks to service delivery and operational continuity. PTC turned to Quisitive to develop a modern Customer Management Platform and Proficiency Testing Laboratory Portal using Microsoft Dynamics 365 and a third-party CMS solution, Sitefinity, enabling them to better serve labs across Canada while ensuring long-term scalability and resilience.
Challenges
Prior to the engagement, PTC’s core business processes were manual and reliant on outdated systems. Individual laboratories (customers) had to complete paper-based applications, which PTC staff would then transcribe — a time-consuming and error-prone process.
“We were reliant on a single individual to conduct critical tasks in processing a PT round,” shared the PTC team.
Why Quisitive
PTC selected Quisitive based on a proven track record and deep familiarity with the industry, as they had already delivered a similar solution for one of PTC’s partner organizations.
"Our goal was to deliver a more intuitive, self-service experience for labs and to simplify the entire PT cycle from start to finish. With Quisitive, we were able to build a system that better supports our customers and strengthens the quality assurance process that labs rely on.”
Nadine Lewis, Program Management Officer, PT Canada
The Solution
Quisitive designed and implemented a new cloud-based platform leveraging Microsoft Dynamics 365 and Sitefinity, transforming the way PTC manages customer profiles, registrations, invoicing, and reporting. The solution was built with flexibility in mind, allowing all staff to manage tasks that were once siloed to one expert user.
Despite the technical complexity of the PTC workflows, Quisitive’s collaborative approach ensured successful delivery. The team remained responsive and quick to resolve misunderstandings, ensuring alignment every step of the way.
Results
1. Faster Lab Reporting & Results Delivery
The new system shortens the time between PT cycle completion and lab report issuance — giving labs quicker access to actionable insights and reinforcing PTC’s leadership in quality assurance.step of the way.
2. Improved Customer Experience
Labs can now self-manage their profiles and registration changes, with automated invoice updates and fewer errors. Also, thanks to Sitefinity’s The Portal Connector (TPC) integration with Dynamics 365, PT Canada customers can easily access accreditation programs through Portal Solutions.
3. Streamlined Internal Operations
Manual effort has been reduced, and all staff, not just one expert, can now execute critical tasks in the PT cycle.
4. Stronger Data Access & Reporting
PTC can now easily pull customer data for analysis, generate detailed reports, and securely share results with labs.
5. Scalable & Remote-Ready
Built on Microsoft’s cloud platform, the system supports remote access and future growth without major redevelopment.
“The project was completed in a timely fashion and within budget. Quisitive was responsive throughout and quick to address issues. We’re already hearing positive feedback from our member labs.”
Ken Middlebrook, Executive Director, PT Canada
Looking Ahead
PTC plans to continue working with Quisitive to evolve the system and stay ahead of technology changes in Microsoft’s ecosystem. Ongoing collaboration ensures that PTC remains agile and responsive to its customers’ needs.
About Proficiency Test Canada
Since 1991, Proficiency Testing Canada (PTC) has been a trusted provider of proficiency testing for laboratories across Canada. PTC helps labs evaluate and improve the accuracy of their testing methods by facilitating comparative studies with peer institutions. Through detailed data analysis and confidential benchmarking, PTC enables labs to identify problem areas, take corrective action, and meet ISO/ IEC 17025 accreditation requirements. With a commitment to continuous improvement and quality assurance, PTC plays a vital role in raising the standard of laboratory testing in Canada. Learn more >
