Customer Story | Meals on Wheels SA centralises IT to realise $50,000 cost saving

Meals on Wheels SA centralises its IT environment to better coordinate thousands of daily deliveries

Almost everyone has heard of Meals on Wheels. It was first formed in South Australia (SA), in 1954. Founder Doris Taylor MBE, wheelchair-bound from an accident as a teen, empathised with the challenges of those returning home from the hospital. She noted, in the elderly in particular, that they had trouble shopping and preparing meals for themselves, often depriving them of the ability to live independently.  Meals on Wheels was her remedy. Nearly seventy years on, more than 50 million meals have made their way into SA homes. The organisation is currently providing 4,300 meals per day to customers across the state.

 Key Challenges

• The state-wide operation included a vast degree of variation among branches

• There was no single payments system and accounting was resource-intense

• COVID-19 caused a surge in demand that could only be met by a centralised model

In every other Australian state, Meals on Wheels operates as several independent entities. However, Meals on Wheels SA is a state-wide association with 80 branches. Some were established under the state-wide model, while others were independent organisations incorporated into the association - the latter managed their own affairs, with committees, treasurers, bank accounts and chequebooks. Add to this that many pre-dated the internet, set up without the benefit of computerised systems, and you get an idea of the variation within the Meals on Wheels model.

Even so, it’s a model that has served the community well for 50 years. Testimony to its success is the tenure of its volunteers. Among seven thousand volunteers, the average age is 75. David Smith, Executive Manager, Corporate Services for Meal on Wheels, recalls the first time he attended an annual award ceremony recognising long term volunteers; “There were 40 people who had been volunteering for 40 years,” he says. 

COVID-19 caused a surge in demand

When COVID-19 arrived in early 2020, hitting Australian businesses hard, Meals on Wheels wasn’t one of them. “Quite the opposite,” Smith says. A surge in demand for meal services presented the organisation with the challenge of meeting it with maximum efficiency.

Growing fast in a controlled way required digitising and automating financial processes. It also called for complete compliance with Work health and safety (WHS) standards which view volunteers as employees, governed by the same safety rules. This includes 75 to 90-year-old volunteers who'd never had to think about them before during their working lives. “They've always stood on a ladder on top of a table to change a light bulb, so why would they not do it now?” says Smith. 

Finally, the model needed to flexibly accommodate digital and non-digital interaction. Any assumption that in time everyone will become comfortable with internet-based services doesn’t take into consideration the aging population. “Just because you are computer literate now, it doesn't mean that when you're 85 or 90 you're somehow going to be magically better. And so this market for people who are getting older, and some of their capacities have diminished, they're always going to need a meal delivered to their house,” says Smith.

Meals on Wheels SA contacted Advance Business Consulting to help them cut through these requirements to arrive at a system that would allow them to grow securely with a fraction of the effort while getting more from their technology and data.

The challenge of connecting everyone

Creating a common organisational infrastructure was a priority. But not every branch had a physical office to call their own, and a few smaller branches had been relying on their own computers to log into Meals on Wheels. Smith leaned on Advance’s consultancy services to design an infrastructure capable of accommodating what Smith refers to as the “lowest common denominator of what you need a computer to be.” In this way, it would be embraced by everyone, regardless of their circumstance.

Security was top of mind. “If you have to put a secure internet connection in a branch and a managed computer, and that computer is only going to be used for one hour, twice a week, it's quite a big investment for a very small use case. Also, you don't know who's going to be using it. It might be 20 different people in a branch,” says Smith, who looked to Advance to propose the most viable security strategy.

Opportunity to streamline payments processes

Digitising and automating payments within one simple payment system was identified as an excellent way to inject efficiency into operations. In the past, Central Office would invoice the branches for meals delivered, and reimburse costs incurred by them. If those costs had been incurred directly by Central Office and not the branch, which sometimes happened, another invoice would be issued for the money to be returned. A reconciliation was completed every three months on a simple electronic cash book, to check the accuracy and retrieve surplus funds advanced but not used. There was also an exercise of distributing funds from more profitable branches to those who needed “propping up” to ensure equity across the model. Accounting in this way took time and resources that Meals on Wheels decided it would prefer to apply to service excellence.

Solutions:

• Advance standardised how branches connected to Central Office

• World-class security was built in via VPN enabled teleworker devices

• M-Files automated important processes like payments and reimbursements

One simple means of connecting

Advance migrated Meals on Wheels from Telstra 4g connections to a Cisco Meraki SD-WAN with Teleworker VPN, which has proven to be incredibly successful. Teleworker devices are not carrier dependent, for one thing, which supports the association’s need for flexible connectivity, as well as delivering world-class security. In this model, secure corporate LAN connectivity is extended to employees at remote sites via Meraki APs (access points), without needing them to install VPN software on their devices themselves. It can all be done centrally, keeping things simple. 

Added security benefits are realised through Meals on Wheels’ ability to whitelist applications, making them unavailable to users on their devices, as well as best-in-class anti-virus software. This provides better protection from hackers. “Meals on Wheels is a very well-known name, which unfortunately makes us an obvious target for cybercrime,” says David.

A unified payment system

Improving the efficiency of the outgrown payment system began with eliminating the need for branches to pay their own invoices. “How do you get at branches to be able to effectively send invoices into Central Office if they want to send them by fax, which some still do?” says Smith. “But of course, that really just pushes the workload elsewhere.”

Advance suggested M-Files, a document management system for coordinating the right information to the right people at the right time. This immediately gave branches the ability to scan an invoice, sign to confirm goods had been received, and be paid automatically. Where branches don’t always have a reliable internet connection, M-Files helps with that too: “M-Files was great because we could actually fall back to a mobile phone to do the same thing,” says Smith. “And in a couple of cases we still do use the fax, but what it means is no longer needing branches to pay any bills”

Verifying and reimbursing drivers

Additionally, M-Files was set up to support driver reimbursement. Volunteers are paid a fee per delivery for their petrol and wear and tear. “They used to be paid in cash. The driver could take the money and if they didn't, it got flipped into a bucket and then banked as a donation,” says Smith. M-Files has automated the entire process with a workflow that lets Meals on Wheels collect a declaration from drivers with their bank account details for payment. Stored securely in M-Files, it can be centrally and accurately managed. 

“We realised while we're doing this, it would be useful to check that the person we're paying a driver reimbursement to is actually a volunteer,” says Smith, explaining that people used to get roped in to be a deliverer and stay for 10 years when they're not actually on the books. If they're not registered, it means they haven't had a police check. “Right through this process, we found little added gains from simply just trying to improve a process,” Smith says.

Compliance is much easier

Driver verification is one aspect of compliance, but it’s not the only one to benefit from the new technology-enabled operational model. Meals on Wheels can now issue communications on things like Work health and safety rules to employees and volunteers with minimum effort and feel confident they have been received.

Outcomes:

• Closing the branch bank accounts saves $50,000 per year

• New employees can be onboarded, from anywhere, in moments

• Centralised management of data drives compliance across 80 branches and 7000 volunteers

When you no longer need to pay for anything by cash or cheque, you don't need money. Meals on Wheels has been able to close all its bank accounts. This simple act is saving of $50,000 per year in bank fees and transaction costs. 

Security concerns are alleviated through central controls configured by Advance that let Meals on Wheels whitelist applications and prevent people from running programs that are not supposed to.

The project, which began pre-pandemic, turned out to be well-timed since it allowed Meals on Wheels to rapidly transition to a work-from-home strategy during COVID-19 restrictions with the Meraki teleworking devices. “When our staff had to work from home, it was a trivial matter to give them a network device with a SIM card in and connect them and get them working. It was an accidental benefit that really set us in good stead.”

Since kicking off its transformation, Meals on Wheels SA has gone from strength to strength, most recently introducing a new ERP system, Pronto, for dealing with manufacturing, and other important resources, with efficiency, and creating a host of web applications using low-code development tool Intrexx, provided by Advance.  

With the expansion of services no longer a heavy lift, the sky is the limit.

CONTACT US

For any further information regarding how Advance can help implement a successful digital process in your industry, get in touch with us here. We’re here to help!

KEY TECHNOLOGY PARTNERS

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Cyber Security | SD-WAN | Cisco Meraki

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Low-code development platform | Intrexx

Antivirus Software and Firewalls

Antivirus Software and Firewalls

These days almost everyone uses the internet on a regular basis, whether at home, work or on the go. The internet is a tremendously valuable resource; as the number of people accessing the internet grows, so do the risks associated with it. Regardless of whether you are accessing the internet for personal or professional purposes, it is imperative to ensure you are doing so safely.

Two vital components to protect yourself and your system online are an effective anti-virus and a firewall.

Antivirus software

Anti-virus software is your primary defense against malicious threats online and offline. An anti-virus runs in the background of your computer, quietly checking every file that is accessed, monitoring for threats (this is often referred to as ‘real-time protection’). Your anti-virus runs these files through its database, checking against known viruses and other malware. Because of this method, it is very important that you regularly check for updates with your anti-virus software or set it to auto-update.

Anti-virus software can also perform a ‘full system scan’, where it will scan the selected locations to ensure there is no malware lying dormant. Full system scans are typically used when initially installing the software, or when you think your computer is acting up and something could have slipped through the cracks of your real-time protection.

Firewalls

In the most basic sense, a firewall is a barrier to keep damage away from your property – hence the name firewall. A firewall is a piece of software or hardware that sits between your computer or private network and the internet. Its job is to filter information (packets) coming through your connection, and if need be, reject them. A firewall gives you several options to establish rules to identify the traffic allowed in and out of your network, whether restricted by IP, certain ports or through application filtering amongst others.

By rejecting this unwanted traffic, the firewall prevents those with malicious intent being able to probe your network and attempt to cause damage by stealing information, uploading malware, performing denial of service attacks, using remote login, source routing and more.

Firewalls are effective at protecting your system from unauthorized entry, but they are not capable of removing malware from an already infected system – therefore firewalls should always be used in conjunction with some form of anti-virus software, ensuring that both are always up to date.

For more information on Managed Technology and Security please contact us

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Security Considerations When Employees Leave

With an increase in the use of external websites which store data, personal mobile devices being used for work and the rising trend of employees performing their duties outside the traditional workplace model – you need to ask yourself, are you doing enough to ensure the security and confidentiality of yours and your customer’s information?

When an employee leaves a business, it is imperative that a process is followed to de-provision access to systems they may have used. Here a problem arises – it is likely that the Company has not kept sufficient records of what information the now ex-employee could access, and as such will likely miss one or more areas that the employee can access.

As an example, have a look at some access rights that an employee may begin with and gain over their tenure with your business:

• Internet Access
• Internal WiFi Access
• Domain Access
• Security/Alarm access codes
• Website Passwords
• Social Media Passwords
• Credit Card Details
• Car Keys
• WiFi access
• Stored login information on personal devices
• Cloud Account login information
• USB backups held offsite by that employee
• VPN Details to connect to the internal server
• Knowledge of other employee’s usernames and passwords

More information given in confidence to an employee results in more work that needs to be done to remove that employee, leaving the whole termination process liable to human error. It is vital to ensure that employee access to systems and data is de-provisioned completely and on-time to protect your business.

Simple Steps: Begin with provisioning and recording

Once a decision has been made to hire an employee for a certain role; access rights, hardware requirements and external access should be determined prior to their start date. This information needs to be recorded consistently, and an approval process needs to be in place for any security related process or device.

Using a hardware or software solution, you should enable enough security to prevent users from using their own file sync solutions (e.g DropBox, Box etc). The same applies with USB devices, implement hardware or software restrictions to ensure that USB’s can only be used with the right approval.

If users have private work information or data on a mobile phone, implement a device management system that supports the remote wiping of data on mobile devices – this includes tablets. An extra measure would be to encrypt laptops and hard drives to ensure that no sensitive information is lost when a device is lost or misplaced.

Simple Steps: Employee leaving

Once an end-date has been determined for an employee, they should be put into a process to have their rights and access removed – starting with a review of your documentation on their current access. Once their end date is reached, the removal should begin almost as soon as they are out the door.

Retrieve any hardware and mobile devices that belong to the business, change passwords for accounts that didn’t have unique logins for each user (e.g social media), remove the users security access to the building (change the pin code if necessary) and if the office WiFi uses a single password, have this changed. If the employee had a credit card, ensure it is cancelled completely and they are removed from the account.

Simple Steps full stop

To reduce the impact of an employee’s departure, it is beneficial to implement policies and access methods that reduce the need for hands-on changes which can affect other staff (password reset’s, access code changes, etc)

Our tips:

• Ensure that each user has their own personal login where possible, including domain access, systems that are used and websites.
• Ensure that important financial information is never given out to employees. If they do have a credit card, it should be on the business account but under their details, with its own limit.
• Limit access to USB ports and other ports that can transfer information, ensuring that employees do not have installation rights.
• All employees to understand the importance of not sharing usernames and passwords
• Rather than using a WiFi password to authenticate wireless users, this should be done by MAC address with approval, keeping record of who devices belong to.
• Do not give any employee access to social media sites. This should be controlled by one person only and when that person leaves then all passwords should be changed immediately.

What can’t be helped

Even with the best security and processes in place, there will always be ways that your security could be compromised. However, with effective internal processes, good documentation, follow ups and reviews of your procedures you can drastically minimise the effect of an employee leaving.

Why not start looking at your systems now?

For more information on strengthening your IT security please contact us.