case Study

Baldwin Living Digital Transformation

senior-care-nurse-and-tablet-with-man-outdoor

How Baldwin Living and Emergent Consulting Orchestrated a Complex Nine-Month Technology Ecosystem Replacement

Executive Summary

In an unprecedented nine-month transformation, Baldwin Living achieved what most organisations consider impossible: replacing multiple legacy systems while maintaining full operational continuity across eight retirement villages. This success was orchestrated through a strategic partnership with Emergent Consulting, whose expertise in aged care digital transformation proved instrumental in navigating extraordinary complexity.

The strategic orchestration encompassed:

  • Comprehensive vendor evaluation and selection across six major platforms before implementation commenced
  • Development of a sophisticated digital strategy that prioritised long-term value over expedient solutions
  • Management of complex vendor ecosystem with over 30 critical integration points
  • Navigation of multiple systems at end-of-life while maintaining discipline in selection decisions
  • Enablement of Baldwin Living's 84 staff to maintain business-as-usual while actively participating in transformation

The project, internally codenamed Project Phoenix, successfully deployed Technology1 (T1), AlayaCare Cloud, AlayaCare Residential, Employment Hero, ProMaster upgrade, Extract Transform, and Load “ETL” interfaces between Technology1 and both AlayaCare systems, a new data warehouse with Zoho system flat file interface, and Microsoft Power BI - establishing Baldwin Living as Australia's leading mid-sized retirement operator with a modern, integrated technology foundation.

The Challenge: A Burning Platform Requiring Expert Navigation

Baldwin Living, operating eight boutique retirement villages and growing home care services across Australia's east coast, faced an existential technology crisis. Their legacy ecosystem - including Microsoft Dynamics AX, Procura CS, PeoplePoint, and Sage MicroPay - had reached a critical inflection point where multiple systems were either unsupported or rapidly approaching end-of-support. Whilst facing a new fast approaching Aged Care Act and its regulatory reporting requirements. 

The Complexity Emergent Had to Navigate:

  • Vendor Risk Management: Multiple systems without vendor support meant no security patches, updates, or assistance - requiring the management of extraordinary operational risk
  • Data Architecture Crisis: Fragmented information across disparate systems required us to design comprehensive data migration and integration strategies
  • Operational Continuity: Ensuring zero disruption to resident and client services while replacing core operational systems
  • Resource Constraints: Only 24 of the 84 staff managing both the transformation and daily operations across eight locations

The temptation to make quick, expedient decisions was immense in both time need, as well as small budget. However, under Emergent's strategic guidance and with strong leadership from CEO Paul Burkett and CFO Godwin Muscat, Baldwin Living committed to selecting the right solutions for sustainable success at a reasonable budget size, rather than accepting quick fixes.

The Solution: Strategic Orchestration

Transformation Methodology

Emergent Consulting brought their proven aged care transformation framework to bear on Baldwin Living's challenges, applying deep sector expertise gained from working with over 40 providers and many other industries. This wasn't just project management - it was strategic orchestration of extraordinary complexity.

Stage 1: Strategic Architecture & Vendor Selection (Months 1-3)

Emergent's vendor-neutral approach proved crucial during this phase. Drawing on expertise across 50+ software platforms, Emergent:

  • Conducted comprehensive market analysis across ERP, home care, HR, and Retirement Living platforms
  • Facilitated rigorous vendor demonstrations and proof-of-concept sessions
  • Applied sophisticated evaluation criteria specific to aged care and retirement living
  • Negotiated optimal commercial terms leveraging sector-wide relationships
  • Designed integration architecture to ensure system coherence

Stage 2: Implementation Orchestration (Months 4-8)

With all systems selected, Emergent orchestrated simultaneous implementations across six platforms - a feat requiring exceptional coordination:

  • Vendor Coordination: Managing dependencies between TechnologyOne, AlayaCare, Employment Hero, and other vendors
  • Critical Path Management: Daily monitoring of interdependent tasks
  • Risk Mitigation: Proactive identification and resolution of risks
  • Change Leadership: Enabling Baldwin's dedicated staff to balance transformation with operations
  • Quality Assurance: Comprehensive testing across all integration points
Platform Capabilities Delivered
TechnologyOne
Enterprise Resource Planning
  • Integrated financial management across all entities
  • Procurement and supply chain optimisation
  • Advanced financial reporting and analytics
AlayaCare Cloud
Home Care Management
  • Home care package client management
  • Service scheduling and rostering optimisation
  • Compliance and quality reporting
  • Billing platform which is also ready for the new Aged Care Act
AlayaCare Residential
Retirement Living Billing
  • Resident Levy Billing
  • Resident Deferred Management Fee amortisation based on resident contract terms
  • Settlement management and Resident Liability reconciliation
Employment Hero
HR & Payroll
  • Streamlined payroll processing
  • Employee self-service portal
  • Human resource management
Extract, Transform and Load (ETL) interface
  • ETL interface between AlayaCare Residential and TechnologyOne, allowing levy billing information to be sent to TechnologyOne for revenue and debtor recognition; TechnologyOne then sending receipt information to AlayaCare Residential
  • ETL interface between AlayaCare Cloud and TechnologyOne. AlayaCare Cloud sending billing information to TechnologyOne, and TechnologyOne sending receipt information to AlayaCare Cloud.
  • ETL between Employment Hero and TechnologyOne for payroll related journals spread across all entities
  • ETL between Employment Hero and AlayaCare Cloud, where AlayaCare Cloud would send timesheet information to Employment Hero for payroll calculations.
Power BI
Business Intelligence and new Data warehouse
  • Real-time operational dashboards
  • Unified reporting across all systems

Critical Success Factors: The Synergy of Expertise

1. Baldwin Living's Exceptional Team Commitment

Baldwin Living's staff, under the leadership of CFO Godwin Muscat, demonstrated extraordinary dedication. While Emergent orchestrated the transformation, Baldwin's team made it possible through their commitment to maintaining full operational continuity while actively participating in system design, testing, and training. Village managers, finance teams, HomeServe care coordinators, and corporate staff all balanced transformation activities with their critical daily duties - ensuring solutions were practical and user-centered.

2. Emergent's Deep Aged Care Expertise

Emergent's consultants brought unparalleled aged care sector knowledge, having successfully delivered transformations across residential aged care, home care, retirement living, and disability services. This expertise proved invaluable in:

  • Understanding complex compliance requirements including ARVAS standards
  • Navigating sector-specific challenges in rostering, care planning, and quality reporting
  • Applying proven methodologies from similar transformations
  • Anticipating and mitigating sector-specific implementation risks

3. Strategic Decision Discipline

Despite multiple systems being out of support - creating immense pressure for rapid replacement - Emergent guided Baldwin Living in maintaining unwavering discipline. Every vendor selection prioritised long-term fit, scalability, and value over speed of implementation. Emergent's vendor-neutral position ensured recommendations were based solely on Baldwin's needs, not commercial arrangements.

4. Masterful Vendor Orchestration

Emergent's ability to manage multiple vendor relationships simultaneously proved crucial. This included:

  • Coordinating between TechnologyOne, AlayaCare, Employment Hero, and other vendors
  • Having frank conversations when delivery commitments weren't being met
  • Maintaining primary focus on Baldwin's outcomes while respecting vendor relationships
  • Ensuring accountability for delivery across all partners

Transformational Outcomes

Immediate Benefits Realised

  • Reduction in financial processing time
  • Decrease in payroll processing effort 
  • 100% business continuity maintained throughout implementation
  • Real-time visibility into financial and operational metrics
  • Improved client experience with invoices/statements

Strategic Positioning

Baldwin Living has established itself as Australia's leading mid-sized retirement operator with:

  • Scalable systems ready to support continued portfolio expansion
  • Modern platforms enabling rapid adaptation to regulatory changes
  • Foundation for emerging technologies including AI and IoT
  • API-ready architecture for future system additions

Lessons Learned: Blueprint for Transformation Success

The success of Project Phoenix provides valuable insights, many directly attributable to Emergent's expertise:

1. Strategy Before Execution

Selecting all systems upfront and developing a comprehensive digital strategy before commencing implementation eliminated architectural conflicts and ensured coherent design.

2. Right Decisions Over Easy Decisions

With multiple systems out of support, Emergent and Baldwin resist the temptation for quick fixes. Maintaining discipline to select the best long-term solutions ensured sustainable success.

3. Critical Path Mastery

Rigorous management of the critical path meant every dependency was mapped, every risk identified, and every delay immediately addressed. This discipline ensured the project never veered off course.

4. Pragmatic Phasing

The strategic decision to defer complex integration to Phase 2 was crucial. This enabled focus on core functionality first, ensuring operational systems were live on time rather than perfect systems delivered late.

5. Frank Conversations Build Trust

Willingness to have difficult conversations when needed - whether with vendors about delivery or executives about risks - built trust and ensured issues were addressed rather than hidden.

The Emergent Partnership Advantage

Emergent Consulting's role extended far beyond traditional implementation consulting, demonstrating why they are the partner of choice for aged care digital transformation:

  • Strategic Architecture Excellence: Orchestrating upfront selection of all systems and developing a comprehensive digital strategy that guided every decision
  • Vendor-Neutral Expertise: Drawing on knowledge of numerous software platforms to ensure best-fit selections without bias
  • Aged Care Specialisation: Applying deep sector knowledge from 10+ organisational transformations
  • Critical Path Management: Maintaining unwavering focus on dependencies and timelines 
  • Vendor Orchestration: Managing complex multi-vendor coordination while ensuring accountability for delivery
  • Risk Management: Proactive identification and mitigation of implementation risks
  • Change Leadership: Ensuring 90 staff could maintain BAU while actively participating in transformation
  • Knowledge Transfer: Building internal capabilities for long-term success through comprehensive training and documentation

Conclusion: A Blueprint for Digital Excellence

Project Phoenix demonstrates that ambitious digital transformation is achievable even under extreme pressure - when orchestrated by the right partner. Faced with multiple systems out of support, Baldwin Living could have opted for quick, easy replacements. Instead, through strategic partnership with Emergent Consulting and the exceptional commitment of Baldwin's team under Godwin Muscat's financial leadership, they chose the harder path of selecting the right solutions for long-term success.

Emergent's supported Baldwin Living to deliver:

  • Complete technology ecosystem transformation in nine months
  • Replacement of multiple unsupported systems with best-fit solutions
  • Zero disruption to resident services across eight villages
  • Significant operational efficiency gains
  • A platform supporting Baldwin Living's vision to become Australia's leading mid-sized retirement operator

As CFO Godwin Muscat reflected: "The partnership with Emergent Consulting was instrumental to our success. Their expertise in aged care digital transformation, combined with their ability to orchestrate multiple vendors while maintaining focus on our outcomes, enabled us to achieve what many considered impossible. The dedication of our Baldwin Living team, working alongside Emergent's consultants, proves that remarkable outcomes are achievable when you have the right expertise and partnerships."

This transformation proves that even when facing urgent system obsolescence, organisations shouldn't compromise on quality. Through Emergent's strategic orchestration and Baldwin Living's commitment, they have positioned themselves for sustainable growth and continued excellence in retirement living and home care services.

About Baldwin Living

Baldwin Living is an Australian family-owned organisation with over 40 years of heritage in providing support and care for seniors. Operating eight boutique retirement villages across Australia's east coast and a Home Care business of >200 participants, Baldwin Living pioneers the retirement living experience through their unique model of privately sponsored villages. 

About Emergent Consulting

Emergent Consulting is a leading digital transformation consulting firm which deep expertise in digital transformation for aged care, retirement living, healthcare, and services organisations. Founded in 2015 by Anthony Butler, Emergent bridges the critical gap between organisations and technology vendors, delivering end-to-end digital transformation that drives client success.

With expertise across 70+ software platforms and a vendor-neutral approach, Emergent has successfully delivered transformations for over 60 organisations across 15 industries. Our deep understanding of the aged care and retirement living sectors, combined with proven implementation methodologies, enables us to navigate complex transformations while maintaining business continuity.

Anthony Butler, Founder and Managing Director, has consulted to organisations spanning private companies, public companies, not-for-profits, local government, state government, and federal government. This breadth of experience, combined with Emergent's commitment to client-centric excellence and collaborative relationships, ensures that every transformation delivers sustainable value.

For more information about how Emergent Consulting can orchestrate your organisation's digital transformation journey, visit emergent.com.au or connect with Anthony Butler on LinkedIn.

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Anthony-Butler
Anthony Butler
Founder and Managing Director