The Ordre des psychoéducateurs et psychoéducatrices du Québec accelerates its digital transformation with Legio

Modernizing to Better Fulfill Its Mission

Committed to its mission of protecting the public, the Ordre des psychoéducateurs et psychoéducatrices du Québec (OPPQ) sought to modernize its management tools to enhance efficiency and better meet the requirements related to overseeing its members. Although its previous system had supported the organization for several years, it was reaching its limits. The multiplication of Excel files, manual data entry, and fragmented case management complicated operations and hindered process efficiency.

With a focus on continuous improvement, OPPQ undertook a digital transformation by adopting a more modern and integrated solution. By modernizing its technological tools, the goal was to automate certain administrative tasks, facilitate information flow, and enhance the experience for the public, members, and internal teams alike.

Legio: A Catalyst for Digital Transformation

OPPQ embarked on a rigorous needs analysis and request-for-proposal process to find a solution capable of supporting the desired transformation. The selection committee chose Legio, based on Microsoft Dynamics 365. Natively integrated into the Microsoft ecosystem, it automates the management of admissions and annual membership renewals. Its functionalities facilitate the management of professional inspection and the Office of the Syndic. An interface was developed to allow members to validate compliance with OPPQ's continuing education standards. The online portal aims to improve the experience of the public, members, and other users (e.g., partners or service providers). No longer is there a need to juggle scattered files or manually repeat the same tasks. The essential information required for OPPQ’s proper functioning is now centralized, structured, and accessible in just a few clicks.

Thanks to its flexibility and advanced analytical capabilities with Power BI, Legio provides better visibility into operations and enables OPPQ to continuously optimize its internal processes.

A Progressive and Participatory Deployment

From the outset, OPPQ teams were actively involved in every stage of the project, ensuring an implementation aligned with real needs and strategic objectives.

The implementation of the solution also allowed teams to build their expertise with new digital tools. Learning the technical language and advanced functionalities required some adjustments but quickly led to greater autonomy and more efficient use of the platform.

The results were immediate. OPPQ quickly observed concrete benefits:

• Automation of admissions, reducing processing times and administrative workload.
• Centralization of data, facilitating case management and improving internal collaboration.
• Enhanced member experience with a self-service portal that simplifies transactions and information updates.
• Optimization of internal processes, eliminating repetitive tasks and reducing the risk of human errors.

Gestisoft’s Expertise at OPPQ’s Service

Throughout the project, OPPQ was able to rely on Gestisoft’s support to facilitate the transition and maximize the adoption of Legio. Gestisoft’s expertise in digital transformation enabled the solution to be tailored to OPPQ’s specific needs and ensured as smooth an integration as possible.

Looking ahead, OPPQ is already considering further optimizations:

• Continuing to refine the annual membership renewal process to further reduce manual interventions.
• Making the user experience even more intuitive by reducing the number of steps required for certain actions.
• Introducing a disciplinary case management module to facilitate access to related information within the limits permitted by law.

An Ongoing Digital Transformation

The deployment of Legio marks a key milestone in OPPQ’s digital transformation. By centralizing its processes and automating several critical tasks, the organization is now better equipped to meet today’s and tomorrow’s challenges.

By choosing Legio, an integrated solution within the Microsoft ecosystem, OPPQ benefits not only from a scalable and high-performance tool but also from continuous innovation and technological advancements from a global leader. This approach allows it to leverage Microsoft’s research and development investments while collaborating with a local partner, Gestisoft, which understands the realities and needs of professional orders.

With this winning combination, OPPQ continues its modernization with confidence.

"Legio has allowed us to take a crucial step in our digital transformation. We have automated several processes, improved our data management, and increased efficiency. There is still great potential to unlock, and we look forward to seeing how the solution will continue to evolve with us." – Sonia Godin, General Director and Secretary of OPPQ