Case Study Chronicles: High-Tech Healthcare
Welcome to another edition of Orion’s Case Study Chronicles.
This story of a high-tech healthcare company revolves around their data - how they receive it from their network of healthcare providers, how they manage it, how they access it, how they leverage it, and most of all, how to ensure it is clean and centralized.
The Story
Their existing Salesforce implementation was over-complicated and had multiple integrations, including Quota. Additionally, their network of healthcare providers routinely delivered unstructured reports, requiring their team to engage in time-consuming manual uploads.
As they were looking to grow and scale, they knew their systems needed to be updated, and they were right.
Our discovery sessions uncovered:
They were unable to streamline their business processes.
They were unable to systematically track metrics of their network’s performance so they couldn’t determine how to improve their service.
They had a lack of engagement across the team due to a cumbersome and counter-intuitive interface.
The first steps in solving their data issue were to complete our analysis of their existing Salesforce “org” and design a re-engineering plan that was ready to scale.
Okay, back to the data. Before re-engineering Salesforce to deliver the metrics they needed to track, the data needed to be cleaned and entered into the system.
We tighten existing connector-based integrations and the creation of a custom import process using Cloudingo and Flow, establishing a linear path for their network of healthcare providers to submit their data. This was a win-win as it simplified the process for the healthcare providers and simultaneously eliminated the time-consuming uploads for the high-tech healthcare company employees!
Now the re-engineered Salesforce delivers instant results with the newly cleaned data. Our team streamlined page layouts, improved and automated workflows, and created new impactful reports and dashboards. Their NEW Salesforce has enabled data-driven decision-making!
The ability to effectively present and use the data was the leading factor for a smooth change management process and successful user adoption.
