Case Study: Healthcare
From Fragmented Systems to Unified Healthcare Insight
Centralized profiles and roles eliminated confusion, duplication, and cost.
About the Client
Our client is a leading U.S. healthcare improvement company supporting thousands of hospitals and care providers nationwide. Through advanced analytics, AI-driven insights, and expert advisory services, the organization helps healthcare teams enhance clinical quality, streamline operations, and reduce costs while navigating the evolving complexities of care delivery.
The Challenges
- Complex management of accounts, roles, and profiles for individuals that worked across units.
- Duplicate data for contacts and accounts that were shared across business units, for example, insurance companies and government entities.
- Lack of consolidated processes for functions that were shared across business units.
- No centralized reporting for management.
The Solutions
- Collaborative Discovery & Analysis: Conducted a detailed discovery phase with the client to identify all Salesforce and healthcare-specific objects, including Person Accounts and compliance surveys. Integrated EMRs via API for a complete data view.
- Phased Data Migration: Migrated objects and data in a predefined sequence, with validation checks at every stage to ensure accuracy and integrity.
- Agile Project Management: Managed the project using agile principles, including multiple weekly check-in calls to address issues and maintain alignment.
- Safe Testing Environment:Performed initial data migration in a sandbox environment to avoid disruption to live users.
- User Acceptance Testing (UAT): Ran a multi-week UAT phase with daily check-ins, ensuring smooth functionality and user approval before deployment.
- Seamless Deployment: Developed test classes and executed sequential object installation to prevent conflicts. Migrated and merged hundreds of thousands of records using Salesforce Data Loader.
- Minimized User Impact: Scheduled production deployment over a weekend to ensure a seamless transition with minimal disruption.
The Benefits
- Centralized management of all Salesforce users, roles, and profiles.
- Integrated enterprise data available from a single system.
- Consolidated compliance and security managed from one location.
- Reduced licensing costs by eliminating redundancy.
What the Client Said
“This project gave us a single, trusted source of truth across our entire organization. From reducing data duplication to streamlining user roles, the impact was immediate—improved compliance, cleaner reporting, and lower licensing costs.”