Optimizing Salesforce Workflows And Enhancing Data Accuracy For A Leading Healthcare Provider

Expertise: Custom Web Development Enterprise Resource Planning (ERP) Customer Relation Management (CRM) Application Development Business Process Automation VisualForce Pages Development Lightning Experience Customization Custom Reports and Dashboards Custom Workflows & Processes Builders SalesForce Implementation
Verticals: Healthcare & Life Science
Technologies: Salesforce Sales CloudSalesforce LightningVisualforceWorkflows
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Client Overview
The client, a top healthcare company that specializes in prescription benefit management, wanted to improve and streamline their internal Salesforce system to better meet their intricate operational requirements. They were looking for ways to manage Apex classes, processes, flows, triggers, and validation rules better in order to streamline the way that patients might obtain expensive prescription drugs. We delivered a customized solution that tackled these issues via discovery workshops and a detailed examination of their current Salesforce instance. The client experienced greater system performance, lower operating costs, and increased overall efficiency by employing our offshore delivery approach.

Business Needs
In order to manage workflows effectively, assure smooth system integration, and streamline operations, our customer was looking for a reliable solution to optimize their Salesforce platform. Improving operational effectiveness and integrating Salesforce with their distinct business procedures was their goal.

  • The client wanted to simplify workflow management by employing Salesforce to automate important procedures like task assignments, notifications, and approvals.
  • They wanted configured and customized salesforce to meet certain client requirements and support particular operational procedures.
  • They wanted easy platform collaboration through the seamless integration of third-party systems to improve data flow and synchronization.
  • By automating contract tracking, increasing accuracy, and decreasing manual involvement, the client wanted to optimize contract and compliance management.
  • The client also wanted to enhance project planning and execution to guarantee effective system environment configurations, lower mistake rates, and shorter implementation schedules.
Strategy & Solution
Through discovery workshops, an analysis of the clients current Salesforce instance, and the creation of technical documentation on Apex classes, processes, flows, triggers, and validation rules, we were able to streamline the clients operations. Utilizing its technological know-how, our offshore development team produced excellent results. We eliminated risk, cut expenses, and maximized operational efficiency by implementing the Offshore Delivery Model. We improved system performance, assuring smooth data synchronization and better business operations, by combining process automation, modification, and integration.


Front-End:

Our front-end development team used cutting-edge web technologies like Next.js and React to create a simple and entertaining user experience for the project. This enhanced user engagement and platform performance overall by producing a very responsive and user-friendly interface.

  • Our primary goal was to ensure a uniform user experience across all platforms, including desktop, tablet, and mobile.
  • Using Next.js and React, we created a modern and responsive front-end that ensures rapid, seamless platform navigation.
  • Our team put into practice personalized user interface components that improve accessibility and user interaction.
  • The front-end performance of the platform was enhanced by our team for quicker load times and a better user experience.
  • The interface was designed by our team to incorporate real-time data changes, facilitating smooth interaction and providing current information.

Backend:

Our back-end development was centered on Salesforce optimization to improve performance and synchronization of data. We made sure that every process operated without a hitch by utilizing Salesforces automation and customization options.

  • We added custom fields, objects, and validation rules to Salesforce to expedite data processing and administration procedures.
  • We enhanced system performance by automating complicated business processes using Apex classes, triggers, and flows.
  • Real-time data interchange between Salesforce and other enterprise systems is made easier by our team with integrated API connectors.
  • Our team improved database performance by optimizing queries and automating tedious backend tasks.
  • We created thorough technical documentation to guarantee system upgradability and scalability.

Development Process:

We used an agile technique in our development process to get results that were both high-quality and timely. We made sure that the project goals and technical requirements were seamlessly aligned by working closely with the client. With a strong emphasis on adaptability and flexibility, the team made steady progress through every stage.

  • We carried out thorough exploration workshops to comprehend the technological limitations and project needs.
  • Our team examined the current Salesforce instance to find points of integration and streamline processes.
  • A thorough documentation including validation rules, processes, flows, triggers, and Apex classes was created by our team.
  • Efficient work management, progress monitoring, and timely issue resolution were guaranteed by our team via a ticket-based system.
  • Iterative testing cycles were used by our team to collect ongoing feedback and guarantee adherence to project goals.
Business Outcomes
Measurable business improvements were achieved by combining the offshore delivery model with our comprehensive Salesforce assessment and documentation procedure. We made sure that everything ran smoothly and optimized important workflows by utilizing Apex classes, flows, and validation rules.

  • We reduced manual intervention by 30%, which increased team productivity and sped up job completion.
  • The client experienced a 25% improvement in system reliability as a result of automated and optimized Salesforce flows.
  • Utilizing our offshore delivery strategy, we were able to reduce operational costs by 40%.
  • We enhanced total reporting and decision-making capabilities by 35% in data accuracy.
  • By using optimized triggers and validation rules, we were able to increase process efficiency by 20% while maintaining workflow execution.
Client's Speak
We are immensely appreciative with the Flexsin teams proficiency and flawless implementation. Their solutions have greatly increased the effectiveness of our Salesforce system and streamlined our processes.

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