A large health and human-services provider

Modernizing CRM for a health and human services provider

2

months to build a MVP CRM

30,000

users supported

7

years partnership since 2018

A large health and human services organization supporting thousands of clients.
The team relied on fragmented legacy tools that slowed operations and made it difficult to track client interactions and service plans.

Challenge

01

Fragmented legacy systems with duplicated client data

02

Manual and inconsistent workflows across service teams

03

Limited visibility into client interactions and support plans

04

No integration with billing, scheduling, or compliance systems

05

Difficulty scaling as new companies were added to the group

Solution

Custom CRM platform built around the provider’s intake, assessment, documentation, plan-management, and case-management processes.

Tech:

.NET AWS

How we worked

01

Integrated scheduling, documentation, and compliance processes

02

Cloud-ready architecture for scale and long-term maintainability

03

Structured workflows for intake, assessments, and follow-ups

04

Centralized client records with role-based access

Result

Unified CRM supporting daily operations

Consistent and structured client data

Scalable system used across multiple companies

Continuous evolution through long-term partnership

Industry

Healthcare

Services

Custom Development Dedicated Teams

Technologies

.NET AWS

Business Impact

Cost ReductionScalabilityTime-to-market

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