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A rapidly growing care services provider

Modernizing CRM for a health and human services provider

2 months

MVP to launch

30,000+ users

supported

7 years

active partnership

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A newly established care services provider was managing invoices, claims, and patient data in Excel. They needed a purpose-built CRM to connect and manage data across vendors, partners, and official systems — and needed it fast.

Challenge

01

The client was managing all invoices, customer information, and claims in Excel — an unsustainable approach as data volume and business complexity grew rapidly.

02

They needed a CRM system that could integrate with external systems and support efficient claims and reimbursement workflows from day one.

03

As the business scaled, the initial MVP faced serious scalability and compliance challenges that required continuous platform evolution.

Solution

An MVP CRM built in 2 months, then continuously evolved into a scalable, cloud-based platform with mobile access, AI automation, and virtual agent capabilities.

Tech:

.NET Core Amazon Connect ASP.NET Core AWS Microservices

How we worked

01

A Shinetech senior developer acted as BA and architect from day one — defining requirements, designing the solution, and leading a team of three to deliver the MVP in just over two months.

02

Transitioned to a dedicated ODC model as the client scaled — migrating to AWS for automatic scaling, developing a mobile app, and integrating partner data with AI-powered invoice automation.

03

Built a virtual online agent system on Amazon Connect to support remote work needs, with CRM integration, call recording, and voicemail capabilities.

Result

CRM platform now supports 30,000+ users across five companies, handling claims, reimbursements, and service coordination at scale.

Team grew from 3 to 9 people over 6 years — 1 Product Owner, 6 Full Stack Developers, 1 Mobile Developer, 1 QA Specialist.

AI-powered invoice scanning and data entry significantly reduced manual workload and boosted claims processing efficiency.

Shinetech became the client's long-term development backbone, supporting their growth from a newly established startup to nearly 100 employees.

Industry

Aged Care, Healthcare

Services

Custom Development Dedicated Teams

Technologies

.NET Core Amazon Connect ASP.NET Core AWS Microservices

Business Impact

CompliancePerformanceScalability

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