Enterprise CRM Modernization
Enterprise CRM upgrade at a Fortune 5 healthcare firm.
- Systems Analysis
- Development
Project Focus
Key areas of impact for regulatory compliance
📊
Data Centralization
End-to-end capture
⚖️
Regulatory Compliance
Federal & state requirements
🤖
Automation
Reduced manual effort
Project Overview
Augmented efforts to develop an augmented centralized platform for capturing and reporting physician meeting and event spend, enhancing CRM customization, strengthening governance, and enabling automated data updates.
Our Strategic Approach
Challenges
- • Data capture & consolidation across disparate sources.
- • Accurate identification of covered recipients.
- • Ownership/investment tracking.
- • Spend categorization (nature-of-payment).
- • Evolving federal/state regulatory requirements.
- • Data quality & governance across CRM + integrations.
Solutions
- • CRM data model customization for end-to-end capture.
- • Master data management with unique identifiers.
- • Ownership/investment tracking configuration.
- • Rules engines/workflows for automated categorization.
- • Automated reporting with built-in regulatory updates.
- • Governance & quality controls for accuracy and consistency.
Benefits
- • Centralized, accurate reporting.
- • Consistent recipient identification.
- • Transparent ownership/investment visibility.
- • Reduced miscoding risk via automation.
- • Faster agility to regulation changes.
- • Sustained data integrity via governance.
The Bottom Line
End-to-end centralization plus automation enabled accurate, compliant, and agile Sunshine reporting.
Need Compliance Solutions?
Let's discuss how we can help build robust compliance reporting systems with expert systems analysis and regulatory expertise.
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