Breaking Data Silos: Revolutionizing Operations and ROI in Medical Nutrition Manufacturing   

About the client

The client is a prominent medical nutrition manufacturer specializing in formulating exceptional enteral formulas tailored to meet the specific requirements of patients globally. Their commitment to innovation and excellence has led to the development of a diverse range of plant-based formulas meticulously crafted to improve tolerance through premium organic ingredients. Their services reach thousands of individuals managing severe chronic illnesses, as well as those dealing with less critical medical concerns.  


Client challenges

The intricate process of manufacturing high-quality enteral formulas was compounded by a disjointed distributor onboarding process, which posed a significant obstacle.  This lack of a streamlined system hampered efficiency and their ability to achieve optimal performance.

Adding to this inefficiency was the labor-intensive and error-prone process of manually formatting and validating data, which resulted in data inconsistency and accuracy issues.

The client faced challenges with their process for handling sample order requests through Salesforce CRM and transmitting them to their partner, the McKesson system. They sought expertise to automate and develop an integration for transmitting sample requests from Salesforce CRM to the McKesson system in CSV format through Azure Integrations.

Furthermore, the lack of customization in SSIS (SQL Server Integration Services) packages for individual distributors led to high maintenance costs and inflexible solutions, hindering adaptation to market changes.

Driven by these challenges, the client sought to transform their approach through order procurement automation. Their vision involved integrating their Salesforce CRM, the McKesson system, and monthly reports from their Enterprise Data Warehouse. However, this automation journey surfaced a series of operational roadblocks: fragmented processes, persistent manual inefficiencies, and limitations within their existing system.

Solution

Through a comprehensive discovery session, we identified the client’s key business challenges and implemented the following solutions to address them:  

  • An automated distributor data management system with dynamic field mapping was employed to streamline distributor data collection and visualization. Custom error notifications, pinpointing incorrect data entry, assured data accuracy.    
  • A fine-tuned fuzzy matching algorithm was applied for accurate data matching, while Power Apps automated the workflow for identifying master data. Process configuration was performed to streamline data validation and allocation by eliminating redundant staging steps, ensuring data accuracy and efficient workflows.    
  • PreludeSys developed a solution using Azure Data Factory to securely transfer and integrate data between Salesforce, McKesson, and Power BI, which enables scalable data movement and comprehensive analytics.   
  • Lastly, an Azure Data Factory pipeline was established to seamlessly facilitate data flow between McKesson and Power BI, empowering advanced data-driven analytics.  
Results at a glance
20% reduction in SSIS maintenance costs  3X reduction in distributor onboarding time   98% reduction in file processing time
Benefits
  • Faster Distributor Onboarding: A simplified data format expedited the process of adding new distributors, saving the client’s valuable time and resources.   
  • Eliminated Manual Work: Automated sample request processing eliminated the need for manual CSVs, which significantly reduced processing time and errors.
  • Increased Operational Efficiency: Automated workflows across the business freed staff from manual tasks, boosting efficiency.  
  • Reduced Costs: Simplified data validation and allocation lowered the maintenance burden associated with SSIS and saved costs.   
  • Data-Driven Decisions: Powerful BI reports transformed complex data into actionable insights, empowering the client to take data-driven decisions.
  • Enhanced Data Management: Efficient data handling and transfer of large data volumes in batches improved the client’s ability to manage their data.  
Technology

Microsoft Cloud for Healthcare, Data Factory, Logic Apps, SQL DB, Power BI, and Power Apps.
  

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