Case Study: HealthPartners unifies hospital foundation CRM strategy with Heller Consulting

HealthPartners creates a shared CRM vision across 8 foundations with Heller Consulting

HealthPartners, the largest consumer-governed nonprofit healthcare organization in the U.S., faced a challenge in working efficiently across its eight supporting hospital foundations, which each used their own separate CRM solution. They sought to eliminate duplicate efforts and enable information sharing by implementing a single, shared CRM platform and turned to vendor Heller Consulting for assistance.

Heller Consulting conducted a strategic discovery and requirements prioritization process, which led to the creation of a clear technology vision. The Heller team identified two potential CRM solutions to meet HealthPartners' needs and provided guidance on how to evaluate and select the right one. As a result, HealthPartners gained a clear path forward and the confidence to make a strong CRM selection that aligns with its long-term goals, with plans to develop an implementation roadmap with Heller Consulting.

HealthPartners