Case Study: Large Benefits Providing Company achieves streamlined implementations and faster go‑live with ProcessUnity Offer Management

A Health and Benefits Platform Revitalizes a Problem Implementation Process

Large Benefits Providing Company struggled with fragmented client data across disconnected systems and spreadsheets, which caused communication breakdowns between sales, implementation and client teams and led to delayed or incorrect go-lives — including a costly reimplementation that prompted change. To address inconsistent handoffs, SLA blind spots and inefficient rollouts, they turned to ProcessUnity and its Offer Management solution to centralize product information and automate key implementation tasks.

ProcessUnity implemented Offer Management to create a single product and service catalog, track client requirements, monitor go‑live readiness and integrate SLAs, with the catalog loaded in under one month and reports/dashboards active in less than six weeks. As a result, Large Benefits Providing Company achieved smoother, more consistent implementations, higher customer satisfaction, reduced operational risk through greater transparency, and improved profitability by cutting exceptions and enabling better, data-driven selling.