Case Study: Union EAP simplifies HIPAA-compliant case management with SmartBug Media and HubSpot

Union EAP manages 100% of cases in HubSpot with SmartBug Media

Union EAP, a specialized employee assistance program supporting labor unions, faced significant challenges in managing sensitive member data and case workflows. Their team of Care Coordinators used manual, disconnected systems that lacked centralized visibility and a formal HIPAA-compliant process. They partnered with SmartBug Media for a strategic HubSpot implementation to overhaul their systems for connectivity and compliance.

SmartBug implemented HubSpot's Marketing, Sales, and Service Hubs to create a centralized, HIPAA-compliant case management system. The solution included custom properties for data security, a new ticketing pipeline with native integrations, and a full website migration. As a result, Union EAP now manages 100% of its cases in HubSpot with full compliance, achieved a 5.16% utilization rate, and has assisted over 250 members directly since implementation.

Union EAP