Case Study: a not-for-profit public healthcare organization streamlines reporting and consolidates operations with TechOps Partners and Salesforce

a not-for-profit public healthcare organization eliminates 7 apps and saves dozens of hours with Techops partners

The client, a not-for-profit public healthcare organization, faced a chaotic operational environment with dozens of data silos and a fragmented reporting structure. This made it difficult to track outcomes and meet stringent reporting obligations for state agencies and private donors. TechOps Partners was engaged to centralize data and streamline these complex workflows after a previous digital transformation firm had failed.

TechOps Partners implemented a highly customized Salesforce solution featuring mobile-friendly forms, QR code check-ins, and automated surveys and reporting. This consolidated seven disparate applications into a single platform. The results for the organization included saving staff dozens of hours each month on manual reporting, establishing a single source of truth, and drastically improving data accessibility and operational efficiency.