Challenge:
A leading diagnostics company, specializing in AI-assisted blood tests for early disease detection, faced a critical challenge as they prepared to commercialize their innovative diagnostic assay. They needed to rapidly develop an online platform to manage the complex process of registering, enrolling, and ordering test kits.
The urgency was compounded by a stringent three-week deadline. Additionally, the project required a seamless migration of data from their existing CRM system to Salesforce to support their growing operations.
Approach:
To address these challenges, the company turned to Gistia for a tailored solution. Gistia responded by developing a comprehensive, self-service ordering portal, focusing on the following key areas:
RCM Diagnostics: Gistia's team conducted an in-depth analysis of the existing order workflow, identifying and addressing bottlenecks that could impact the portal’s performance.
Portal Development: A custom-built ordering portal was created, enabling clinics to:
Register and enroll seamlessly.
Order test kits with ease.
Track orders and access necessary resources in real-time.
Data Migration: A meticulous migration from the existing CRM system to Salesforce was executed, ensuring:
Data integrity throughout the process.
Alignment with the new system’s advanced capabilities.
Minimal disruption to ongoing operations.
Impact:
The implementation of the new ordering portal brought significant improvements across the board:
Operational Efficiency: Clinics could now self-service their orders, drastically reducing the workload on the sales and support teams.
Enhanced Transparency: Clinics gained the ability to track the status of their orders in real-time, leading to higher customer satisfaction.
Strategic Advantage: The streamlined ordering process not only reduced administrative burdens but also positioned the company as a leader in early disease detection, setting a new standard in diagnostic testing.
