Case Study
Select Health
At a glance
Select Health operates a complex network of sales and patient activities. It needed a way to make onboarding easier for agents, quoting faster for brokers, and system administration less costly on the backend.
Services
The Challenge
The outdated interface was leading to low adoption and complex administration. Starting out its engagement with us, Select Health was looking to modernize its interface with Lightning updates, map to a standard object model that focused on out-of-the-box functionality, implement new page layouts and sales paths, and migrate file storage into Salesforce.
Select Health desired more flexibility, credibility in delivery, and an overall streamlined experience from its Salesforce org. An outdated interface was yielding low adoption, and there were limited solutions to its problems using Salesforce Classic. Additionally, no custom code best practices were in place, and a complex administration for maintenance required developer expertise.
About Select Health
Select Health is a not-for-profit health insurance organization serving members in Utah and Idaho. Select Health offers medical, dental, vision, and life and disability coverage to its members.
Headquarters: Murray, UT
Website: www.selecthealth.org
Industry: Health and Life Sciences
The Outcome
With more robust, dynamic page layouts thanks to Lightning, Select Health now enjoys greater adoption, more solution flexibility with Lightning components, streamlined training paths, and an intuitive instance for admins to operate.
Select Health has improved operational efficiency with less scrolling due to better page layouts, a modern and natural feel to its instance, and sleek, updated controls.
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