Situation for State Department of Health

At the Department of Health, data from Managed Care Organizations (MCO) was largely kept in spreadsheets and scattered across multiple silos, with reporting and collaboration via SharePoint. The department sought user-friendly reporting capabilities and streamlined approval workflows to ensure better outcomes and reporting.

The Department of Health required a unified, automated, best-in-class platform to reduce manual processes, leverage workflow and automation capabilities, and increase MCO self-service features to upload and track routine reports.

Additional improvements sought by the Department included:

  • Sharing information with internal and external users with a single view of a patient information
  • A user-friendly interface, including robust reporting analytics, dashboards, and report tracking
  • Configuration to enable uploading and tracking of routine reports and ensure document contract compliance
  • Streamlined report approval processes with multiple approvers

AST’s implementation of the Salesforce platform helped the Department of Health increase its dashboarding and reporting capability, automate workflows, and enable multi-level approval processes with better collaboration and communication tools.”

Sachin Ganorkar VP, CRM, AST LLC

AST’s implementation of the Salesforce platform helped the Department of Health increase its dashboarding and reporting capability, automate workflows, and enable multi-level approval processes with better collaboration and communication tools.”

Sachin Ganorkar VP, CRM, AST LLC

Solution & Benefits of Salesforce Cloud used by State Department of Health

AST implemented Salesforce Community Cloud to replace the Department of Health’s legacy SharePoint solution and transform data from disparate sources into consolidated actionable insights that enable proactive care management. AST created an online CRM-based community with necessary patient information, which eliminated the need for synchronizing data from multiple sources.

The Department of Health chose Salesforce for its abilities to:

  • Create additional applications and forms without additional costs
  • Improve workflow tracking
  • Easily produce robust dashboards and reports
  • Integrate with other systems and support multi-level approval process
  • Track uploaded files and revisions
  • Send notifications to report owners and approvers

Benefits realized by the Department include:

  • Easier report submission and tracking with branded Salesforce Lightning Community Forms
  • Streamlined reporting workflows and approval processes
  • Improved auditing capabilities, with easy-to-find event logs of activities and report histories
  • Increased real-time collaboration with Salesforce Chatter, enabling communication and information sharing
  • Easier-to-find information via enhanced search capabilities
  • Expanded access to reports and dashboards for all users
Industry: State and Local Government / Healthcare

Solution Components:

  • Salesforce Platform
  • Salesforce Lightning Community
  • Salesforce Lightning Flow Builder
  • Salesforce Process Builder
  • Chatter
why ast poster why ast poster

Why AST?


AST’s expertise transformed efficiency across the Department of Health using Salesforce platform services to achieve faster and streamlined processes for MCO reporting and compliance.