The challenge
This healthcare technology provider offers a managed service that helps organisations work with NDIS plans and claims. Its customers use different Salesforce configurations and care-delivery processes.
The provider wanted to turn its service into a product that customers could access from within Salesforce. The connector needed to standardise data exchange while accommodating different customer environments, rather than requiring providers to overhaul their established workflows.
Varied customer environments
The product needed to work across different Salesforce implementations and healthcare software connections.
A reusable product
Authentication, data models and components had to support a repeatable integration approach.
What we did
Building on an earlier CRM implementation, 8Squad provided product advisory, architecture and development for a custom Salesforce connector.
Define the product
Solution and product design established how the managed service would be accessed from Salesforce.
Build the connector
Architecture and development covered authentication, data modelling, reusable components and standardised data transfer.
Prepare for adoption
Testing, security work and quality assurance supported the connector’s implementation.
What changed
Customers could access the service through a standardised Salesforce connection, reducing repeated data entry. The delivered approach supported their existing workflows.
| Focus | Goal | Delivered capability |
|---|---|---|
| Service access | Bring the managed service into customer Salesforce environments | A custom connector for direct access and data exchange |
| Working practices | Avoid replacing established care-delivery processes | Integration designed around existing customer workflows |
