Overcoming storage limitations and compliance challenges with a secure, scalable solution

Executive Summary

A major healthcare organization encountered serious challenges with limited data storage and strict regulatory requirements. With patient records nearing Salesforce data limits and manual processes slowing operations, the organization faced potential service disruptions and increased licensing costs. Blue5Green delivered a solution adapted to meet the client's requirements by integrating Salesforce with Heroku’s suite of products—including Heroku Connect, Heroku Postgres, and Heroku Private Spaces—to streamline data management and maintain HIPAA compliance. This integration reduced manual data processing by 40% and increased data synchronization speeds by 99%, directly improving operational performance and patient care.

Client Background

The client is a recognized healthcare provider dedicated to delivering high-quality patient care in a highly regulated setting. Using a large-scale Salesforce CRM to manage critical patient records, the organization required a solution that addressed both data storage and compliance issues while supporting future growth. With several legacy systems in place, the client needed a system that could integrate with existing infrastructures and adjust as business needs changed.

The Challenge

Before implementing a new system, the healthcare provider faced several obstacles that hindered effective data management and compliance. These issues affected both operational performance and patient care.

• Storage Saturation: Salesforce data storage limits were nearly reached, risking system downtime and incurring extra licensing costs. The growing volume of sensitive patient data worsened the situation.

• Compliance and Security Risks: HIPAA standards demand strict encryption, detailed audit trails, and secure data handling. The organization required a system that could protect patient records while allowing prompt access for clinical decisions.

• Integration Barriers: Differences in data schemas and reliance on legacy systems, such as Oracle databases and in-house EHR systems, created challenges for real-time data exchange.

• Operational Inefficiencies: Manual data management tasks consumed significant time, leading to delays in compliance reporting and affecting patient care outcomes. IT leadership needed a system that automated data archival, reconciliation, and error handling through dependable ETL processes.

These issues were of great concern to IT leaders, as they directly influenced daily operations, overall efficiency, and the organization’s market positioning.