Solving high-volume document challenges with Salesforce and Heroku integration

Executive Summary

A major healthcare organization in pharmacy benefit management needed to automate the creation of millions of documents while meeting strict HIPAA and state legal requirements. Blue5Green implemented a solution that integrated Salesforce with Heroku products to streamline processes, improve security, and increase processing speed. The new system reduced document generation time by 60% and improved workflow efficiency by 70%.

Client Background

The client operates in the healthcare sector with a focus on pharmacy benefit management. They process millions of member communications annually and must comply with strict regulatory standards. Their operations depend on generating documents that include precise legal language and dynamic personalization while keeping data secure.

The Challenge

Before the new system was introduced, the client faced issues that affected both operational efficiency and regulatory compliance. The existing process was not equipped to manage the increasing demand and complexity, leading to significant risks in both performance and security.

• High Volume and Speed Requirements: The system needed to handle between 32 and 42 million documents per year. On average, more than one document request occurred every second, with peak periods reaching over 200 simultaneous requests—all required to be completed in under 20 seconds.

• Complex Document Variations: With more than 2,700 document templates containing state-specific legal language, the system had to accurately merge dynamic data such as member and provider information.

• Strict Compliance and Data Security: The process had to comply with HIPAA regulations and state legal mandates, leaving no room for error in data handling.

• Limitations of Legacy Systems: The existing systems could not cope with spikes in demand, leading to downtime and manual interventions that raised the risk of errors.

These challenges threatened to disrupt operations and expose the organization to compliance risks, necessitating a modern solution capable of managing high volumes with precision and security.