Overview
A leading clinical-stage biopharmaceutical company specializing in neurodegenerative disease diagnostics faced a pressing need to streamline the ordering process for its Alzheimer’s blood test. Their vision was a single, unified platform to manage all orders, ensuring that data from multiple sources could be migrated without error or loss.
Challenge
Adding to the complexity, the project had to be executed within an exceptionally tight three-week timeframe to meet a critical business milestone. Key challenges included:
Designing and deploying a secure ordering and registration portal integrated with Salesforce.
Migrating data from disparate systems into Salesforce, requiring meticulous data handling to prevent any data integrity issues.
Configuring Salesforce to support precise order processing workflows, approvals, and customer management specific to the Alzheimer’s test.
The solution needed to be easy for patients to use and efficient for back-office staff to manage, providing real-time data and results integration while keeping overall IT costs in check.
Approach
To meet the client’s ambitious goals, a dedicated team of six developers and a project manager worked full-time using an Agile methodology to ensure rapid progress and flexibility. The phased approach included:
Portal Development: The team designed and built a user-friendly ordering portal on Salesforce, prioritizing ease of navigation for both customers and internal staff. Salesforce custom objects, workflows, and approvals were configured to meet the specific needs of the Alzheimer’s test orders.
Data Migration: Using specialized tools, the team ensured a seamless migration of data from various legacy systems into Salesforce. This integration provided the client with a comprehensive and unified view of customer data, reinforcing Salesforce as the “single source of truth.”
Continuous Communication: Daily stand-ups and weekly progress calls with the client were instrumental in maintaining alignment, enabling quick pivots to address emerging needs and streamline delivery.
Impact
In just three weeks, the team delivered a fully functional portal that aligned with all client specifications and critical timelines. The portal launch empowered customers to easily place orders, and the successful data migration equipped the client with a consolidated, accurate view of customer interactions and order history. The new system has become integral to their operations, reinforcing their capacity for precise diagnostics and setting a foundation for scalable growth in customer management.
Conclusion
Through efficient project management, technical precision, and continuous collaboration, this solution was completed on time and within budget, meeting all technical and business goals.
