Highlighted Case Studies

Biotech Company Nurtures Leads with Robust Generation

Migrating Business Portal Improves User Experience for Global Telecom Company

Roadmap

Roadmap to Enhanced Patient Communication

All Case Studies

PRM Gives Specialty Provider Visibility Into Sales Activities

Palmetto Infusion Services needed a PRM platform for its sales team to full leverage its partner provider relationships and drive referrals. Without this platform, management did not have clear visibility into the sales team’s activity, from how many visits to partner providers the reps made to which providers needed more attention for referrals.
platform | Apr 15, 2025
Optimizing Referral Management for Dermatology Practice

Anne Arundel Dermatology needed a centralized system for managing provider and patient referrals across their 60+ locations. Because the client had so many users across its fleet of locations, it needed a solution that would work with varying devices and integrate well with the different EHR systems it utilized. The company was already using Salesforce, but its users were frustrated with limitations of Salesforce Classic and were hungry to switch to the new Lightning interface.
service | Apr 15, 2025
Optimization and Cost Reductions for Nursing Network

As COVID-19 cases threatened to overburden this renowned nursing care network, executives needed to gain full visibility of occupancy and capacity across 12 locations. Manual data collection, isolated analytics and a pervasive “spreadsheet culture” inhibited the organization’s efforts to attain a holistic view of relevant hospital resources, like hospital beds and nursing staff.
service | Apr 15, 2025
New Implementation Powers Emergency Responder Network

To support the business unit that powered a new first responder cellular network, a global telecom company deployed 300-400 users across seven locations to target customers nationwide. In less than a month, they needed a method to effectively make prospective customers aware of the new cellular solution and create an infrastructure to track and onboard customers and partners. This included full CRM and marketing automation capabilities to drive a complex sales and lead nurture program.
Apr 14, 2025
Nearshore DevOps Staff Delivers Same Time Zone Support

A global pharmaceutical company in the midst of a massive web project, involving streamlining websites and migrating them to Sitecore from a variety of CMS’s currently in use.
Apr 14, 2025
Leveraging Salesforce for Ideal Call Center Operations

A global pharmaceutical company specializing in medicines for rare diseases affecting the central nervous system needed a system for managing their call center. The company was bringing its call center in-house from a third-party vendor and needed a solution that could be easily adopted by a greenfield team of customer support representatives (CSRs).
service | Apr 14, 2025
Implementing The Marketo Marketing Automation Platform

A global publishing company’s healthcare group needed to switch marketing automation platforms and migrate to Marketo. Accelerating the timetable for this migration was the fact that their contract for their current MAP was set to expire soon.
service | Apr 14, 2025
Empowering Specialty Provider to Meet Virtual Care Needs

A large ear, nose and throat practice with locations across the Northeast region had to furlough staff at the start of the COVID-19 pandemic as states mandated business closures. When the practice was able to reopen with reduced staffing, employees needed to focus on supporting in-person patient care and were not able to answer all the phone calls and emails from concerned patients and employees.
Apr 14, 2025
Empowering Non-Techies to Manage Their Own Websites

The company had a large suite of websites built in Sitecore that were being managed by an array of employees, all with varying skillsets and placed on different teams within the organization. Several how-to guides and policies already existed, but this content was fragmented and scattered across several departments and locations in the company.
Apr 14, 2025
Business as (un)usual: Communicating with Staff During a Pandemic

In the best of times, information flow between nurses and clinical directors is essential. During the early days of the pandemic, fast communication was especially urgent. The challenge was to quickly communicate info with staff and coordinate on operational issues, like testing and personal protective equipment (PPE).
Apr 14, 2025
Bridging the Gap From Acquisition to Integration with a Roadmap

After acquiring a mid-size medical device company, a global pharmaceutical company needed to integrate the device sales team into its own sales organization and harmonize the two companies’ enterprise-level Salesforce instances.
Apr 14, 2025
Biotech Company Nurtures Leads with Robust Generation

When a specialized biotech company, began hosting webinars for customers, they found that their marketing automation and sales CRM platforms were not integrated well. This resulted in a scenario where lead follow-up and related activities became time-consuming manual efforts.
Apr 09, 2025
Text-message Password Reset Process Gives Time Back to Busy Sales Reps

Due the organization’s security protocols, if a rep mistyped their password, they’d be locked out of the account and would have to call IT for help. The field teams and IT support both needed a seamless, secure process to facilitate password reset with an intuitive end-user experience.
Mar 06, 2025
Roadmap to Enhanced Patient Communication

Due the organization’s security protocols, if a rep mistyped their password, they’d be locked out of the account and would have to call IT for help. The field teams and IT support both needed a seamless, secure process to facilitate password reset with an intuitive end-user experience.
Mar 06, 2025
Optimizing SFMC for Pharmacy Chain to Drive Sales and Boost ROI

A regional drugstore and pharmacy chain in the northeast, wanted to optimize its marketing efforts to maximize ROI on spend and drive greater in-store traffic with targeted campaigns for segmented groups
Mar 04, 2025
Leveraging Marketing Automation to Create a 360-degree Customer View

A media publisher, faced an immediate challenge due to the removal of an integration between their CRM, point of sale (POS) system, and marketing platform. This integration was discontinued without warning, forcing the publisher to find a new solution quickly.
Mar 04, 2025
Migrating Business Portal Improves User Experience for Global Telecom Company

The company’s business marketing portal was split, with some of it housed in a CMS approaching end of life and some of it on an older version of Adobe Experience Manager with the company’s B2C web properties. The platform wasn’t meeting the needs of the business group and it didn’t handle multi-tenancy very well.
Mar 04, 2025
Digital Transformation Accelerates Insurer’s Growth

A commercial insurance provider wanted to increase its operational efficiencies but was held back by Excel spreadsheet-driven processes and a lack of automation.
Mar 04, 2025
Process Automation Drives ROI for National Insurer

The client’s challenges centered around automation, with most of its processes built around manual procedures and unnecessary touch points that bottlenecked deliverables.
platform | Mar 04, 2025
Mapping the Customer Journey Across Time and Channels

In order to evolve from a batch-and-blast email strategy, this global information services provider wanted to employ personalization to their applications. They relied on CI to map the customer journey, create visitor personas and develop a personalization roadmap to increase click-throughs and conversions for relevant customers.
Jan 20, 2025
Transforming Underperforming Website Into Lead-generating Machine

This fortune-500 financial company was suffering from a redesign which resulted in dramatic increase in bounces to the homepage. CI created several hypothesis as to why and deployed a testing strategy to identify the reason. The result of this was a 38% reduction in bounce rate and a 27% increase in CTR.
Jan 20, 2025
Slashing CRM Costs by $1 Million Annually for Telecom Company

This global telecom wanted to reduce their CRM spend but with several instances and lack of visibility they didn’t know where to start. After in-depth discovery, we were able to migrate data from redundant systems and deprecate, while integrating mission critical systems for better visibility. The net result was a cost savings of ~1M USD annually.
Jan 17, 2025
Automating Support & Reporting Capabilities with Amazon WorkSpaces

One of the world’s largest AWS Workspace deployments needed to integrate with ServiceNow and create End User Support Automation. By teaming with CI we developed automated support tools and integrated ServiceNow with automated scipts for faster resolution.
Jan 17, 2025
Building a Scalable Foundation Through a DevOps CoE

This biopharmaceutical company needed to integrate their Sitecore CMS, Salesforce CRM and Salesforce Marketing Cloud into their AWS Workspace. Through the creation of an AWS DevOps COE, CI was able to deliver a connected experience leveraging all these platforms and more.
service | Jan 17, 2025
Protecting Patient Data with Secure Digital Consent Solutions

Handling PII in Health and Life Sciences typically relies on cumbersome, inefficient manual processes. This global pharmaceutical company partnered with CI to create a highly secure system to handle PII that was HIPAA compliant & reduced manual overhead.
Jan 17, 2025
Keeping First Responders Connected During the Pandemic

This telecom company relied on in-person training of emergency services to explain their mobile device usage. With the COVID-19 pandemic they needed to quickly pivot and partnered with CI to create a custom demo device portal which allowed the client to provision devices & manage the entire device life-cycle.
Jan 17, 2025
Custom App Connects Pharma Company with Physicians

The client, a rare drug company, needed a robust solution for their physician engagement liaisons to capture information about doctors they meet. Since a significant portion of their work involved visiting doctors’ offices, a mobile app was critical. This way, the reps would have all the information at their fingertips in the field.
Jan 17, 2025
Datorama Powers Marketing ROI for Regional Medical Practice with Real-time Metrics

Aggregating and analyzing this disparate data consumed a great deal of time for Boston IVF’s marketing team. Leveraging Datorama, CI created a holistic picture of marketing efforts across email, organic and paid along with corresponding Salesforce CRM data, providing Boston IVF with the ability to strategically reallocate budget for optimized ROI.
Jan 17, 2025
Strategic Data & Analytics Solution Enables Efficient Visualization and Reporting Capabilities

The healthcare network needed an intuitive solution to access, visualize and share data about hospital resources. CI created intuitive and accessible dashboards in Power BI aggregating all relevant metrics into one visualization.
Jan 17, 2025

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