Optimum redesigned and migrated healthcare IT company’s SharePoint Designer Workflows and InfoPath Forms to Power Platform, delivering a more robust, modern, and efficient automation solution.
About the Client
Care Everywhere, an innovative healthcare IT company, facilitates the automatic distribution of exchange-ready data to providers and healthcare organizations, regardless of EHR system or network. Their mission is to expand access to health data, creating a more comprehensive health record and improving the speed of care.
Business Challenges
Care Everywhere was using outdated SharePoint Designer workflows and InfoPath forms within an old classic SharePoint site to track daily activities for various business teams. These technologies were slow, unreliable, and being deprecated by Microsoft. The client wanted to leverage modern SharePoint Online and Power Platform features.
As a result, Care Everywhere engaged Optimum to assess and convert their existing workflows and forms into the Power Platform. This transition aimed to provide a more modern and robust automation platform, streamline related workflows and forms, enhance the user interface and experience, and reduce administration and maintenance efforts.
Optimum’s Involvement
Optimum’s team of certified SharePoint and Power Platform developers collaborated with the client’s IT group to assess and document the existing workflows and forms.
Key steps included:
- Assessment and Documentation: Detailed analysis and documentation of current workflows and forms.
- Design and Personalization: Customizing the SharePoint Online environment and implementing Power Apps and Power Automate solutions.
- Migration and Consolidation: Converting SharePoint Designer workflows and InfoPath forms to Power Platform, consolidating them for improved user experience and efficiency.
- UI Redesign: Enhancing the User Interface for a more user-friendly and modern experience.
- Implementation and Testing: Ensuring the new solutions were thoroughly tested and met the client’s needs.
The transition to Power Apps and Power Automate not only replaced the deprecated technologies but also consolidated workflows and forms, improving speed, response time, and overall user experience.
Project Outcomes and Benefits
The successful migration of Care Everywhere’s workflows and forms to Power Platform resulted in:
- Enhanced Productivity: A more user-friendly and reliable platform for storing, tracking, and managing project activities.
- Improved Efficiency: Streamlined processes and reduced manual efforts, leading to increased efficiency for employees.
- Cost Reduction: Lower IT maintenance costs due to the robust and modern Power Platform solutions.
- Better User Experience: A modernized user interface that improved user interaction and satisfaction.
By leveraging Power Apps and Power Automate, Care Everywhere now enjoys a scalable, efficient, and user-friendly automation platform, significantly boosting their operational efficiency and productivity.
About Optimum: Your Partner in Workflow Automation
Optimum is a nationally recognized IT consulting firm dedicated to streamlining and automating business processes for organizations of all sizes. Our services result in simplified communication, error reduction, time and cost savings, and improved compliance and accuracy.
With expertise in strategic planning, process optimization, and innovative technologies, we empower clients to achieve clarity and productivity, lower operational and labor costs, ensure compliance, and drive business automation and transformation. Optimum offers a comprehensive suite of IT services, including custom software design and development, systems integration, business intelligence and analytics, work management and collaboration solutions, IT project management and business analysis, and staff augmentation.
Reach out today for a complimentary discovery session, and let’s explore the best process automation solution for your needs!
Contact us: info@optimumcs.com | 713.505.0300 | www.optimumcs.com
