Scalable Data Model & Automation — Healthcare Network

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Healthcare Network — Scalable Data Model & Automation

A multi-service healthcare network needed reliable, cross-department patient and service data, fewer manual processes, and actionable operational reporting to reduce care coordination delays.

Challenges Faced

Multiple service lines and clinical teams used inconsistent record templates and fields; patient and service records were duplicated and fragmented.

Operational teams spent large portions of each week performing manual reconciliation and data entry.

Leadership lacked unified views to make scheduling and resource decisions.

Existing automations were ad hoc and brittle — small changes frequently caused data regressions.

Approach (what ISC executed)

Discovery & analysis — interviewed clinical, operations, and IT stakeholders; audited current objects, fields, automations, and integrations. 
Data model redesign — created a normalized, scalable object structure that aligned service lines, patient encounters, and billing touchpoints. 
Automation framework — replaced brittle ad-hoc automations with standardized, record-triggered flows and error-handling patterns to remove manual work. 
Process alignment & governance — documented handoffs, defined roles/owners, and built governance rules to lock in data quality standards. 
Delivery coordination & rollout — staged implementation with QA gates, stakeholder demos, and training sessions.

Timeline & scope:

Discovery → Design → Pilot → Phased rollout over approximately 4 months (pilot quick wins delivered in 4–6 weeks).

Deliverables

Full CRM gap analysis & audit report. 
Rebuilt data model diagram and field mapping. 
List of automated flows (design + acceptance criteria). 
Governance playbook and ownership matrix. 
Executive dashboard templates for operational visibility. 
Training materials and go-live checklist.

Outcomes / Impact

35% improvement in data accuracy (normalized records and deduping). 
50% reduction in manual data entry (automation replaced manual steps). 
20% increase in cross-department reporting visibility (dashboards + aligned lifecycle). 
25% reduction in care coordination delays (faster handoffs and clearer ownership). ISC Business History

Why this mattered

Improved data and process clarity enabled operations and clinical leadership to make proactive scheduling and staffing choices — reducing delays and improving service throughput.

Teams Who Fixed Their Systems and Transformed Their Operations.

As we measure success in revenue, efficiency, and clarity — not “feature adoption”.

Working with ISC was incredibly refreshing. They adapted seamlessly to shifting priorities, complex client needs, and the fast-paced nature of our engagements. They always met us where we were and adjusted without hesitation. Their flexibility made them feel less like a contractor and more like a trusted extension of our team.

John is the kind of consultant who stays laser-focused on outcomes while still building strong relationships at every level of the organization. He approaches problems objectively, asks the right questions, and guides clients toward solutions that actually move the needle.

ISC brings a level of strategic clarity that most consultants only aspire to. Their discovery process was meticulous and uncovered blind spots we didn’t even realize our clients had. They connected our clients business objectives to the right SaaS solutions, whether evaluating CSM platforms or guiding a complex CRM migration. Their ability to translate needs into a well-defined strategy helped us make confident, scalable decisions.