Case Studies Case Study: University of Pittsburgh Medical Center Health Plan

Edit This Case Study Record

	Case Study: University of Pittsburgh Medical Center Health Plan

Case Study: University of Pittsburgh Medical Center Health Plan

Technology Category	Application Infrastructure & Middleware - Data Exchange & Integration Functional Applications - Enterprise Resource Planning Systems (ERP)
Applicable Industries	Healthcare & Hospitals
Applicable Functions	Business Operation Sales & Marketing
Services	Data Science Services System Integration
Challenge	UPMC was experiencing issues with messy data impacting their quoting system, reporting, and ability to merge records. The data quality problems were exacerbated by multiple Salesforce integrations and data entry from three main sources: manual entry from sales reps, web form submissions, and in-store entry. This led to numerous duplicates and inconsistencies, making it difficult to enhance their systems and maintain accurate records. Read More
About Customer	The University of Pittsburgh Medical Center (UPMC) Health Plan is the second largest health insurance provider in Pennsylvania. They cater to commercial groups, government organizations, and individuals. With a team of 250 Salesforce users, UPMC Health Plan primarily utilizes Salesforce for health insurance sales and marketing campaigns. The organization is committed to providing high-quality health insurance services and continuously seeks to improve its operational efficiency and customer satisfaction. Read More
Solution	UPMC Health Plan implemented RingLead to address their data quality issues. RingLead helped them remove duplicate Accounts and Leads, significantly improving the quality of their Salesforce data. Christopher Tribanas, a certified salesforce.com administrator at UPMC Health Plan, reported that the implementation of RingLead allowed them to merge all duplicate records, resulting in cleaner and more reliable data. The solution was well-received by the team, who found it instrumental in enhancing their data management processes. Read More Log in to view content
Contents

Technology Category

Application Infrastructure & Middleware - Data Exchange & Integration

Functional Applications - Enterprise Resource Planning Systems (ERP)

Applicable Industries

Healthcare & Hospitals

Applicable Functions

Business Operation

Sales & Marketing

Services

Data Science Services

System Integration

Challenge

UPMC was experiencing issues with messy data impacting their quoting system, reporting, and ability to merge records. The data quality problems were exacerbated by multiple Salesforce integrations and data entry from three main sources: manual entry from sales reps, web form submissions, and in-store entry. This led to numerous duplicates and inconsistencies, making it difficult to enhance their systems and maintain accurate records.

About Customer

The University of Pittsburgh Medical Center (UPMC) Health Plan is the second largest health insurance provider in Pennsylvania. They cater to commercial groups, government organizations, and individuals. With a team of 250 Salesforce users, UPMC Health Plan primarily utilizes Salesforce for health insurance sales and marketing campaigns. The organization is committed to providing high-quality health insurance services and continuously seeks to improve its operational efficiency and customer satisfaction.

Solution

UPMC Health Plan implemented RingLead to address their data quality issues. RingLead helped them remove duplicate Accounts and Leads, significantly improving the quality of their Salesforce data. Christopher Tribanas, a certified salesforce.com administrator at UPMC Health Plan, reported that the implementation of RingLead allowed them to merge all duplicate records, resulting in cleaner and more reliable data. The solution was well-received by the team, who found it instrumental in enhancing their data management processes.

Impact #1	Reduced the amount of manual time required to find and merge duplicates.
Impact #2	Created clean Salesforce reports, eliminating the need for manual data checks.
Impact #3	Successfully removed all duplicate Leads and Accounts within two months.

Impact #1

Reduced the amount of manual time required to find and merge duplicates.

Impact #2

Created clean Salesforce reports, eliminating the need for manual data checks.

Impact #3

Successfully removed all duplicate Leads and Accounts within two months.

Benefit #1	250 Salesforce users benefited from the improved data quality.
Benefit #2	Duplicate Leads and Accounts were removed in just two months.

Benefit #1

250 Salesforce users benefited from the improved data quality.

Benefit #2

Duplicate Leads and Accounts were removed in just two months.

Download PDF Version

Overview

Case Study: University of Pittsburgh Medical Center Health Plan

Operational Impact

Quantitative Benefit