Client Overview: MSA Source is an innovative company specializing in Medicare Secondary Payer compliance, helping clients navigate the complex claims process with confidence. Their services ensure that clients manage their Medicare Secondary Payer responsibilities efficiently and accurately.
The Challenge: MSA Source faced several challenges with their previous CRM implementation by another partner. The existing system, heavily reliant on Power Automate Flows, was inadequate for handling the company’s complex reporting and data processing needs. They used Microsoft Word Documents for complex reporting, which proved insufficient. Additionally, they struggled with accurately calculating Seed Money Allocations and needed assistance with templated emails and process flow improvements.
Our Solution: enCloud9 provided targeted support to address MSA Source’s specific needs. The solutions included:
- Document Core Pack: Deployed for creating complex reports, replacing the inadequate Microsoft Word-based system.
- Seed Money Calculation: Designed a precise solution for handling the complex Seed Money Allocation calculations, bypassing the limitations of Power Automate Flows.
- Email Templates: Created efficient email templates using Document Core Pack, improving communication consistency.
- Dashboards: Developed dashboards to compartmentalize data in various status stages, making it easier to track and prioritize tasks.
Results Achieved: The collaboration with enCloud9 resulted in a more streamlined and efficient system for MSA Source. The new tools and processes improved reporting accuracy, simplified data tracking, and provided clear insights into the status of various projects. The enhanced Seed Money Calculation and detailed dashboards were particularly well-received, significantly improving operational efficiency.
Conclusion: MSA Source was very satisfied with the improvements made by enCloud9. The company continues to work with enCloud9 for ongoing support and further enhancements, with projects typically spanning one month at a time. While budget considerations may influence the scope of future work, MSA Source recognizes the potential for continued improvements and values the partnership with enCloud9.
