KPi-Tech helped a US based Healthcare data analytics company 5x faster client onboarding on their CRM with Testing Automation.
Business Vertical:
Healthcare Technology
Region:
USA
Main Challenge:
Optimize CRM implementation for faster onboarding. Streamline CRM implementation process to minimize time.
Client OverView
Our client is a leading U.S. -based healthcare data analytics company that provides a CRM platform used by more than 10,000 healthcare organizations, including home health agencies, hospice providers, skilled nursing facilities, ACOs, and DCEs. The platform helps organizations improve performance through actionable clinical and operational insights.
As demand for the platform grew, the client needed a faster and more scalable implementation process without compromising quality. According to McKinsey & Company, organizations that successfully automate repetitive processes can significantly improve operational efficiency while allowing teams to focus on higher-value work. For healthcare technology providers, automating implementation and testing accelerates customer onboarding and improves resource utilization.
Business Need
Implementing the CRM for a new customer typically required 40–50 hours of effort, including:
- System configuration
- Data integration
- Quality assurance testing
- User training
- Go-live support
A significant portion of the implementation timeline was spent manually validating client-specific data mappings and business rules. As the number of implementations increased, manual testing limited the team's ability to onboard customers quickly. The client needed a scalable solution that would reduce implementation time while maintaining testing accuracy and service quality.
Challenges
The implementation team encountered several operational challenges:
- Limited process documentation made it difficult to identify bottlenecks.
- Manual testing of CRM data mappings required 3–4 hours per implementation.
- Every client had unique workflows and business rules, making standardized testing difficult.
- Repetitive QA activities delayed project completion and reduced implementation capacity.
- Scaling onboarding without increasing implementation resources became increasingly challenging.
Solution
- KPi-Tech Services began by analyzing the client's end-to-end implementation workflow and creating a detailed swimlane process to identify opportunities for optimization.
- The analysis revealed that manual QA testing represented one of the largest implementation bottlenecks.
- To address this, we developed a Selenium-based automation framework that streamlined validation of client-specific CRM configurations.
- The solution:
- Automated validation of CRM data mappings and business rules
- Used configurable templates to support client-specific implementations
- Leveraged configuration files to accommodate the client's proprietary business engine
- Created dedicated test suites for different business units
- Generated detailed execution reports with pass/fail status and failure analysis
- Standardized testing across all implementations while significantly reducing execution time
- This approach enabled faster, repeatable, and more reliable testing for every CRM deployment.
Created a customized process flow for the QA automation using selenium, (See below).
Technology Stack
- Java
- Selenium
Result
- The testing time for client was reduced by an impressive 93%. The time required for testing one client's CRM application decreased from 180 minutes to just 12 minutes.
- Now, while onboarding 10 different clients, the time is reduced from 1,800 minutes (30 hours) to only 120 minutes (2 hours).
- Onboarding of new clients was now 15X times faster while maintaining a high level of quality in their services.
- As a result, our solution provided an astounding return on investment (ROI) of 10 times the initial investment on solution.
By streamlining the implementation process and automating testing with Selenium, our client experienced substantial time savings, improved efficiency, and enhanced productivity.
Discover how QA Automation Testing in Healthcare Applications can lead to high efficiency and cost savings.
