Using technologies to
just bring in Speed and
efficiency

• Disconnected tools like spreadsheets and siloed emails created fragmented planning and delays in care delivery
• Manual workflows led to repeated data entry and inefficiencies in client onboarding and document sharing
• Lack of real-time collaboration and operational visibility hindered the ability to deliver timely, integrated care
• Scaling collaboration securely across a large and diverse partner ecosystem was a growing concern

• Automated workflows using Power Automate streamlined tasks, while Power BI delivered real-time insights into operations and compliance.

ZoftSolutions empowered the client to move from static, manual coordination to an intelligent, low-code platform that supports secure, scalable, and efficient collaboration among care providers.

• Integrated Planning with Automated Workflows: Manual efforts were replaced by Power Automate-driven processes, accelerating client intake and care plan updates
• Secure and Scalable Collaboration: Azure Entra ID and Power Platform security enabled role-based access control and simplified user management across organizations.
• Real-Time Operational Visibility: Power BI dashboards provided actionable insights into care coordination, compliance, and partner engagement
• Improved Client Onboarding & Faster Response: Parallel access to client data allowed faster decision-making and reduced delays in initiating care
• Seamless and Secure Document Sharing: SharePoint Online integration supported centralized document access with permission-based controls.
• Low Maintenance, High Impact: The configuration-based implementation minimized IT overhead, allowing the client to scale efficiently while reducing the total cost of ownership