ClientUS elder care provider
IndustryHealthcare
ProductsHealth Cloud, Experience Cloud
Headline result35+partner organisations on the portal
The challenge
Service requests from external vendors and partners arrived by phone and email. Staff re-keyed them into Salesforce, costs were calculated by hand, and partners had no way to check progress.
What we did
- Designed a vendor portal and admin console on Experience Cloud (Customer Community Plus)
- Role-based access so each partner sees only its own requests
- A fiscal-year rate model with corrected invoice cost calculations
- Resolved a licence entitlement issue that blocked care episode creation for portal users
Results
- 35+ partner organisations submitting and tracking requests online
- Manual re-keying of partner requests eliminated
- Accurate, automatic cost calculation per fiscal year
Technology
Experience CloudHealth CloudLWCApexFlow
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