Data Synchronization and CRM Integration Enhancement for Medical Device Company

The client faces ongoing difficulties with data synchronization, quality, and consistency between their existing electronic management system and their enterprise CRM. Asynchronous data flows cause manual correction efforts, inaccurate records, and inefficient workflows. Additionally, they lack effective mechanisms to link multiple records for a single clinical location, leading to fragmented data and operational inefficiencies.

A rapidly growing medical device manufacturer focused on respiratory therapeutic products, seeking to improve data integrity and operational efficiency through advanced system integrations.

• Develop a cloud-based service to establish and manage unique record keys for clinics to enable accurate data merging and linking.
• Automate the validation of clinic matches and prevent duplicate or inconsistent entries in the CRM system.
• Reduce manual data correction efforts and improve data quality across business systems.
• Enhance synchronization processes to minimize data discrepancies and improve overall system reliability.
• Enable users to easily accept suggested matches or create new records, facilitating smoother data management workflows.

• A record matching and merging engine with fuzzy matching capabilities to identify potential duplicate clinics.
• A user interface component that presents match suggestions to users with options to accept or create new records.
• Automated processes to maintain data consistency and quality during synchronization.
• Notification system to inform users when a close match is found.
• Historical tracking and audit logging of data merges and user decisions.

• Electronic management system for data intake and synchronization
• Enterprise CRM platform for data storage and user management

• High scalability to accommodate evolving data volume growth
• Reliability with 99.9% uptime for synchronization services
• Data security compliant with healthcare data standards (e.g., HIPAA)
• Responsive performance with minimal latency for user notifications
• User authentication and role-based access control

The project aims to significantly improve data accuracy and consistency by reducing duplicate records and manual data corrections, leading to increased operational efficiency. It is estimated to cut manual data correction time by 30-50%, improve data reliability for critical business decisions, and support the company's ongoing rapid growth and expansion into new markets.