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Integrated BPM Solution for Medical Staffing Services

itransition.com

Medical

Government

Challenges with Disparate Systems Hindering Operational Efficiency

Maxmed Healthcare struggled with fragmented legacy systems that lacked integration, leading to manual data management, inefficiencies in tender processing, and risks of data inaccuracy. The absence of centralized storage and automation hindered scalability and collaboration across tender management, employee tracking, and contract fulfillment.

About the Client

Healthcare service provider specializing in medical staffing for private companies and governmental organizations, including the US Army, Navy, Air Force, and Department of Health and Human Services.

Project Objectives

Centralize CRM, ERP, and HR functions into a unified Odoo-based platform
Automate tender opportunity identification and proposal generation
Streamline budget calculations with dynamic tax and compensation parameters
Integrate document management with real-time editing via third-party tools
Migrate legacy data into a synchronized, centralized repository

Core System Functionalities

Automated tender opportunity parsing from newsletters and web sources
Dynamic budget calculation module with state tax integration
Centralized document management with Google Drive and OneDrive integration
Real-time proposal generation and PDF merging tools
Checklist templates for tender process compliance
Contract obligation tracking via Sales Order and Project modules

Preferred Technologies

Odoo ERP

Python

OAuth2

REST API

Required System Integrations

Google Drive
OneDrive
Legacy CRM (Unity)

Non-Functional Requirements

Scalability to support growing tender volumes
Data security compliance for healthcare information
High-performance document synchronization
User-friendly interface for seamless adoption

Expected Business Impact

The solution will reduce manual data entry by 70%, accelerate tender response times by 50%, and eliminate errors from legacy system silos. Centralized data will improve decision-making accuracy, while integrations with cloud storage enhance collaboration efficiency across teams and subcontractors.