Transforming billing operations with seamless Salesforce integration

A leading ABA therapy providerwas struggling with antiquated billing software that created significant operational inefficiencies. Their legacy systems contained numerous functionality gaps, resulting in disconnected data silos, excessive manual processing, and limited visibility into company performance. Administrative staff spent countless hours on data entry and reconciliation, while high error rates led to delayed payments and revenue leakage. These challenges were preventing them from scaling effectively despite increasing demand for their services.

Propela designed and implemented a streamlined data integration solution that transformed their billing operations without requiring a complete system replacement. By leveraging the Salesforce platform as a central hub, we created a solution that worked within their existing technology constraints while dramatically improving functionality.

Key features:

• Automated data pipelines that extract information from legacy systems and populate Salesforce with clean, standardized data
• Intuitive user interface that simplifies billing operations and reduces the learning curve for staff
• Comprehensive dashboards providing real-time visibility into key performance metrics
• Two-way communication between Salesforce and their billing system, eliminating manual data transfers
• Scalable architecture designed to grow with the business without proportional increases in administrative overhead

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Despite being one of our technically simpler implementations, this project delivered substantial impact:

• Significant reduction in administrative staffing requirements through automated workflows and eliminated manual processes
• Transformation from an error-prone billing process to a "pain-free system" with data flowing automatically between platforms
• Enhanced management decision-making through real-time reporting and insights previously impossible to obtain
• Improved cash flow through reduced errors and accelerated billing cycles
• Established scalable foundation capable of handling increasing volume without proportional increases in administrative staff

The Salesforce solution has become a strategic asset for the company, enabling them to focus on delivering quality care while their billing operations run smoothly in the background. This case shows how even relatively straightforward technical solutions can deliver transformative business results when properly aligned with operational needs.

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