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Financial Services

Helped an insurance consultancy manage large volumes of data

Licensed insurance professional

The challenge

Ingesting large volumes of client data, including protected health information (PHI), takes a strategy: one for compliance, so sensitive information is handled correctly at every step, and one for the workflow, so the data turns into usable analysis without hours of manual effort.

navitend’s role

navitend applied our Workflow Analysis Process: we mapped how the data arrived and how it was used, then built tools to simplify each step of the work. At each step, we reviewed the compliance implications and put the safeguards it required in place.

The result

A renewal analysis that used to take several hours now takes about 20 minutes.

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