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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