BH Technologies™ Case Study
Optimizing Salesforce Integration with Business Analysis as a Service
Client Challenge
A Fortune 5 healthcare organization embarked on an enterprise-wide Salesforce implementation to modernize operations within its pharmacy and benefits management division. The internal Business Analyst Center of Excellence (CoE) was tasked with supporting this initiative, ensuring seamless integration of Salesforce into existing workflows while maintaining service continuity for both new and existing clients.
However, the team faced a critical capability gap: they lacked specialized Salesforce expertise and the operational framework required to effectively integrate the new platform. Additionally, the client required business analysts who could align not only to technical needs but also to the organization's unique culture and dynamic environment.
Our Approach
We delivered a Business Analysis as a Service (BAaaS) solution, designed to accelerate Salesforce adoption while embedding operational excellence within the client’s Center of Excellence. Our service offering focused on building a high-performing team of Salesforce-aligned business analysts, specifically tailored to meet the client’s business processes and cultural expectations.
Key components of our solution included:
- Process alignment and role definition, ensuring business analysts were equipped to support Salesforce adoption across multiple business units
- Integration of Salesforce best practices, enabling effective mapping of business workflows to the new platform
- Ongoing advisory and knowledge transfer, fostering internal capability uplift within the client’s CoE
- Focus on continuity and scalability, positioning the client for long-term platform success and enabling future talent conversion to retain institutional knowledge
Throughout the engagement, we operated as a strategic partner, embedding skilled business analysis services into the transformation program to accelerate platform integration and reduce operational disruption.
Value Delivered
Our managed service enabled the rapid mobilization of Salesforce-aligned business analysis capabilities, closing critical skill gaps within the client’s transformation program. By integrating best practices and aligning closely with business objectives, we supported successful Salesforce adoption while enhancing internal team capabilities.
The service not only accelerated the client’s enterprise Salesforce rollout but also established a scalable framework for future growth. By fostering continuity and retaining intellectual property within the client’s organization, our solution delivered sustainable value and positioned the business for continued success in its broader digital transformation journey.
