Solutions / Workflow automation
Explore workflow automation, portals and integrations around the processes your team needs to improve. Richard Gaubert helps frame the business requirement and coordinate the appropriate technical conversation.
For the operator and the technology leader
Will this reduce handoffs, clarify ownership and work across our locations?
What must connect, who owns the data and how do we deploy without replacing the core?
The automation opportunity
Workflow automation, integration and mobile access built around the operational process, starting where manual effort costs the most.
Intake, referrals, scheduling and data processing are the kinds of complex workflows the software approach is built to simplify.
First conversation: Identify the people, exceptions and handoffs before deciding what to automate.
ERP, CRM and EMR integrations bring existing systems into the workflow. Integration options depend on each system and are assessed during scoping.
First conversation: Map data sources, permissions and integration constraints with the technical owner.
The published Cimarron Energy work automated device-event data aggregation into an Azure Data Warehouse, with real-time customer dashboards and alerts.
First conversation: Define the information operators and customers need, then the action each alert should trigger.
Cimarron Energy example: published work by ContentActive.
Before the first workflow
Six dimensions help frame a practical first opportunity and the people who need to be involved.
Strategy
Data
Infrastructure
Workflows
Talent
Governance
How it works
Identify the task, people, systems and handoffs involved.
Discuss the operational impact, requirements, constraints and measures of success.
Bring the appropriate business and technical stakeholders together to assess scope and feasibility.
Common topics
Intake, referrals, scheduling and provider information spread across systems.
Device and operational data, field reporting and alerts that need a clear next action.
Portals and mobile apps for administrators, clients, drivers and warehouse teams.
Check-in, registration and administrative workflows with secure oversight.
Selected implementation examples from ContentActive
These examples illustrate delivery-provider capabilities. Richard can help coordinate a conversation about your organization’s requirements.
Logistics & transloading
Modernized a legacy system with an administrator portal, client portal, 3PL portal, xDock app, driver mobile app and warehouse app.
Published approach: Phased, progressive development rather than a complete system overhaul.
Source: ContentActive
Healthcare administration
A web portal that connects multiple legacy systems to help members search for doctors and specialists available in their plan.
Published approach: Data discovery, a data warehouse, third-party integrations and a search and provider directory.
Source: ContentActive
Election check-in
An Electronic Pollbook Voter Registration and Check-In system using barcode scanning technology to scan drivers licenses.
Published approach: An iPad-to-iPad sync system and a live secure console for election administrators.
Source: ContentActiveFrom pilot to portfolio
A focused first workflow shows what works for your team before broader platform decisions are made.
Name the costly handoff and who owns it.
Map systems, users, security and acceptance criteria.
Review usage, exceptions and operational feedback.
Extend what works to adjacent teams or locations.
Workflow inquiry
Describe the process and the systems involved. Please do not submit patient, voter or other sensitive records.
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