Download now
← Case studies
2022-02-12GovernanceContinuous complianceRegulations

Complaint Handling Integration with Salesforce Improves Patient Care

Case study on Complaint Handling Integration with Salesforce Improves Patient Care.

USDM qualified Renovia’s GxP use of Salesforce and enabled case objects to be integrated into the complaint-handling solution.

Renovia’s innovative FDA-cleared medical devices and state-of-the-art patient-based app provide patented technology, micro-sensors, and Bluetooth communications designed to deliver enhanced value-based care, track progress, and reinforce compliance and adherence to care.

The Situation
  • Renovia had a three-month deadline to meet a critical go-live date for a national product launch.
  • Renovia had already implemented Salesforce for non-regulated use and wanted to maximize its functionality for GxP-related use but lacked the internal bandwidth.
  • They also required validation of their complaint-handling system that was integrated with their Salesforce and Propel PLM systems.
  • The IT team had a unique business requirement to provide a separate Salesforce instance for operational qualification (OQ) execution after dry runs were completed, which required additional dry-run testing.
  • Requirements, configuration documentation, and OQ use-case testing were delayed by the third-party vendor responsible for designing and configuring the complaints case object and required fields in Propel, further crunching the already tight project timeline.
The Solution
  • By deploying their proprietary Cloud Assurance validation templates for Salesforce Service Cloud, USDM qualified Renovia’s GxP use of Salesforce and enabled case objects to be integrated into the complaint-handling solution.
  • USDM’s Cloud Assurance enabled rapid qualification to meet the aggressive deadline.
  • USDM created the following deliverables during the initial qualification phase:
    • Qualification Plan (QP)
    • System Requirements Specification (SRS)
    • Risk Assessment (RA)
    • Installation Qualification (IQ) Protocol
    • Operational/Performance Qualification (OQ/PQ) Protocol
    • Traceability Matrix (TM)
    • Qualification Summary Report (QSR)
  • USDM’s validation approach enabled Renovia to launch a new Salesforce instance with an integrated contact center on time, allowing them to maximize the ROI of their Salesforce investment and include GxP uses.
  • Renovia subscribed to USDM’s Cloud Assurance service to offload the ongoing testing and validation maintenance of Salesforce cloud updates and patches to maintain their compliant state.
  • USDM’s solution improved operational efficiency allowing the call center to handle double the call volume with the same headcount.
  • This solution empowers Renovia to focus on their patients and achieve greater positive outcomes and allows them to respond in a customer-centric manner that is based on reliable, data-driven actions.

The Results

  • 3 months to successful Salesforce qualification including PLM integration
  • Increased IT capacity by offloading Salesforce validation maintenance to USDM
  • Maximized ROI on existing technologies to include GxP-related use

“Ten weeks of intense execution resulted in the launch of a new Salesforce instance with an integrated contact center technology for running RWC. Thank you for the incredibly hard work of everyone in bringing these systems to fruition.” ~ David Millard, Director, Commercial Applications

Start here

Put AI to work in life sciences — with the right guardrails underneath.

Start with a structured AI Readiness Assessment: fixed-fee, executive-ready, and built to surface the highest-value workflows first.

  • Workflow inventory and risk classification
  • Business value and readiness scoring
  • FDA CSA + EU AI Act + ISO 42001 gap analysis
  • Prioritized 90-day roadmap by impact, risk, and effort

Start here

Talk to USDM

Tell us what workflow or outcome you want to improve and we'll map the right AI, governance, and delivery path.

By submitting this form, you agree to USDM’s Privacy Policy and consent to receive communications from USDM. You can unsubscribe at any time using the link in our emails.