Automate Order Processing using Mulesoft for Salesforce Health Cloud and SAP

Client Profile

Client Profile A global medical technology company that develops and manufactures innovative products used by doctors to diagnose, treat, and monitor people with cardiovascular and endovascular conditions. This includes pacemakers, defibrillators for regulating heart rhythm and remote monitoring systems for patients with implanted devices. Their main goal is to improve the lives of people diagnosed with heart and blood vessel diseases.

Problem or Challenge

The MedTech company’s manual order processing involved manual data entry across Salesforce, including sales & patient management, and SAP, including finance & accounting. This caused delays, errors and efficiencies. Sales and accounting worked in separate systems with lack of transparency and data silos. Orders required handling various payment methods, including insurance, co-pays, or out-of-pocket payments. This added complexity to the manual order processing workflow.

Solutions

• Rialtes implemented an integrated solution using Mulsesoft platform. This made it possible to leverage the strengths of both Salesforce and SAP.
• Orders created in Salesforce now automatically trigger order creations in SAP, which eliminates the manual data entry and reduces errors.
• Any changes to orders in either system was reflected in real time in the other system, ensuring that data remains consistent across departments.
• Mulesoft mapped the data between Salesforce and SAP and allows for different data formats that ensure privacy regulations
• With the segregation of the two systems, Sales team can now focus on patient data and order creation in Salesforce, while the finance team handles invoicing, accounting, and settlements using SAP.

Benefits

• Automated order processing eliminated manual work, saving time and resources for sales and finance teams.
• Elimination of manual data transfer improved accuracy and efficiency.
• Real-time data synchronization ensured data consistency across systems, minimizing errors.
• Sales and finance teams have real-time visibility into order status and financial data, improving collaboration.
• The solution allows efficient handling of different payment types.
• Sales teams can now focus on selling, and finance teams can focus on financial management, leading to improved overall productivity.