Global Health Services Company Streamlines Rebate Processes with Cloud Automation
A leading global health services company faced significant inefficiencies due to manual, disconnected processes for handling rebate accruals and disbursements. The company relied on disparate tools that necessitated manual data pulls, prolonged approval cycles through email, and increased operational overhead. These processes slowed down payment processing and made data governance challenging. To address these issues, the organization partnered with Protiviti to lead a technology and process transformation leveraging Microsoft Azure, Azure Synapse, Azure Data Lake, Azure Data Factory, Power Platform, and Power BI. The project team mapped the existing processes, migrated data to Azure, and built a singular workflow enabling automated, end-to-end rebate management. Integration of the Microsoft stack reduced manual data handling, automated approvals, and improved data quality. As a result, operational efficiency increased, team members were freed for higher-value work, data governance strengthened, and payment processing accelerated, enhancing both employee experience and customer satisfaction.
- Organization
- Global Health Services Company
- Industry
- Healthcare
- Location
- Global
- Published
- February 2023
Reported outcomes
Strategic outcomes
Primary read
Use case focus
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- 1Automated Rebate Processing for Healthcare Payments
- Manual, disjointed rebate payment processes required significant human resources.
- Lack of integration across systems led to data inconsistencies and holes in information flow.
- Approval processes for payments were delayed due to scattered email-based communication.
- Operational inefficiencies hampered the ability to meet promised patient affordability and convenience.
- Data governance was weak due to files moving between systems and email threads.
- Migrated data and workflows to Microsoft Azure cloud environment.
- Implemented Azure Synapse, Azure Data Lake, Azure Data Factory, Power Platform, and Power BI for end-to-end process integration.
- Rebuilt approval processes and reporting through automation within Power Platform solutions.
- Partnered with Protiviti for technical leadership and implementation.
- Freed up approximately 50 team members for more impactful work.
- Decreased processing time for rebate payments.
- Improved the reliability and consistency of financial tracking data.
- Elevated employee experience and satisfaction.
- Strengthened data governance and centralized payment approvals.
Architecture
Data previously stored in disparate local systems was migrated to Microsoft Azure. Azure Synapse, Data Lake, and Data Factory formed the core cloud data platform, ingesting and centralizing data used for rebates. Power Platform and Power BI automated workflows and reporting, while approvals were routed through Power Platform apps, removing manual process breaks.
Implementation partners1
Sources & evidence1
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