Case Study
Digital Transformation for a Health & Wellness Provider
We partnered with a leading corporate wellness organization to modernize its biometric screening workflow and improve operational efficiency. The engagement focused on building a secure, automated system for event management, participant tracking, and data handling—reducing manual processes and ensuring compliance with privacy standards.
What We Delivered
Biometric Screening Workflow Automation
- Designed and implemented a multi‑station screening process using Cognito Forms, Power Automate, and Dataverse.
- Automated time tracking for check‑in and screening duration to improve reporting accuracy.
- Built queue management logic to streamline participant flow and reduce wait times.
Custom Form Development
- Created dynamic forms tailored to event requirements, including conditional fields for biometric measures.
- Integrated waiver language and HIPAA compliance features directly into the intake process.
- Added screener identification fields for audit trails and accountability.
Data Management & Reporting
- Established a secure SharePoint structure for storing biometric PDFs, organized by company and event date.
- Implemented automated calculations for BMI and cholesterol ratios to reduce staff workload.
- Enabled exportable reports for performance analysis and compliance audits.
Security & Access Controls
- Applied password protection for tablets and forms to prevent unauthorized access.
- Developed workflows for safe handling of update links and participant data behind the scenes.
Operational Enhancements
- Simplified user interface to two main actions—“save and send”—to minimize complexity for event staff.
- Provided logic for queue ordering by check‑in time, improving efficiency during high‑volume events.
Representative Outcomes
Reduced Manual Effort:
Staff moved from paper‑based processes to automated workflows, cutting administrative overhead.
Improved Accuracy:
Automated time tracking and calculations minimized errors in biometric data.
Enhanced Compliance:
HIPAA‑aligned storage and waiver integration ensured privacy and regulatory adherence.
Streamlined Events:
Queue management and simplified UI reduced participant wait times and improved staff productivity.
Approach & Architecture
Core Platforms:
Microsoft Power Automate, Dataverse, SharePoint Online, Cognito Forms.
Governance:
Least‑privilege access, password protection, and HIPAA‑compliant storage.
Reliability:
Automated workflows for form updates, PDF generation, and reporting.
