The Challenge
A healthcare group managing multiple elder care and rehabilitation facilities struggled to maintain accurate, timely financial reporting.
Legacy automations frequently failed, forcing staff to manually pull transaction logs, slowing reconciliation and creating blind spots in financial visibility. These failures risked compliance gaps and operational inefficiency.
They needed a secure, reliable way to automate data transfer—one that protected sensitive PII and ensured uninterrupted access to financial data.
Our Solution
As their Managed Intelligence Provider (MIP), we rebuilt and secured the entire transaction log automation.
Our team designed a PII-safe extraction process from the vendor’s SQL database, enabling hourly uploads via SFTP. Automated failure monitoring was added to ensure issues were caught and resolved immediately. The result: a robust, trusted financial data pipeline that delivered real-time visibility without disrupting operations.
The Result
Financial analysts now have instant access to accurate transaction data, ensuring smooth, automated reconciliation and faster reporting across all facilities.
Key Outcomes:
-
Real-time financial visibility restored across the organization
-
Automated reconciliation eliminated manual reporting delays
-
Secure PII handling ensured compliance with healthcare regulations
-
Improved confidence in data accuracy and reporting processes
Savings & ROI
-
Reduced staff hours spent on manual log extraction
-
Lowered compliance risk from failed or delayed reporting
-
Faster, more reliable reporting cycles across all facilities
-
Scalable automation that grows with business needs
How We Helped as a MIP
Strategic Process Design
We identified gaps in their legacy automation and re-architected the workflow for security, compliance, and reliability.
Automation & Scale
Built an hourly, secure SFTP-based pipeline that handled high-volume data transfers consistently.
Proactive Monitoring & Support
Introduced automated failure detection with ticket generation, ensuring issues were resolved before impacting reporting.
Continuous Optimization
Through our ongoing MIP partnership, we continue to fine-tune performance, security, and scalability.
Why It Matters
By restoring automation and delivering accurate, continuous data flow, we helped transform fragmented financial management into a unified, intelligent process. Analysts and executives now make faster, more informed decisions—strengthening both compliance and organizational performance.
Contact Simpatico today at 855-672-4800 or visit www.simpatico.com to see how we can help you design smarter workflows, harness intelligent automation, and achieve measurable results that impact your bottom line.
