Salesforce Org Health Improved to 95% for a Danish Healthcare Company

success story

Boosting Salesforce org health from 71% to 95% to support business expansion

How a Danish healthcare company built a secure, compliant, future-ready and scalable Salesforce foundation using Nagarro's SCORE (Salesforce Comprehensive Org Review & Evaluation) framework.

The story

A healthcare provider relied on the Salesforce platform to manage healthcare operations for patients and providers. As the organization prepared for growth across teams, services and markets, they sought a long-term Salesforce partner capable of supporting their growth journey. A partner who could assess the current platform, address security and compliance gaps, improve user experience, and create a clear roadmap for future capabilities such as video consultations, automated invoicing, and broader geographic expansion.

Nagarro partnered with the client to optimize, secure, and scale the custom Salesforce platform, delivering a future-ready solution designed for international growth. The engagement focused on improving org health, enhancing user experience, and addressing technical debt.

Background

As the client moved from serving a primarily Danish user base to supporting a global audience, its Salesforce platform needed to scale with evolving business needs. The platform had to support larger teams, additional providers, expanding operations, and new capabilities such as video consultations and automated invoicing.

Business need

With limited Salesforce expertise, the client had several areas that required further strengthening, including backlog prioritization, technical debt management, security configurations, and workflow efficiency. Addressing these areas was essential to improve user experience, strengthen platform reliability, and ensure long-term maintainability.

Our solution

A structured Salesforce org assessment was carried out using the SCORE framework, covering business, user experience, security, architecture, and technical dimensions.

The platform architecture was redesigned to be scalable and modular, enabling smoother onboarding of larger teams and supporting future global expansion.

Medical professionals seeing results on laptop

What we delivered

Strengthened security controls

Resolving high-risk Health Check findings, improving password and session controls, enabling clickjacking and CSP protections, securing PII configurations, and restricting unauthorized public access.

Improved code quality and automation

Code quality, security vulnerabilities, and automation gaps across Apex, LWC, and Flow components were identified and remediated using Nagarro’s Source Code Analyzer.

Prioritized a structured roadmap

The existing backlog was converted into a prioritized plan through structured governance and ongoing stakeholder collaboration.

Enhanced user experience

Improving usability through auto-saved medical journals, simplified data entry, optimized layouts, and well-defined user roles and permissions.

The impact

The initiative delivered measurable improvements across security, scalability and usability.

The new architecture enabled the platform to support larger teams & providers and accelerate international expansion.

A structured roadmap improved delivery clarity, reduced uncertainty, and strengthened platform stability for future enhancements.

Enhanced auto-saving functionality, streamlined workflows, and key feature introductions helped boost user productivity while minimizing manual effort and data loss.

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