Case Study on Secure Email Solution for Invitae

This case study details the implementation of a secure encrypted email solution by Cloud Maven, INC. within Salesforce, aimed at improving Invitae’s workflow for handling genetic test orders. The document outlines the challenges faced by Invitae, including high labor costs, delayed processing, inaccuracies in patient details, and security concerns related to sharing sensitive information. The previous process required significant manual effort from Customer Service Representatives (CSRs) to manage incomplete test orders. The new solution automates email composition and tracking, reducing the time to obtain missing information from 2.5 days to just 4 hours. Additionally, it has led to a reduction in operational costs, saving approximately $400,000 annually by decreasing the need for 6.25 full-time equivalents (FTEs). The case study emphasizes improvements in data security and accuracy, as well as enhanced governance through automated tracking and follow-up processes, ultimately benefiting both patients and healthcare providers.