Financial Services


For over 30 years, DataScan’s expertise has spanned 50 clients, more than $80B of loan collateral in their systems, and over 225,000 audits conducted per year. DataScan is a subsidiary of JM Family Enterprises, Inc.

Company Size

375 Employees


Alpharetta, GA

medassets 4c logo

Enterprise-Wide Healthcare Sales & Customer Service in the Cloud

The Challenge

  • Microsoft Dynamics wasn’t able to effectively support facilities across multiple business units at several levels
  • Multiple, disconnected case management systems and lack of flexibility with customization and process automation
  • Complex, time-consuming, manual pricing and quoting processes
  • Needed to decrease time spent by sales teams entering data into spreadsheets and emails to track pipeline

The Solution

  • Implemented 6,000+ users across Client Services & Implementation, Sales, Marketing, Accounting, and Finance
  • Enterprise-wide deployment delivered in 4 months
  • Implemented and customized Enterprise Service Cloud entitlements to maximize SLA tracking
  • Deployed Customer Portal enabling customers to track their cases and receive statuses via the web

The Results

  • MedAssets can now build very complex healthcare system opportunities that involve over 100 facilities in a single opportunity
  • MedAssets is now able to report and analyze revenue at the facility level which drives data-driven business decisions on overall product and service strategy at the healthcare system level
  • Empowered sales teams with on-demand access to critical intelligence
  • Improved management of users across multiple business units with on-demand access to external network
  • Self-service customer portal significantly improved client experience and increased call deflection

Configero helped us move 16 distinct case processes from multiple organizations with Parature, Microsoft CRM, SalesLogix, and other internal legacy systems.

Kate Banks
SVP, MedAssets