Where They Started

Penfield is a leading healthcare and insurance services provider based in Ottawa, Canada. Despite its strong market position, the company faced growing challenges with efficiency and data management. Manual data entry, disconnected workflows and limited use of Salesforce capabilities slowed operations and affected client service.

To stay competitive and data-driven, Penfield needed a strategic roadmap to modernize its technology ecosystem and strengthen how information moved across the organization.

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Problem and Solution

The Challenge

Penfield’s processes were heavily manual and fragmented across multiple platforms. Data silos, inconsistent reporting, and limited automation led to inefficiencies and delayed client responses. The lack of real-time integration between systems also limited visibility and hindered timely decision-making.

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The 6ixSenses Solution

6ixSenses partnered with Penfield to deliver a comprehensive Digital Adoption Plan focused on analysis, strategy and actionable recommendations for long-term transformation.

The consultation included:

• Business and Technology Analysis: A detailed review of operations, customer journey, and tech stack to uncover inefficiencies and integration gaps.
• Automation Opportunities: Recommended tools such as Google Cloud Vision API and Microsoft Azure Cognitive Services to digitize data capture from emails, faxes and PDFs.
• Data Processing and Decision Support: Proposed Google Cloud Dataflow, Azure Data Factory and AI-based rule engines to improve data accuracy and enable faster and more informed decisions.
• Salesforce Optimization: Advised on advanced integrations and workflow automation to strengthen analytics and client engagement.
• Collaboration and Insights: Suggested integrating Slack or Microsoft Teams with Tableau, Power BI and Salesforce Einstein Analytics for real-time collaboration and performance tracking.

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Where They Are Now

Penfield gained a clear and actionable digital transformation roadmap. The plan positioned the company to:

• Eliminate manual bottlenecks and improve workflow efficiency.
• Strengthen data integrity through connected and automated systems.
• Improve visibility and analytics for informed strategic planning.
• Build the foundation for scalable and client-centred growth.

The company is now equipped with a defined direction and technology strategy to transition into a modernized and informed organization.

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The Sum Up

Through strategic consultation, 6ixSenses guided Penfield in shaping a clear digital strategy, setting the stage for automation, integration and smarter data management.

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