Health Care

Transforming the tedious & lengthy manual form filling process into simple digital submission.

“How Protos crafted wizard-based, smart and innovative solutions for annual COI submission”

Problem

A healthcare and research institute in Arizona requires all senior management team members to submit Conflict of Interest forms annually for compliance. However, the existing pen-and-paper process is lengthy, redundant, and complex, demanding significant time and effort. Furthermore, tracking all submissions poses a time-consuming challenge for the HR department.

Solution

Protos introduced a SharePoint custom form wizard to streamline the form submission process.

This solution intelligently retains redundant details from past submissions, expediting future submissions.

All forms submitted through this platform undergo an approval workflow for verification and authorization, with an audit log ensuring transparency.

Additionally, a dashboard, integrated with the solution, empowers the HR team to access real-time insights across all submissions at any given time.

Impact Delivered

Protos solved the problem as an Innovation Partner by:

  • 100% Adoption
  • 95% Gain
    In process efficiency
  • 0 Non-Compliance
    Since last 8 years

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