Automating Order Processing using Mulesoft for Salesforce Health Cloud and SAP

Client Profile

A global medical technology company specializing in the development and manufacture of innovative products for diagnosing, treating, and monitoring cardiovascular and endovascular conditions. Their portfolio includes pacemakers, defibrillators, and remote monitoring systems for patients with implanted devices. The company’s mission is to improve the quality of life for individuals with heart and blood vessel diseases through advanced medical technologies.

Problem or Challenge

The company faced significant inefficiencies due to a manual, disconnected order processing workflow between Salesforce (used for sales and patient management) and SAP (used for finance and accounting). Key challenges included:

• Manual data entry across systems, leading to frequent delays and human errors
• Lack of integration between sales and finance teams, resulting in data silos and miscommunication.
• Complexity in payment processing, including insurance claims, co-pays, and direct payments, added strain to the already inefficient process.

Solutions

Rialtes implemented an integrated Salesforce-SAP solution using MuleSoft, bridging the gap between systems and automating the entire order lifecycle. Key components of the solution:

• Automated Order Syncing: Orders created in Salesforce now automatically trigger corresponding entries in SAP, eliminating the need for manual duplication.
• Real-Time Data Updates: Any modifications in one system are instantly reflected in the other, ensuring data accuracy and consistency.
• MuleSoft as a Middleware: Used to map and translate data between systems, accommodating different formats and adhering to healthcare data privacy regulations.
• Role-Based System Segregation: Salesforce is now focused on patient data and order creation, while SAP manages invoicing, settlements, and accounting—allowing teams to operate within their areas of expertise.

Benefits

The integration delivered measurable improvements across departments:

• 60% reduction in order processing time by eliminating manual data entry.
• Real-time synchronization between Salesforce and SAP minimized errors and improved data integrity.
• Improved collaboration between sales and finance teams through shared visibility into order and payment statuses.
• Up to 40% fewer order discrepancies, thanks to automated validation and real-time updates.
• Streamlined payment handling, enabling seamless processing of insurance, co-pays, and direct payments.
• Increased productivity—sales teams can now focus on growth, while finance handles transactions with greater efficiency.