Digital Healthcare Streamlines Print with Automation

Automating Personalized Print at Scale From 2,696 Versions to 4

Time took to launch a fully automated print workflow < 6 months

Summary

From Manual Chaos to Scalable Clarity

A digital healthcare provider needed a better way to manage thousands of customized print communications for over 2,700 employer clients. sg360° built a custom, fully automated workflow that replaced manual versioning with dynamic formats, eliminated errors, and created a scalable infrastructure for future growth.

Client Challenge::

Handling Growth in Digital Healthcare

The client is a leader in digital healthcare, delivering care through employer-sponsored benefits programs. With 2,700+ employers ranging from corporations to unions, they faced challenges in:

  • Managing high variability across formats, incentives, branding, and messaging
  • Scaling operations while ensuring compliance
  • Replacing a manual, error-prone process
  • Seamless integration without retraining internal teams

Their existing vendor couldn’t support their growth or evolving needs.

SG360°’s Strategy:

A Custom Workflow Built for Complexity

sg360° developed a fully customized, end-to-end automated print solution, including:

  • Custom Automation Environment – Automated data ingestion, proofing, print generation, and reporting
  • Seamless API Integration – Integrated with existing client systems without disrupting workflows
  • Dynamic Printing – Replaced thousands of manual versions with data-driven, variable content
  • Real-Time Reporting – Delivered itemized reports on postage, print, delivery, and more
  • Pre-Production Proofing – Auto-generated proofs streamlined approval workflows
  • Strategic Partnership – Ongoing guidance on testing, optimization, and incentives

The entire solution was deployed in under six months.

Results

Supporting Growth and Innovation

Scalable Infrastructure

Built for long-term growth

Supports existing volume and is adaptable for new employer programs.

Simplified Complexity

Version count dropped from 2,700 to 4

sg360°’s automation enables personalized direct mail across thousands of clients without added risk.

Performance-Ready Reporting

Better campaign ROI tracking

Live reporting provides real-time cost and delivery insight.

Let’s get started.