Case Study

Digital Healthcare Streamlines Print with Automation

Clients Supported

2,700+

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.
Targeted direct mail marketing campaign engaging diverse audience.

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.

Urgent medical team discussing patient care at hospital, collaborative healthcare, healthcare professionals teamwork, medical professionals consulting, healthcare teamwork and communication.

Course of Action

SG360°’s Strategy: A Custom Workflow Built for Complexity

Our Strategy

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

Simplified Complexity

Performance-Ready Reporting

Built for long-term growth

Supports existing volume and is adaptable for new employer programs.

Version count dropped from 2,700 to 4

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

Better campaign ROI tracking

Live reporting provides real-time cost and delivery insight.

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