
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
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.
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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