Skip to content
  • Services

      Application Development & Maintenance

      Artificial Intelligence

      Cybersecurity Services

      Cloud Services

      Data Engineering

      Global Capability Center

      IT Staffing Services

      Infrastructure

      IT Professional Services

      Quality Assurance and Engineering

      Software Product Engineering

  • Industries

      Education

      Financial Services

      Healthcare

      Insurance

      LegalTech Services & Solutions

      Manufacturing

      Retail

      Transportation and Logistics

  • Client Success

      Case Studies

      Testimonials

  • Insights

      Blogs

      Beyond the Stack

      Trigent Tech Forum

      Videos

      White Papers

      Webinars

  • Careers
  • Company

      About Us

      Analyst

      Accolades

      csr

      Environmental, Social and Governance

      Leadership

      News

      Partners

      Patents & Innovation

      quality & Compliance

  • Contact Us
  • Services

      Application Development & Maintenance

      Artificial Intelligence

      Cybersecurity Services

      Cloud Services

      Data Engineering

      Global Capability Center

      IT Staffing Services

      Infrastructure

      IT Professional Services

      Quality Assurance and Engineering

      Software Product Engineering

  • Industries

      Education

      Financial Services

      Healthcare

      Insurance

      LegalTech Services & Solutions

      Manufacturing

      Retail

      Transportation and Logistics

  • Client Success

      Case Studies

      Testimonials

  • Insights

      Blogs

      Beyond the Stack

      Trigent Tech Forum

      Videos

      White Papers

      Webinars

  • Careers
  • Company

      About Us

      Analyst

      Accolades

      csr

      Environmental, Social and Governance

      Leadership

      News

      Partners

      Patents & Innovation

      quality & Compliance

  • Contact Us

Case Studies

Global Healthcare Non-Profit Enhances its Operational and Financial Agility through Automated Workflows

About the Client​

Our client is a renowned global non-profit healthcare organization known for its pioneering medical services and impactful advocacy serving over 2M beneficiaries across 46 countries. Since 1987, the organization has cared for millions of individuals facing complex healthcare challenges. Its innovative care programs consist of advanced treatment and therapies that were delivered ‘regardless of the ability to pay’. This has been its true hallmark of success, enabling our client to reach vulnerable communities across the globe.

Business Challenge​

The client creates and implements new programs in communities across the U.S. and abroad. Each requires detailed proposals that outline the activities, scope, intended outcomes, beneficiaries, resources, timelines, and more. Every program proposal runs through an exhaustive evaluation and review process. Selected programs require detailed project plans, milestones and impact measures that are approved by Functional and Financial stakeholders.

The proposal documents are just a part of the initial planning phase. Other documents such as business requirements, stakeholder analysis, and risk management plans follow a similar exhaustive review and approval journey. Following the initial planning phase comes program initiation, succeeded by the complex stages of execution, monitoring, control, and ultimately closure.

In all, there are at least 30 different documents for every single program. Cumulatively, the organization deals with several thousand different documents annually. Each is manually tracked for version control, reviewed, and approved, which impacted the effort involved in program processes, delays and associated overheads.

Trigent Solution

Trigent’s assessment began with an in-depth analysis of the client’s existing processes and IT infrastructure. We engaged with key stakeholders through detailed interviews to uncover inefficiencies and pain points, documenting each issue carefully.

The following conclusions were drawn:

  • Business workflows and approval processes needed to be accelerated while maintaining rigor in program evaluation, data capture, and due diligence.
  • Acceleration could be achieved by replacing email-based communication with a comprehensive document workflow automation solution.
  • Automating the entire document lifecycle—from creation, review, approval, storage, to retrieval—would enable faster program implementation.

A case for low-code/no-code

  • A unified platform was required to support program creation, review, approval automation, secure storage, and easy retrieval.
  • The platform needed flexibility to scale across countries and support custom workflows and localization.
  • It had to empower both technical and non-technical users, including external stakeholders like lawyers, donors, and regulators.
  • The solution needed a low total cost of ownership with the ability to roll out new features quickly.

Trigent’s Recommendation

Based on these requirements, Trigent recommended a

low-code/no-code solution

that is user-friendly, customizable, and cost-effective.

  • Microsoft Power Automate: Automated workflows with strong customization while leveraging existing Microsoft 365 investments.
  • SharePoint Online: Enabled document creation, storage, metadata management, role-based access, and version control.
  • Power BI: Delivered advanced analytics and reporting by integrating data from workflows and SharePoint.
  • Adobe E-Sign: Provided secure, compliant, and reliable digital signature capabilities.

Implementation Highlights

  • Trigent developed 30 custom SharePoint document templates aligned to business requirements. End users could directly input information into predefined fields without creating documents from scratch.
  • The templates and predefined fields ensured all essential data was captured in a consistent format, eliminating errors and incomplete proposals.
  • After the template was filled,

    Power Automate

    triggered an approval workflow routing documents to the appropriate stakeholders.
  • During the review process, SharePoint automatically created new document versions, ensuring full change tracking and historical access.
  • The SharePoint dashboard provided a real-time view of document status, enabling stakeholders to quickly access relevant information from a centralized repository.
  • Trigent used Power BI to visualize real-time data and track KPIs such as number of documents processed, approval time, and compliance rates.

 

Client Benefits

  • The solution implemented gave our client much-needed visibility into business operations, allowing them to oversee all workflow processes in real-time.
  • Document standardization ensured that all the data were accurately captured and presented for easy analysis and approval.
  • Processing times reduced by 67%, there were zero manual errors or incomplete proposals that resulted in minimized administrative overheads.
  • The centralized repository and document versioning capabilities gave the client a single source of truth ensuring that all the users access the latest versions of documents.
  • The automated workflow enabled the client to focus its resources on mission-critical activities rather than on time-consuming administrative tasks.
  • Faster program execution directly translated to efficient cash flows leading to greater financial agility.

 

Services

  • Application Development and Maintenance
  • Cybersecurity
  • Data Engineering
  • Global Capability Center
  • Infrastructure
  • IT Staffing Solutions
  • Professional Services
  • Quality Assurance and Engineering
  • Software Product Engineering

Industries

  • Education
  • Financial Services
  • Healthcare
  • Insurance
  • LegalTech Services and Solutions
  • Manufacturing
  • Retail
  • Transportation and Logistics

Explore

  • Blogs
  • Company
  • Contact Us
  • Client Success
  • Careers
  • News
  • Partners
  • White Papers
  • Webinars

Our Headquarters

Trigent Software Inc.
2 Willow Street, Suite #201, Southborough, MA 01745

India Location

Trigent Software Pvt. Ltd. – IT Services Division
1st Floor, West Wing, Khanija Bhavan, #49, Race Course Road, Bangalore 560001, India

Follow us on

Linkedin-in X-twitter Youtube Facebook-f
  • © 2026 Trigent, All rights reserved
  • Privacy Policy
  • Cookie Policy
  • Terms and Conditions

Consult Our Experts

We are happy to answer any questions you may have.

Cyber Essentials

Cyber Shield

Cyber Pro

Apply for this Position

Fill in your details below and our team will get back to you shortly.

Add Your Heading Text Here

Add Your Heading Text Here

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.