Who They Are
Resolve Sleep has been transforming sleep health across Canada since 2005 by equipping clinics with the right tools to improve operations and help patients get the rest they need. As they expanded over the years, managing multiple clinic operations through Salesforce became increasingly complex, with over-customization, manual data handling, and underutilized licenses limiting scalability and ROI.
To continue growing efficiently, Resolve Sleep needed a clear picture of their current Salesforce environment, a roadmap to optimize it, and a strategy to ensure efficient, safe and scalable operations across all clinics.
The Challenge
Like many healthcare organizations scaling across multiple locations, Resolve Sleep had reached a point where their growing Salesforce environment presented significant complexity and inefficiencies. These included:
- Underutilized Capabilities: Unused Health Cloud licenses represent lost investment and foregone industry-specific capabilities. Organization relying on heavily customized Sales Cloud components, resulting in duplicated processes, manual workflows, and limited scalability.
- Process Complexity: Over 50 opportunity business line workflows with overlaps creating operational inefficiencies.
- Manual Workflows: Patient intake via fax re-entry and manual equipment reporting consuming valuable time and resources.
- Siloed Systems: Inventory in Microsoft Business Central not connected to Salesforce, limiting visibility.
- Over-Customized Permissions: 32 custom profiles, 160+ roles, and oversized permission sets creating governance challenges and increasing the risk of inconsistent access control.
- Technical Debt: Large undocumented flows, inefficient Apex code, and underutilized features hampering performance.
The Solution
We conducted a comprehensive Salesforce Health Cloud Assessment to evaluate Resolve Sleep's current environment to identify gaps, inefficiencies, and opportunities to enhance scalability, reduce operational complexity, and maximize the return on Salesforce investments.
Our assessment focused on five key areas:
- Data Model Alignment
Reviewed existing Sales Cloud data (Accounts, Opportunities, Custom Objects) and how that data maps to Health Cloud’s native data model. Searched for gaps and opportunities to improve data consistency and interoperability.
- Process Simplification
Analyzed operational workflows and business line processes in search of ways to eliminate repetitive manual work, reduce complexity, and improve scalability.
- System Integration
Reviewed current integrations with external systems, like Business Central, to assess data flow reliability and potential for real-time synchronization.
- Security & Governance
Examined access controls, roles, profiles, and permission sets to find over-permissioning risks and set a path toward scalable, compliant governance.
- Automation & Optimization
Audited existing flows and Apex code to evaluate maintainability, performance, and adherence to Salesforce best practices. Offered guidance for future remediation.
Phased Roadmap
To ensure sustainable transformation, Modelit developed a phased optimization roadmap:
This roadmap gave Resolve Sleep a clear structure for ongoing improvements, ensuring minimal disruption while maximizing impact.
“Modelit Software delivered exactly what a modern Salesforce partner should: sharp technical insight, clear communication, and a methodical approach that actually strengthened our confidence in the platform. Their environment and data assessment was thorough without being bloated, practical without being simplistic. They surfaced issues we needed to know, validated areas that were working well, and gave us a clean roadmap forward. It felt like working with a team that genuinely understands how Salesforce should operate at scale.”
Ben Burbridge
Chief Growth Officer at Resolve Sleep
How We Helped
By completing the Health Cloud Assessment and delivering an actionable roadmap, Modelit helped Resolve Sleep move from a complex, manual operation to a streamlined, scalable healthcare platform. They now have a clear, structured path to optimize their Salesforce ecosystem into a secure, data-driven platform that supports long-term growth and better patient outcomes.
Our assessment provided Resolve Sleep with an actionable roadmap that will help them achieve:
- Migrated heavily customized workflows to scalable, out-of-the-box Health Cloud features for improved maintainability and long-term flexibility.
- Reduced manual data entry from automating patient intake and data updates through standardized Health Cloud components.
- Simplified operational workflows through consolidation of lines of business processes and process alignment within a unified data model for clinics, patients, providers, and referrals.
- Real-time visibility across clinics from integrating Health Cloud with other operational systems.
Aligning their Salesforce setup with Health Cloud best practices positions Resolve Sleep to scale securely, operate efficiently, and deliver better patient experiences and outcomes.
