01
Understand
Define the users, journeys and outcomes the experience needs to support.
Create connected digital experiences around the people you serve
Customers, patients, partners and other stakeholders increasingly expect to access information and services without depending on manual support for every interaction.
Megnity helps organizations use Salesforce Financial Services & Healthcare to create connected digital experiences that bring together people, information and workflows.
For Life Sciences organizations, we focus on making those experiences useful while keeping appropriate access, governance and human support in place.
Discovery
Start with the experience
A portal shouldn’t simply expose another system to the user.
We begin by understanding who will use the experience, what they need to accomplish and what information or support they need along the way.
That helps determine what should be available through the digital experience and what should remain with internal teams.
Begin with
- Who will use the experience
- What they need to accomplish
- What information or support they need
Interaction
Give people a simpler way to interact
We help bring these activities into a connected experience through Experience Cloud so people have a clearer way to interact with the organization.
The experience can connect back to Salesforce workflows rather than creating another isolated channel.
Users may need to
- Find information
- Submit a request
- Check progress
- Provide information
- Connect with a team
Agentforce
Bring Agentforce into the experience
Not every question or request needs to begin with a person.
Agentforce can support appropriate interactions by helping users find information, answer routine questions, collect details or guide them toward the next step.
When human support is required, the information already gathered can become part of the handoff.
Patient services
Support patient services
Patient journeys can involve enrollment, information requests, ongoing support and coordination between different teams.
We help create connected experiences that make it easier for patients to access appropriate information and services while giving support teams better context around the journey.
Explore patient servicesBehind the experience
Connect the experience with Salesforce
A digital experience becomes more useful when it is connected to the systems behind it.
We help connect Financial Services & Healthcare with Salesforce so requests, interactions and relevant information can become part of existing service and business workflows.
This helps reduce manual handoffs between the digital experience and internal teams.
Digital experience
Experience Cloud + Health
Requests and interactions from the people you serve.
Salesforce
Service and business workflows
Where information becomes part of the wider process.
Journey data
Bring the right data into the journey
Useful digital experiences depend on relevant and reliable information.
We help connect Salesforce, Data 360 and other appropriate enterprise sources so users and internal teams can work with the information required for each interaction.
Access is designed around who the user is and what they should be able to see.
- Salesforce
- Data 360
- Enterprise sources
Journey view
- User and journey
- Information for each interaction
- Access by user
Integration
Connect with the wider technology environment
A patient or customer journey may depend on information outside Salesforce.
We help connect Experience Cloud with relevant enterprise applications and data sources through APIs and integration technologies such as MuleSoft.
This allows the digital experience to become part of a wider business process.
Explore MuleSoftProtection
Keep sensitive information protected
Healthcare and Life Sciences experiences may involve information that requires additional care.
We consider identity, permissions, data access, governance and appropriate controls when designing the experience.
Where regulated processes are involved, validation and traceability requirements can also form part of delivery.
Human support
Keep people available when they are needed
Digital self-service shouldn’t mean removing human support.
We help define where an agent or digital workflow can handle routine interactions and where the user should be connected with a person. The aim is to make simple interactions easier while keeping people available for situations that require judgment, empathy or specialized support.
How we deliver
From user need to connected experience
02
Design
Map the interactions, information and handoffs involved.
03
Connect
Bring together Salesforce, data and other required systems.
04
Build
Create the digital experience and relevant Agentforce capabilities.
05
Test
Check workflows, permissions, information and handoffs.
06
Launch
Introduce the experience to users.
07
Learn
Understand how people are using it and where the journey can improve.
08
Evolve
Add or refine capabilities as needs change.
The stack
Technology around the digital experience
Our work can bring together:
The combination depends on the people being served and the journey the organization needs to support.
- Experience Cloud
- Health
- Agentforce
- Salesforce
- Data 360
- MuleSoft
- Enterprise applications and data
Contact
Want to make a patient or customer journey easier to navigate?
Tell us who you’re trying to serve, what they need to accomplish and where the experience becomes difficult today.
We’ll help you understand how Salesforce, Experience Cloud and Agentforce can create a more connected journey.
Talk to us