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How CSL Automated Healthcare Reporting with Salesforce and Azure DevOps

Modernizing a leading Australian healthcare organization with Salesforce and Azure, delivering automated DEX reporting, reliable ETL, CI/CD, improved data quality, and stronger compliance.

About the Client:

A leading healthcare provider in Australia, delivering aged care, community, and hospital services. The organization focuses on innovation and invests in modern digital health systems to enhance patient care, improve compliance, and ensure smooth regulatory reporting.

Industry:
Project:

Healthcare

Healthcare DEX Integration & Digital Automation

About the Project:

Leading Australian healthcare provider advancing digital health systems.

Challenges:


  • No Knowledge Transfer (KT) from previous development teams, requiring independent understanding of system architecture, workflows, and requirements.The existing solution involved Salesforce, Azure, MS-SQL, and multiple integration layers that required detailed investigation and stabilization.


  • Omniscript was new and challenging to implement initially.


  • Incomplete and bug-ridden DEX (Digital Exchange) integration and file generation needed for government regulatory reporting.


  • Complex long SQL scripts (up to ~2000 lines) involving CTEs and temporary tables with complex relationships and no foreign keys.


  • Data issues such as duplication, missing records, and data being wiped out during script execution.


  • The Azure environment required careful management of data pipelines, source control, branching, build processes, deployments, and environment-specific configurations. A more structured DevOps approach was needed to improve deployment consistency and release management


  • Bugs across Salesforce OmniStudio components like Data Mapper, FlexCards, and Integration Procedures.

The Salesforce Solution


  • The existing Salesforce, Azure, and SQL architecture was independently analyzed to understand the complete data and deployment lifecycle.


  • Built and enhanced OmniScript-based solutions and implemented dynamic document generation, enabling users to generate documents easily.


  • Independently investigated and fixed all issues related to the DEX Generator module and ensured DEX file output compliance with government requirements.

  • Azure DevOps work items and development workflows were also used to track defects, enhancements, and release activities, providing better traceability from development through production.

  • Debugged and resolved complex issues in Data Mapper, FlexCards, and Integration Procedures, improving stability and integration flow.

  • Analyzed and debugged long MS-SQL scripts, identified root causes for critical data issues (duplication/missing/wipeouts), and provided solutions to make scripts production-ready.

  • Azure Data Factory was used to support ETL workflows, including data extraction, transformation, validation, data mapping, and loading between systems. Pipeline failures and data inconsistencies were investigated across the complete processing flow.

  • Azure DevOps was used to strengthen the software development and release lifecycle. Azure Repos provided centralized Git-based source control and supported structured branching strategies for feature development, testing, releases, and production fixes.

  • Azure Pipelines was used to support CI/CD workflows, automated builds, deployment processes, environment-based releases, and controlled promotion of changes across environments.

  • Supported system optimization by addressing additional bug tickets and improving overall performance and reliability post go-live.



Technology used: Salesforce Health Cloud, OmniStudio (OmniScript, FlexCards, Integration Procedures, Data Mappers), Salesforce Flows, Triggers, MS-SQL, Azure, Salesforce Configuration & Custom Development.

Result/Outcome:


  • Successfully integrated the DEX module into production, enabling automatic generation of valid DEX files for direct upload to Australian Government health portals.


  • Enabled one-click PDF document generation with complete details, delivered via email for user signing.


  • Improved system stability by fixing platform-level bugs and complex SQL-related issues.

  • Azure Data Factory improvements provided more reliable ETL and data processing, while Azure DevOps practices improved source control, CI/CD, release management, deployment consistency, and traceability.

  • The combined Salesforce, Azure, and MS-SQL improvements reduced manual effort, improved system stability and data reliability, strengthened compliance and audit readiness, and supported successful delivery within the planned go-live timeline.

Conclusion:

The project modernized a leading healthcare organization’s reporting ecosystem using Salesforce, Azure Data Factory, and Azure DevOps. Automated DEX reporting, reliable ETL and CI/CD, improved data quality, reduced manual effort, and strengthened compliance and operational stability.

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