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Function
  • System Optimisation
  • Workflow engineering
  • Expansion enablement
Services
  • Salesforce consultancy
  • Flow migration and optimisation
  • Salesforce integration
  • Custom app configuration
Outcomes
  • System scalability and maintainability
  • Reduced administrative complexity
  • Operational continuity
Technologies
  • Salesforce
  • Third-party PHS system

Partnership: HSF Health Plan

Case Study
Knowledge Sharing
Charity/ NFP
All Industries
HSF Health Plan operates in the healthcare insurance industry, specifically providing health cash plans.

They primarily engage with individuals, families, and businesses, offering affordable healthcare reimbursement solutions.
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Location

London, United Kingdom

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TEAM

50+

Challenges we faced

  • Primary challenge: HSF were struggling with poor Salesforce health and an unoptimized Salesforce org.

    HSF were looking to expand beyond UK and into Malta, a new geography for them. So, design new app for Malta users, record sharing and different functionality for each app user using the same objects.
  • Other challenges: Migrating process builders to flows along with optimising the flows.

    Making org ready for up-to-date releases e.g. upgrading the Apex classes or triggers and VF pages to the latest version so that ICU locale format can be enabled.
    • 20250731_1804_Health Service Portal Interface_simple_compose_01k1g7cjj8frkrapqtjb03g6dy
    What we have done for them

    Brysa’s team understood HSF’s processes and proposed a solution to adapt their Salesforce to suit the workflows.

    Configured the New App for Malta users, record sharing and different functionality for each app user using the same objects.

    Proposed to use the profiles for the object access control, Sharing rules for record access control and a picklist field on object for functionality control.

    Building Blocks of Success

    Building Blocks of Success

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    Salesforce health and optimisation

    Salesforce health and optimisation

    Enhancing System Performance

    • Conducted a thorough Salesforce Health and Optimiser report analysis, followed by detailed discussions with the client to address every point.
    • Improved org health by optimizing profiles, user management, and system configurations.
    • Ensured a well-structured, efficient, and scalable Salesforce environment tailored to the client’s needs.

    PHS Integration Migration

    PHS Integration Migration

    Seamless Transition to a New Server

    • Implemented necessary changes in the UAT environment to facilitate testing of the Salesforce-PHS integration on a new server.

    New App for Malta Users

    New App for Malta Users

    Customised Access and Functionality

    • Configured user-specific access and functionality for the new Malta app using Salesforce profiles and sharing rules.
    • Removed 'View All' and 'Modify All' permissions, introduced new record-sharing rules, and implemented a picklist-based control system.
    • Updated code, process builders, and flows to align with the new permissions and functionality requirements.

    Process Builder to Flow Migration

    Process Builder to Flow Migration

    Optmised Automation for Scalability

    • Analysed existing Process Builders and designed optimised Flows to enhance performance, scalability, and maintainability.
    • Ensured a smooth transition by structuring Flows based on functionality, reducing complexity, and improving efficiency for future enhancements.

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    Impact

    The result of our collaboration

    HSF team has observed significant improvement in their day-to-day operations.

    • 25% improvement on org health and on optmisation
    • 100% Salesforce availability achieved on integration with 3rd party Policy Holder System
    • New business launch in a new geography facilitated
    • 100% legacy versions of Apex migrated to latest versions
    • 100% business processes in PB migrated to Flow
    • Vastly improved support and service levels with Brysa
    • Brysa’s Solution = Increased Efficiency, Cost Savings & Better Service Delivery

    THE BRYSA WAY™

    The future of Digital Transformation in Charity/ NFP

    The future of digital transformation in charities and not-for-profits will be defined by data-led decision-making, platform consolidation and low-code tools enhancing service delivery, fundraising and stakeholder engagement.

    Success will depend on digital inclusion, ethical data use and mission alignment to ensure technology serves equity, transparency and long-term impact.
    View our success stories

    THE BRYSA EFFECT™

    “Brysa’s relentless customer service, excellent understanding of our unique challenges, and constant support empowered us to expand into new geographies with confidence. Brysa's brilliant team truly enhanced our understanding of the Salesforce platform, enabling us to unlock its full potential for our mission.”

    Adrian Button, Head of Sales and Marketing, HSF.
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    GET IN TOUCH

    Got a bold idea or just testing the waters? As a trusted Salesforce Partner in the UK, we’re here toguide you either way. Let’s talk.

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