Brundage Group, a leader in revenue cycle management solutions, is the trusted partner of hospital systems for effective documentation education to relay high-quality care. They deliver tailored physician advisory services, workforce solutions, proprietary level-of-care analytics, and physician-led education to support hospitals in maintaining financial sustainability while delivering top-tier patient care.
We spoke with Aaron O’Brien, Senior Director of Product Development at Brundage Group, about their Salesforce document needs and how PDF Butler helped with their processes.
Challenges Before PDF Butler
Before adopting PDF Butler, Brundage Group used another solution for generating summaries of patient visits and recommendations sent to clients. However, the solution wasn’t meeting their needs.
“That just was not suitable for what we needed as a business in terms of cost and performance,” Aaron explained. “We were encountering service interruptions that impacted our operations, and the cost was higher than anticipated.”
Why PDF Butler?
When looking for a new solution, Brundage Group sought a tool that could align with their technical requirements while being cost-effective and reliable. Through recommendations and an evaluation process, they found PDF Butler.
“With PDF Butler, we got what we were looking for in terms of pricing and then we are happy with the performance of time that you all are able to report and have since maintained.” Aaron mentioned.
Aaron also praised the sales process, saying, “Jill and the team were fantastic. They really listened to our needs, made the pricing work for us, and ensured we were comfortable with the solution before moving forward.”
Streamlining Document Automation
Transitioning to PDF Butler was smooth and fast. “We migrated and tested hundreds of templates in about two weeks,” Aaron shares. “With our previous vendor, this process would have taken three or four times longer.”
Now, Brundage Group handles all document generation and delivery using Salesforce Flow, which has streamlined their operations significantly. Aaron adds, “It’s saved us about 80 hours during the setup phase alone, and ongoing maintenance is much easier.”
Measurable Benefits
When we asked Aaron about the benefits of switching to PDF Butler, he emphasized the flexibility in terms of the ability to how to use the product. He also mentioned “There’s a lot of customizations, but it doesn’t require you to be a developer and there’s just a lot of configuration options.”
Since implementing PDF Butler, Brundage Group has experienced:
- Time Savings: “We saved around 80 hours during setup compared to our previous vendor.”
- Reliability: “There have been no service interruptions since we switched.”
- Flexibility: “The ability to update templates without requiring developer involvement has been a huge win for us.”
“The transition was so seamless that our clients didn’t even notice. Everything worked perfectly from day one,” Aaron emphasizes.
Advice for Other Organizations
“If you’re considering PDF Butler, I would say just do it. The customization features, cost-effectiveness, and the support you’ll receive are unmatched,” Aaron states. “It’s a solution that can truly make your processes more efficient and reliable.”
Brundage Group’s experience with PDF Butler demonstrates the power of reliable, customizable document automation within Salesforce. Interested in learning how PDF Butler can help your organization?
