Cache Valley Systems

BACKGROUND

Please describe your company and position.

I am the IT Director of Northbridge Medical Solutions

Describe what your company does in a single sentence.

Northbridge Medical Solutions provides medical equipment, clinical supplies, and healthcare support services to clinics, outpatient facilities, and other healthcare organizations. The company focuses on helping providers simplify purchasing, manage inventory, maintain reliable access to essential supplies, and improve the day-to-day operations behind patient care.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Cache Valley Systems to accomplish?

• Centralize operations into one connected system
• Automate repetitive administrative workflows
• Improve inventory and order management
• Build a custom CRM for sales and customer management
• Create real-time dashboards and reporting
• Connect existing software and reduce manual data entry

SOLUTION

How did you find Cache Valley Systems?

Online Search

Why did you select Cache Valley Systems over others?

• High ratings
• Good value for cost
• Referred to me
• Extremely skilled and great solutions for our company

How many teammates from Cache Valley Systems were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Cache Valley Systems worked with us to evaluate our existing operations and identify areas where custom software and automation could eliminate manual work and connect processes that were spread across different systems.

The project included designing and developing a centralized custom software platform around our existing workflows. They built a custom CRM for managing customers, sales activity, follow-ups, and account information, while also improving how we handled inventory and order-related processes.

A major part of the engagement involved business process automation. They automated repetitive administrative workflows, reduced duplicate data entry, and connected several parts of our operation so information could move between systems without employees having to manually update everything.

Key deliverables included:

- A centralized custom business software platform
- Custom CRM development for sales and customer management
- Inventory and order management functionality
- Automated workflows and internal business processes
- Real-time operational dashboards and reporting
- Integrations between existing software and internal systems

They also spent time understanding how each part of our company operated before developing the system. As the project progressed, they identified additional processes that could be automated or improved and incorporated those opportunities into the platform.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The biggest measurable outcome was the reduction in manual work across our business. Cache Valley Systems consolidated several disconnected workflows into one system, replaced spreadsheet-based processes, automated recurring follow-ups and data entry, and reduced the number of steps required to manage customers, orders, and inventory.

We also gained real-time visibility into sales, customer activity, inventory, and overall operations through custom dashboards and reporting. Processes that previously required employees to manually move information between different systems are now handled automatically.

As a result, our team spends significantly less time on repetitive administrative work, workflows move faster, information is more organized, and there are fewer opportunities for manual errors. The new system has also given us a much more scalable operational foundation as the company continues to grow.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their project management was excellent. They kept the project organized, communicated clearly throughout the entire process, and consistently delivered work on time. We always knew what was being worked on, what was coming next, and where the project stood.

They were also very responsive to our needs. Whenever we had a question, requested a change, or identified a new problem we wanted to solve, they were quick to understand it and come back with a solution. They were flexible as our needs evolved and were proactive about suggesting improvements we had not originally considered.

Overall, the process felt very collaborative. They took feedback seriously, communicated well, and made sure what they were building actually worked for the way our team operates.

What was your primary form of communication with Cache Valley Systems?

• In-Person Meeting
• Virtual Meeting

What did you find most impressive or unique about this company?

What impressed us most was their ability to understand the business beyond just the software we initially asked for. They took the time to learn how our team actually worked, identified inefficiencies we had become used to, and consistently found ways to improve or automate them.

A lot of the solutions they built were things we did not even know were possible before working with them. Instead of simply taking instructions and developing exactly what we requested, they looked at the bigger picture and recommended better ways to structure processes, connect systems, and use technology throughout the company.

That combination of technical ability and business understanding was what made them stand out the most.

Are there any areas for improvement or something Cache Valley Systems could have done differently?

No