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WE4MED

WE4MED: Financial Synchronization.
Partner Settlements – Unified, Fast, Error-Free

Quick facts

Client
WE4MED
Project Scope
Centralization And Automation Of The Process Of Partner Settlements In The We4med System
Industry
Medical Services & Assistance / Operations & Finance

Client

WE4MED

WE4MED is a nationwide operator of medical services and assistance, combining healthcare with modern IT solutions, as well as a network of facilities and telemedicine. The company operates in both B2B and B2C models, offering medical packages and after-sales services in cooperation with insurers.

Challenges Before Starting A Project

  • No central system for receiving and verifying data from partners.
  • Manual reporting in multiple Excel sheets and different formats.
  • Duplicate work and delays in billing.
  • Risk of errors resulting from inconsistent data structures.
  • Difficulty scaling the process with more partners and more frequent reports.

Project Objectives

  • Centralizing partner data
  • Automating verification and conversion of data formats
  • Ujednolicenie formatów raportów i archiwizacja historii zmian.
  • Reducing billing time and errors.
  • Real-time management dashboards for ongoing status monitoring.

Project Implementation

Solution

  • Universal Ingestion: A centralized "input" hub accepting multiple partner formats (XLS, CSV, XML, Email/Server).
  • Intelligent Validation: Real-time mismatch alerts that eliminate field gaps and structural inconsistencies.
  • Automatic generation and conversion of output reports to the required formats.
  • Secure data repository – single source of truth.
  • Dashboards in Power BI for business teams.
  • Process integration with PowerAutomate and PowerApps

Benefits

  • Faster partner billing – no manual file merging.
  • Fewer errors with validations and alerts.
  • Limiting ad-hoc correspondence – data is automatically sent to the right recipients.
  • Improved transparency and ongoing visibility into statuses for the management board and partner managers.
  • Scalability of the process – joining a new partner is a setup, not a mini-project.
  • Full change history and data audit, easier clarification of discrepancies.

Transformation

Results

Area / Issue
Before deployment
After deployment
Obszar Tool
Przed Excel sheets, manual reports
Po
Central we4MED system + automation
Obszar Data control
Przed Lack of consistency and verification
Po
Validations and alerts, a single source of truth
Obszar Risk of errors
Przed High, manual adjustments
Po
Minimal, automatic data checking
Obszar Reporting
Przed Manual, time-consuming
Po
Automated reporting, conversions, and distribution
Obszar Integration
Przed None
Po
Integration with insurer and PowerBI systems
Obszar Scalability
Przed Difficult with new partners
Po
Setup instead of mini-project
Obszar Audit & History
Przed None
Po
Full history and auditability

Do you need your partner settlements to be fast, accurate, and fully transparent?

Discover how the WE4MED system automates data ingestion, streamlines verification, and delivers real-time reporting.

Book free consultation