The organization faced data quality and reporting issues due to fragmented systems:

• Membership data spread across Choices, Medisked, and Paycom.
• No single source of truth for reporting.
• Inconsistent analytics requiring manual validation.

These gaps made it difficult to maintain accuracy, meet compliance needs, and support timely decision-making.

To address these challenges, the organization partnered with ProArch to design a secure, modern data strategy built on strong governance principles.

The engagement focused on two critical goals:

• Unifying data into a centralized platform.
• Embedding security at every layer of the data lifecycle.

• Data Security & Privacy: Role-based access controls, row-level security (RLS), encryption, and group-based permissions restricted PHI access to only authorized users.
• HIPAA Compliance: Governance rules mapped directly to HIPAA safeguards, ensuring auditability, retention policies, and breach-prevention protocols.
• Data Quality: Standardized business rules and automated validation eliminated discrepancies that could compromise reporting accuracy.
• Stewardship & Accountability: Clear data ownership roles were established to ensure ongoing protection and integrity of sensitive information.
• Lifecycle Management: Data was classified, documented, and managed from creation through archival using Microsoft Purview, strengthening oversight of PHI and PII.

By embedding security-first governance into operations, the organization:

• Reduced compliance risk with standardized privacy and security controls.
• Strengthened protection of PHI through encryption, access policies, and continuous monitoring.
• Increased audit readiness with accurate, trustworthy reporting.
• Improved efficiency by eliminating redundant validation processes.
• Gained confidence to scale analytics in a HIPAA-compliant environment.