Healthcare Outreach / Lattice Clinic Partners
A patient outreach team unified campaign follow-up, team access, and reporting across regional workspaces.
Regional managers needed autonomy, but leadership needed consistent reporting and a polished website presence that explained the platform clearly to partner clinics.
33%
Response time improvement
4
Workspace regions
2.1x
Campaign consistency
Challenge
- Teams were sharing too much process across regions, which caused ownership confusion.
- Operational pages and marketing pages lived in the same surface, diluting both.
- Leadership lacked confidence in reporting because workflows were inconsistent.
Solution
- Created a segmented workspace model for each regional team.
- Published marketing content and case-study style pages on the public domain.
- Aligned outreach, reporting, and team access behind the internal workspace route.
Impact
- Regional teams moved faster with clearer operational ownership.
- Leadership got a more reliable reporting layer without centralizing every task.
- Partner-facing messaging improved because the website now explained the platform properly.