An ASX-listed company was commercialising a regulated medical device. The organisation needed a technology environment capable of supporting scale, compliance and international growth. The client’s technology landscape was fragmented; email and identity services relied on consumer-grade tooling. Their off-the-shelf CRM was under-utilised (and manual) and there were no integrated portals for clinicians or patients. Mobile applications required significant enhancement to support international markets, device integration and regulatory requirements.

Buckham & Duffy was engaged as the lead technology partner to provide end-to-end advisory, architecture, development, integration and ongoing support. We structured delivery across five concurrent workstreams using an agile model with weekly sprints, Jira-based backlog management and regular stakeholder reporting.

We delivered a comprehensive reconfiguration and extension of Salesforce CRM to support clinical, sales, and operational workflows, including:

• 01Custom objects, profiles and role-based access controls
• 02Automated lead management, removal of duplicates and conversion tracking
• 03Demo device issuing and stock tracking workflows
• 04Data validation rules and address verification integration
• 05Sales and performance dashboards for real-time reporting.