TechCORE MSS Project Spotlight on: Trinity Health

/ / Appian, Architech Solutions, BPM, Healthcare


The project we have focused on at Trinity Health is Inbound Document Management (IDM).  IDM is an application that was built using Appian BPM software.  It enables the end user to index documents that are faxed to the hospital to the correct patient visit, so that orders and other patient care documents can be associated with the patient visit at the point of care.  It leverages the enterprise service bus (ESB) to enable communications between disparate systems like the EMPI and HealthQuest.  After documents are indexed, they are stored in ChartMaxx and Cerner PowerChart, providing enterprise access to documents that are essential for patient care and support business operations.


When ATS was asked to join the IDM project, there were some ongoing issues that needed to be ironed out, and we jumped right in to help figure out what needed ironing.  During this phase, the ATS team focused on addressing a large backlog of issues, bug fixes, and application design problems.  Once these corrections were made, it allowed our team to move forward into the “Stabilization” phase.  During this phase, the ATS consultants conducted a program and project assessment, highlighting the need to revisit requirements and Use Case development. They facilitated development, testing, traceability, and scope definition,  and worked with the business stakeholder group and the PMO to improve the requirement documentation process.

Next, the team kicked-off an “Optimizing” effort that highlighted areas of improvement, risk reduction, best practice implementation, and performance enhancement. The team provided a full assessment of the Appian application that ranked Scalability, Performance, Design, User Experience, Best Practices, Environment, and Support Ability. This analysis was well received and provided the client with a holistic view of the health of the application and its readiness for launch.  On June 15, 2015, the IDM project had a successful launch without any hiccups, and the product is in use as intended.  The next steps the team will work on are “Enhancement” and “Maintenance.”

Being able to work with highly knowledgeable and participating client team was a major reason this project was a great experience. The client shared the same sentiment about the ArchiTECH Solutions team: “The ATS consultants have demonstrated that they are very skilled in Appian implementations. They have led the charge from story and test plan creation, through application development and infrastructure support. Their calm and patient demeanors are complimented by their succinct and professional communication styles. They are a pleasure to work with, and a great asset to our team.” – Trinity Health

We look forward to continuing this successful working relationship with everyone at Trinity Health!

Congratulations on a job well done to our ATS consultants at Trinity Health:  Ashvin Kapur, T.J. Fitzgerald, and Phi Le!

Key aspects of work at Trinity Health include:

  • Document management in healthcare setting
  • Successful handling of an inherited backlog of issues
  • Applied Appian BPM best practices
  • Requirement capture and development process improvement
  • Stabilization of an existing application
  • Optimization and improvement of application
  • Successful product launch

Project Insight:

Jason Hairston is the solution delivery manager on the Trinity Health IDM project and provided his insight into the success of the team and the product.

1. How is ATS making a difference at Trinity Health?JH:  The ATS team focused on “Issue Backlog Clean-up” activities, primarily.  There was a 75+ ticket backlog of change requests, bug fixes, and major issues in the application that needed to be addressed before any other actions could be taken.  The PMO leads at Trinity Health saw an immediate positive impact from the ATS team.  Once we cleaned up the backlog and adjusted the application, it allowed IDM users to work on current-day registrations instead of working almost a week behind.

2. What are some of the challenges at Trinity and how are we meeting those challenges?JH:  ATS was asked to join the Trinity Health IDM project in order to put Appian solution delivery on the right track for launch.  Going into the project with more than 75 backlog items to address before anything else was a bit of a challenge.  But after that, we prevented the creation of a new backlog list by revisiting requirements and use case development processes.  Once we established the requirements and use cases, our ATS team facilitated development, testing, traceability, and scope definition, again eliminating the need to create a long list of backlog items.

3. What is the most rewarding aspect of working at Trinity? JH:  Being able to work with a highly knowledgeable, fully participating, and committed client team was a major reason this project was a great experience.  And launching a successful product! For more information about ArchiTECH Solutions’ work at Trinity Health, or to hear more about how ATS can help your organization with similar projects, please contact us at

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