Readiness + product architecture
Operating-model discovery, scope, solution design, data flows, security, delivery planning, and a buildable roadmap. Explore Salesforce services.
Salesforce consulting / Healthcare, health insurance + public sector
Salesforce consulting built to work after go-live.
SmithBix designs, implements, and stabilizes Salesforce around the regulated workflows your operation depends on.
Service Cloud
OmniStudio
Agentforce
Data + integrations
Portals + digital experiences
The operating problem
A platform can launch on time and still fail the operation.
Architecture, data, workflow ownership, adoption, and support all have to land together. SmithBix closes the space between a technically complete build and a system people can run, govern, and improve.
What we deliver
One accountable path from decision to stable operations.
Implementation + integration
Hands-on Salesforce delivery across OmniStudio, portals, service workflows, Apex, Lightning Web Components, APIs, and enterprise integrations. See healthcare implementation.
AI + intelligent workflow
Agentforce, retrieval, and automation applied to named operational problems with security, testing, and human accountability built in. Explore Agentforce consulting.
Adoption + stabilization
Testing, training, release governance, quality controls, operational readiness, and post-launch improvement that make the change stick. Read the stabilization guide.
Built for regulated workflows
Start with the operation, not the cloud.
Every engagement is shaped around the decisions, handoffs, data, and controls that make the workflow function in the real world.
Member service
Give service teams one reliable operating picture.
Unify plan data, cases, knowledge, communications, and next actions without exposing protected information to the wrong surface.
- Service workflows and case routing
- Plan-data verification and retrieval
- Contact-center integrations
Provider operations
Make the full provider lifecycle visible and actionable.
Design secure provider experiences for onboarding, credentialing, network changes, payment details, ownership changes, and termination.
- Provider portals and OmniScripts
- NPI, license, and specialty validation
- Credentialing and network workflows
Quote + enrollment
Move from eligibility to enrollment without losing context.
Connect agent onboarding, plan quoting, enrollment, federal exchange data, documents, and compliance checks in a controlled flow.
- OmniStudio quote and enrollment
- EDE and APTC integrations
- Broker and agent onboarding
Public programs
Deliver citizen-facing systems with operational controls intact.
Structure complex programs around governance, service quality, eligibility, secure data exchange, auditability, and sustainable adoption.
- Program delivery and governance
- Quality and operational readiness
- Change, training, and adoption
How SmithBix delivers
Decisions stay connected to delivery.
Both principals stay close to the work from architecture through stabilization. The plan does not disappear when the build begins.
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01
Discover
Map outcomes, workflows, risks, constraints, and ownership.
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02
Architect
Define the product, data, security, integration, and release model.
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03
Build
Deliver working increments with quality gates and visible decisions.
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04
Launch
Prepare users, support, governance, data, and operational controls.
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05
Stabilize
Measure, resolve, transfer ownership, and improve after go-live.
Experience our founders bring
Evidence from complex delivery environments.
Representative outcomes from prior roles. Engagement results vary.
Review the evidence and attribution- 800+
- users supported in a Service Cloud rollout
- $20M+
- healthcare technology delivery oversight
- 40%
- faster plan-data processing in an AI-enabled workflow
- 60%
- reduction in EDE quality-assurance costs
Implementation insights
Useful answers to the questions teams face before and after launch.
Readiness
Seven decisions a health plan should make before Salesforce configuration accelerates.
Read the framework → Provider operationsProvider lifecycle management is more than a provider portal.
Read the guide → StabilizationHow to stabilize Salesforce after go-live without creating permanent command-center mode.
Read the guide →Two principals. One accountable team.
Product architecture meets delivery accountability.
Founder
Matthew Bixby
Salesforce and AI delivery leader across healthcare, health plans, public-sector operations, and large transformation programs. Matthew leads delivery structure, governance, adoption, and operational performance.
MBA · PMP · SAFe 6 SPC · Lean Six Sigma Black Belt
Founder
Josh Smith
Salesforce healthcare and life-sciences product architect with deep health-plan experience across provider lifecycle, quote and enrollment, member service, secure portals, AI-enabled workflows, and hands-on engineering.
OmniStudio · LWC · Apex · Agentforce · HIPAA delivery
Start with the real implementation decision
Tell us what you are planning, fixing, or trying to stabilize.
We will tell you directly where SmithBix can help, what needs to be true, and what the first useful engagement should be.