Centra Healthcare –  Optimizing Broken & Overlapping Automations

About the Client

Centra Healthcare Solutions is a leading healthcare recruitment and staffing organization in the United States. The company specializes in connecting skilled clinicians with healthcare facilities nationwide. With hundreds of openings across varying disciplines and a fast-moving recruitment cycle, Centra required a modern, streamlined way for facility partners to collaborate, review job submissions, track applicants and communicate efficiently with their account manager.

Challenge

The org had grown significantly, leading to a large number of Flows, Process Builders, and other automations created by different teams over time. This resulted in overlapping logic, inconsistent entry criteria, and inefficient execution paths, especially noticeable during high-volume operations like closing Jobs.

Solution

A comprehensive automation audit was performed, which included:

• Consolidating overlapping flows into streamlined, modular structures. 
• Moving repetitive logic into before-save Flows where appropriate to reduce DML usage. 
• Establishing clear naming conventions and documentation to avoid future duplication. 
• Implementing decision logic to ensure Flows execute only when necessary. 
• Removing legacy Process Builders and replacing them with optimized Flow equivalents. 
• Conducting load and performance testing to ensure governor limit safety margins.

Impact

After restructuring the automation framework:

• DML and SOQL usage decreased by over 50%. 
• Record operations completed consistently without errors. 
• CPU time consumption dropped significantly, eliminating previous governor limit exceptions. 
• Overall platform performance improved, restoring stability and user confidence.