Challenge

The client faced a complex issue involving the analysis of a vast dataset containing information from over 160 hospitals and 750,000 patients. They required a partner who could help them navigate the intricacies of this data to produce a comprehensive and accurate notification list, all while maintaining legal compliance.

Reason for Engaging Morae

The client initially engaged Morae due to the need for specialized expertise in understanding and processing a large and intricate dataset. With such a massive volume of sensitive data from multiple hospitals, they needed a solution that could efficiently extract and organize this information to meet legal obligations. Morae stood out as the ideal partner because of our expertise and the value we offered.

Why Morae Over Competitors

The client chose Morae over other providers due to the clarity and certainty we offered in our pricing and timeline. Unlike other solutions, which were unable to guarantee pricing or timelines and left many aspects as “TBD,” Morae committed to a flat rate price with no uplifts and a clear, one-month timeframe from ingestion to the production of the notification list. This predictability and transparency were critical in securing the partnership.

Approach & Transition

The project began with in-depth discussions with the client’s legal counsel to ensure the notification requirements and their legal interpretations were fully understood. We focused on a strategic approach, acknowledging that throwing more people at the problem would not be cost-effective or efficient. Instead, we emphasized an optimized workflow that leveraged our technical capabilities and data expertise.

Services Provided

• Hosting
• Data processing
• Data mining and review
• Notification list creation

Innovative Tools & Methods

Morae utilized Relativity’s built-in features to streamline the workflow and enhance efficiency. We customized workflows to align with the client’s specific requirements, employing our deep understanding of data analysis to achieve the necessary outputs in a timely manner.

Upfront Flat Rate Pricing

We provide pricing transparency ahead of ingestion to ensure no uplift for our clients.

Current Status

The project was completed successfully within the agreed-upon timeframe and cost structure. The notification list was produced and delivered to the client in full compliance with the required legal standards.

Results & Client Impact

• Client Retention: The client was highly satisfied with the speed and accuracy of the project, leading to continued business and future engagements.
• Cost Savings & Efficiency: Morae’s solution significantly reduced the complexity and time involved, offering substantial cost savings compared to other approaches.
• Confidence & Certainty: The clarity and certainty we provided to both the client and their legal counsel helped them meet their obligations, leading to a stronger partnership and further work.
  

Metrics & Key Outcomes

• 1-month turnaround time
• 241,116 raw data files mined to a review population of 50,500 which is an 80% reduction in scope
• 39,993 documents requiring extraction resulting in a precision of almost 80%, with 8,850 containing reportable data on over 11 unique individuals per file
• 4.8 million raw individuals and over 40 million data elements extracted
• 750,454 consolidated individuals identified through a customized process, utilizing Morae’s innovative consolidation tool, which was a finalist for an innovation award at RelFest
• 160+ hospitals/providers – each individual was tied to one or more hospitals/providers for notification purposes

The extraction and notification process was complex due to the need to identify the data owner and determine who required initial notification. This task required advanced analysis of metadata, something Morae’s experienced team was uniquely qualified to handle.

Next Steps

Having successfully delivered this project, Morae is poised to continue working with the client on subsequent reviews and similar data-driven challenges. Our ability to deliver complex, high-stakes projects with efficiency and accuracy has strengthened our relationship, positioning Morae as a trusted partner for future engagements.

This case study showcases Morae’s ability to handle large-scale, data-intensive challenges efficiently while ensuring compliance with legal and regulatory requirements.

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