Case Study

Launching a Client Portal


Business Challenge

Previously, SecureCare utilized a SaaS platform managed by a third-party provider to store all information received from its clients. In doing so, SecureCare did not have immediate access to data provided by its clients which prevented them from generating necessary reports for both insurance and medical care providers. Not only was SecureCare lacking immediate access, it was very difficult to obtain access to this data and required permission and a specific login from the third-party provider. Accessing this data was essential for SecureCare, and its previous process of accomplishing this was extremely inefficient. As SecureCare’s client base continues to grow, the company saw an increased need to have immediate access to this information, and it became clear that SecureCare should manage this data. This would allow the company the capability of immediately accessing and running reports for any kind of internal use or provide them to medical care providers or insurance companies.

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Why Amazon Web Service

Knowing it needed to gain access to and manage this client information, SecureCare looked externally to find the necessary resources to develop and manage a client portal. After an extensive amount of research, SecureCare chose Opti9, with its depth and breadth of AWS knowledge and services to develop and host the platform in the AWS Cloud. In doing so, SecureCare was able to store the initial information in an S3 bucket creating a static website managed by AWS Cloudfront. This information was then crunched and transferred to a service-oriented architecture through AWS’ API Gateway. This allowed SecureCare to filter unauthenticated users via Cognito AWS, and authorized users were then able to access to all necessary data via AWS Lambda. By leveraging AWS’ architecture to create this portal, SecureCare eliminated the need for additional hardware and has ensured scalability and redundancy for its application. In addition, SecureCare has drastically reduced its monthly costs with AWS’ flexible payment models. Each portion of the portal utilizes Windows Server 2016 Datacenter edition. Opti9 was able to centralize their database systems that were previously spread throughout their on-prem environment between multiple vendor applications into a single database instance using a Microsoft SQL and accessible through Microsoft SQL Management Studio. One of these applications included Microsoft’s Dynamics GP, available to end users for use within their accounting department. During the migration process, backups were made within the SQL database instance, and imported into their new AWS instance from their previous on-prem environment.

The Benefits

Cost Savings and Flexibility

By working with Opti9 to develop its own client portal, SecureCare now has full access to all client information. SecureCare can now generate its own reports whenever necessary without having to receive permission from a third-party provider to do so. SecureCare can manage the application itself, while AWS hosts it in the cloud. In addition, with its new, modular service-oriented architecture changes can easily be made to the existing platform to improve its functionality. The company has experienced increased time savings in being able to avoid upgrades and server security, which has contributed to cost savings with avoiding increased hardware costs and AWS’ flexible paying structure.


Service Provided

Amazon Web Services


Client HQ

Omaha, Nebraska


About the Client

SecureCare is a network management company within the healthcare sector. SecureCare provides an efficient billing platform for large insurance companies and is responsible for managing these companies’ physical medicine networks. Operating in 17 different states, serving over three million people, SecureCare recognized the importance of having a strong ERP system in place to manage its business functions.

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