Case study
Campaign Management Platform on AWS for Health Advocate
9 min read
Case Study Info
Category
AWS
Client
Health Advocate
Location
Pennsylvania, United States
Industry
Health Care
Requirements
Health Advocate sought us to develop an Automated Campaign Management Platform capable of handling large-scale, multi-channel customer engagement campaigns across Voice, Email, and SMS.
The client aimed to migrate to a cloud-native, serverless architecture on Amazon Web Services (AWS) to enhance scalability, availability, and security while supporting future growth and automation.
Challenges faced
The client faced several operational and technical challenges:
- Manual processes for campaign setup, tracking, and reporting
- Inconsistent performance across communication channels
- Limited scalability for peak campaign loads
- Lack of real-time analytics and centralized visibility
- High maintenance and infrastructure costs
Solution Approach
Architecture & Design
- Conducted detailed stakeholder workshops to define workflows and automation logic.
- Designed a serverless, event-driven architecture using AWS Lambda, API Gateway, and DynamoDB.
- Established a modular microservices-based design for scalability and reusability.
- Designed data flow architecture using DynamoDB Streams and Kinesis for real-time tracking and reporting.
- Applied security-by-design principles aligned with the AWS Well-Architected Framework for reliability and compliance.
Development & Implementation
- Built reusable Lambda microservices and integrated Amazon Connect (Voice) and SES/SNS (Email & SMS)
- Developed full-fledged custom campaign manager on top of Amazon pinpoint
- Configured Cognito and IAM for authentication and access control
- Utilized Amazon S3 for secure storage and report management
- Integrated Amazon CloudWatch for centralized logging, monitoring, and alerts
- Implemented error handling and retry mechanisms for fault-tolerant Lambda execution
- Utilized CloudFront – Single-Page Application (SPA) for campaign design, creation, and scheduling
- Implemented infrastructure as code (IaC) using AWS CloudFormation for declarative management & provisioning of all AWS resources
Results & Key Business Impact
| Features | Outcome |
| Automation | 70% reduction in manual campaign management effort |
| Scalability | 5× increase in campaign throughput with a fully serverless architecture |
| Performance | 99.9% uptime across all engagement channels |
| Cost Optimization | 40% reduction in operational expenses |
| Business Agility | Real-time insights and faster campaign execution cycles |
| Analytics & Visibility | Real-time streaming and performance tracking powered by Amazon Kinesis Firehose & AWS QuickSight |
| Operational Excellence | Centralized monitoring, alerting, and operational visibility through Amazon CloudWatch |
LET’S TALK
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Platform Architecture
Technology Stack
ReactJs / Angular, Amazon API Gateway, AWS Lambda, Amazon DynamoDB, Amazon S3, Amazon SES, SNS, Amazon Connect, Amazon Pinpoint, AWS EventBridge, AWS CloudWatch, Amazon Kinesis Firehose, Amazon QuickSight
About Client
Health Advocate is a leading U.S.-based healthcare advocacy, patient advocacy and assistance company that helps employees and their families navigate the healthcare system. They provide personalized support for medical claims, billing issues, provider searches, second opinions, wellness coaching, and benefits guidance.
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