Healthcare — Hospital Services · CRM Documentation & Audit Prep · Brigham Health
CRM Documentation & Audit Prep Project Manager Simulation — Brigham Health
Document a $1.2M Salesforce Health Cloud instance that has been running care-coordination workflows at Brigham Health for two years with zero project documentation. Reconstruct customizations, Epic integration touchpoints, security posture, and decision history in 27 days — before HIMSS EMRAM Stage 7 reassessment reviewers arrive and Brigham's digital-maturity rating is publicly downgraded. Gain hands-on project management experience over 27 days of real decisions, stakeholders, and PMO deliverables — no prior experience required.
The scenario
Brigham Health — a $4.8B revenue academic medical center and core member of Mass General Brigham, with 16,000 employees and one of the highest-acuity inpatient populations in New England — deployed Salesforce Health Cloud as its care-coordination platform two years ago. The system runs critical clinical workflows today: complex care management for high-utilization patients, oncology care-plan coordination, transplant follow-up scheduling, and post-discharge outreach for cardiac and stroke populations. It integrates with Epic EHR via Epic Bridges and a MuleSoft middleware layer, exchanges HL7 v2 ADT and FHIR R4 patient-summary data, and touches roughly 110,000 patient records per quarter. There is no project documentation. No charter. No architecture diagram. No decision log. No security review on file with HIPAA Compliance. The original implementation vendor offboarded 18 months ago after a relationship dispute, taking institutional memory with them. Two of the three original Brigham developers have left. The system 'works' — clinicians use it daily — but nobody can produce a single artifact that explains what it does or how. You have been brought in as the IT Project Manager to reconstruct the project's documentation foundation in 27 days. The driver is hard: HIMSS Analytics has scheduled Brigham's EMRAM Stage 7 reassessment for the quarter after this engagement closes. Stage 7 — the highest tier of HIMSS's Electronic Medical Record Adoption Model — requires demonstrated, documented integration of all clinical-workflow systems with the EHR. An undocumented Salesforce Health Cloud instance running on PHI will fail that review. A failed reassessment is a public downgrade Brigham's executive team has committed to avoiding.
What you'll do as the project manager
- →Produce a HIMSS-reviewer-ready documentation package — system architecture diagram, integration catalog, customization inventory, security/access matrix, and reconstructed decision log — within 27 days
- →Inventory and document all 60+ customizations to the Health Cloud instance (custom objects, custom fields, validation rules, Apex classes, Flow Builder automations, Lightning components)
- →Map and document all active Epic ↔ Salesforce integration touchpoints, including HL7 v2 message flows, FHIR R4 endpoints, MuleSoft transformation logic, and PHI data-flow boundaries
- →Catalog outstanding technical debt (deprecated API usage, hardcoded values, untested Apex, orphaned automations) with risk-ranked remediation recommendations for post-audit follow-up
- →Deliver a knowledge-transfer plan and runbook set to the internal admin team so the system is no longer a key-person-risk single point of failure
Project management skills you'll build
The challenges you'll navigate
- •Key-person risk: Naveed Khan holds ~70% of system tribal knowledge in his head and is openly skeptical of the documentation initiative — he sees it as audit theater that adds operational drag
- •Discovery scope risk: 60+ customizations is the current estimate from a 30-minute Salesforce setup walkthrough; the real count after deep discovery could be 100+ and break the 27-day timeline
- •Integration archaeology risk: the MuleSoft layer between Epic and Salesforce was built by the offboarded vendor; runtime configs are intact but design rationale is not, and reverse-engineering may surface PHI-handling concerns
- •Clinical disruption risk: any investigative action that even briefly affects production Salesforce performance during business hours will trigger immediate clinical-leadership escalation
- •Audit-criteria interpretation risk: HIMSS reviewers exercise judgment within the EMRAM Stage 7 framework — what one reviewer accepts as 'documented' another may reject as 'inferred'
Technology & stakeholders
You'll manage 7 stakeholders, including Adam Landman MD, MS (Chief Digital Health Officer), Diane Ackerley (Director, PMO — Digital Health), Naveed Khan (Senior Director, Salesforce Platform Operations), and more.
What you'll walk away with
A verified, shareable record of a completed enterprise project — plus the PMO deliverables you produced along the way (charter, project plan, SteerCo deck, closure document). It's real, demonstrable project management experience you can put on your resume and speak to in interviews.
Frequently asked questions
Do I need project management experience to start?
No. This simulation is built for aspiring and practicing project managers alike — you learn by doing. You make real decisions and get feedback, with no PMP or prior PM job required.
How long does this simulation take?
It runs over 27 days, roughly 23 minutes per day, covering the full project lifecycle from initiation to closure.
What will I learn?
You practice the core of project management — stakeholder management, budget and schedule control, risk, scope, and PMO governance — in the context of crm documentation & audit prep in healthcare — hospital services.
Is this based on the real Brigham Health?
It's a realistic scenario inspired by Brigham Health and the Healthcare — Hospital Services sector. Details and names are fictionalized for training — it's a simulation, not a record of any actual project.
What do I get at the end?
A verified project completion plus the PMO deliverables you produced (charter, plan, SteerCo deck, closure) — proof of hands-on experience you can show employers.
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