CanadaRX Connection Discovery Case Study

A strategic audit and modernization blueprint for a prescription referral business on the rise

CanadaRX Connection (CRxC) operates at the intersection of patient care and pharmaceutical fulfillment, acting as a trusted intermediary between customers and licensed pharmacies. Yet, as demand grew and operational complexity deepened, our client faced mounting pressure to modernize. Outdated systems, manual workflows, and limited visibility into orders were slowing them down and keeping them from scaling efficiently.

To prepare for sustainable growth, CRxC partnered with Master of Code Global to conduct a full discovery and operational audit. The goal? Uncover inefficiencies, identify automation opportunities, and set the stage for a future-ready platform that puts compliance, client experience, and business intelligence at the core.

Challenge

How did we help CRxC uncover operational bottlenecks and lay the foundation for business transformation?

Our client’s core operations were deeply reliant on outdated technology and manual workflows. Prescription orders arrived through a patchwork of intake channels—online forms, phone calls, emails, and even fax—forcing staff to manually validate, forward, and track each request. The CRM system in use offered minimal functionality, lacked real-time insights, and couldn’t support the growing volume of clients, physicians, and pharmacy partners.

With most of their customer base being older adults who relied on phone consultations, CRxC also struggled to offer a smooth digital experience. Website navigation was outdated, tracking was non-existent, and there was no centralized portal to unify order data, user accounts, or communication.

What began as a simple discovery phase quickly evolved into a full-scale audit. Our task: identify hidden inefficiencies, reimagine the process from intake to fulfillment, and prepare the business for automation, scalability, and security compliance.

What We Created

Master of Code Global delivered a comprehensive digital transformation plan—from revamped user experience to automated workflows and CRM modernization.

Our collaboration with CRxC resulted in a strategic overhaul of both front-end and back-end systems to support business growth, regulatory compliance, and better customer journeys. Based on insights from our discovery audit, we designed and proposed an ecosystem that simplifies complex prescription fulfillment and improves visibility across all stakeholders.

Core Improvements And Features Delivered

Website refresh with smart filtering: The outdated site was redesigned with intuitive navigation and advanced filters, making it easier for clients to search for products and choose payment preferences (e.g., credit card or check).

Personalized user accounts: We introduced secure profiles where patients can track their order status, attach prescriptions, and manage communication—all in one place.

Order tracking and pharmacy coordination: A new order status system ensures clients and internal teams can follow prescription progress in real time. This included integrating pharmacy logic and data to streamline coordination.

Custom portal and CRM revamp: We built a centralized portal and upgraded their CRM system to support multi-channel intake, real-time updates, and scalable customer, partner, and physician management.

AI-powered website assistant: To empower a predominantly senior user base, we proposed an AI chatbot for the website, ready to guide people, answer questions, and simplify the ordering journey.

Results

20,000 active customer records

100,000+ historical orders

10-15% annual growth without degradation in performance

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