An outpatient services company improves its operational efficiency

Case Study

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The Problem

The company’s KPI reporting across the
organization was unreliable resulting in
confusion, mistrust, a scrambling for
reconciliation between departments, and
slow decision making owing to:

  • The intense labor in extracting and merging data from systems for tactical and strategic decision making
  • Inconsistent definitions of Key Performance Indicators (KPIs) across systems and departments

Our recommendations

  • An Enterprise Data Warehouse (EDW) to serve clean and consistent data for corporate and clinic level reporting needs
  • A roadmap to build the EDW with a mix of traditional and modern data platforms, taking into account data engineering and data science needs
  • Data and KPI governance to ensure consistent definitions

The Results

  • Tableau dashboards able to rely on the delivery of high quality data for timely decision making across departments
  • Improved understanding of common terms and KPIs used across departments due to a data dictionary with business rules in a central location
  • KPIs accessible to the rank-and-file, and relying on a single source of truth, to aid in decisions such as hiring or sharing clinicians, and adjusting sales efforts