Dashboard for Executive-Level Healthcare Leadership Teams Featuring KPIs From Multiple Data Sources
Client’s Challenge
Manual Reporting Processes
Our healthcare client was spending large amounts of time manually acquiring data and formatting it into monthly reports for executives. Data was stored in a myriad of locations and formats. The challenge was to create a rapid prototype to prove viability and value of the custom application. Earning approval to proceed, we partnered with them to consolidate their data following high-level security protocols and automate calculations and reporting.
Our Solution
Highly Secure Web-based Application
After proving the value of the application with our rapid prototype model, our team developed a web-based application and data acquisition processes. To accommodate the high level of security required for our healthcare client, we designed a secure data warehouse that allowed for proper data access based on a user’s role within the company. In addition, we incorporated non-KPI related data to allow for the “big picture” view of the client, simplifying access to individual staff information.
Value Realized
Reliability + Time and Cost Savings
The dashboard offers executives the ability to instantly and easily view data in a highly secure fashion on desktop or mobile devices. Our client realized considerable savings in time and money due to the modern architecture and automation, which removed the need for an individual to compile and distribute the reports manually. By importing data on a daily frequency, the application allows for more up-to-date and on-demand information to aid decision making processes.
Project Details
Our client needed an application that was available to executives via desktop or mobile web browser, so they could see their client’s data in a yearly sales/performance view.
This company, like many healthcare organizations, maintains data in multiple formats and locations, making it difficult to see their clients’ performance and trends at different levels such as company, division, market, and facility. Much of the data is financial in nature, thus requiring a high level of security.
Since the data lies within multiple systems and locations, assembling reports to provide insights required manual intervention and took multiple days to assemble. Add to this the potential for inaccuracy, and it became a daunting, regular task for an individual to complete.
We partnered with our client to design and build a custom data dashboard application as well as back-end processes to acquire the real-time data from multiple systems and display it in an easily accessible and understandable format.
Because this was a complex undertaking with many stakeholders and a divergent vision, we began by first developing a rapid prototype to help clarify and align expectations. This also ensured the satisfaction of all parties by the final product.
After earning approval to build the custom application, we employed the use of scheduled cloud processes to migrate the data to a local application-specific database. The processes were scheduled to run on a daily basis and acquire data from multiple locations such as a data warehouse, Salesforce, and Smartsheet spreadsheets.
During the acquisition processes, granular data was also used in complex calculations for displaying data in a more understandable way. In addition, related content such as client contacts, site addresses/locations, mission statements, and other detailed data was included to allow for a comprehensive view of the client and ease of access.
With the consolidation of data from multiple systems into a single data source, our client was able to see their executive-level sales and contact-related data in a consolidated and concise way, and access it quickly.
