Client Overview
A leading home health and hospice company operating across 50+ locations in the United States, delivering critical care services to patients in the comfort of their homes
Challenges
The client faced several operational and reporting bottlenecks due to a fragmented data landscape and manual processes:
- Lack of cross-functional reporting capabilities due to siloed data from various systems (EMR, payroll, financial).
- High manual effort was required every reporting cycle, leading to inefficiencies and delays.
- Absence of a centralized data platform resulted in limited access to up-to-date information.
- Financial reporting and budgeting were maintained in Excel sheets, making them difficult to scale and error-prone.
- Reconciliation between patient and financial data was manual and time-consuming.
- Data retention and migration during the shift from an old EMR system to a new one required robust planning and schema standardization
Our Approach
To overcome these challenges, we designed and implemented a comprehensive data and reporting solution:
- Built a modern enterprise data platform that integrated data from multiple sources (EMR, payroll, financial systems) into a centralized Enterprise Data Warehouse (EDW) to serve as a single source of truth.
- Developed a financial data model and provided capabilities to manage financial budgeting, consolidation, and reporting across all entities and locations.
- Enabled self-service analytics through Power BI, empowering business users with real-time insights and flexible reporting.
Results & ROI
Our solution delivered measurable impact across operational efficiency, data accessibility, and decision-making speed:
- Established a single source of truth encompassing patient, financial, and payroll data.
- Enabled business users to answer data-driven questions 30x faster with intuitive dashboards
- Real-time visibility into financial, operational, and patient metrics empowers faster decision-making.
- Achieved end-to-end automation from data ingestion to insights, eliminating manual reporting processes.
- 200+ hours/month manual effort saved while significantly improving accuracy and reliability of report
- Centralization of global reporting thresholds, KPIs, and business rules, reducing inconsistency across teams.
- Self-service adoption by 60–80% of business users, reducing dependency on IT for routine reporting.
- Future proof data infrastructure to adopt AI/ML workloads.
