Data Harmonization and Reporting Automation

Business Goals

Modernize data infrastructure
Eliminate manual toil through reporting processes automation
Empower end-users to efficiently access and interact with data insights

Challenge

Managing and analyzing vast amounts of healthcare and financial data scattered across various systems.

Results

Streamlined Data Management
- The centralized data warehouse streamlined data management and provided a single source of truth for healthcare operations and financial data.
Efficient Reporting
- Automation of financial reports eliminated manual data collection and reduced reporting turnaround time.
Data Accessibility
- End-users had direct access to interactive Tableau dashboards and Jet reports, enabling self-service analytics and reducing dependence on IT for data retrieval.
Improved Decision-Making
- Healthcare professionals and executives could make informed decisions based on real-time data insights.
Scalability
- The modernized ETL processes and centralized data warehouse were scalable to accommodate future data growth and additional healthcare facilities.

Implementation Details

Jet as the Enterprise Data Warehouse - 8 weeks
- Our data management team designed and implemented 6 databases with dozens of interconnected tables, OLAP cubes, and data marts.
- A schema for the centralized enterprise data warehouse was designed to accommodate diverse data sources.
- Healthcare and financial data from different departments was consolidated and transformed for further reporting purposes.
- Jet Data Warehouse provided a robust, scalable, and secure repository for storing and managing data
SQL Server Integration Services (SSIS) for ETL - 18 weeks
- Our data engineering team migrated and developed approximately 65 data pipelines.
- Legacy Talend data pipelines were assessed and migrated to SSIS packages.
- ETL processes were redesigned to optimize data transformations and ensure efficient data loading into the SQL Server data warehouse.
- SSIS automated data extraction, transformation, and loading processes, ensuring data consistency and quality.
- File data sources were eliminated.
Tableau for Data Visualization - 16 weeks
- Our BI team designed and implemented 38 interactive Tableau dashboards tailored to stakeholders' business requests.
- The dashboards provided insights into patient outcomes, revenue, expenses, and resource allocation.
- Tableau was chosen as the primary data visualization and reporting tool for creating interactive dashboards and reports. It provided a user-friendly interface for healthcare professionals to access and analyze data.
Jet Reports for Tabular Reports Automation - 12 weeks
- Our BI team designed and implemented 27 Excel-like Jet reports.
- Jet Reports were developed on top of the consolidated Jet Data Warehouse to facilitate tabular data exploration.
- Monthly, quarterly, and annual financial reports were generated automatically, reducing manual effort and potential human errors.
- Jet Reports (Excel extension) was the technology of choice as most of the corporate users were familiar with Excel and conservative regarding innovations.
Web Forms for Data Input - 9 weeks
- Our web team designed and implemented 13 secure web forms.
- Web forms were integrated with the SQL Server data warehouse, allowing end-users to input data directly into the system, eliminating error-prone, manually created file intermediates.
- The primary goal of the web forms was to replace legacy file sharing and provide a centralized, error-free way for users to manually enter data for automatic processing and collection in a data warehouse.
- End-users could input specific data, explore healthcare and financial records, and customize dashboards based on their needs.