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.