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Analytics·Healthcare·5 weeks

Real-time executive dashboards

Power BI workspace replacing 4 hours of weekly reporting.

16h / mo
Reporting time saved
7d → 30m
Data latency
42
KPIs tracked
100%
Exec adoption

The challenge

Executives waited until Friday to see weekly numbers compiled by an analyst from 4 systems. Decisions lagged by a full week and the analyst spent half their time formatting slides.

The approach

  • 1Modeled the leadership KPI tree (revenue, pipeline, delivery, NPS, cash).
  • 2Centralized data into Azure SQL and refreshed every 30 minutes.
  • 3Designed an executive Power BI workspace with drill-through and mobile views.
  • 4Set up subscription alerts so leaders were notified when KPIs moved.

The outcome

Leadership has live KPIs on their phones. The analyst recovered ~16 hours per month and decisions happen days earlier in the week.

Other engagements

Operations

Reduced manual admin by 70%

Replaced 12 spreadsheets with a unified ops layer for a 60-person services company.

Sales

Increased lead response speed by 4×

Routing, enrichment, and AI triage cut SLA from 38m → 9m.

Systems

Centralized 8 disconnected tools

Single source of truth across CRM, support, billing, and analytics.