by Tory Tolton

The Challenge

An in-home care agency that connects patients to qualified providers was experiencing rapid growth, serving thousands of clients across 13 locations each year. Better visibility through data and analytics would be critical to scaling the business profitably, but its manual reporting practices were unable to support effective performance optimization and decision making.

Leadership wanted to employ a self-service analytics platform to yield business-driving insights. They sought a solution that could help their small, overburdened finance department transition from report production to efficient utilization of an analytics platform to drive effective, real-time dashboards, strategic insights and business decisions.

Personalized processes for personalized care

Point B utilized our business intelligence (BI) strategy experience to design an impactful, intuitive solution that could drive automated, self-service analytics with minimal upfront and ongoing expense.

We assessed the company’s existing data to create a systems map, highlighting shortcomings in current metrics and illuminating new ways to capture data in support of key performance indicators. We then helped executive leadership understand the types of results they could garner with an integrated, cloud-based analytics solution.

We worked with our client to create a roadmap to support development of a data warehouse and rollout of a modern visual analytics platform. The plan positioned the agency to establish a personalized, self-service BI capability that would provide a unified view across their locations and enable resources to focus on assessing proactive, operational insights.

Visualizing a strategic future

In just eight weeks, we were able to instill a vision for data capture and analysis that the entire organization got behind. After leading an accelerated system selection, we provided visualization workshops with a live solution demo that conceptualized new dashboards.

With a digestible roadmap and an iterative weekly plan, we guided the company through the first three phases of implementation. Leadership was able to analyze trends to optimize staff scheduling and run various reports to assess revenue generation across the firm.

With this new platform in place, leaders were able to focus the team on their core competencies of growing their business and providing quality care to their customers.