Business owners, CEOs, managers, and employees all face decisions daily that impact the success of our organisations and individual roles. It is crucial to use data to make the best decisions and focus energy on getting the best return on time investment. We have lots of data, that is a certainty!

One of our clients in the healthcare sector had a significant problem with data integration and effective reporting. While providing medical devices for patients, they were unable to make data-driven decisions due to lagging and inaccurate reporting. This impacted their appointing setting across the entire business and across various locations in Australia.

Reporting challenges faced were:

• A lack of insight into the business, proving difficult to make good decisions on staffing and resource planning.

• Difficulty determining which clinics were busy and the number of reserved appointments/placeholders available within the calendars.

• Inconsistency across the retail brands.

• Different diary management systems and appointment definitions.

• Operational data entry issues.

The business needed to run more efficiently, and management had to make effective decisions.

To address these challenges, we used a Business Intelligence tool (PowerBI, Qlik, and Tableau are popular examples) to create a holistic view of business performance and leveraged the data warehouse for the brands.

Data integration and Business Intelligence tools allowed us to:

• Create reports according to exact Key Performance Indicators (KPIs).

• Create a mapping table for appointment types and a traffic light "dashboard" for quick identification of low/high-performing areas, with a drill-down function for further investigation.

• We can now examine the percentage of booked/busy areas by business unit, state, clinic, and medical practitioner to make changes in real time.

• Determine the number of reserved "test" appointments available.

• Check for free space within the calendars.

• Enable reconciliation and check for any data entry errors.

Using this approach provided the following business and efficiency benefits:

• A holistic view of the business.

• Management can make informed decisions on where to deploy resources. Call centre staff can be tasked with booking appointments for clinics with a high vacancy rate or moving appointments forward if needed.

• Connecting various data sources highlighted the inconsistent format/terminology used across different clinics, which was then improved.

• Reduction in errors due to manual data entry.

You may already have access to Microsoft PowerBI or have used it before, but are you getting the business benefits discussed above? We work on new projects to make clients more efficient and effective with better data integration, reporting, and insights.

Phone: 08 8238 6500

Email: sales@advance.net.au

Website: www.advance.net.au