Business Challenge:
With the increase in customer’s growth via mergers and acquisitions it led to revisit their Enterprise Data Warehousing, BI Reporting and business analytics needs. To accommodate this growth, Management reports were developed using Excel by populating data from Operational Data Stores (ODS) and manually extracting data from reports provisioned by different applications like CRM, HR and Finance. One such reporting packet is the “Operational Reports” for the COO called “MOR” Reports. This packet which comprises of Excel and PDF based tabular reports and dashboards takes approximately 22 days from month end closing to compile and distribute. There is an immediate need to speed up the process to 2 to 3 days and deliver them through Dashboards and Scorecards seamlessly.
Customer Location:
The United States of America
Solution Overview:
Netserv decided create 12 Dashboard covering all the KPIs and it was approved by the customer. These dashboards and scorecards were developed using Tableau.
Our approach:
- Took time and efforts to understand the new domain fully.
- Based on the system study, NetServ team opined that all the Operations KPI Dashboard will be built using the Netezza EDW.
- NetServ ruled out the possibility of using the Excel sheets as a data source.
- NetServ captured all the requirements and confirmed with customer
- UX designs were reviewed and approved by the customer.
Benefits
- Customer appreciated NetServ efforts where the project was successfully completed with very few resources and with strict deadlines.
- Netserv completed lot more projects based on the exceptional work and trust gained on the initial project.
- Helped customer to get quick updates on the business 24/7.
Business Challenge:
With the increase in customer’s growth via mergers and acquisitions it led to revisit their Enterprise Data Warehousing, BI Reporting and business analytics needs. To accommodate this growth, Management reports were developed using Excel by populating data from Operational Data Stores (ODS) and manually extracting data from reports provisioned by different applications like CRM, HR and Finance. One such reporting packet is the “Operational Reports” for the COO called “MOR” Reports. This packet which comprises of Excel and PDF based tabular reports and dashboards takes approximately 22 days from month end closing to compile and distribute. There is an immediate need to speed up the process to 2 to 3 days and deliver them through Dashboards and Scorecards seamlessly.
Customer Location:
The United States of America
Solution Overview:
Netserv decided create 12 Dashboard covering all the KPIs and it was approved by the customer. These dashboards and scorecards were developed using Tableau.
Our approach:
- Took time and efforts to understand the new domain fully.
- Based on the system study, NetServ team opined that all the Operations KPI Dashboard will be built using the Netezza EDW.
- NetServ ruled out the possibility of using the Excel sheets as a data source.
- NetServ captured all the requirements and confirmed with customer
- UX designs were reviewed and approved by the customer.
Benefits
- Customer appreciated NetServ efforts where the project was successfully completed with very few resources and with strict deadlines.
- Netserv completed lot more projects based on the exceptional work and trust gained on the initial project.
- Helped customer to get quick updates on the business 24/7.
Operations KPI Dashboard Project MAP
Prime Objective: Create an operational dashboard that identifies the key operational performance indicators for running TEAMHealth. This dashboard should give TH multi-disciplined and line of service insights that will enable strategic decision making and operational insights to execute on strategic and tactical initiatives.
Problem & Context: TH does not have organized and accessible dashboards for identifying, communicating and resolving business challenges in our different disciplines and lines of service. Today, data is manually gathered, incomplete, un-correlated, uncommunicated and generally unusable for identification of patterns, problems and potential solutions. Leadership needs a set of tools to run the business and improve operational effectiveness and financial performance.
Improvement Ideas – Business Process/Role Improvements
- Identify initial indicators(5-10) with executive leadership
- Produce a rapid prototype and a pilot solution
- Create a solution that can scale up or down, depending upon the audience
- Standardize benchmarks, tools, measurements throughout the company
Approach – How work will get done
- Working sessions with executive leadership to identify initial indicators
- Define/Locate/Load data into a small repository for prototype/pilot
- Conduct visualization/working sessions to refine initial operational dashboard
- Move approved pilot to production status
- Utilize outside “expertise”, as needed, for rapid development
Success Measures & Benefits:
- Up to 10 KPIs on operational dashboard, available in 8 weeks