The Challenge
A statewide healthcare organization operating more than 50 clinics had no reliable enterprise-level view of performance. Leadership could access data at an individual clinic level but had no way to compare clinics, identify high or low performers, or understand where revenue was leaking or costs were rising. Reports were assembled manually — pulling from separate clinic servers — a process that took weeks to produce partial, already-outdated information.
What They Built
Eric conducted executive and operational workshops to align KPIs, then aggregated data from 15 clinic groups and 50+ practices into a Microsoft Azure and Power BI control-tower dashboard with nightly refresh, adding embedded operational nudge tools to prevent revenue leakage at the point of care.
Eric began with workshops rather than development — interviewing executives and operational leaders to understand what decisions they actually needed to make, rather than gathering technical requirements. This grounded every subsequent design choice in real decision-making patterns. The KPIs that mattered — production, write-offs, adjustments, appointments, and encounters — were normalized across all 15 clinic groups and 50+ practices with divergent naming conventions and system schemas.
Data aggregation from 50+ clinic systems required significant integration work, with nightly automated refresh replacing weeks of manual report assembly. Wireframing sessions were used to design every report view from the perspective of how leaders actually read and acted on data — not how dashboards typically look. Once the descriptive analytics layer was stable and trusted, operational nudge tools were added: daily patient lists for clinical staff flagging missing x-rays before procedures, eligibility checks at intake to prevent unrecoverable billing write-offs, and performance alerts to site managers. AI was deliberately withheld until the data foundation was reliable — a sequencing choice that prevented the common failure of AI built on top of untrustworthy data.
AI Role
Operational insights embedded directly into clinic workflows — including patient lists for missing x-rays and real-time eligibility checks — enabled staff to catch billing issues before they became unrecoverable write-offs. The organization estimated millions of dollars in cost avoidance as a result.
Infrastructure
• Microsoft Azure (data infrastructure and cloud hosting) • Power BI (enterprise analytics and dashboard layer) • SQL Server (structured data storage and query layer) • Nightly ETL pipelines (automated data refresh from 50+ clinic systems)
Integration Points
• 15 clinic group systems integrated via ETL pipelines into centralized Azure data layer • Power BI connected to unified data model with normalized KPI definitions • Operational nudge tools embedded in clinic workflows (patient lists, eligibility flags, performance alerts) • Nightly refresh cadence syncing all 50+ clinic data sources automatically
Mid-market organizations ($50M–$1B revenue) in healthcare, financial services, or similar operationally complex industries with fragmented data environments, where CIOs/CTOs own data as part of their portfolio and need a fractional data leader to build the strategy from scratch.