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Healthcare

Streamlining Executive Analytics for Informed Decision-Making in Healthcare

High-level analytics dashboard displaying key healthcare metrics used by executives for strategic decision-making.

Focus Areas

Executive Dashboards

Data Integration

Healthcare Business Intelligence

Executives viewing real-time charts and performance indicators on a digital analytics platform in a healthcare setting.

Business Problem

A leading multi-specialty healthcare provider faced ongoing challenges in surfacing timely, accurate, and actionable insights for its executive leadership team. Despite vast amounts of clinical, operational, and financial data across EMRs, billing systems, and patient engagement tools, reporting was fragmented and reactive. Executives lacked a unified view of organizational health, impairing their ability to make data-driven decisions on strategy, performance, and resource allocation.

Key challenges:

  • Siloed Data Systems: Information was dispersed across EHR, finance, operations, and HR platforms, making holistic analysis difficult.

  • Manual, Delayed Reporting: Analysts spent excessive time preparing executive reports, resulting in outdated insights.

  • Lack of KPI Visibility: Leadership had no single source of truth for monitoring critical metrics like patient throughput, revenue cycle, and provider utilization.

  • Limited Interactivity: Reports were static PDFs or spreadsheets, limiting drill-down analysis and data exploration.

The Approach

Curate partnered with the healthcare provider to modernize its executive reporting ecosystem, focusing on consolidating data, defining organization-wide KPIs, and delivering real-time, interactive dashboards for strategic oversight. This initiative enabled leadership to access timely insights, monitor performance, and align decisions across departments.

Key components of the solution:

  • Discovery and Requirements Gathering: Curate worked with C-level leaders and department heads to define priorities and KPIs for visibility, such as:

    • Patient volume and provider productivity

    • Financial performance (revenue, margins, collections)

    • Operational efficiency (bed utilization, appointment wait times)

    • Quality and compliance indicators

    • Staffing and resource allocation

  • Analytics Solution Implementation:

    • Data Integration: Unified EMR, finance, HR, and CRM data using cloud-based ETL pipelines and stored in a central data warehouse (Snowflake).

    • KPI Framework Development: Standardized definitions and formulas for executive metrics to ensure cross-departmental alignment.

    • Executive Dashboards: Built intuitive dashboards using Power BI, enabling drill-down capabilities, trend tracking, and geographic or departmental filtering.

    • Automated Updates: Scheduled refreshes and self-serve reporting ensured that dashboards reflected real-time conditions.

    • Role-Based Access: Dashboards were tailored to the needs of different executive roles, such as CFO, COO, and CMO.

  • Process Optimization and Data Governance:

    • Metric Ownership: Assigned data stewards for each KPI to ensure data quality and consistency.

    • Self-Service Capability: Enabled executive assistants and strategy teams to explore and export insights without IT dependency.

    • Exception Monitoring: Built alerts for deviations in key metrics (e.g., sudden revenue drops, appointment backlogs).

  • Stakeholder Engagement & Change Management:

    • Collaborative Design: Conducted workshops with leadership teams to design dashboards around decision-making workflows.

    • Training and Adoption: Delivered personalized training sessions and “data walk-throughs” to ensure comfort with new tools.

    • Ongoing Feedback: Established monthly review cycles to gather feedback and evolve reporting capabilities based on changing needs.

Business Outcomes

Unified Visibility Across the Organization


Dashboards provided an at-a-glance overview of performance metrics, allowing faster, informed decisions.

Significant Reduction in Reporting Lag


Manual monthly reporting was replaced with dynamic, real-time views, increasing responsiveness to issues.

Data-Driven Strategic Planning


Executives used insights to guide resource allocation, staffing, service line growth, and performance improvement.

Increased Accountability and Transparency


Consistent, visible KPIs across departments supported accountability and performance management.

Sample KPIs

Here’s a quick summary of the kinds of KPI’s and goals teams were working towards**:

Metric Before After Improvement
Report preparation time 10+ days 24 hours 90% improvement
KPI visibility for executives Fragmented Centralized Real-time access
Data accuracy complaints 10/day 2/days 80% improvement
Strategic decision cycle (e.g., budgeting) Quarterly updates Monthly check-ins Faster, more agile planning
Executive dashboard adoption N/A 85% active usage High engagement
**Disclaimer: The set of KPI’s are for illustration only and do not reference any specific client data or actual results – they have been modified and anonymized to protect confidentiality and avoid disclosing client data.

Customer Value

Faster Strategic Decisions


Executives had access to the right information at the right time.

Improved Organizational Alignment


Standardized KPIs kept all departments aligned to shared goals.

Sample Skills of Resources

  • BI Developers: Designed intuitive dashboards with strong UX/UI for executive consumption.

  • Data Engineers: Created secure and efficient ETL pipelines across multiple source systems.

  • Healthcare Analysts: Worked with clinical and operational leaders to define and validate KPIs.

  • Change Management Specialists: Drove training, engagement, and adoption strategies across executive teams.

  • Project Managers: Coordinated timeline, milestones, and executive alignment.

Tools & Technologies

  • Data Warehouse: Snowflake

  • ETL & Orchestration: dbt, Airflow, Python

  • Visualization & BI: Power BI, Tableau

  • EMR & Finance Integrations: Epic, Oracle ERP

  • Collaboration Tools: Confluence, Teams, Jira

Conclusion

Curate’s executive analytics solution enabled a leading healthcare provider to transform leadership decision-making through real-time data access, intuitive dashboards, and KPI alignment. By replacing fragmented, manual reporting with a unified BI ecosystem, the organization now operates with increased agility, clarity, and strategic focus. This transformation supports data-driven leadership and positions the healthcare system to adapt quickly in an ever-changing healthcare landscape.

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