Redesigning an Analytics & Reporting Organization



A large healthcare provider had undertaken several major mergers and acquisitions across the western US. This resulted in a distributed IT and analytics workforce and multiple on-premise enterprise data systems. These data systems fed several reporting platforms including Tableau, SlicerDicer, Infoview, Crystal, and Excel, leading to thousands of disjointed reports, developers, and users. In addition, separate lines of business (LOBs) were operating individual reporting organizations outside of the enterprise reporting division.The company needed to change their technology strategy  to consolidate IT, cloud, and platform stacks.




Unify provided a solution with three main components which included change and adoption, prototyping and strategy implementation, and report rationalization.​ The discovery team met with enterprise and line of business stakeholders to identify prototyping opportunities, acquire and document business requirements (including data sources, training, and report inventory), and establish Responsible, Accountable, Consulted, Informed (RACI) charts.Each solution included recommended strategies, tactics, and KPI’s for the company to apply as they assumed ownership of ongoing execution. Leveraging a Prosci ADKAR Model, the change and adoption strategy established a multi-persona training model with curated (micro-learning) content and actionable next steps. Unify instantiated teams with three planners and 34 members (Unify, enterprise, LOB) that worked in two-week sprint cycles. Power BI was chosen as the target platform, and demos were presented at the end of every two weeks. Additionally, the team initiated an enterprise-wide certification framework for data sources, data models, and data visualizations.


Key Outcomes


The Power BI prototypes developed in two-week sprints demonstrated the swift modeling and development capabilities of the new tool. The ability to sort and filter data using the new reports without a user license resulted in a significant reduction in operation expense. In addition, the prototypes Unify developed were used to generate some of the first geographic Covid-19 incidence reports in the country. Following Power BI best practices, the customized implementation strategy addressed enterprise and LOB execution, current, and future states. The new platform allowed customized reports from disparate data sources to be shared across teams. The migration from the original reporting solution to Power BI resulted in significant licensing cost savings.