POWER BI CASE STUDY

Power BI Returned 15 Hours a Month Back to 150+ Office Managers

The Challenge

Our client is one of the leading dental services organizations in the country supporting over 240 dental practices and businesses. Because of this scale, there are more than 150 office managers spread out over 15 states. Prior to our relationship, the client was utilizing SQL Server Reporting Services (SSRS) software for its analytics and reporting needs. This dated program lacked interactivity, was unintuitive and, more importantly, it had minimal visualization capabilities. In fact, the SSRS software could only present data in large textual and numerical data sets.

Each morning, office managers would receive an email from the corporate offices that contained dense and convoluted spreadsheets detailing critical business information, such as customer and services demographics and appointment data. Because of the form in which this data was presented, on average, managers were spending 45 minutes every morning sifting through seemly infinite columns and rows trying to find actionable business intelligence. Unfortunately, most of the time, those insights were missed, and managers simply gave up trying to decipher these perplexing spreadsheets, which clearly affected their performance. And in truth, who could blame them?

The Conflict

Think about that situation for a moment. For a period of one month, 15 hours were wasted trying to make sense out of reports that contain vital data and resources which can improve the organization and produce results in real time. It shouldn’t have to be that hard. And when management became aware of this pain point, they sought out change immediately.

The Solution

As certified Microsoft partners, our team of experts explained the benefits of having a data visualization tool like Power BI. This powerful application can transform critical data into visuals that help unlock key metrics. After a quick deployment and asset development period, office managers now receive a daily dashboard that has been customized to include only the most decisive data. More importantly, the data is now presented in such a way that office managers can quickly understand the strengths and weakness of the business without any challenges and spend more of their time on improving it.

Reflection

As food for thought, below is a graphic that illustrates what can be accomplished in that amount of time. Now, just imagine what your organization can achieve with this additional resource!

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