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Business Intelligence Case Study: Building Budget, Procurement, and SLA Dashboards

USA

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Business Intelligence Case study
Index
Deployment
Project Plan
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Overview & Strategic Context

Period
1 Year
Business Model
Dedicated
Services Used
Client/Product: Rotech
Domain: Analytics & Business Intelligence

Core Value Proposition: Provide executives with real-time visibility into Budgets vs Actuals for financial control.

    Strategic Objectives:

  • Deliver transparency into revenue, expenses, maintenance, and net revenue.
  • Enable regional drilldowns and monthly variance analysis.
  • Empower leadership to monitor budget adherence and cost efficiency.

Problem Statement & Our Solution

Financial leadership struggled to align budgets with actual performance due to fragmented reporting systems and delays in consolidation.

The dashboard unified budget and actual data, with variance KPIs, monthly comparisons, and visual alerts on deviations. Executives can slice by region, location, and timeframe.

Team Structure

A 10-member Agile analytics team delivered the solution:

Technology Stack

  • Frontend : Tableau Desktop, Tableau Online, Excel, PowerPoint
  • Backend & APIs:SQL queries, Snowflake integrations
  • Databases:Snowflake cloud data warehouses
  • Infrastructure:Tableau Server, automated data refresh, scheduling
  • Infrastructure:Tableau Server, automated data refresh, scheduling
  • SecurityRole-based access, SSL connections, governance policies

    • Outcomes

    The solution reduced reporting lag from weeks to near real-time, improved forecasting accuracy, and allowed earlier intervention in budget overruns.

    Procurement Dashboard

    Overview & Strategic Context

    Client/Product: US Based – Healthcare 
    Domain: Analytics & Business Intelligence

    Core Value Proposition : Track CAPEX, cost of sales, and consignment inventory utilization for
    optimized procurement decisions.

    Strategic Objectives:

    • Increase visibility into procurement spend and supplier performance.
    • Highlight delays in shipping, receiving, and invoicing.
    • Improve CAPEX oversight and asset utilization.

    Problem Statement & Our Solution

    Procurement teams lacked consolidated insights into purchase orders, invoices, and asset usage, leading to inefficiencies and increased costs.

    The dashboard integrates Snowflake procurement data with Tableau, displaying spend breakdown, vendor KPIs, and order aging. Drilldowns allow analysis by supplier, region, and product category.

    Team Structure

    A 10-member Agile analytics team delivered the solution:

    Technology Stack

    • Frontend : Tableau Desktop, Tableau Online, Excel, PowerPoint
    • Backend & APIs: SQL queries, Snowflake integrations
    • Databases: Snowflake cloud data warehouse
    • Recommendation Engine: KPI-driven benchmarking, variance analysis
    • Infrastructure: Tableau Server, automated data refresh, scheduling
    • Security: Role-based access, SSL connections, governance policies

    Outcomes

    Outcomes include improved supplier accountability, reduced open invoice backlog, and optimized procurement efficiency.

    Humana SLA Dashboard

    Overview & Strategic Context

    Client/Product: US Based – Healthcare 
    Domain: Analytics & Business Intelligence

    Core Value Proposition : Measure service-level performance across delivery, maintenance, and discharge support standards.

    Strategic Objectives:

    • Ensure SLA compliance across 8 operational standards.
    • Provide leadership with actionable SLA metrics by division and region
    • Replace static SLA reports with interactive real-time dashboards.

    Problem Statement & Our Solution

    The client struggled to track SLA compliance consistently across multiple service categories, relying on manual PowerPoint updates.

    The dashboard automated SLA reporting, integrating Snowflake as a data source and Tableau for visual KPI delivery. Filters enable SLA visibility across regions, divisions, and service types.

    Team Structure

    A 10-member Agile analytics team delivered the solution

    Technology Stack

    • Frontend : Tableau Desktop, Tableau Online, Excel, PowerPoint
    • Backend & APIs:SQL queries, Snowflake integrations
    • Databases: Snowflake cloud data warehouse
    • Recommendation Engine: KPI-driven benchmarking, variance analysis
    • Infrastructure: Tableau Server, automated data refresh, scheduling
    • Security: Role-based access, SSL connections, governance policies

    Outcomes

    The solution improved SLA adherence visibility to 86.5%, highlighting areas of underperformance and driving service improvements.

    Earned Units BvA Dashboard

    Overview & Strategic Context

    Client/Product: US Based – Healthcare 
    Domain: Analytics & Business Intelligence

    Core Value Proposition : Monitor earned medical equipment units against defined targets for business performance tracking.

    Strategic Objectives:

    • Compare earned units vs. targets across O2, CPAP, NIPPV, and ventilators.
    • Provide monthly, quarterly, and yearly performance insights.
    • Enable leadership to detect and address underperformance.

    Problem Statement & Our Solution

    Leaders lacked timely visibility into unit achievement by product and region, making it difficult to assess performance against targets.

    The Tableau dashboard consolidated earned unit KPIs from Snowflake, enabling target vs. actual monitoring with detailed variance analysis.

    Team Structure

    A 10-member Agile analytics team delivered the solution:

    Technology Stack

    • Frontend : Tableau Desktop, Tableau Online, Excel, PowerPoint
    • Backend & APIs:SQL queries, Snowflake integrations
    • Databases: Snowflake cloud data warehouse
    • Recommendation Engine: KPI-driven benchmarking, variance analysis
    • Infrastructure: Tableau Server, automated data refresh, scheduling
    • Security: Role-based access, SSL connections, governance policies

    Outcomes

    Executives gained early detection of underperforming regions, achieving proactive allocation of resources and stronger target alignment

    Executive AR Snapshot Dashboard

    Overview & Strategic Context

    Client/Product: US Based – Healthcare 
    Domain: Analytics & Business Intelligence

    Core Value Proposition : Deliver executive-level insights into accounts receivable (AR) performance
    and financial health.

    Strategic Objectives:

    • Monitor gross and net revenue, adjustments, and payments with YOY comparisons.
    • Improve visibility into overdue AR and Days Sales Outstanding (DSO).
    • Support cash flow planning and receivable risk management.

    Problem Statement & Our Solution

    The AR process suffered from delayed reporting, incomplete insights, and limited visibility into overdue balances.

    The AR Snapshot Dashboard provided a consolidated executive view, including gross revenue growth, net revenue fluctuations, and overdue account aging. It highlighted AR risk and improved oversight.

    Team Structure

    A 10-member Agile analytics team delivered the solution:

    Technology Stack

    • Frontend : Tableau Desktop, Tableau Online, Excel, PowerPoint
    • Backend & APIs:SQL queries, Snowflake integrations
    • Databases: Snowflake cloud data warehouse
    • Recommendation Engine: KPI-driven benchmarking, variance analysis
    • Infrastructure: Tableau Server, automated data refresh, scheduling
    • Security: Role-based access, SSL connections, governance policies

    Outcomes

    The solution improved AR visibility, enabled reduction in overdue accounts, and supported stronger financial planning through better trend analysis.

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    Business Intelligence Case Study – FAQs

    Our dashboards address delayed reporting, fragmented data sources, limited executive visibility, budget overruns, SLA gaps, and inefficient procurement and financial tracking.
    We have delivered Business Intelligence and analytics solutions for healthcare, finance, procurement, operations, and enterprise leadership teams across US-based organizations.
    Leadership teams gain near real-time KPIs, budget vs actual variance analysis, regional drilldowns, SLA monitoring, and visual alerts that enable proactive, data-driven decisions.
    Our BI solutions leverage Snowflake cloud data warehouses, SQL-based data engineering, Tableau Desktop and Tableau Online, automated refresh pipelines, and governed enterprise data models.
    Advanced analytics enables variance detection, anomaly identification, trend analysis, and improved forecasting accuracy, strengthening financial control and accountability.
    Yes. The dashboards are designed for enterprise scale, supporting regional, location-based, departmental, and product-level analysis with role-based access control.
    Security is enforced through role-based access, SSL-encrypted connections, governed data layers, and compliance-ready security and access frameworks.
    Clients achieved near real-time reporting, up to 86.5% SLA visibility, reduced invoice backlogs, improved procurement efficiency, and more accurate financial forecasting.
    Yes. We provide continuous BI support including KPI refinement, dashboard optimization, performance tuning, and evolving analytics aligned with business growth.
    • 08+ Years of Industry Experience
    • 75+ Skilled Developers
    • 320+ Projects Delivered
    • 110+ Clients Catered Globally
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