A leading US Healthcare Provider modernizes Reporting with Power BI
With over 300 reports spanning departments such as Finance, HR, Clinical Analytics, and Operations, the client struggled with significant challenges stemming from their legacy reporting systems. Their reliance on Qlik Sense and other outdated tools—lacking centralized governance and robust data security—resulted in inefficiencies and inconsistent reporting across the organization.
It all started with a deeply fragmented reporting environment. Internally, each department generated their own reports, often duplicating logic and inconsistent KPIs. Data sources from SQL Server, Oracle to Excel spreadsheets and various web APIs. There was a lack of authoritative sources of truth, centralized access control, audit trails, and user-level security not being enforced. Above all, the costs associated with Qlik licensing and legacy infrastructure were high, and a steep learning curve for new analysts.
eprotech empowered the client through Power BI modernization and report consolidation with implementation of some key initiatives.
Performed a full audit of existing reports, cataloging and consolidating over 300 Qlik Sense and custom dashboards. By unifying overlapping logic and rationalizing the reporting stack, redundancies and final report count were reduced.
Disparate data connections were streamlined and migrated to Azure SQL and Synapse, thus standardizing the data landscape and maintaining consistent business logic.
Implementation of row-level security in Power BI, streamlined access provisioning and Microsoft Entra ID security groups being automated.
Created department-specific Power BI Apps, interactive dashboards tailored for specific roles like executives, analysts, and operational staff.
Usage metrics and dedicated feedback channels supporting ongoing improvements and discontinuation of unused reports.
Report delivery times dropped from four days to one day, or even real time, in some cases
The rationalization initiative consolidated the reporting landscape by roughly 40%, streamlining operations and removing duplication.
Eliminating usage on Qlik resulted in over $100,000 in annual savings.
Governance processes improved significantly by Entra ID integration and standardized data models ensured consistent KPI measurement and trusted insights.
The solution made business users self-serve, increased stakeholder confidence in analytics, and established an agile platform.
The client achieved cumulative cost savings of $150,000 in annual savings.