Make your business processes efficient

🔹 Step 1: Understand the Landscape
Every organization is different. The first step is understanding how your data moves, where the blockers are, and what outcomes you’re aiming for.
🔍 This phase includes:
A review of current reporting and workflows
Inventory of available data sources
Clarifying operational or clinical priorities

🔹 Step 2: Connect the Right Data
Whether it’s an EHR, billing software, Excel files, or third-party tools — the goal is to align your sources and structure them for analysis.
🔌 This phase includes:
Mapping and preparing key data sets
Establishing secure, HIPAA-aware workflows
Collaborating with internal or vendor tech teams as needed

🔹 Step 3: Build for Clarity
Dashboards and reports are designed around your real-world needs — no generic templates or off-the-shelf solutions.
📊 This phase includes:
Custom Power BI or Tableau dashboards
Metrics that reflect operations and patient care
Filters, drill-downs, and logic aligned with how your team works

🔹 Step 4: Review and Launch
Everything is reviewed together — with time to adjust, refine, and make sure it works for everyone who will use it.
🧪 This phase includes:
Feedback sessions with your team
Deployment into your environment
Optional walkthrough or handoff documentation

🔹 Step 5: Act and Evolve
Once live, the insights start supporting day-to-day work. Projects can pause here or continue into ongoing support or iteration.
🔁 This phase can include:
Scheduled or on-demand updates
Small refinements over time
Strategic check-ins as your needs shift