In the world of healthcare, where outcomes are driven by speed, accuracy and efficiency, data is more than an operational resource, it’s a lifeline. Yet, for many organizations, making sense of critical metrics often becomes a slow, manual and frustrating process due to outdated reporting tools, siloed systems or dashboards that lack the context necessary for timely decisions.

This was the case for a U.S. based healthcare solutions provider focused on delivering personalized engagement programs, high-touch care coordination and physician collaboration. With a mission centered on improving both short and long-term patient outcomes, their teams needed better tools to track operational efficiency and clinical performance in real time.

When they sought to modernize their reporting capabilities, they partnered with CoreFlex to develop a dynamic, scalable and intuitive business intelligence (BI) platform using Microsoft Power BI.

About the Client:

The client is a U.S. headquartered healthcare organization that collaborates with health plans, health systems and providers to help patients navigate complex care pathways. Their care model relies heavily on personalized support and measurable outcomes.

Operating in a space where accurate performance tracking is essential -from physician engagement to billing compliance- internal teams struggled with fragmented reporting and limited insight into their most critical operational metrics.

While their data infrastructure had been collecting meaningful information, the ability to translate that data into action was falling short. Stakeholders needed more than a static view. They needed interactivity, comparative visibility and decision-level insights in a real-time, reliable format.

The Challenge

The client’s existing dashboard was built on Grafana, a platform better suited for system monitoring than interactive analytics. While functional, it lacked the flexibility needed by business stakeholders and clinical teams alike.

The limitations included:

• Static Reporting: The dashboard offered little-to-no drill-down capabilities, forcing users to run external analyses for deeper insights.
• Limited Comparability: There was no clear way to compare performance across time periods, such as billing metrics month-over-month or patient engagement across quarters.
• Poor User Experience: Users found the layout difficult to navigate, and key data was often buried or required multiple steps to access.
• Fragmented Insight Delivery: Reports needed to be manually compiled and distributed, increasing the risk of errors and slowing response times.

What the client needed was not just a better tool, but a reimagined analytics experience.

Our Solution

CoreFlex partnered with the client to build an end-to-end Power BI-based business intelligence platform, designed to support faster decisions, cleaner insight delivery, and seamless user interaction.

The solution addressed both the technical limitations of their previous dashboard and the business need for real-time, comparative visibility into operations.

Here’s how we did it:

• Real-Time Data Access
  We connected the client’s existing SQL Server Management Studio (SSMS) database to Power BI using Direct Query, enabling real-time data refresh and on-demand access to metrics without manual intervention.
• Interactive Visualizations
  Rather than rows of numbers or static graphs, users now interact with layered dashboards featuring:
  • KPI indicators and trending visuals
  • Conditional formatting to surface anomalies
  • Dynamic filters for date, location, and physician
  • Comparison views across billing periods
• Flexible Date Filtering
  The solution introduced custom time range selection. Users could toggle between predefined views (e.g., current month) or explore any custom date range to identify trends, gaps or performance shifts.
• Business Logic via SQL Views
  To ensure data integrity, business rules were defined directly within SQL views, reducing inconsistencies and ensuring that everyone -from analysts to executives- was looking at the same truth.
• Enhanced UI/UX
  We prioritized a clean, modern user interface. Features like a side navigation pane, bookmarks and consolidated views made it easy to move between summary insights and deep dives without losing context.

What the Platform Delivered

The new analytics environment gave the client more than a modern dashboard, it provided a foundation for data-driven decision-making across the organization.

• Faster, Smarter Decisions
  Comparing “Estimated Revenue,” “Billable Minutes,” “Returning Patients,” and “Total Visits” was now possible at a glance, with built-in visual cues and historical baselines for quick benchmarking.
• Operational Transparency
  The dashboards enabled users to monitor the performance of physicians, billing teams, and care coordinators in real time. This not only improved accountability but made it easier to course-correct when performance dipped.
• Streamlined Workflows
  With real-time reporting and self-service filters, business teams no longer relied on IT to generate reports or analyze changes over time. This gave functional leaders the independence they needed to move faster.
• Increased Trust and Confidence
  Users reported a high level of satisfaction with both the platform and CoreFlex’s delivery approach. From onboarding to deployment, the collaboration was transparent, iterative, and outcome-focused.

Ready to See What Your Data Can Do? Let’s Talk!

This engagement showcases CoreFlex’s ability to bridge technical implementation with business value, especially in high-impact and data-rich industries like healthcare. Our Power BI expertise, combined with deep knowledge of SQL-based architecture and enterprise data modeling, enabled a solution that was not only visually intuitive but technically sound and future-ready.

Whether you’re trying to enhance financial visibility, operational performance or end-user experience, we bring the tools, mindset and execution to help you scale with clarity.

Let’s talk about how we can help you design a data strategy that drives real-time decisions, not delays.

“CoreFlex team was consistently responsive, professional and knowledgeable. I appreciated how seamless the onboarding process was and how clearly the deliverables were communicated. The service felt personalized and I always had confidence that any questions or concerns would be addressed promptly.

- Director, Business Operations