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Business Overview

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Business Overview

RedSail Technologies is a leading U.S provider of healthcare and pharmacy software solutions for long-term care. The company’s mission is to improve healthcare by strengthening the role of independent pharmaceutical organizations by providing affordable and high-quality specialized software. The client’s software allows for managing patient information, orders, pharmaceutical product delivery, billing, and electronic prescriptions.

With a goal to assess team performance from a unique perspective and integrate visual metrics and key performance indicators (KPIs), the client sought the expertise of NIX to enhance their existing data analytics software.

Project Scope

The NIX team’s scope included:

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Redesign existing dashboards for better user experience 

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Develop a new BI solution to boost productivity and increase business functionality

Solution

The NIX team leveraged Power BI and Python, which perfectly covers the desired client’s objectives without the need for a complex data engineering solution, resulting in significant cost savings.

As data sources, we used:

  • VersionOne—cloud-based agile application lifecycle management
  • Zoho—a web-based online office suite
  • SharePoint—where additional data for reports is located

Data Integration

We connected to the VersionOne tracking system, Zoho API, and SharePoint using the Power Query Web connector—a data transformation engine that works with API requests to Power BI. This allowed us to load data into Power BI and perform custom calculations for the dashboards using DAX programming language.

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New Dashboards

The NIX team reinvented existing dashboards and created new ones with custom visualization and expanded functionality. Using custom Python scripts, we provided the ability to perform complex calculations and then display them on the dashboards that Power BI does not have out of the box.

New dashboards can also automatically generate and display reports for the management department, saving time spent on mundane report-generation tasks.

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Interactive Power BI reports for the company’s major departments can be assessed by roles and provide the following features:

  • Personal performance and velocity per sprint and average score

  • Velocity by team proportional per sprint and average overall velocity

     

  • Automatically generated reports for management

     

  • Amount of closed tasks and defects per task

     

  • Open and closed change requests

     

  • Custom KPI reports for teams

     

Outcome

Outcome

As a result, the newly implemented PowerBI analytics solution empowered RedSail Technologies with amplified data visualization, dynamic real-time monitoring, engaging interactive dashboards, and seamless collaboration capabilities, ultimately enabling data-driven decision-making.

Through the implementation of custom visualizations, automated performance reports, and advanced calculations, managers are equipped with the ability to effectively monitor productivity, make necessary adjustments to workflows in order to align with key performance indicators (KPIs), resulting in significant time and cost savings.

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Team:

Business Data Analyst

Tech Stack:

Python, Microsoft Power BI, DAX, PowerQuery(M)

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