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CASE STUDY

Client Success Story: Enterprise Analytics Transformation

Building an Enterprise Data & Analytics Platform for a Private Equity backed Infusion Provider

Data Strategy & Modernization | Fractional CDAO Engagement

Challenge:

A rapidly growing PE-backed home infusion services provider had no centralized data infrastructure, no standardized KPI framework, and relied entirely on vendor-generated BI reports and excel analytic capabilities — with no internal analytics capabilities to support external partner reporting or analytics around operational decision-making.

Solution: DataLion evolved from a scoped QBR initiative and basic reports into the client's fractional CDAO — taking full ownership of analytics strategy, data infrastructure, and organizational capability

What We Built

​

  • Enterprise Datamart: Unified all operational, clinical, pharmacy, and financial data sources into a centralized architecture

  • KPI Standardization: Defined enterprise-wide metrics and developed business logic — one source of truth across all departments

  • Analytics Products: 5 functional dashboards, 40+ automated reports, eliminating manual processes and saving man-hours

  • AI Readiness: 15+ semantic layers and vectorized AI agents to allow the business to interact with their data using natural language

  • Strategic Roadmaps: Multi-year analytics, data, and AI/ML maturity roadmaps plus investor-ready decks for PE stakeholders

  • Internal Analytics Org: Built and led a 5-member team with governance frameworks for long-term sustainability

Key Outcomes

​

  • Took the client from no analytics infrastructure to a fully operational enterprise data platform — data lake, governed DataMart, and 15+ semantic layers that give every metric (72+) a single business definition

  • Connected those semantic layers to LLM-powered AI agents, so executives can ask questions of their data in natural language and get governed, consistent answers

  • Built scalable reporting that suppors payer-partner QBRs and lays the groundwork for data monetization

  • Designed a tiered manufacturer reporting suite with proposed pricing models — a roadmap for turning data into a recurring revenue system

5

Dashboards built

Across key functional areas

15+

5

Semantic Layers

Team Members

Defines >72 business KPIs

Internal analytics org built from

ground up

PROVEN RESULTS

Outcomes, not promises

CASE STUDY

Client Success Story: Performance & Outcomes Suite

Nursing Performance & Outcomes Dashboard

Performance Insights & Outcomes | Dynamic Dashboard Development & Automation

Challenge:

Clinical leaders needed a real-time, unified way to measure nursing performance, reduce manual reporting, and improve staffing and patient outcomes

Solution: A centralized data model and dynamic dashboard integrating EHR, Scheduling, and visit data was developed — delivering real-time visibility and automated insights. The backend data was ready for LLM-powered AI agent consumption

What We Built

​

  • Unified data model: A single governed source joining EHR, scheduling and visit data — one patient, one nurse, one encounter, defined once

  • Automated pipelines: Daily refreshes that replaced the manual extracts and spreadsheet reconciliations that the team was doing by hand

  • Nursing KPI framework: Productivity, utilization, visit timeliness, documentation compliance, and patient outcomes — with definitions agreed by clinical leadership. Measures the organization hadn't been tracking, surfaced from the integrated data and now part of standard quality and performance reviews

  • Exception alerting: Flags staffing and utilization outliers in real-time to act on them

  • Foundation for AIS: A nursing analytics base that fed directly into the AIS program's patient-steering and cost work

nursing-dashboard_edited.jpg

Impact & Outcomes

​

  • 112+ hours a month returned to clinical and operations staff by eliminating manual reporting

  • 22% reduction in operating expense through better staff utilization

  • Analytics turnaround cut from 14 days to 2 hours

  • 77% increase in operational visibility — leaders now see nursing performance in real time instead of at month end

  • 4 new quality and performance metrics identified and adopted into standard review

  • Enabled the AIS program's patient-steering work, improving site-of-care decisions and reducing costs

112+

Hours Saved

Monthly through automation

22%

77%

Cost Reduction

Transperency

Improved staffing utilization

Increase in operations visibility

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