CASE 01 · PRESS GANEY

The same numbers, rebuilt for the people reading them.

A client-profile dashboard with every number on it and nothing to act on. I sat with the sales team, found what each reader actually needed, and rebuilt it in Power BI.

(TL;DR)

SITUATION: A sales team had a client-profile dashboard with every number on it and nothing to act on, and readers said some of the high-level data was not what they needed.
WHAT I DID: I sat with the sales team, wrote down what each reader needed, and found what upgrades they wanted.
RESULT: Three views, one set of requirements, built inside Power BI limits: actionable insight and calculators in place of numbers nobody asked for.

The ask

I sat with the sales team and wrote down what each reader needed. They get about four minutes with a client, and the page in front of them had no trend and no benchmark on it.

Same data, different readers

One page was being read for different jobs. An account lead opening a call needs movement against a benchmark; the chart on this page plots survey volume, which answers a different question.

The build

The design was mine and the build was the team’s, with my manager partnering on the data. Every choice had to be one Power BI could actually ship, so the requirements were written against the tool, not around it.

What changed

Readers said openly that some of the high-level data was not what they needed. The rebuild traded it for things they could act on: benchmarks, deep dives, and calculators that help close a deal.

BEFORE: the dashboard as it stood. Not my work.

TLP NameTLP NumberAccount OwnerDate Range

Est. HCAHPS Star Rating3.8

Engagement4.1

Avg Length of Stay4.2

Readmission Rate15.2%

Safety Score72.4

VBP Score58.0

Series: Surveys sent, Responses received

Trending better (2)
Stable (2)
Trending worse (2)

Facility Performance
Facility	Est. Star	Readmission	Safety	Trend
E.M. Tolliver Medical Center	4.1	13.8%	79.0	Good
Haverfield General Hospital	3.9	14.7%	74.2	Neutral
St. Hedwig	3.6	15.9%	70.1	Bad
Antelope Springs	3.5	16.4%	68.4	Bad
Meadowlark West	4.0	14.2%	76.3	Good
Lodgepole Creek	3.7	15.1%	71.5	Neutral

Product Families
Product Family	Facilities	Owned	Candidate	Approached
Patient Experience	2 / 6	Yes	No	Yes
Workforce	1 / 6	Yes	No	No
Whitespace Reports	3 / 6	Yes	No	Yes
Strategic Consulting	0 / 6	No	Yes	Yes

Client Overview

TLP-level account summary

TLP NameTLP NumberAccount OwnerDate Range

Est. HCAHPS Star Rating

3.8

0.2 vs benchmark

Engagement

4.10.1

Avg Length of Stay

4.20.2

Readmission Rate

15.2%0.4%

Safety Score

72.42.6

Survey Volume & Response Trend

Trailing 12 months

JunSent 4,240Responses 1,320

Facility Opportunity

Antelope Springs+10.8%(+1.6%)
St. Hedwig-6.5%(-4.9)
Lodgepole Creek-5.0%(-3.0)
Haverfield General Hospital-1.1%(-0.8)
E.M. Tolliver Medical CenterOn target
Meadowlark WestOn target

Product Family Summary

Product Family Summary
Product Family	Facilities	Status
Patient Experience	2 / 6	Good
Workforce	1 / 6	Good
Whitespace Reports	3 / 6	Good
Strategic Consulting	0 / 6	Neut.

Projected Annual Value

$2.74M

If priority gaps close to benchmark.

BUILT IN POWER BI

ILLUSTRATIVE VALUES · structure and requirements real, client data synthetic