Case Study

Empowering Healthcare Clients with Self-Service Analytics and Secure Data Access

A healthcare solutions provider serving over 200 long-term care and skilled nursing facilities relied on manual, resource-intensive reporting. Netrix built a secure, self-service Power BI Embedded analytics portal with SSO and role-based access, reducing administrative overhead and improving client-facing reporting.

200+
Facilities served
20
U.S. states served
Self-Service
Power BI Embedded Portal
Role-Based
Secure Client Access via SSO

The Client

A leading healthcare solutions provider serving more than 200 facilities across 20 U.S. states delivers financial management, procurement, analytics, and operational services to long-term care and skilled nursing organizations.

The Challenge

The organization generated valuable operational, financial, and purchasing data for its clients but relied on a manual reporting process that was both resource-intensive and difficult to scale. Key challenges included:

  • Manual report generation and distribution
  • Significant administrative overhead
  • Limited client self-service capabilities
  • Growing demand for analytics and reporting
  • Need for strict data privacy and access controls

The Solution

Netrix partnered with the organization through a Project Springboard engagement to design a scalable reporting and analytics platform. Key capabilities included:

  • Secure self-service web portal
  • Single Sign-On (SSO)
  • Power BI Embedded analytics
  • Client-level identity management
  • Role-based security controls
  • Mobile-responsive dashboard experience

The Implementation

The solution followed a phased delivery model:

  • Discovery and requirements gathering
  • Minimum Viable Product (MVP) creation
  • Pilot deployment with selected clients
  • Feedback-driven enhancements
  • Expansion into a broader analytics platform

This iterative approach reduced project risk while accelerating time-to-value.

The Results

Outcome AreaDelivered
Self-Service Reporting
  • Clients can access reports on demand
  • Reduced dependency on manual report delivery
  • Improved visibility into business-critical data
Enhanced User Experience
  • Custom dashboards and report catalogs
  • Mobile and tablet accessibility
  • Automated report subscriptions and alerts
Improved Scalability
  • Business users can maintain reports without new application development
  • Foundation established for future analytics initiatives
  • Expanded Azure footprint and digital maturity
Competitive Differentiation
  • Early adoption generated positive client feedback
  • New analytics capabilities strengthened customer value proposition
  • Clear ROI demonstrated through phased delivery approach

The Transformation

BEFORE
AFTER
  • Manual PDF report distribution
  • Limited reporting flexibility
  • High administrative effort
  • Static reporting experience
  • Self-service analytics portal
  • Interactive dashboards
  • Automated report delivery
  • Personalized analytics environment
No items found.

Turn Data Into Competitive Advantage

Turn data into a competitive advantage. Netrix helps organizations deliver secure, self-service analytics experiences that improve decision-making and customer engagement.