Case Study
Healthcare provider develops Executive Board consolidated report
Results
400hrs
400 hours saved
100%
100% data entry error reduction
Speed
Consistent on-time delivery
Company Profile
Regional federation of mission-driven not-for-profit community hospices, operates as a partnership of multiple member organizations preserving locally-rooted hospice care by providing shared administrative, IT, clinical, and back-office services. Distinct counter-position to private-equity-led hospice consolidation, supporting tax-exempt nonprofit hospice care for thousands of patients and families annually.
Challenge
Manual assembly of monthly reports
This organization is governed by an executive board which meets monthly throughout the year. Each month, the Finance group creates consolidated and affiliate-level financial summary reports for management and the board members. From end-of-month until the scheduled board meetings, analysts perform this repetitive manual process, which includes gathering data from multiple internal and SaaS systems, reviewing changes in month-over-month financials, and assembling financial package for sign-off and distribution.
The group sought a solution that would streamline the report gathering process, increase productivity, and save time.
Solution
WonderBotz ReportBotz+
Built as a report package within WonderBotz ReportBotz+, this solution eliminates inefficient data gathering while streamlining and preloading financial analyses into report templates. Then, the final analysis is loaded into PowerPoint templates that were designed to enable the team to easily add narrative based upon the monthly happenings. The finished reports are distributed and saved to secure shared drive locations.
This reporting solution reduced data entry errors by 100%, saved the team 400 hours per month, and allowed for consistent on-time delivery of reports.
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