Powerbi Data analysis

BUS5AP – Assignment 01 Page 1 of 7

BUS5AP – Business Application of Analytics Assignment 02: Kanban This

ALLIED HEALTHCARE

“Australia’s 200,000 allied health professionals represent almost a third of the health workforce and deliver

more than 200 million health services annually.” Allied healthcare is precisely defined by Allied Health

Professions Australia (AHPA), the recognised national voice for allied health professions (see:

https://ahpa.com.au/what-is-allied-health/). Figure 1 illustrates the numerous diagnostic, technical, therapeutic

and direct health services that are categorised as Allied Health.

Figure 1: Allied Health Professionals (from: https://www.coguk.info/allied-health-professionals)

BUS5AP – Assignment 01 Page 2 of 7

HOLISTICO – ORGANISATIONAL PROFILE

Holistico is a healthtech start-up in the allied healthcare space. Holistico’s mission is to help practitioners in allied

healthcare provide technology-driven support for the continuous monitoring of patients with chronic or acute

pain to ensure that they receive timely treatment and reduce the rate of dropping off prematurely (churn) during

treatment. Holistico provides an advanced technology platform for clinics to ensure that patients are followed

up in a timely manner and provide analytics around the completion of survey questionnaires used to diagnose

their ongoing health concerns.

The conventional approach to providing this support/monitoring is via the Patient Reported Outcome Measure

(PROM) and Patient Reported Experience Measures. (PREM). However, the process of collecting PROMs is time

consuming and requires issuing of surveys, following up with patients and then tracking of the results to analyse

them both on behalf of the patient, the practitioner, and the owner of the clinical practice.

HOLISTICO - NEED FOR ANALYTICS

To ensure Holistico’s continued growth and scalability they are embarking on transforming their manual

processes. They intend to develop an online survey tool for PROM and PREM collection (which will be distributed

as a Software as a Service Application). The data will be collected electronically, and which needs to be analysed

to provide insights to their four target groups. These target groups are

- Holistico’s management and product team

- Allied Health Practitioners (see Figure 1)

- Allied Health Clinic Owners

- Patients receiving treatment

They have selected “Better Health” as the first clinic to pilot the new technology.

The Holistico software development team have developed the technology platform to collect data from patients

but lack in house expertise to develop a modern analytics layer capable of analysing the data. They have decided

to go to market to solicit proposals for a modern analytics platform.

BUS5AP – Assignment 01 Page 3 of 7

PROFILES AT HOLISTICO – KEY DECISION MAKERS FOR THE ANALYTICS PLATFORM

CEO

Name: Dr. Mei Weng

Location: Melbourne

Age: 41

About the role: Mei’s role is to ensure that the organisation’s mission and strategic goals are met. She recently

moved into the CEO role after having worked as the practice lead at a large medical clinic. She believes in data

driven insights and focuses heavily on providing Clinics that use Holistico’s service a competitive advantage

through their data. She will play the role of sponsor on the project and will be responsible for ensuring that the

analytics complement the strategic goals of Holistico and the clinics that will consume the data from the

platform.

CHIEF TECHNOLOGY OFFICER

Name: Youssef Hakko

Location: Sydney

Age: 37

About the role: Youssef is responsible for ensuring that the technology for the platform is delivered in a robust,

cost effective, secure and ethical manner. He has a strong interest in machine learning and artificial

intelligence and would like to consider predictive analytics in the platform. He will oversee the solution and is

in charge of approving the financial aspect of the project and providing mitigation plans around risks that may

arise.

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LEAD IMPLEMENTATION CONSULTANT

Name: Mehta Misha

Location: Melbourne

Age: 31

About the role: Mehta oversees the deployment of the solution for Holistico. Prior to the software-based

PROM / PREM tool, she would tailor questionnaires on PDF or Word documents and then work with customers

(various Allied Health clinics) to create monthly report formats on Excel. She is extremely interested in the

outcomes of this platform as she sees automated analytics as a huge time saver for her team. She reports to

the CEO around implementation metrics such as time to deliver solution to customer, number of surveys

completed, surveys issued and increases in patient lifetime value.

PRODUCT MANAGER

Name: Peter Marriott

Location: Brisbane

Age: 27

About the role: Peter is responsible for the delivery of analytics solution. He will oversee the consultants who

will deliver the project and ensure that the sprints are on track and delivering value. He will conduct

verification testing and will be responsible for liaising with the clinics to get early feedback during the

development of the analytics solution.

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PROJECT BRIEF

The requirements gathering, planning, development, testing and roll out of the analytics platform is expected

to take up to 6 months. The approximate budget for the project is expected to be $800,000 for the entire

solution.

The solution is expected to be developed on Microsoft Azure (to complement the existing software platform)

and leverage Power BI for analytics. The solution will extract data from the software platform’s database and

will present the data in Power BI.

It is expected that a prototype of the report will be provided to ensure the user stories and requirements have

been met. The data for the prototype can be developed in Excel and visualised in Power BI.

INTERVIEW NOTES

The following are interview notes from the various interviews conducted by your organisation.

CEO - MEI WANG

- As a CEO she needs to ensure that we drive key OKRs for the business. The OKRs that are critical to

her are – Holistico customer retention rate, Surveys completed and new customers added this month.

- She obsesses over the user friendliness of the software especially the PROM / PREM surveys that go

out and often checks on how long it takes a patient to complete these and makes tweaks to the

survey content herself.

- Data Security is also of concern to her as a single data breach could undermine the organisation.

- She enjoys speaking at conferences and sharing ideas around the digital patient journey and tries to

adopt lessons learnt from other cutting edge cloud tools.

- Software she aspires to be like – Cemplicity, Medallia, Salesforce.

CTO – YOUSSEF HAKKO

- Youssef is a self-confessed ‘AI data nerd’. He believes that Holistico can differentiate itself through an

analytics and AI strategy.

- He also believes strongly in cloud technology, data governance and security as this is a critical to

customer confidence in the solution.

BUS5AP – Assignment 01 Page 6 of 7

- He would like to understand how many bugs in the software, resolution time of incidents and server

performance as his metrics.

- Holistico’s visibility of the roadmap is important to building consumer confidence and he would like to

share upcoming features and what was delivered to the consumer right from within the application.

LEAD IMPLEMENTATION CONSULTANT – MEHTA MISHA

- Mehta is the at the front line of delivering patient analytics to Holistico’s customers.

- She spends an enormous amount of time updating excel sheets with patient data and worries that

data might get lost or disclosed as she is constantly juggling several spreadsheets especially at the end

of the month.

- Her biggest need is to see the end of month customer performance reporting (consisting of new

patient bookings, rebook rates, customer lifetime value, PROMS and PREMS scores correlating the

patient booking information) automated.

- She would like the analytics to be easy for the practitioner who is often time poor, to understand.

Most practitioners are not tech savvy so she believes that a lot of guidance notes on any reports (as

she has on hers) are pretty important.

PRODUCT MANAGER – PETER MARRIOTT

- Peter acts as the voice of the customer and is interested in what more can be delivered by Holistico to

help them deliver effective care.

- He would like to get usage metrics of different features and the click through rates of the emails sent

to the patients to help them understand how effective Holistco’s messaging is.

- Peter needs the analytics solution to automatically refresh and update with minimal intervention as

the current overhead of producing the data required for Mitha is starting to impact his time for

roadmap items.

EXISTING CUSTOMER – CLINIC A – CLINIC OWNER

- Clinic Owners have several OKRs such as monitoring patient rebook rates, did not arrive %, average

patient lifetime value and cancellations.

- They would like to correlate this information to patient metrics gathered from PROMS such as Net

promoter score, customer satisfaction and quality of life scores. This will help them paint a more

accurate (holistic) picture of why their OKRs are moving up or down (or staying the same).

BUS5AP – Assignment 01 Page 7 of 7

- Their primary focus is the survival and growth of their practice and thus their focus is largely around

revenue generation and customer / patient retention.

- They need a majority of the analytics and PROMs generation process to be automated as they mostly

are working practitioners who have to combine the administrative responsibilities of running the

clinic and who have to try and win new business.

EXISTING CUSTOMER – CLINIC A – PRACTICE MANAGER

- The practice manager is responsible for ensuring that the administrative side (accounts, systems,

human resources and general compliance) is managed effectively.

- They are interested in the same metrics as the clinic owner but do not need to see specific patient

results (as these are typically confidential between the patient and the practitioner).

- They are not medical professionals but have worked in the industry as a clinic administrator for many

years (typically) and are very organised.

- A large part of their day is following up with practitioners and patients so any kind of automation is

welcome. A practice manager would like to receive emails of patients presenting flags that will likely

lead them to not book to help them with recalling these patients into the clinic. They will also need to

do the same with business metrics and monitor set KPIs.

- A really nice to have feature of an analytics solution is the ability to provide benchmarks against the

industry and predict when a patient or business metric might generate risks for the practice.

EXISTING CUSTOMER – CLINIC A – PRACTITIONER

- Practitioners are typically sports professional (in the case of Physiotherapy) or have a deep

connection to their specific discipline (such as Podiatry etc. – see Figure 1 above).

- They are time poor with less than a few minutes to prepare between patients and while they see the

benefit in analytics and capturing patient PROMs they rarely have the time to analyse these.

- For them to see any value in Holistico’s platform, the dashboards and reporting must be easy to

interpret and they should be able to analyse any information about a patient in under 2 minutes.

- They are particular about patient privacy and do not want other practitioners even within the same

clinic to have access to their patient’s survey data.