Standardizing Power BI Dashboards for a USA based Healthcare Facility

Our Client

A healthcare solutions provider, serving over 90 million members across the United States of America.
They focus on using the latest technology in healthcare to improve operations for payers, providers, and partners in the medical industry.
The hospital chain aims to enhance care quality, streamline member and provider experiences, and achieve cost-effective, positive healthcare outcomes.

Problem Statement

As the client’s business grew and technology advanced with time, scalability became a crucial concern. With over 149+ departments relying on Power BI dashboards, the lack of standardized dashboard design hindered the consistency and efficiency of decisions across the organization and among relevant stakeholders. This lack of uniformity across dashboards led to these alarming issues:

- Inconsistency and Inefficiency:
  
  Inconsistent visual designs across departments made data hard to surf, forcing employees to spend extra time learning each dashboard’s layout.
- High Maintenance Costs:
  
  Fragmented dashboard designs led to duplicated efforts and higher maintenance costs, as each one needed individual updates, consuming unnecessary resources.
- Brand Polarity and Missed Modernization:
  
  Non-harmonized elements designs weakened the organization’s brand image and failed to keep up with modern UI/UX trends, reducing overall user engagement.
- No Reusable Components:
  
  Each existing Power BI dashboard was built from scratch, wasting time and making scaling difficult.

Project Objectives

To overcome the above issues, the client enlisted a set of objectives(short-term) to fix the inconsistencies. After onboarding DataToBiz, these were the points discussed on the scrum calls!

Standardize Design: Creating a consistent look for all Power BI dashboards to improve user experience, maintain brand consistency, and make data easier to read and understand.
Simplify Development and Maintenance: Use reusable design templates to speed up dashboard creation and cut down on maintenance efforts and costs.
Modernize the Workflow: Updating dashboards to match current design trends, making them more user-friendly and helping employees access insights quickly.

Our Solution

After going through the shared objectives and alarming issues the client was facing, our experts presented a phase-wise plan for the dashboard revamp.

Revamped Design Standards and Templates

- Developed clear design guidelines covering color schemes, fonts, layouts, and visual elements to ensure a consistent look across all dashboards.
- Created Power BI templates with pre-configured themes, layouts, and reusable components to streamline dashboard creation and ensure consistency.

Centralized Design Repository

- Set up a SharePoint repository to store all design assets (color palettes, fonts, templates) for easy access by all teams, ensuring uniformity.
- Configured access controls to facilitate collaboration while maintaining resource integrity.

UI/UX Rework

- Updated existing dashboards to align with modern BI design trends, enhancing the user experience and making dashboards more intuitive and engaging.

Collaboration and Scope Review

- Worked with stakeholders to define dashboard requirements and validated the scope to ensure clear goals.

JSON Setup Using Power BI Theme Generator

- Used the Power BI Theme Generator to create JSON files that encapsulate the design standards for color and styling.

Training and Rollout

- Conducted workshops and training sessions to familiarize teams with new design standards and provided documentation and ongoing support for smooth implementation.

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Business Impact

- Standardizing design across 150 departments created a cohesive, professional appearance, improving user experience and reducing navigation errors by 35%.
- Streamlined development reduced dashboard creation and update times by 40%, while reusable templates cut creation time by 50%.
- Consistent visuals reinforced the organization’s brand, improving internal perception by 25% based on employee feedback.
- The UI/UX revamp, aligned with modern BI trends, increased user engagement and satisfaction by 30%, as seen in post-implementation surveys.
- Improved data usability led to faster, more informed decisions, boosting operational efficiency by 20%.
- Users reported a 45% improvement in ease of use and visual appeal, resulting in higher adoption across departments.
- Comprehensive training ensured that all stakeholders successfully adopted and adhered to the new design standards, with a unified approach to data visualization

The standardization of Power BI dashboards significantly enhanced the client’s operations by streamlining workflow across departments, improving user experience, and maintaining a consistent brand image.

The new BI dashboard templates provided a cohesive appearance and modernized the interface. All-in-all, positive user feedback and maintenance not only resolved existing challenges but also positioned the client for future growth in data analytics in the healthcare sector.