(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.

The rebuilt Press Ganey benchmarking dashboard, dark theme

(TL;DR)

SITUATION: A client-profile dashboard with every number on it and nothing to act on. Its readers said 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 from one set of requirements, inside Power BI's limits: live calculators and numbers a rep can act on.

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, read for different jobs. An account lead opening a call needs movement against a benchmark. The chart on this page counts surveys, which answers a different question.

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.

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 ship, so I wrote the requirements against the tool, not around it.

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

The readers told me what they needed. The design came from that, and the build stayed inside what Power BI could ship.