Client Context
A prominent consultancy serving health plans struggled to deliver reporting solutions that aligned with client needs. While their reports provided comprehensive data, they were overly complex, lacked actionable insights, and failed to resonate with executive-level stakeholders. Health plan clients expressed a strong desire for real-time, user-friendly tools that offered clear guidance for decision-making and tangible next steps.
Our Approach
To address these challenges, Akros Advisory implemented a four-phase methodology designed to transform the client’s reporting capabilities:
Strategic Assessment of Client Needs We began with a comprehensive evaluation of the consultancy’s reporting processes and client feedback to identify key improvement opportunities:
Existing reports were overly lengthy and complex, failing to align with client needs for concise, actionable insights.
Clients expressed strong demand for real-time data delivery, simplified executive-level summaries, and tools offering targeted recommendations for business challenges.
This analysis underscored the need to transform reporting into a more dynamic and client-centric experience.
Data-Driven Design and Optimization Using a collaborative, iterative process, we reimagined the reporting structure to prioritize usability and impact:
Dynamic Dashboards: Created modular dashboards that deliver insights in real time, enabling clients to visualize trends and assess performance gaps instantly.
Interactive "What-If" Scenarios: Introduced tools that allowed clients to explore different strategic options and model potential outcomes, driving proactive decision-making.
Streamlined Summaries: Designed concise, visually appealing executive summaries to ensure reports resonated with senior stakeholders.
These features were supported by advanced analytics to enhance predictive capabilities and improve client engagement.
Innovative Reporting Framework Development Recognizing the limitations of static reports, we built a scalable framework tailored to evolving client needs:
Integrated predictive models to highlight areas of opportunity and provide recommendations that aligned with payer priorities, such as Star Ratings and SDOH interventions.
Enabled segmentation by geography, demographics, and performance metrics, delivering more personalized and actionable insights.
Developed exportable tools for executive presentations, ensuring clients could easily share curated insights with their stakeholders.
Actionable Implementation Plan To operationalize the new reporting capabilities, Akros delivered a phased roadmap prioritizing rapid impact:
Prototyped dashboards and enhanced report formats, conducting usability testing to refine the tools and align with client workflows.
Results
Enhanced Client Engagement: Delivered user-friendly tools that empowered clients to interact with data more effectively, making insights immediately actionable.
Timely and Relevant Insights: Improved the timeliness of insights with dynamic, real-time dashboards, reducing reliance on static, lengthy reports.
Executive Alignment: The new reporting structure resonated with C-suite stakeholders, providing high-level summaries paired with drill-down capabilities for deeper analysis.
Operational Efficiency: Streamlined internal workflows for the consultancy, enabling faster report generation and reducing client delivery timelines.
Client Feedback
“Akros Advisory redefined how we deliver insights to our clients. Their innovative approach turned our complex reports into actionable tools that drive meaningful business decisions. This has transformed the way our clients engage with their data and elevated our standing as a strategic partner.” ~ VP, Client Success
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