Case Study · Pharma & Healthcare

Data Warehousing & FP&A Dashboards — Mental Health Care Network

Healthcare · Azure Cloud Migration · Power BI FP&A · GCP to Azure Migration

The challenge

Siloed financials on legacy cloud.

Siloed financial & operational data

Data spread across care management, billing, insurance, and lead capture systems — no unified warehouse.

No FP&A reporting capability

Leadership lacked financial planning dashboards for EBITDA analysis, LTM financials, and board reporting.

Google Cloud Platform migration

All data needed to be migrated from GCP to Azure — a complex multi-system, cross-platform transition.

Manual Excel-based reporting

Financial summaries and departmental reporting done manually in Excel — slow, inconsistent, and error-prone.

What we built

A migrated FP&A platform.

Azure cloud architecture

Full cloud architecture implementation, historical data migration, source system connection, and validation.

Automated daily incremental uploads

Daily incremental uploads with automated data quality checks and alert handling for ongoing freshness.

FP&A dashboard suite

Financial summaries, LTM financials, EBITDA/CFS bridge analysis with filtering and drill-down in Power BI.

Custom reports & Excel export

Custom reports with field filters and Excel extraction capability for board presentations and ad-hoc analytics.

Results

Quantified outcomes.

Unified

Single Azure-based view across all facilities.

Client-Owned

Data in client-controlled Azure environment.

Full Migration

All data migrated from GCP and legacy systems.

Financial BI

Key FP&A models built for Power BI dashboards.

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