Business Challenge
The client faced several limitations in their existing reporting setup:
- Fixed baseline comparisons that could not be changed by users
- Lack of rolling time-window analysis for recent performance tracking
- Filters scattered across multiple sheets, reducing usability
- No side-by-side comparison of actual vs benchmark values
- Inconsistent KPI aggregation across multiple service domains
- Data fragmented across multiple QVD sources without a unified model
These issues restricted flexible analysis and slowed down decision-making for operational and business teams.
Solution (Advanced Qlik Sense Data Model & Dashboard Design)
FSPTech designed and implemented a flexible Qlik Sense solution with a focus on dynamic analytics, performance optimization, and user-centric design.
Key Enhancements Delivered
- Enabled dynamic baseline selection, allowing users to define reference periods such as a specific month or averaged time ranges
- Implemented a rolling 8-month window that automatically updates with the latest available data
- Designed a single landing sheet with centralized filters, including date range, network tier, client, and transaction type
- Developed parallel table structures to compare “Last 8 Months Actuals” vs “Baseline values” side-by-side
- Introduced KPI aggregation layers, ensuring total values across multiple dimensions (IP, OP, Pharmacy, etc.) are consistently displayed
- Built a robust data model integrating multiple QVD sources, including approvals, claims, denial, and pharmacy datasets
Business Outcome
- Enabled flexible, user-driven benchmarking instead of static reporting
- Improved speed and accuracy of performance analysis across business domains
- Simplified user experience with consolidated filters and intuitive navigation
- Delivered clear visibility through side-by-side comparative analytics
- Strengthened decision-making through consistent KPI aggregation across functions
- Established a scalable Qlik data model supporting future expansion of transaction datasets
