Results

Improving Outcomes, Employee Retention, Financial Stewardship, and Compliance

Company Size

Large Enterprise
65 locations
4,500+ units

Headquarters

United States

Industries

Healthcare
Skilled Nursing
Post-Acute Care

Services Provided

Business Intelligence
Data Strategy
Data Visibility
Data Warehouse
Azure

Challenge

Rapid Growth Complicates Data Visibility and Efficiency

Guardian doubled in size over a short period due to acquisition and organic growth. Gaining a unified view across practices, departments, locations, and acquisitions required manual effort (and long weekends). The organization faced several critical challenges:

Scaling Limitations According to Lee Jones, VP of Data Analytics, “The post-acute healthcare industry is always looking to improve the clinical outcomes of our patients. You need better insights that are patient-impacting to drive those outcomes, and we simply couldn’t scale under the sheer manual effort required. We needed data acquisition expertise that we didn’t have on staff at the time.”

Manual Data Correlation Guardian needed better visibility faster. “Correlating data from diverse platforms through Excel and v-lookups was simply not viable.”

Covid Risk Detection Guardian needed a more efficient way to detect Covid risk in order to stay one step ahead of potential outbreaks across their facilities.

Limited EMR Insights While their EMR offered some reporting on clinical outcomes, Guardian needed greater insight into referrals, admissions, discharges, payor types, outcomes by personnel, and other critical operational metrics that weren’t readily available.

Solution

Implementing Data Connectors and Warehouse for EMR Data

To find the right BI partner, Guardian initiated an RFI looking at 8 key factors: industry experience; team size; turnaround time; architecture standards; training and support; security; data modeling experience; and cost. Blue Margin Inc. was “by far the top candidate.”

Data Infrastructure Development Blue Margin (BMI) worked with the Guardian team to implement data connectors (ETL) and a data warehouse for all relevant EMR data, creating a unified view across all 65 locations.

Azure Training and Enablement BMI trained Guardian’s resources on data connections and modeling in Azure, empowering the internal team to take ownership of their data infrastructure.

Custom Dashboard Development Created dashboards that alert the team hourly on vitals that trigger a Covid test, replacing a report that previously took 30 hours to generate.

Comprehensive Support BMI provided ongoing training and support to ensure Guardian’s team could maximize their data capabilities and work independently.

Outcome

Achieving an Organization-Wide 9/10 Data-Driven Rating

Guardian rates itself a 9/10 at being data driven across operations, finances, and outcomes. The impact of data intelligence has been far-reaching across the organization.

Real-Time Covid Monitoring “Our data gives us insights competitors don’t have, such as dashboards that alert the team hourly on vitals that trigger a Covid test, a report that previously took us 30 hours to generate,” reports Richard Howard, Sr. BI Analyst.

Above National Benchmarks According to Lee Jones, “We’re able to remain above national benchmarks thanks to our data. We can analyze complex insurance issues and manage patients and payors more efficiently.”

Workforce Optimization “Most importantly, our data allows our people to work at the top of their skillsets, rather than focusing on the wrong priorities or manually creating reports, increasing productivity and employee satisfaction.”

Competitive Advantage The unified data visibility provides Guardian with insights competitors don’t have, enabling better clinical outcomes, financial management, and operational efficiency across all 65 locations.

Scalable Growth Guardian can now seamlessly integrate new acquisitions and locations into their data infrastructure without the manual effort that previously created bottlenecks.

Impact

Key Takeaways: Data Intelligence as a Growth Enabler

By partnering with Blue Margin, Guardian Healthcare transformed from struggling with manual data processes to achieving a 9/10 data-driven rating across their organization. The success of this project demonstrates:

  • Strategic Partner Selection: Guardian’s rigorous RFI process across 8 key factors ensured they found the right partner for long-term success
  • Internal Capability Building: Training Guardian’s team on Azure empowered them to maintain and extend their data infrastructure independently
  • Clinical Impact: Real-time insights enable better patient outcomes and proactive risk management
  • Operational Efficiency: Automating 30-hour manual processes frees staff to focus on high-value work, improving both productivity and satisfaction
  • Competitive Differentiation: Data insights provide advantages competitors lack, keeping Guardian above national benchmarks

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