deFacto Outranks Every Competitor in BPM Partners Pulse of Performance Management Survey
Healthcare Administration Leader
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The Catalyst
With 180 clinics and growing, this healthcare administration company faced increasing challenges in managing complex monthly reporting requirements. Their manual, spreadsheet-based approach relied on outside consultants to generate three separate reporting packages—Board, Bank, and Regional—every month.
The process was slow, error-prone, and expensive. Data came from multiple sources, requiring tedious manual aggregation and formatting across countless spreadsheet templates. Valuable time was spent preparing reports instead of analyzing trends, slowing down decision-making across the business.
Why They Chose deFacto
The company needed a comprehensive solution to:
- Centralize and automate financial data aggregation
- Improve reporting speed and accuracy
- Eliminate consultant dependence and recurring costs
- Consolidate templates and establish hierarchy-based reporting
After evaluating options, they selected deFacto for its automation capabilities, dynamic reporting, and proven success with multi-entity healthcare operators.
The Transformation
deFacto replaced the company’s fragmented Excel processes with a unified and intelligent reporting engine.
Key features included:
- Nightly ETL Integration: Automated data pulls from their General Ledger system
- Ad-Hoc Data Loads: On-demand business rules for faster, real-time reporting needs
- Dynamic Financial Templates: Customized by company, location, clinic, and time period
- Rolling 12-Month Views: For trend analysis and variance reporting
- One-Click Package Generation: Board, Bank, and Regional reports published in minutes
- What previously took days now takes minutes—while ensuring accuracy and consistency
- Eliminate spreadsheet link errors and broken formulas
Key Outcomes
180+ Clinics Covered under one standardized reporting framework
3 Manual Reporting Processes fully automated
Outside Consulting Firm Eliminated, saving significant recurring costs
Improved Financial Visibility for CFOs, regional managers, and analysts
Better Decisions Made Faster through more timely and accurate reporting
Looking Ahead
With the finance and accounting teams already operating at a higher level, the company is now rolling out deFacto capabilities to regional and clinic managers. Their goal: a fully integrated, self-service reporting environment that empowers every level of leadership to make smarter, faster decisions.
As acquisitions continue to expand their network, deFacto provides the scalable foundation they need to maintain control, accuracy, and speed.
See Other Real World Examples
Learn more about how deFactol has helped other companies achieve success by reviewing more of our Case Studies.
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