Use Case Template


This customer is a leader in health care management and administration services, providing services for dermatology and aesthetic surgery with 180 locations and 70 third party practices across the nation. They strive to deliver the highest quality care and patient experience with advanced technologies and continue to grow through acquisitions. They employed deFacto Global to automate and streamline their month-end reporting process and improve the accuracy of their financial reporting.


The current financial reporting system of this healthcare management company was inefficient and cluttered. Their manual process for completing month-end reporting packages is inadequate, resulting in slow reporting speed and performance. Data from too many sources is manually manipulated, and too many templates are used in month-end reports. This process has become inefficient and time-consuming.


deFacto Global provided solutions to address this company’s needs, including automated aggregation of data from multiple sources, on-demand business rule loading, loading historical budget and forecast data using the deFacto Data Manager, and creating dynamic statements, GAAP packages, bank packages, and regional month-end packages. Users were able to review actual and budget financial data via customized templates based on their company’s location and on a monthly basis with ease. They were also able to easily refresh reporting packages developed for specific elements of their solution requirements. Consolidating and minimizing report templates resulted in an increase in reporting speed and performance and allowed users to connect multiple sources of data automatically into one centralized deFacto model.