Status: Delivered. Described from our own delivery records. Client identity, brand and commercial terms are withheld. Figures, where given, cover the period stated and nothing beyond it.
Context
A data and analytics function inside a revenue-cycle operation. Most of its recurring work was not analysis: it was preparing data, refreshing and generating reports, and distributing them to the right destinations.
Each individual task took around half an hour. There were a great many of them.
The problem
- Recurring tasks consumed a significant share of the team's week, every week.
- Because the work was manual, it competed with analysis for the same hours — and analysis lost, since the recurring work had deadlines.
- Consistency depended on whoever ran the task that day.
- Distribution to email, document stores and file transfer destinations was a separate manual step at the end of every task.
What we built
Twenty-five-plus automated workflows
Covering preprocessing, report refresh, generation and distribution — each replacing a task that had been performed by hand on a schedule.
Pipeline automation and stored procedures
For the data preparation steps and the database-side work, so the logic lives where it belongs rather than in a person's routine.
Automated report refresh, rendering and distribution
To email, document storage and file transfer destinations on the correct cadence.
How we delivered it
- 1
Inventory the recurring work
Every task, its frequency, its duration and its destination. Ranked by total hours, not by how annoying each one felt.
- 2
Automate in order of that ranking
So the largest returns land first.
- 3
Run each automation alongside the manual task
For a cycle before retiring the manual version.
- 4
Instrument
Every automated run reports success or failure to a named owner.
- 5
Hand over
With documentation, so the team can extend the pattern themselves.
How it was phased
Indicative phasing for work of this shape. Actual duration varies with data quality, access and decision speed.
What the client keeps
- All automation definitions and pipeline code in their own repository
- Stored procedures documented
- Run-monitoring configuration
- The task inventory that drove the sequencing