Simplifying Regulatory Reporting with BI Modernization
A Legacy Transformation Success Story
Modernizing Data Workflows for Compliance
Building a Future-Ready Analytics Foundation
Challenges with Legacy Systems
The Path to Regulatory Compliance
Data Architecture and Implementation Strategy
Results and Business Value Delivered
Reducing Manual Reporting Burden
Improving Timeliness and Accuracy
Enabling Self-Service Analytics
Supporting Scalable Compliance Initiatives
In Brief
A leading US-based Pharmacy Benefit Manager (PBM) needed to modernize its legacy reporting platform and meet the regulatory reporting requirements of Medicare and Medicaid. To achieve this, it implemented Pixel Perfect for Tableau, a reporting extension that transformed Excel outputs from data dumps into context-sensitive reports with detailed filter and parameter values printed on the crosstab. The solution also supported regulatory reporting in the compliant template directly from Tableau. Pixel Perfect for Tableau helped the firm retire its legacy BI platform, minimize manual data entry, and elevate the overall reporting experience for users.
Customer
The customer is a Pharmacy Benefit Manager (PBM), serving members with clinical insights and solutions for managing prescriptions. It aims to improve health outcomes and lower the costs of medication for individuals, especially those with chronic or complex conditions. The company operates in a highly regulated industry that demands compliance with various stakeholders, including Medicare and Medicaid.
Business Challenges
A key reporting requirement for PBM industry stakeholders is to amplify Excel outputs into detailed filter and parameter values printed on the crosstab.
This helps to monitor the behavior of claims processing at a per-claim level. However, the legacy reporting platform used by the customer was cumbersome, slow, and prone to errors. It could not produce print-ready, well-formatted reports with all the granulated data needed.
USEReady Solution
USEReady implemented Pixel Perfect for Tableau, a reporting extension that helped meet the reporting needs of stakeholders by delivering behavior of claims processing at a per-claim level.
The solution transformed Excel outputs from data dumps into context-sensitive reports with detailed dimensions and measures to monitor individual claim performance based on filter and parameter selection and with multi-tab outputs.
Additionally, Pixel Perfect also supported regulatory reporting in the compliant template directly from Tableau.
Key Outcomes
With Pixel Perfect for Tableau, the customer achieved:
Retired Legacy Platform for Modernized Reporting
Enabled Self-Service Reporting for 500+ Users
Enhanced Regulatory & Compliance Reporting
Minimized Manual Data Entry and Error
Elevated User Experience with More Readable Files
Lessons Learnt
The successful implementation of Pixel Perfect for Tableau at the PBM demonstrates the potency of Pixel Perfect for Tableau in converting Excel outputs into print-ready, well-formatted reports with contextual details an filter values on the crosstab. The project also underscores the transformative impact of self-service reporting, streamlining the report generation process and guaranteeing accuracy and consistency across all reports.
Conclusion
The implementation proves how contextualized reporting can fill critical gaps in enterprise BI frameworks. The PBM’s deployment of Pixel Perfect for Tableau addressed complex requirements through parameter-driven context preservation and multi-tab formatting that standard Tableau exports couldn’t deliver. By merging crosstab data with dimensional metadata and filter parameters, the solution generated regulatory-compliant documents directly from the visualization layer. The architecture scaled to 500+ users while eliminating manual data manipulation workflows. The system’s ability to convert normalized data structures into presentation-ready matrices with preserved context represents a significant upgrade over traditional Excel-based reporting processes.
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