01
Limited operational visibility
Leadership did not have a consistent KPI framework for comparing performance across healthcare locations.
Case study · Healthcare & home care
Healthcare Finance & Operations Intelligence
Replacing fragmented reporting and an obsolete finance system with a governed BI environment across multiple healthcare locations.
A Canadian home-healthcare organization lacked consistent KPIs across finance, sales, service volumes, expenses and operations. Its financial legacy system was obsolete, externally dependent and difficult to integrate with a newly implemented D365 environment. NoèmeX created a governed data foundation, centralized BI suite and embedded support model to improve visibility, data quality and operational continuity.
The challenge
What the organization needed to change
The public page keeps the core business problem visible so prospective clients and search engines can understand the engagement without requiring a form submission.
02
Master-data gaps
Local entity data did not align with corporate master data, increasing reconciliation effort and weakening consolidated reporting.
03
Legacy-system risk
A custom finance system had become obsolete and difficult to support, creating reliability, security and integration concerns.
04
Capability and support gaps
Business teams needed training and dependable support to operate the new analytics environment effectively.
What we did
A structured path from fragmented operations to a governed solution
This summary explains the major workstreams. The downloadable case study can carry the deeper implementation narrative, diagrams, frameworks and technical detail.
01
Discovery and assessment
Assessed D365, the legacy environment and stakeholder requirements across business units.
02
Master-data alignment
Mapped local entity data to corporate standards and created a scalable foundation for consolidated reporting.
03
Centralized BI suite
Built analytics for sales, volumes, P&L, costs, expenses, operations control and financial KPIs, with views for both executives and operational teams.
04
Embedded operations support
Provided on-call support, monthly maintenance and tailored training during critical operating and financial-closing periods.
Business systems / environment
Microsoft Dynamics 365 · Legacy finance system · Central BI suite · Automated data pipelines
Benefits and results
What changed after implementation
Only outcomes supported by the documented case material are shown here. Where the source describes future AI opportunities, they are not presented as delivered results.
The obsolete financial legacy system was fully decommissioned within five months.
The BI suite provided standardized finance and operations insight across healthcare locations.
Local and corporate master data were aligned, improving the accuracy of consolidated metrics.
The organization moved from a fragmented reporting environment to a scalable, supported BI platform.
Related capabilities
Explore the services behind this transformation.
These links connect documented delivery evidence to the focused NoèmeX capabilities most closely associated with the work.
Where this work connects
Follow the case into the organization, leadership agenda and industry context.
The same evidence can be entered from several points in the site: by industry, by function or by executive decision context.
Business functions
Executive priorities
Healthcare & home care
Explore the broader industry context, operating pressures and related NoèmeX capabilities connected to this type of transformation.
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Business challenges
Problems this case can inform.
These links connect the delivery evidence back to the business problems organizations may be trying to solve today.
Your Contact Persons
Connect directly with the people responsible for this work. Explore their experience and contact options.
Zahra Fathisalout
Founder · Eng., CSP, CMLAI
Corporate governance · ASC-C.Dir. candidate
Works across strategy, enterprise transformation, data, AI and governance, bringing operational engineering experience to complex transformation decisions.
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Brendan Young
B.Com, Director of Operations
Connects transformation design with operating discipline, drawing on logistics, fulfillment and high-throughput operational leadership.
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Detailed case study
Download the detailed case study.
Explore the transformation in greater detail, including the operating context, implementation approach, systems environment and key outcomes.
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