Anonymized engagement summary: Power BI assessment, ETL review and integration of four operational systems for a healthcare pharmacy services provider (2019)
Contracted — countersigned, two phases (EPC-reported; documents private)First-pass editionA healthcare pharmacy services provider (client not named) · 2019 · Project ID EPC-2019-ANON-RX-PBI
Last updated by Errin O'Connor, Founder & Chief AI Architect, EPC Group
Opening answer. In 2019 a healthcare pharmacy services provider engaged EPC Group twice for its business intelligence. The first statement of work dates from April, and the client countersigned a second phase electronically in August. The work:
- assess the existing BI platform against best practice and user needs
- review the ETL that extracts data from four operational systems: two pharmacy systems, a healthcare operations platform and the accounting system
- recommend specific fixes
- optimize the Power BI architecture from source integration to reporting, with a streamlined integration to all four sources
Disclosure. This is an EPC-reported anonymized engagement summary. The client is not named, and neither are its software vendors. The statements of work are retained privately and are not published in the Evidence Center, so this account is outside the Evidence Center's documented-engagement counts. Every engagement fact below is taken from those documents.
Verification class
Contracted — countersigned, two phases (EPC-reported; documents private). A first statement of work from April 2019 is on file (its countersignature is not cited here), and the client countersigned the second-phase statement of work electronically in August 2019. No acceptance record or outcome measurement is cited or claimed.
Buyer problem and scope
| Item | What the documents state |
|---|---|
| Buyer | A healthcare pharmacy services provider (client not named) |
| Situation | An existing BI solution the provider wanted to get more value from |
| Sources | Four main data sources: two pharmacy systems, a healthcare operations platform and the accounting system |
| Assessment | Every aspect of the BI environment against best practice and user requirements, with recommendations to improve data extraction and aggregation for existing reports and dashboards; the existing ETL processes; specific problem areas and remediation for current and future needs |
| Implementation | An optimized Power BI architecture from source integration to reporting, aligned to the provider's goals; a streamlined integration architecture to the four sources; further enhancements to extend the BI solution |
| Delivery | Short delivery cycles, led by EPC Group's senior Power BI architects |
Unknowns, not stated in the documents cited: data volumes, report counts, user counts and any measured result.
Approach and artifacts
Assess before rebuilding. The second phase starts with a technical review of the current BI solution and its ETL. Specific problem areas are identified with recommendations, and only then does the architecture work begin.
One integration layer for four systems. The two pharmacy systems, the operations platform and the accounting system feed Power BI through a single, streamlined integration architecture.
Documents (dated, held privately):
| Document | Date |
|---|---|
| Statement of work, Power BI consulting | April 2019 |
| Statement of work, Power BI consulting, phase 2 (countersigned) | August 2019 |
Results and limitations
| Claim | Basis | Status |
|---|---|---|
| The provider contracted EPC Group for a second phase of Power BI consulting | Countersigned statement of work, August 2019 | Contracted (EPC-reported; documents private) |
| Assessment findings delivered, integration in production, or measured results | No document cited | Not claimed |
Provenance
- Sources: the statements of work (April and August 2019), held privately. Engagement ID: EPC-2019-ANON-RX-PBI, an alias unrelated to the client's name.
- Anonymization: industry only, under EPC Group's anonymized-case rule; the provider's name, its software vendors, location, staff names and commercial terms are not published.
- Not claimed: client endorsement, completion, or any measured result.
- Author: Errin O'Connor, Founder & Chief AI Architect, EPC Group, who signed the statements of work for EPC Group.
Revision history
- 2026-10-25: anonymized engagement summary published from the engagement's statements of work.
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Author: Errin O'Connor, Founder & Chief AI Architect, EPC Group · Published: 2026-10-25.