Anonymized engagement summary: Power BI assessment, ETL review and integration of four operational systems for a healthcare pharmacy services provider (2019)
Anonymized engagement summaryHealthcare pharmacy services provider · 2019
Opening answer. In 2019 a healthcare pharmacy services provider engaged EPC Group for its business intelligence, in two phases. 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
This is an anonymized engagement summary published under EPC Group's anonymized-engagement rule: the client is not named, no commercial terms are published, and every statement is EPC-reported. Named, documented engagements are in the Evidence Center.
Problem and scope
| Item | Scope |
|---|---|
| Organization | A healthcare pharmacy services provider |
| 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 |
Not reported: 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.
What EPC Group delivered and what is not claimed
| Claim | Basis | Status |
|---|---|---|
| The provider contracted EPC Group for a second phase of Power BI consulting | EPC engagement record | Contracted (EPC-reported) |
| Assessment findings delivered, integration in production, or measured results | Not reported | Not claimed |
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Last updated by Errin O'Connor, Founder & Chief AI Architect, EPC Group
Related service: Azure Data Lake + Power BI Architecture
Author: Errin O'Connor, Founder & Chief AI Architect, EPC Group · Published October 25, 2026 · Project alias EPC-2019-ANON-RX-PBI · Published under the anonymized-engagement rule.