Customer Success Story

Pediatric and Orthodontic Group Dental Practice Embraces Data-Informed Decision Making to Increase Profitability

How We Created Value

  • Integrated data from multiple practice management systems into one database

  • Created one source of data truth enabling Operational KPIs to be tied to P&L

  • Developed dashboards integrating production, collections, patient, marketing, RCM, and budget metrics

Industry

Dental

Technology

Dentrix, Ortho2 Edge Cloud, QuickBooks, Adit, Google Sheets, Looker Studio

Strategic Challenge

A trusted national brand aimed to expand its auto repair business by opening five locations per year but, relying on traditional decision-making, shrank from two locations to one unprofitable site over four years.

Mergers & Acquisition (M&A) was a key element of the inherited strategy, however there was no plan to integrate operating systems or data across locations.

Solution

We refreshed the strategic plan - operations strategy, market strategy, and data strategy - emphasizing data analysis, insights, and evidence-based reasoning. We prioritized tactics based on the agreed upon strategy to deliver value for the organization, driving 143% CAGR over the ensuing four years. Our key successes were:

  • Creating operational alignment across locations, successfully integrating multiple operating systems (OS) and databases into one scalable OS and one data warehouse.

  • Developing a culture of data-informed decision making as the catalyst for real estate and M&A business cases to be approved and expanding the footprint from one metropolitan area into five.

  • Innovating digital customer experience based on common understanding of business opportunity across operations, marketing, and finance, driven by data analysis.