cropped-FlowData_Logo_Primary_White_Text.png
Book a discovery call
Residential Care CASE STUDY

Creating a trusted, live view of occupancy and capacity across residential care

Residential Care Provider | Occupancy & Capacity Reporting

Book a discovery Call

The Challenge

Residential care teams were relying on complex manual spreadsheets to calculate occupancy and capacity. Over time different areas of the business had developed different definitions of core metrics such as financial occupancy and physical occupancy which made reporting inconsistent and difficult to trust.

The process was time consuming and error prone and required significant manual effort to maintain. This reduced confidence in the figures and slowed down decision making.

The Solution

Flow Data worked with stakeholders across the organisation to define clear agreed meanings for key measures such as occupancy and capacity.

We then automated complex calculation logic that had previously lived in a master spreadsheet and embedded it into a structured data model. This allowed live occupancy reporting to be delivered through Power BI.

This approach removed the need for manual processing and ensured that different views of occupancy could be reported accurately and consistently from a single source of truth.

The Impact

  • Clear agreed definitions for occupancy and capacity across the organisation
  • Manual spreadsheet processes largely removed
  • Financial occupancy automated to a high degree of accuracy
  • Live trusted occupancy reporting available in Power BI
  • Increased confidence in data used for operational and financial decisions

 

“Working with Flow Data helped get clarity on some of HC-One's most important metrics. What was previously a complex manual process is now automated and far easier to understand and trust.”

Kieran Mclaughlin, Project Manager​