Scalable BI for corporate health

Companies need to monitor the health of the covered population, the impact of absenteeism, healthcare costs, occupational risks and the use of health services. Even so, these data are often fragmented across different areas and systems, making an integrated view of corporate health difficult.

The challenge was not only to build a dashboard, but to create a replicable model. For the BI to be applied at scale, it was necessary to define 1 standard data request, with a minimum data structure, calculation rules and a common analytical organization for different companies.

Build a generic BI model for corporate health, capable of receiving data in a standardized format and generating an executive view of covered population, absenteeism, leaves, ambulatory activity, care indicators, safety and medical claims.

The project was designed from 1 standard data request, defining which data the company needs to provide for BI implementation. The data request may include: - Employee registry - Dependent or covered lives registry - Demographic and organizational data - Cost center, unit, area and role - Absenteeism events and sick notes - Leaves and lost days - Occupational health indicators - Safety events and accidents - Ambulatory production - Care utilization - Medical claims and costs - Prevention and health promotion programs - Population risk indicators - Event, accrual and payment dates - Targets and benchmarks, when applicable

The dashboard was organized into core modules, allowing both executive overview and deeper analytical exploration. Suggested modules: - Occupational - Safety - Absenteeism - Leave - Ambulatory - Care - Medical Claims The initial view can also bring together key indicators and period filters for comparison with previous periods and benchmark values.

The executive layer of the BI organizes a summarized view of corporate health, with indicators such as covered lives, percentage of active population, PMPM cost, high-risk percentage, lost days, days per active employee and other key indicators for quick monitoring.

The absenteeism module supports the analysis of lost days, sick note frequency, recency, intensity and employee grouping by absence pattern. It can allow segmentation by risk profile and impact concentration.

The leave module organizes leave events, time away, recurrence, operational impact and potential groups with higher vulnerability or follow-up needs.

The ambulatory and care modules allow monitoring appointments, utilization profile, service demand, care production and potential opportunities to reorganize care and access.

The medical claims module supports the monitoring of costs, utilization, spending concentration, potential high-impact groups and opportunities for care and cost management.

The occupational and safety modules help monitor work-related risks, safety events, possible accidents, compliance and useful indicators for prevention and workplace management.

The BI allows: - Analysis period selection - Comparison with previous period - Comparison with benchmark values, when applicable - Executive overview of key indicators - Navigation across management modules - Absenteeism and lost days analysis - Leave monitoring - Care utilization monitoring - Cost and medical claims visualization - Segmentation by groups, areas, units or profiles - Standardized interpretation of indicators - Support for prioritizing actions in corporate health

- Power BI - Power Query - Data modeling - DAX - Standard data request - Management indicators - Data visualization - Dashboard design

The main feature of the project is replicability. Based on 1 standard data request, different companies can provide data in a similar structure, allowing the same BI model to be adapted with less implementation effort. This reduces the need to build dashboards from scratch for each client and supports a scalable analytics offer for corporate health.

- BI quality depends on the quality of data provided by the company. - The data request must be completed consistently. - Some companies may have more complete sources than others. - Business rules must be well defined for events, costs and periods. - Comparative indicators depend on minimum source standardization. - The dashboard does not replace data governance or clear target and use definitions.

- Power BI dashboard - Executive corporate health overview - Occupational module - Safety module - Absenteeism module - Leave module - Ambulatory module - Care module - Medical claims module - Standard data request - Replicable indicator model - Time comparison and benchmarking structure - Decision-support visualizations

- Scalable BI starts before the dashboard, with the definition of the data request. - Integration across HR, care and cost data is central to the analysis. - Data standardization reduces rework and accelerates implementation. - Corporate health requires both executive overview and thematic depth. - A good dashboard should support decision-making, prioritization and management discussions.