Case Study

How This Healthcare Startup Transitioned from Reactive to Real-Time Reporting & Saved 20+ Hours A Month

求职needed a way to transition away from reactively pulling data manually for members of its team in order to identify valuable insights more quickly.

头像Kiera Abbamonte2021年3月5日(最后一次修改于2022年1月10日)•8分钟阅读

如果您正在阅读本文,那么您就会知道对企业和日常个人生活的强大数据。数据可以帮助公司制造更好的产品,并帮助普通人做出更明智的决定。

求职存在于这两件事的交汇处。

一家使用数据帮助其客户在美国的医疗保健初创公司弄清楚他们如何更好地负担医疗保健,数据是公司核心产品的命脉。但是像今天的大多数公司一样,他们使用同样多的数据内部

要了解有关他们如何管理和运营自己的内部数据的更多信息,我们与公司的Andrew Hoppin(Co-​​Ceo)和Mohnish Mehta(Coverus)的高级商业与金融助理进行了交谈。安德鲁(Andrew)和莫恩什(Mohnish)与我们谈论了他们如何使用databox花费更少的时间来收集数据,为beplay体育appios整个公司建立真理的单一真实来源,并使谁能访问该数据以及何时访问该数据。

The Challenge

“If I needed to interrupt what Mohnish was doing to ask for data, there’s an additional cost to that,” Andrew said.

Before finding Databox, CoverUS’ data operation was completely manual—time-locked and time-consuming. Whenever Andrew or other team members needed data to answer a question, they turned to Mohnish, who then stopped what he was doing and spent time poring through data across multiple platforms instead.

Mohnish承认:“这是一项相当大的劳动密集型任务,并且自动化它有很大帮助。”

除了其数据设置的耗时元素之外,它也以其他方式孤立且效率低下。Mohnish一天中只有这么多时间,这是对多少人可以提取多少数据请求的严格限制。至于将来自多个源的数据组合到一个连贯的计算中,这是不可能的。

这是面临的挑战:

  • Spend less time chasing down data:The old process for getting data out to the executive team and others meant Mohnish spent a lot of time reactively pulling data from multiple sources. Then, Mohnish might end up repeating the whole process a week later to give team members an updated view of the data.

Mohnish解释说:“安德鲁会问几个问题,然后我们分开进入每个门户网站,汇编他想要的所有答案,然后将其归还给他和执行团队。”“问题在于您只获取时间点数据。如果他今天问一个问题,我们可能需要2天的时间来编译所有数据并与他联系。因此,第一,这不是即时数据,而第二,这是今天的响应。一周后,他可能需要相同的信息,然后我们必须再次进行分析并删除所有数据。”

  • 创建一个真理的来源:活动在多个平台上运行,the CoverUS team had no way to pull all that data together into one central hub, where team members could go to quickly find any and all data they needed.

“Initially, we came across Databox when we started running paid acquisition campaigns,” Mohnish said. “We wanted to use Facebook and Google to advertise. We needed a single source of truth where we can keep both of those platforms’ data and compare them against each other.”

  • 使整个公司的数据访问民主化:莫尼什(Mohnish)的有限时间意味着团队中的许多人没有有意义地访问他们可以用来做出决定的数据。

“We’re not big enough, we don’t have enough budget to have an analytics department, and Mohnish has a lot of other responsibilities in addition to analytics,” Andrew noted, “so it’s really important to be able to provide that direct access to a range of different people within the company directly—without them having to really learn a new tool intimately.”

解决方案

Luckily for Mohnish and Andrew, the CoverUS team found Databox pretty early on in the company’s existence. After looking at a few other tools and finding they overcompensated on what the team actually needed, they opted to try out Databox based on a trusted recommendation.

“We looked at Domo and Microsoft BI and other tools at different points, but they either felt too heavy or too expensive or both,” Andrew told us. “Databox seemed to hit a sweet spot.”

他们最终连接了几个数据源,包括Google Sheets,,,,Intercom,,,,Google Ads,,,,谷歌分析,,,,andFacebook Ads。According to Mohnish, they asked themselves, “what are the things we, as a business, need to follow on a day-to-day basis to improve our big goal? Then we worked back from there. We want to track all of these KPIs, how they’re changing and evolving over time, and what it costs to do that.”

现在,“ Dbeplay体育appiosatabox是一个单一的,一致的地方,我们都可以去获得这些见解并为它们做出决定。”

Top Integrations for CoverUS

以下是DataBox找到的解决方案:beplay体育appios

  • Spend less time chasing down data:Mohnish没有一周又一周地追逐同一数据集,而是创建了一组钥匙business dashboards这与公司的每个核心区域说话。现在,这些被实时自动,准确地更新。

安德鲁说:“能够拥有一组仪表板,这些仪表板解决公司的每个核心区域,这些仪表率一直很容易访问和更新,这真的很棒。”“与直接访问Google Analytics(分析)和其他数据源相比,我更容易成为Google Analytics(分析专家),并且仍然可以从Databox获得所需的见解。”beplay体育appios

  • 创建一个真理的来源:beplay体育appiosDatabox是整个封面团队的中心真实来源。无论他们需要什么数据,从任何来源,他们都可以在其中一个KPI dashboardsMohnish创造了。

安德鲁指出:“这是公司所有不同关键方面的真理来源。”“对于我来说,能够去一个地方并查看我们的观众指标[…]非常有用,也让产品团队了解产品的使用方式以及内部KPI的趋势如何工作。然后在市场营销和广告方面,看看广告系列的运作方式。”

  • 使整个公司的数据访问民主化:整个团队不仅可以快速,轻松地访问可解密的视觉数据,而且还可以将关键指标转化为真实的财务术语。这有助于创建对公司业绩的更有意义的画面

“能够将所有这些指标纳入美元条款非常有用。我们可以看到,让某人进入我们的网站的费用为0.60美元,让某人给我们的电子邮件和16美元的人创建帐户的费用为6美元,”安德鲁解释说。“我们能够在上下文,逻辑进步中展示所有这些,以便您可以快速查看和看到(big图片)。

The Results

自实施Databox以来,Cossus的团队已经取得了很大的成绩 - 有些是即将衡量的,而其他人则不太如此。beplay体育appios一方面,莫尼什(Mohnish)估计,不必手动和反应拉数据可以节省每天将近一个小时。那是Mohnish可以花在其他创收活动上的时间。

另外,整个团队都可以快速,直观地访问一个真理的来源。

“The single source of truth is hard to measure value-wise, but it’s fundamental,” Andrew told us. As for the value of being able to visualize their data: “It makes me want to go use it and learn from it, more than Google Analytics. It’s not only intuitive—it’s attractive.”

Here are the results CoverUS saw using Databox:

  • Spend less time chasing down data:Automating the data pulling process saves Mohnish nearly an hour each day. Instead of an hour, Mohnish spends only 5 minutes to open Databox and get an overview of all their data.

“Analyzing all of the data that exists in Databox today, if I was to do it on a day-to-day basis, it would probably take me an hour every day. Now it takes me 5 minutes,” Mohnish told us. “My time can be better spent for other aspects of the business, so it’s definitely saved us money in that sense, as well.”

  • 创建一个真理的来源:拥有一个真实的来源可以帮助掩护团队留在同一页面上,了解他们所看到的和做什么。有了访问实时信息,他们可以使用Databox来帮助他们保持敏捷,就像不断增长的初创公司所需要的那样。beplay体育appios

“作为一家初创公司,我们试图保持相当繁琐的态度。我们的产品路线图正在不断发展,我们的产品团队对他们所看到的DataBox的反应非常有反应。beplay体育appios我们的核心团队很小,这使得很容易相互交流,并实际上采取了数据和数据提供的见解。” Mohnish解释说。

  • 使整个公司的数据访问民主化:Andrew, and the rest of the team, can now access any data they need, right when they need it. No longer do they have to interrupt other team members and wait for responses—the data is ready and at their fingertips.

“从我的角度来看,有一个问题,然后能够得到答案,这是很棒的,而不是一次性,而是在视觉上永远得到答案,我可以直接有权回答这个问题,而不是不得不再次问Mohnish。”安德鲁强调。“这不仅是莫尼什的时间,而且是其他所有人的转变的效率,而不必打扰其他任何人。”

About the author
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Kiera AbbamonteKiera's a content writer who works with B2B SaaS companies. Catch up with her on Twitter @Kieraabbamonte or KieraAbbamonte.com

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