Three Ventures engaged SFI Health in a series of strategic workshops with key stakeholders and operations teams. Through a proprietary business intelligence discovery process, we gained operational clarity and uncovered the insights required for a refined business intelligence approach. Through discussion, discernment and focus, we explored data solutions, uncovered data shortcomings and refined the project scope and deliverables to support these requirements.

Once we established the clients needs, clarified operational timelines and refined the focus, we gathered and vetted data sources and confirmed validity of available data and intelligence against established objectives. Keeping the scope refined, we were able to build actionable intelligence dashboards and share these with key stakeholders for review and refinement in real time, augmenting and supplementing as necessary through engagement across the organization. Once visualizations and data met performance thresholds and criteria, we established roles-based functions and access points with Tableau Server in preparation for global corporate adoption and awareness training.

From start to finish, Three Ventures has engendered a culture of data oriented business intelligence and insights. A number of SFI Health departments operated, historically, from incomplete sales data or anecdotal product insights. With the help of Three Ventures, SFI Health has become an increasingly data-oriented and intelligence-driven organization with new perspectives on data, more tracking insights and an increased potential for scaled operations and sales based on continually cultivated, tracked and vetted data sources centralized for ready access by global sales, marketing and operations teams.