Athena GL Integration
How we helped a leading healthcare provider Enhance Productivity, Accuracy and User Experience with Athena GL Integration for accounting purposes & monthly reporting.
Introduction:
In the healthcare industry, accurate booking of GL entries for revenue generation, contractual entries & bad debts is critical for providing accurate and timely reporting and projections. Our client (A leading Healthcare Provider from the North American Region) faced the challenge of streamlining accurate booking of GL entries for revenue generation, contractual entries & bad debts. This was managed with MS Excel leading to errors leading to confusion & miscommunication and rework and a lot of non-value-added time spent on manual work with Excel sheets. Recognizing the need for a more efficient solution, our technical team embarked on developing a novel approach by developing an application with Azure Data Factory, Dataverse to fetch data from Athena/Snowflakes & pushing final calculated data to respective GL accounts in Navision 2018.
Challenge:
The existing process involved manual data calculation, adjustments and comparison, leading to inefficiencies and the potential for errors. Healthcare professionals were spending valuable time navigating between the Excel Sheets, impacting productivity and increasing the risk of inaccuracies which is not acceptable from accounting perspective & respective GL entries.
Solution:
To address these challenges, our technical team designed and developed an application using Azure Data Factory, Dataverse to fetch data from Athena/Snowflakes that seamlessly helped in pushing final calculated data to respective GL accounts in Navision 2018 accurately. This innovative solution allows healthcare professionals to access relevant accounting GL entries within their context accurately , eliminating the need for manual work.
echnology- Azure Data Factory, Dataverse, Navision 2018, Athena & Snowflakes, Power BI.
Key Features:
| S.No | Task | Description |
|---|---|---|
| 1 | Replicate raw data using script from snowflakes | Create the same raw data spreadsheet by creating a script to fetch from Snowflake. This will include all columns in the raw data sheet. |
| 2 | Put data from Snowflakes to Dataverse | Compute the calculated fields and store the data in Dataverse. |
| 3 | Historical % Calculation | Get the historical data for last 1 year from Snowflakes |
| 4 | Initiate approval workflow from PowerApps & Power automate | After getting approval, Compute Historical Calculation % for the current month. |
| 5 | Second level of calculation for complex calculated fields | Compute the more complex calculations using calculated fields & store the data in Dataverse. |
| 6 | Logic implementation for the shared resources/providers | Implement the logic for amount split/calculation for the resources/providers. |
| 7 | Initiate approval workflow for final dataset from PowerApps & Power automate | After getting approval, push the accurate data to respective GL Accounts in Navision 2018. |
| 8 | Pushing data from Dataverse to NAV 2018 | Push the final GL columns to NAV 2018 by calling the APIs from ADF. |
Results:
The implementation of the Athena GL Integration Application has led to significant improvements in productivity and data accuracy:
- Time Savings: Healthcare professionals now spend less time toggling between Excels and manual work, resulting in a 50% reduction in overall data entry time.
- Increased Accuracy: Real-time data synchronization has minimized the risk of errors, leading to a 90% improvement in the accuracy of Accounting GL entries.
- Enhanced User Satisfaction: The intuitive and streamlined workflow has contributed to increased user satisfaction among healthcare professionals, as reflected in positive feedback and reduced frustration levels.
Conclusion:
The successful implementation of Athena GL Integration Application has transformed the workflow, resulting in substantial productivity gains and improved data accuracy. This innovative technical solution not only addresses operational challenges but also enhances the overall user experience for healthcare professionals, ultimately contributing to better accounting & reporting.
As we continue to explore opportunities for technological advancements, this case study exemplifies our commitment to leveraging innovation to optimize processes and deliver excellence in healthcare services.
Design:
ETL using ADF, Dataverse and Power BI:
