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Profitability & revenue
Client profitability in hours instead of 6–9 man-days
A $200M healthcare BPO replaced an Excel process with a controlled profitability platform.
About the client
- Industry
- Healthcare BPO
- Size
- $200M revenue
- Timeline
- [X weeks]
The challenge
A healthcare KPO with several business verticals needed customer-level profitability every month. The Excel-driven process ran across HR, Operations and MIS teams, took 6–9 man-days, and carried high dependency and error risk.
What it meant for the team
CFO
No reliable, timely view of which clients made money.
Controller
Spreadsheet logic with weak controls and key-person risk.
FP&A / MIS
Data chased across three teams every month.
How we delivered it
- Step 1[X weeks]
Advise and design
- Designed the allocation and profitability logic
- Built maker–checker approval controls for accuracy and compliance
- Step 2[X weeks]
Build and automate
- Model-driven Power App as a secure front end for HR, Ops and MIS
- Data entry in Excel Online with built-in validations
- Dataverse and Azure pipelines consolidating HR One, Salesforce and payroll
- Power BI dashboards with deep analytics
- Step 3[X weeks]
Launch and embed
- [Add go-live, training and adoption details]
Total timeline: [X weeks]
Solution stack
Advisory services
- Allocation logic
- Profitability model
- Maker–checker controls
Data sources
- HR One
- Salesforce
- Payroll
- Excel Online entry
Storage and transformation
- Dataverse
- Azure pipelines
Logic and workflow
- Power Automate approvals
- Allocation logic
Insights delivery
- Power Apps
- Power BI
Impact
75%
less manual effort
Hours
down from 6–9 man-days a month
1
source of truth for client margins
Outcomes
- Exception reports flag dual staffing, buffer bench and margin leakage
- Better control and auditability
- Platform ready for AI-driven CFO insights
