How Data Modernization Unified 40+ Source Systems into One Intelligence Platform

How Data Modernization Unified 40+ Source Systems into One Intelligence Platform
  • 60,000+

    Clients Served

  • 50,000+

    Caregivers Nationwide

  • 85M+

    Care Hours Delivered Annually

INDUSTRY

Industry

  • Healthcare

Sub-Industry

  • Home-Based Care

TECH STACK

  • Data Orchestration
    • Apache Airflow
    • dbt
    • Apache NiFi
  • CRM & Business Systems
    • Salesforce CRM
    • Workday
    • HubSpot CRM
  • Analytics & Reporting
    • Power BI
    • Tableau
    • Looker

Executive Summary

A decade of acquisitions left the organization managing 40+ disconnected source systems with no shared data model and no reliable enterprise view of patients, caregivers, or financial performance. Inferenz built a unified data warehouse, resolved patient and caregiver identity conflicts across all EMRs through an AI-powered de-duplication layer, and delivered a scalable M&A onboarding framework alongside three AI applications in production. Every acquired entity now goes from close to analytics-ready in under 90 days.

Challenges

The client had access to massive volumes of trial, lab, and EHR data, but disconnected sources prevented a unified view for predictive risk analytics. As a result, early warning signals were often missed and AI initiatives slowed.

01

No Unified Enterprise View

Every report required manual consolidation across disconnected systems. Numbers were stale, inconsistent, and untrustworthy for clinical or financial decisions.

02

Duplicate Records Across EMRs

The same patient or caregiver appeared as separate records across multiple systems, making care continuity unreliable and M&A ROI impossible to measure.

03

Each Acquisition Started from Zero

No onboarding framework existed. Acquired entities could spend months before contributing to enterprise reporting, delaying visibility into every deal.

04

No Foundation for AI

Clinical documentation, caregiver scheduling, and workforce analytics were on the roadmap but structurally blocked without clean, governed, unified data.

Our Solution

A foundation built once, reused across every acquisition — and powering AI applications that move clinical, financial, and operational outcomes.

Unified Data Warehouse integrated all source systems

EMRs, payroll, workforce, finance, and recruitment, into a single governed repository, serving as the data source for enterprise Workday and Salesforce rollouts and the keeper of historical records when legacy EMRs were decommissioned.

AI-Powered De-duplication layer

An AI-powered de-duplication layer created a single golden record per patient and caregiver across every EMR, the prerequisite for care continuity tracking, M&A ROI visibility, and all downstream clinical analytics.

Standardized M&A Framework

Brings each acquisition to analytics-ready within 90 days, without custom builds or disruption to existing data flows.

Three AI Applications in Production

An NLA agent for finance stakeholders to query revenue and compliance metrics in plain English; an AI documentation agent that transcribes caregiver visits and auto-populates clinical forms; and a caregiver recommendation engine that triggers on cancellations, matches on availability and patient preference, and confirms via automated IVR.

Our Solution

Impact Delivered

40+ → 1

Centralized warehouse

Single authoritative source for clinical, workforce, financial, and operational data. 

90 Days

time taken to be reporting ready post M&A

Every acquired entity integrated and reporting-ready without manual consolidation.

100%

Data accuracy

Clean, deduplicated patient and caregiver records from day one of every integration.

3

AI use cases live

NLA chatbot, clinical documentation agent, and caregiver recommendation engine in live.

Let’s create something truly remarkable & intelligent!

Whether you’re starting with data modernization or exploring AI copilots, we’re here to help.

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