Published June 13, 2024

How Mount Sinai Improved BI Governance and Engagement

Customer
Published June 13, 2024
Healthcare analytics tend to live in silos: clinical reporting in Epic, business reporting in Tableau, and years of legacy content scattered across Crystal Reports, WebFocus, and more. In our latest webinar, Metric Insights CEO Marius Moscovici sat down with Damon Myers, Director of Enterprise Analytics Services at Mount Sinai Health System, to walk through how one of New York's largest health systems brought its reporting under one governed roof.

The Problem: "I Don't Know What I Don't Know"

Mount Sinai is a big organization, with more than 40,000 employees, 7,000 physicians, eight hospitals, and 4.2 million patients a year. Its analytics were spread across many platforms, with no centralized metadata store, no easy way to search across assets, and no consistent way to request access. As Damon put it, users had to know someone or hear it by word of mouth to find what was available, and they could only see what they already had access to. That gap drives duplicate work, since people ask an analyst to rebuild a report they didn't know already existed.

The Target: One Curated, Searchable Portal

Mount Sinai set out to build the opposite of that experience: a single curated analytics portal, customizable by persona, backed by a large centralized store of searchable metadata and a consistent access-request process. The initial build focused on four key platforms, Epic, Tableau, Crystal Reports, and WebFocus, with the goal of covering enough content to genuinely reduce duplicative effort rather than starting with a small, tidy subset.

What They Built

Damon demoed a custom portal tailored to Mount Sinai's needs:
  • A unified view of everything: "My Content" shows what a user can access, while "All Content" lets them keyword-search the entire universe of assets, including reports they don't have access to yet, shown with a lock icon.
  • One-click access requests: Clicking a locked report fires an API call to ServiceNow and returns a ticket number instantly. Click it again by mistake and the system tells you a request already exists, cutting down on duplicate tickets.
  • An automated metadata store: Tableau metadata comes in through the connector, while Epic, Crystal, and WebFocus data are pulled via purpose-built SQL queries, aggregated and refreshed daily, including access-control data.
  • Metrics and glossary terms: Users can group KPIs into their own favorites, view sparklines, overlay a hospital's length-of-stay against the enterprise average, and link straight into glossary definitions sourced from Informatica Axon.

Advice for Getting Buy-In

Damon's guidance for anyone starting this journey is refreshingly practical. Sell leadership on the high-level concepts early, start with a small group of friendly super users, deliver on what you promised, and let those users become your promoters across the organization. His soft launch reached about 150 super users across clinical, business, and population health teams, with a broader rollout to follow. He describes the whole thing as close to a no-brainer, since so many health systems still lack it.

Practical Notes

The webinar also gets into the details teams actually worry about. Access control stays in each source system and is synchronized into the portal, with a nightly refresh so new access is typically live the next day. Licensing needs generally don't change, since you still need a BI license to interact with content, though some organizations trim underused seats by shifting light users to KPI-focused portal pages. Mount Sinai ran the project with a small, part-time team of four and planned for a three-to-six-month timeline, with roughly two months of upfront planning.

Watch the Full Conversation

If you're building BI governance in a complex environment, Damon's walkthrough is packed with specifics on metadata, security, ServiceNow integration, and rollout strategy.
Watch the webinar to see the demo and hear the full story.

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