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A national pharmacy benefits manager (PBM) was running mission-critical operations across a maze of disconnected reporting tools and siloed data sources. Each department, such as claims, specialty, network pharmacy, etc., had its own systems, metrics, and reports. The result? Leadership visibility was delayed, operational decisions were reactive, and reporting overhead kept rising.

Challenges facing the PBM

  • Fragmented insights: Claims, network pharmacy, specialty, and drug-utilization data lived in different systems.
  • Manual effort & delays: Teams stitched reports together by hand, slowing leadership visibility.
  • Tool sprawl & tech debt: Outdated reporting tech and multi-vendor complexity hampered reliability.
  • Rising costs: Inefficient reporting processes kept labor spend high and scalability low.

The PBM needed a modern way to unify insights, eliminate redundancy, and empower leaders with real-time, reliable intelligence. 

To make this transformation possible, the PBM partnered with us for our data modernization and analytics expertise. 

Together, we set a clear goal: build a unified, governed BI platform that would deliver faster insights, enhance decision-making, and create a foundation for long-term scalability without interrupting business operations. 

Goals: A unified, governed BI platform

The PBM set out to modernize its analytics backbone with a few clear priorities:
  • Unify BI on a single, governed platform with no downtime.
  • Deliver executive-ready, standardized reports that stakeholders trust.
  • Improve speed-to-insight for operational and clinical decisions.
  • Reduce IT and reporting overhead while creating a scalable path forward.

Impact delivered

  • 32% reduction in total labor cost tied to reporting and manual consolidation.
  • One source of truth across business units—clean, governed, role-based access.
  • Faster decisions with executive dashboards replacing ad-hoc spreadsheets.
  • Lower risk, higher reliability with a modern BI backbone ready to scale.

With Saxon’s partnership, the PBM unlocked a new level of visibility and agility. We helped them turn their data into a strategic asset that drives better outcomes every day. 

Get the complete story of how Saxon and the PBM partnered to modernize their BI ecosystem.  

Download the success story of the Unified BI Platform

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