A business platform for revenue operations, team workload monitoring, and operational BI — using real-time analytics to connect financial, operational, and performance data into clear, actionable insights for healthcare operations, legal, field service, and other operations-driven organizations.
Business Operations gives executives, COOs/CFOs, and operations leaders a unified, real-time view of revenue operations metrics, team workload monitoring, and the performance indicators that drive profitability — all from one business platform. It consolidates financial, operational, and staffing data into a single, intuitive operational BI experience, enhanced with AI-assisted insights and delivered on Power BI Premium, designed for healthcare operations, legal practices, field service organizations, and other operations-driven businesses.
Automatically surface the “why” behind changes in revenue, expenses, staffing levels, and productivity—giving leaders clarity without manual analysis.
AI-driven models anticipate trends in revenue, staffing demand, overhead, and organizational capacity.
Intelligent monitoring flags unusual shifts in spending, utilization, or departmental performance before they become problems.
Organizations often start with an operational visibility dashboard and then expand into cross-functional business operations analytics. This approach aligns leadership on the same operational BI metrics while preserving industry-specific workflows.
See how this same operational intelligence approach applies across healthcare operations, legal, and field service organizations.
The same operational BI model adapts to the metrics each industry actually runs on—not a generic dashboard relabeled with an industry's name.
Patient throughput by department, provider utilization and scheduling efficiency, claims and denial cycle time, and staffing-to-patient ratios—connected to the same revenue-cycle metrics tracked in our healthcare AR benchmarks guide (days in AR, denial rate, clean claim rate).
Billable-hour realization, attorney and timekeeper utilization, matter and engagement profitability, and WIP by matter or project—the same governance discipline accounting firms apply to realization and WIP aging, adapted to how a law firm or consultancy bills and staffs work.
Technician utilization, first-time fix rate, dispatch efficiency, and job backlog by territory—so operations leaders see where a scheduling bottleneck or capacity shortfall is forming before it shows up as a missed SLA.
For an internal accounting department supporting the rest of the organization—not a CPA firm serving outside clients—Business Operations tracks finance team capacity, close and reconciliation metrics, and budget-to-actual variance, so a controller sees where month-end is slipping before it becomes a late close.
Business Operations is built for organizations outside of accounting. If you run a CPA or tax practice, our purpose-built accounting platforms are a better fit: FirmMetrics™ brings this same revenue-operations and workload-visibility experience to accounting firms—realization, WIP, AR, and utilization—on CCH Practice or Practice CS, while WorkSight Metrics™ extends that visibility into CCH Workflow's tax workflow data. The two are complementary, each purpose-built around a different CCH product accounting firms run on.
Business Operations turns your organization’s operational data into a strategic advantage—a complete operational business intelligence solution powered by AI and delivered through easy-to-interpret BI dashboards and KPIs. The result is BI operations your leadership can act on every day.