The CFO's Guide to an Infusion Data Warehouse

How multi-site infusion groups move their WeInfuse data into one data warehouse, organize it in bronze, silver and gold layers, and get a single source of truth for every site that ties to the books. Written for CFOs and finance leaders, with one made-up order followed from WeInfuse to a dashboard line.

Cover of the white paper The CFO's Guide to an Infusion Data Warehouse, showing WeInfuse, billing, general ledger, payroll and distributor records copied into one data warehouse with bronze, silver and gold layers

Get the white paper

PDF, 19 pages, 224 KB

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What's inside

The whole design, in plain words

Scheduled Python code copies WeInfuse, billing, the general ledger, payroll and distributor records into one warehouse, where bronze keeps the originals, silver cleans and matches them, and gold holds the numbers everyone uses.

Numbers that tie to the books

Which warehouse numbers should tie to the general ledger, which never will and why, and a monthly tie-out routine your controller can own.

Multi-site realities and what finance can do

Sites that change billing entity, one definition for every site, roll-ups for boards and lenders, and margin, labor cost, cash forecasting and diligence-ready history.

Choosing a platform and a partner

Snowflake, Microsoft Azure or Google Cloud with a signed BAA, build options compared honestly, the risks to avoid, questions to ask any partner, and a one-page CFO checklist.

Contents

  1. Why multi-site groups hit the wallpage 3
  2. The big picture on one pagepage 4
  3. What goes in firstpage 5
  4. Getting your data out of WeInfusepage 6
  5. Bronze and silverpage 7
  6. Gold: one source of truthpage 8
  7. One order through every layerpage 9
  8. Tying the warehouse to the bookspage 11
  9. What it lets finance dopage 12
  10. Risks, and the checks that catch thempage 13
  11. Choosing a platform, and securitypage 14
  12. Build options and the team you needpage 15
  13. Questions to ask any partnerpage 16
  14. A one-page checklist for the CFOpage 17
  15. For whoever builds itpage 18