Overview
TigerConnect provides cloud-native clinical communication and collaboration solutions that help healthcare organizations automate workflows, accelerate decision-making, and improve patient outcomes.
As the company grew, producing bookings and SaaS metrics became increasingly complex. TigerConnect’s finance team relied on an Excel-based process that required data from Salesforce and NetSuite, extensive reconciliation, and significant manual effort. Reports were housed within finance, which meant other teams frequently needed to submit requests rather than access the information themselves.
With Discern, TigerConnect established a centralized, self-service reporting environment for bookings, pipeline, renewals, and churn. The platform has reduced the burden of manual reporting, made it easier to analyze different cuts of the business, and given teams across the company more direct access to trusted data, helping TigerConnect grow more efficiently.
Discern has been the source system for our bookings reporting. Operations and finance use it, and our executives use it as well.
Kiet Tran
Director of FP&A, TigerConnect
The Challenge
Before Discern, TigerConnect’s bookings and SaaS metrics reporting was managed primarily through Excel. Each monthly reporting cycle involved pulling data from multiple systems, performing manual reconciliations, and compiling the results into a reporting package.
The process typically took three to five business days and consumed approximately 25% of FP&A’s time. It also introduced the possibility of manual errors and created a bottleneck: because the reports lived in a finance SharePoint folder, colleagues requesting data for QBRs, board reporting, or other analyses depended on finance to prepare it.
As TigerConnect added products and managed more complex scenarios—including consolidations, contract resets, and changing attribution or segmentation rules—the spreadsheets became harder to maintain. Producing a new view of the business could require remapping tens of thousands of rows before rebuilding pivot tables and summaries.
Prior to Discern, our bookings SaaS metric reporting was a very tedious and manual process. It was all housed within Excel, and the process itself could take anywhere from three to five business days each month.
Kiet Tran
Director of FP&A, TigerConnect
TigerConnect wanted to free its analysts from repetitive data preparation while making information more accessible throughout the organization. Traditional BI implementations had been discussed, but the anticipated consulting requirements, implementation effort, and upfront investment made those projects difficult to justify.
Discern offered a SaaS-based alternative that could deliver company-wide analytics without the cost and complexity of building a traditional BI environment from the ground up.
There was an element of democratization of data and efficient growth that I was looking to solve for. However building BI internally required too much investments and time.
John Montealegre
Chief Financial Officer, TigerConnect
The Solution
TigerConnect implemented Discern to create a centralized reporting layer across Salesforce and NetSuite. Instead of relying on disconnected spreadsheets and manually assembled outputs, finance can reconcile the underlying systems and make reviewed data available directly through Discern.
Discern now supports TigerConnect’s primary bookings reporting as well as analysis of pipeline, renewals, churn, ARR, customer performance, and product trends. Finance, operations, product teams, and executives can access the platform and explore different views without waiting for finance to compile another report.
The platform also makes it easier to update attribution and segmentation rules. Work that previously required remapping thousands of Excel rows and rebuilding summaries can now be completed in minutes.
With Discern, all of that is really easy and can be done in a matter of minutes versus days and weeks.
Kiet Tran
Director of FP&A, TigerConnect
Discern’s team has worked closely with TigerConnect to translate new reporting requirements into repeatable templates. This includes a customer-level reporting framework and an ARR-by-SKU report that connects total accounts receivable to active SKUs, giving the product team another way to analyze performance.
The Discern team has been a tremendous partner. They are very responsive to any questions I have, and I always appreciate how quickly they help resolve them.
Kiet Tran
Director of FP&A, TigerConnect
Business Impact
Discern is helping TigerConnect move from recurring data compilation toward scalable, self-service analysis.
In one recent project, the team assembled a customer-level dataset extending back to 2023. Using Discern, the exercise took approximately one week. Kiet estimated that producing the same analysis through the previous Excel workflow could have taken one to two months.
Once the remaining historical periods are reconciled, TigerConnect expects the recurring monthly update to take minutes rather than days. The company’s July close was already noticeably cleaner, with efficiency continuing to improve as additional processes are brought fully into the platform.
Just as importantly, Discern makes it easier for teams to answer new questions as they arise. Executives and operational teams can explore different cuts of a comprehensive dataset themselves, reducing reliance on finance while supporting faster, more consistent decision-making.
Key outcomes include:
- Less manual reporting: Discern is helping recover the approximately 25% of an FP&A leader’s time previously devoted to manual reporting.
- Faster customer cube analysis: An exercise that could have required one to two months in Excel was completed in approximately one week.
- Minutes instead of days: Once historical reconciliation is complete, recurring monthly updates are expected to take minutes.
- Self-service access: Finance, operations, product teams, and executives can access bookings, pipeline, renewal, churn, ARR, and product data directly.
- Faster reporting changes: Attribution and segmentation updates that previously required remapping thousands of spreadsheet rows can now be completed in minutes.
- A consistent source of truth: Discern serves as TigerConnect’s primary system for bookings reporting, reducing inconsistent outputs across teams.
What I like is that it’s very easy to use. I can go in, look at different cuts, and self-serve. The comprehensiveness of the dataset we have in there is pretty powerful.
John Montealegre
Chief Financial Officer, TigerConnect
About TigerConnect
Since 2010, TigerConnect has been transforming healthcare communications by helping customers automate clinical workflows, accelerate decisions, and improve patient outcomes. Its cloud-native Clinical Communication and Collaboration solutions are used by more than 7,000 healthcare organizations and 700,000 care team members.
