Unified Orthopedics is a surgeon-focused orthopedic company delivering proven products, responsive clinical support, and a next-generation approach to surgical care. Founded by industry veterans, the company partners with healthcare facilities, manufacturers, and sales professionals to bring high-performance orthopedic solutions into the operating room.
The Situation
As Unified Orthopedics scaled, so did its reporting complexity. Tracking medical device sales and commissions across multiple reps and manufacturers relied on spreadsheets and a manual process that took several days each month. While accurate, the approach wasn’t sustainable. Looking to modernize and streamline without disrupting operations, Unified Orthopedics turned to Optima Office for expert support.
Key Actions Taken
Unified Orthopedics had a strong foundation of raw data, but no centralized way to analyze or report on it. Optima stepped in to build a structured Power Query system and bring clarity to a previously manual, time-consuming process.
- Here’s what we tackled:
- Reviewed and mapped all sales and commission data sources across reps, customers, and
manufacturers - Built a centralized Power Query engine to standardize and automate data processing
- Created custom logic to support accurate commission calculations across variable structures
- Designed workflows for real-time reporting by rep, customer, and geography
- Established a clean framework to support future migration to Power BI
The Results
- 85% faster commission and sales reporting
- 100% visibility across reps, customers, and manufacturers
- Multiple spreadsheets consolidated into one streamlined system
- Reliable and accurate data now fueling leadership decisions
- Power BI implementation in progress to expand reporting capabilities
Want to Stop Wrestling with Spreadsheets?
Whether you’re optimizing processes or planning a full analytics rollout, Optima can help turn
your data into clarity.