Genesis Intelligence

Smarter Supply Chain Decisions, In Real Time

Genesis Intelligence unifies the analytics from across every Genesis solution — Data, Sourcing, Inventory, Clinical, and Savings — into one decision surface. Supply chain teams see what's moving, what's at risk, and what to do next without pulling extracts or stitching reports.

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70+

Dashboards included on day one

1.5x

Year-one inventory release vs. contract fees

>10x

Total savings vs. total contract fees

Decisions, not just dashboards

One source of truth across the supply chain

Most supply chain teams run on disconnected reports — one number from the ERP, another from the EHR, a third from a spreadsheet. Intelligence consolidates them on one data model so every team is looking at the same answer at the same time.

See expired and at-risk stock before it expires

Real-time view of expiry exposure across every location — surfaced in the workflow, not in a monthly report.

Right-size par levels with consumption data

PAR-level recommendations based on actual usage patterns — release working capital without increasing stockout risk.

Find off-contract spend and tier-rebate gaps

Procurement variance surfaced automatically — by department, by vendor, by user — so the next negotiation starts with evidence.

Compare cost-per-case and preference-card variance

Service-line cost comparisons across surgeons and sites — driving standardization conversations with data, not edicts.

Close the recall loop in hours, not days

Patient-level traceability for affected lots and serials — produced in minutes from the same data the rest of the platform runs on.

How Intelligence connects across the Clinical Lifecycle

Every solution feeds Intelligence. Intelligence feeds every decision.

Intelligence runs on the transactional data the rest of the platform already operates. Item-master events from Genesis Data, contracts and POs from Sourcing, stock and par levels from Inventory, procedures and preference cards from Clinical, and bill-only audits from Savings — all on one data model, with insights surfaced back into each solution where decisions get made.

Ingest from every Genesis solution

Data flows in from Data, Sourcing, Inventory, Clinical, and Savings — plus your ERP, EHR, and GPO systems through the Genesis Integration Engine.

Normalize on one data model

Every event lands on the same transactional layer the rest of Genesis runs on — so the same numbers reach every team.

Surface in Intelligence IQ dashboards

70+ role-based dashboards refresh daily — embedded inside the Genesis solution where the work is already happening.act flags, expired items, recalls, and benchmark pricing.

Extend with Intelligence IQ+

DataFlow Pro feeds the same data into the BI tool your team already uses — Power BI, Tableau, Qlik, Snowflake, Azure Synapse — without parallel licenses

Route back into the workflow

PAR recommendations land in Inventory. Off-contract flags surface in Sourcing. Recall traceability runs through Clinical. Insights don't sit in a report; they become the next decision.

Data flows in from Data, Sourcing, Inventory, Clinical, and Savings — plus your ERP, EHR, and GPO systems through the Genesis Integration Engine.

Every event lands on the same transactional layer the rest of Genesis runs on — so the same numbers reach every team.

70+ role-based dashboards refresh daily — embedded inside the Genesis solution where the work is already happening.act flags, expired items, recalls, and benchmark pricing.

DataFlow Pro feeds the same data into the BI tool your team already uses — Power BI, Tableau, Qlik, Snowflake, Azure Synapse — without parallel licenses

PAR recommendations land in Inventory. Off-contract flags surface in Sourcing. Recall traceability runs through Clinical. Insights don't sit in a report; they become the next decision.

Healthcare supply chain workflows

Built For Every Team That Owns A Number

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Run the supply chain on real-time data, not week-old reports.

Live visibility into stock, par levels, expiry exposure, supplier fill rates, and outstanding orders — across every site, in one view. The dashboards you open every morning, built on the same data your transactions run through.

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Find the next savings opportunity before the next renewal.

Off-contract spend, tier-rebate gaps, supplier scorecards, and contract leakage flagged automatically — by department, by vendor, by user. The evidence you bring into the next negotiation, ready before you ask for it.

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Drive standardization with evidence, not edicts.

Surgeon-level cost-per-case, preference-card variance, SKU rationalization, and clinical equivalency data surfaced through the Genesis taxonomy. The clinical detail your committee needs to have honest conversations with physicians.

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Savings you can defend, on a methodology you didn't build.

Realized savings, working-capital release, audit-ready trails — all tied back to the same transactional data the rest of the platform runs on. No reconciliation between systems. No "my number doesn't match yours."

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Patient-level traceability when it matters most.

Recall response in hours, not days. Lot and serial traceability for every implanted device. Compliance documentation generated continuously — not reconstructed under audit pressure.

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One platform that complements the systems you already run.

Native Tableau, plus production-grade integration with Power BI, Qlik, Snowflake, and Azure Synapse — so existing BI investments absorb Intelligence rather than compete with it. HIPAA, SOC 2 Type II, ISO 27001.

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A shared view of margin, safety, and operational health.

Executive dashboards that let supply chain, finance, and clinical teams operate from one set of numbers. The strategic visibility that turns supply chain from a cost center into a margin lever.

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One Decision Surface, Across Every Genesis Solution

Intelligence is the combined analytics layer of every Genesis solution — Data, Sourcing, Inventory, Clinical, and Savings — unified for real-time decision-making. Intelligence IQ ships with every Genesis subscription. Intelligence IQ+ extends it with self-service authoring and direct data access for sophisticated teams.

INCLUDED WITH EVERY GENESIS SUBSCRIPTION

Intelligence IQ

The included analytics baseline inside every Genesis subscription. 70+ role-based dashboards across Supply Chain, Procurement, Clinical, and Financial workflows — refreshed daily and embedded inside the solution where the work happens.

Supportive Modules

Intelligence IQ+

The self-service, API-first upgrade tier. Tableau Creator rights for power users, custom calculated fields, and DataFlow Pro — the managed pipeline that feeds Genesis data into Power BI, Qlik, Snowflake, Azure Synapse, or any BI environment your team already runs. No parallel licenses required.

Knowledge is power. Genesis provides us with a level of data and insight that can be used to better challenge clinical practice and variation, helping us to reduce inefficiencies and improve patient experience and outcomes. More importantly, it ultimately helps to safeguard our patients from avoidable harm. In the event of a product recall, we can now easily and quickly track an affected product to the right patient.

Tim Wells

Consultant Cardiologist

Vendor-neutral by design 

Works With the Systems You Already Run. 

Genesis Savings enhances and complements your existing ERP and EHR investments. We do not replace them; we close the clinical gap they were never designed to fill. Integrations are production-grade, not one-time file loads.

Common questions, answered directly

Frequently Asked Questions

No. Intelligence is not sold standalone — it is the combined analytics layer of every Genesis solution (Data, Sourcing, Inventory, Clinical, Savings). Intelligence IQ is included with every Genesis subscription; Intelligence IQ+ is the self-service upgrade. Whichever Genesis solutions you run, Intelligence operates on the data those solutions already capture.

All three legacy analytics products — Genesis CoreIQ, Meperia Insights, and Kermit Analytics — consolidate into Intelligence. Existing dashboards remain functional during transition; a single Snowflake-backed data warehouse is the target end state.

Intelligence IQ is the included dashboard library — 70+ role-based dashboards with daily refresh. Intelligence IQ+ adds Tableau Creator rights for power users and DataFlow Pro: the managed pipeline that delivers the same data into Power BI, Qlik, Snowflake, Azure Synapse, or any BI tool your team already runs.

No — and that's deliberate. For supply-chain dashboards, Intelligence often replaces standalone BI because it runs on source-of-truth transactional data. For enterprise BI environments, DataFlow Pro feeds the Genesis data model into the tool you already operate. Most customers run a hybrid.

Intelligence IQ refreshes on a 24-hour cycle. Intelligence IQ+ adds DataFlow Pro with hourly delta extracts for transactional data and daily full refreshes for master data, delivered into the customer's environment over SFTP or via Snowflake Shares.

Genesis is built to work with your existing systems. ERP: Oracle / PeopleSoft, Oracle Cloud, Infor, Workday — production-grade integrations with auto-PO generation and three-way match support. EHR: Epic (including OpTime via VenSero), Cerner / Oracle Health, Meditech — for case scheduling and patient/case data sync.

The customer. Data is encrypted, role-based, HIPAA compliant, SOC 2 Type II audited, and ISO 27001 certified. Cross-customer benchmarking uses anonymized, aggregated data with explicit opt-in consent.

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See what your supply chain looks like on one decision surface.

Book a 30-minute walkthrough. We'll show the 70+ included Intelligence IQ dashboards mapped to your team's roles, demo DataFlow Pro feeding your existing BI environment, and identify where Intelligence could surface savings in your first 90 days.

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Continue your Clinical Lifecycle journey

Other Solutions

Genesis Data

Connect and
enrich what you know.

Create a clean, normalized single source of truth across your item master, ERP, EHR, and supply chain, eliminating manual data entry, duplicate records, and disconnected workflows.

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Genesis Sourcing

Control what you buy.

Enforce contract compliance at the point of purchase with automated workflows that ensure what was negotiated is what gets paid, without manual oversight.

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Genesis Inventory

Know what you have, wherever it is.

Gain real-time visibility and full traceability across clinical inventory, reducing stockouts, eliminating expired products, and enabling rapid recall response.

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Genesis Clinical

Capture what you use.

Automate point-of-care documentation and bill-only workflows to ensure accurate, real-time capture of supply usage—without adding burden to clinical staff.

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 Genesis Savings

Protect what you spend.

Detect pricing errors, prevent vendor overbilling, and validate every transaction against contract terms, protecting margins before charges are posted.

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