BI & Data Engineering Case Study
Qlik Cloud Migration & Modernization for a Senior Living Operator
Executive Summary
Context: A North American senior living operator relied on a broad portfolio of Qlik applications,
with legacy Qlik environments, VMware-hosted files and QVD dependencies that needed to move to the cloud while
business teams kept asking for new KPIs and trusted numbers.
Solution: Forar Tech migrated the Qlik landscape to Qlik Cloud, replaced legacy file and QVD
dependencies with SharePoint and Parquet, built and modernized dashboards, and validated results against
source data and business rules.
Outcome: Applications across multiple streams and CRM reports now run on Qlik Cloud, supported by
refreshed dashboards, more consistent definitions and a stronger foundation for Qlik Answers.
Engagement at a Glance
Industry
Senior living (independent, assisted and supportive living, and memory care) across the United States and
Canada
Analytics Audience
Community, Regional and Divisional levels
Analytics Streams Delivered
Scope
Qlik Cloud migration, BI development and modernization, data engineering and lineage, data validation and AI
readiness
Scale
Applications across multiple streams and CRM reports migrated to Qlik Cloud
Technologies
Qlik Cloud, Qlik Answers, SQL stored procedures, QVD and Parquet data files, SharePoint, GitHub
About the Client
The client is a North American senior living operator serving older adults across the United States and Canada,
with communities that provide independent living, assisted living, supportive living and memory care. Its
operations generate data across sales, residents, finance, workforce, care, quality and community operations,
creating a need for reliable and accessible analytics at Community, Regional and Divisional levels.
Business Needs
The client's analytics environment is a broad portfolio of Qlik applications across multiple operational
streams, running on legacy Qlik environments with VMware-hosted local files and QVD data. The client needed it
migrated to Qlik Cloud while keeping applications maintained, validated and modernized.
| Business Need |
The Challenge |
How Forar Tech Met It |
| Qlik Cloud Migration |
Legacy Qlik environments, VMware-hosted files and QVD dependencies had to move to Qlik Cloud, SharePoint
and Parquet. |
Migrated legacy Qlik apps to Qlik Cloud and replaced VMware file references with SharePoint and QVDs
with Parquet. |
| Application Modernization |
Existing applications require UI/UX improvements, updated filters, calculation corrections and alignment
with new business logic. |
Rebuilt Operating Statements from scratch, refreshed layouts, added dynamic titles, updated filters and
corrected calculations. |
| Data Validation |
Dashboard results must be reconciled with source data and business rules when users identify unexpected
results or value mismatches. |
Traced results back to source fields, SQL procedures and business rules to investigate and resolve value
mismatches. |
| New Analytics |
Business teams continue to request new dashboards, KPIs, visualizations and operational reporting. |
Delivered a sales mentoring app, employee and community advanced-search apps, a resident contact app, a
care KPI dashboard and a Total Allowances Budget visualization. |
| Governance & AI Readiness |
Measures, metadata and business definitions need to support consistent reporting and conversational
analytics through Qlik Answers. |
Standardized measure names and descriptions to improve Qlik Answers responses, and implemented
configurable NOI and bonus rules. |
Solution
Forar Tech supports the client through Qlik Cloud development, data engineering and analytics delivery,
covering dashboard development and enhancement, data validation, business-rule implementation, migration,
user-experience improvements and troubleshooting. Each request follows an iterative delivery approach:
understand the requirement, trace the underlying data, implement the logic in Qlik or the supporting SQL layer,
validate the result and refine the user experience.
1Business Requirement
Understand the requested KPI, dashboard change, filter, migration or business rule.
2Data & Lineage
Trace source fields, SQL procedures, QVD and Parquet files, and existing Qlik logic.
3Development
Build or modify Qlik Cloud applications, sheets, visualizations, measures and filters.
4Validation
Compare results with source data and expected business outcomes.
5Review & Refinement
Incorporate stakeholder feedback and improve usability and calculation behavior.
6Migration & Modernization
Migrate applications to Qlik Cloud and replace legacy dependencies with SharePoint and Parquet as required.
Qlik Cloud Migration
Business Intelligence Solutions
Forar Tech develops and maintains Qlik Cloud solutions across the client's operational and analytical streams.
Key supported areas include:
Operating Statements
Rebuilt the application from scratch with an improved UI and user experience, including business-unit
reporting and document access.
Community Sales & Marketing Analytics
Develops and enhances dashboards covering inquiries, tours, customer activity and KPIs; investigates value
mismatches, including regional tour-activity reporting, and updates filters and calculations. Delivered a
sales mentoring application and replaced outdated and unnecessary filters across Community Operations and
Sales & Marketing.
NOI, Bonus & Community Rules
Implements configurable community-level rules for net operating income (NOI) and bonus analytics, so
dashboard behavior follows each community's applicable configuration.
Resident Billing & Revenue Integrity
Implements and validates business rules that flag billing and revenue exceptions involving rent, payor and
resident events. Developed a Total Allowances Budget visualization for resident allowances.
Conclusion
Forar Tech's engagement demonstrates a practical approach to senior living analytics delivery: migrate and
modernize the platform, understand the data, build the dashboard, validate the numbers and continuously
improve the user experience. By combining Qlik Cloud expertise with data engineering, lineage and
business-rule analysis, Forar Tech supports the client's evolving analytics needs across its operational
streams.
