SAMPLE AND DEMONSTRATION ONLY. Illustrative sample built from public information; figures are mock unless labeled as published. Not affiliated with, endorsed by or produced for any company shown.
DEMONSTRATION · ILLUSTRATIVE DATA · BI Consulting Services

AnalytIQCore multi-site board · Prepared for Tatum · September 2026

ThriveMore, five communities on one board

Occupancy, staffing against census and acuity, resident satisfaction and margin, from Arden to New Bern

75
Years in North Carolina
Serving with Purpose & Heart

Loading the board.

Portfolio at a glance

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Six measures that move together. Every tile below recalculates against the three filters above.

1

Occupancy trend

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2

The North Carolina footprint

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Five campuses placed west to east: Ardenwoods in the mountains, Brookridge and Taylor Glen in the piedmont, Taylor House east of Concord, Brice Pointe near the coast. Each circle is sized by census under the current filters and shaded by occupancy.

Occupancy below 82% 82% to 88% Above 88% Circle area is proportional to census
3

By community

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CommunityCapacityCensusOccupancy SatisfactionMarginAgency and OT
4

Occupancy by care level

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5

Margin by community

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6

Staffing against census and acuity

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CommunityCensusAcuity indexCare hours Budgeted FTEFilled FTEAgency hrsOvertime hrsPremium exposure
7

What this board answers

Three questions

Three questions a five-community executive team asks every month, each answered by a number that is already on this page and that moves when the filters move.

Which community should get attention first this month?

How much are we paying to cover shifts we did not fill?

Is satisfaction holding while we push occupancy?

Ask the data

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Three questions typed the way a leader would ask them. Each answer is generated from the numbers already on this board and names the panel it came from, so anyone can check it.

Private AI on ThriveMore's own server The model runs inside ThriveMore's network against this board's data. Nothing leaves the building: no resident, staffing or financial figure is sent to an outside AI service.
Tatum asked
AI
Tatum asked
AI
Tatum asked
AI

Automation: three things the team stops doing by hand

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Automation 1

Monthly five-community census and occupancy roll-up

What it replacesEach community exporting census from its own system, a spreadsheet stitched together at the home office, and a round of emails to reconcile capacity and move-ins before the numbers go to leadership.

Automation 2

Agency and overtime exception alert

What it replacesA manager reading payroll and agency invoices line by line every week to spot which community is buying shifts at a premium, then building a summary for the director by hand.

Automation 3

Article 64A quarterly filing pack

What it replacesIf your communities file under Article 64A, the quarterly scramble to compile unaudited financials and the 12-month daily average occupancy rate by living unit type for NCDOI. The pack assembles itself from the same data this board reads.

Illustrative hours returned to the team

North Carolina context: Article 64A of Chapter 58 (G.S. 58-64A-205) requires licensed continuing care retirement communities to file quarterly unaudited financials and the 12-month daily average occupancy rate by living unit type with the North Carolina Department of Insurance within 45 days of each quarter end. We have not confirmed ThriveMore's licensing status, so Automation 3 is framed as applying only if your communities file under Article 64A. Hours saved are illustrative estimates, not measured figures.