Revolutionizing Data Insights for Centralized Healthcare Management Company using Power BI and Tableau

The client is a leading global financial services firm that has been in business for over 50 years. With offices worldwide, the company serves a diverse international clientele including individuals, corporations, and institutions. As assets under management grew to over $500 billion, the scale and geographic distribution of operations presented data sharing challenges.

Each department and regional office leveraged separate systems for tracking key metrics and outcomes. Silos of information inhibited benchmarking and strategic decision making. The demands of regulators and clients required consistent reporting across business lines. Seeking to advance its analytical capabilities, the VP of Marketing Research recognized the need for streamlined data access and insights. The team managed reporting but struggled with manual processes that failed to keep pace with expanding analytical demands.

The key challenges included:

• Silos of data residing in disconnected databases and applications
• Manual reporting processes that were labor-intensive and prone to errors
• Inability to segment and correlate insights at both a macro and micro level view
• Limited metrics available to non-technical functions such as sales and service teams
• Bottlenecks creating delays in sharing time-critical analyses and decisions
• Lack of scalability as analytical needs grew more complex with the business
• Dated interface hindering user-friendliness and adoption rates firm-wide

Overcoming these hurdles required an integrated visualization platform promoting self-service usage across the diverse organization.

With Tableau selected, the project team developed an implementation plan focusing on three key phases. Phase 1 involved thorough discovery of existing processes, systems and user personas. Over 50 stakeholder interviews provided  important insights.

During Phase 2, the Tableau platform was configured, Data from multiple sources including CRM, financial and HR systems was integrated using ETL tools. Custom data models organized information into subject areas tailored to user needs. Dashboards, stories and centralized reports were then created addressing strategic, operational and compliance related metrics.

A pilot program involved representative users testing initial deliverables. Their feedback further refined the experience design. With usability and performance validated, Phase 3 prioritized change management.

Tableau training customized learning paths for various profile types – from analysts to executives. Self-service guides and an internal community fostered peer-to-peer learning. The go-live strategy involved phased release waves to monitor adoption and refinement needs.

A governance framework sets permissions and content policies. Methods for content ideation and prioritization aligned efforts with strategic objectives. Custom opp development supported complex analytic workflows. Metrics defined success and iterated roadmaps.

An extension SDK enabled bespoke visual creations. A robust API facilitated 3rd party applications. Server management and governance established proper change controls. Custom connectors consumed additional unstructured datasets as needs evolved.