Overhauling dashboard use with automated commentary
Company Size
1,000+
Region
- America
Country
- United States
Product
- Tableau
- Quill Extension for Tableau
Tech Stack
- Tableau
- Quill Extension for Tableau
Implementation Scale
- Departmental Deployment
Impact Metrics
- Customer Satisfaction
- Digital Expertise
- Productivity Improvements
Technology Category
- Analytics & Modeling - Predictive Analytics
- Application Infrastructure & Middleware - Data Visualization
- Functional Applications - Enterprise Resource Planning Systems (ERP)
Applicable Industries
- Finance & Insurance
Applicable Functions
- Business Operation
- Quality Assurance
Services
- Software Design & Engineering Services
- System Integration
About The Customer
The customer is a Fortune 100 Insurance and Finance Company, specifically focusing on the Financial Planning & Analysis (FP&A) team for the Life & Retirement Division. This team is responsible for managing business intelligence (BI) dashboards and spends a significant amount of time building and explaining these dashboards. The company has historically relied on spreadsheets, slides, and other manually-generated content for reporting, which has proven to be time-consuming and unable to scale with increasing data demands. The company aims to improve its BI processes to provide deeper insights and reduce the time spent on generating reports.
The Challenge
A Fortune 100 Insurance and Finance Company needed a better way to manage their business intelligence (BI) dashboards. The Financial Planning & Analysis (FP&A) team for Life & Retirement Division spend upwards of 80% of their time building and explaining dashboards. The content they produce is heavily focused on the 'what' rather than the 'why' or 'how' of an analysis. This leaves plenty of room for ambiguity and additional questions. Reporting historically occurred in spreadsheets, slides, and similar forms of manually-generated content. As a result, the analysis is not only time-consuming, surface-level, and generic; but was unable to scale with the demands of increasing data.
The Solution
The FP&A team will be successful if PowerPoint is eliminated and machines can deliver most of the 'what' in data analysis. As a result, analysts and team members can now focus on delivering deeper insights in their reports. Nearly all of which is delivered via Tableau and other dashboards. The head of the group describes her vision to implement BI technology and provide 'actionable insight at everybody’s hands.' Success for her is eliminating expense reporting with Tableau and the Quill Extension for Tableau, enabling the team of five currently generating these reports to work on higher order tasks. The customer is starting with the Tableau extension for the Life & Retirement team. While Tableau is the primary BI tool today, the team also leverages other BI platforms. Working with Narrative Science allows the company flexibility to bring natural language stories into all of their dashboards.
Operational Impact
Quantitative Benefit
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