AmFam 通过 Tableau 嵌入式分析实现转型
技术
- 分析与建模 - 边缘分析
- 应用基础设施与中间件 - 数据库管理和存储
适用行业
- 消费品
- 金融与保险
适用功能
- 销售与市场营销
用例
- 人员跟踪与监控
- 篡改检测
服务
- 系统集成
关于客户
美国家庭保险公司 (AmFam) 是一家私人互助保险公司，提供各种消费者和商业产品，包括财产、伤亡、人寿、健康和房主保险，以及投资和退休计划产品和服务。 AmFam 的企业团队使用 Salesforce CRM 产品来生成、管理和分析各种活动的数据，从客户管理和客户服务到业务开发和执行规划。除了企业实施 CRM 之外，AmFam 还支持销售 AmFam 产品的本地和区域机构。这些机构以独立承包商的形式组织起来，获得与最终客户进行交易的许可，并受到激励以实现绩效目标。
挑战
美国家庭保险公司 (AmFam) 是一家私人互助保险公司，在向当地和区域机构提供数据支持方面面临挑战。这些机构以独立承包商的形式组织起来，是 AmFam 数据生态系统的重要组成部分，利用企业数据来优化其销售和客户服务贡献。然而，现有系统是孤立且离线的，使得机构难以访问和分析数据。 AmFam 寻求改进向其代理提供的分析，特别是在产品可用性、性能指标和预期业务成果方面。面临的挑战是用一个将见解集成到现有用户界面 (UI) 的安全门户来取代孤立的数据源和离线工作流程。
解决方案
AmFam 使用 Tableau Embedded Analytics 为机构和企业用户创建了新的自助分析 Web 门户 myDashboard。该门户集成到各机构习惯的现有工作流程和用户界面中，在不中断其工作的情况下提供重要的见解。 myDashboard 解决方案提供定制功能，允许机构调整门户以匹配其品牌和 UI 工作流程。它还提供了用于常见指标（例如收入、保费、新业务和保留率）的预构建仪表板，以及预设过滤和可自定义搜索。这使得该门户变得用户友好，并缩短了非技术用户的学习曲线。此外，该解决方案通过 Tableau 中的行级安全性确保安全性和治理，根据各种角色强制执行数据访问权限。 AmFam 还采用了 Tableau 单点登录，允许用户在不离开 myDashboard UI 上下文的情况下查看报告和仪表板。
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