Overhauling dashboard use with automated commentary
公司规模
1,000+
地区
- America
国家
- United States
产品
- Tableau
- Quill Extension for Tableau
技术栈
- Tableau
- Quill Extension for Tableau
实施规模
- Departmental Deployment
影响指标
- Customer Satisfaction
- Digital Expertise
- Productivity Improvements
技术
- 分析与建模 - 预测分析
- 应用基础设施与中间件 - 数据可视化
- 功能应用 - 企业资源规划系统 (ERP)
适用行业
- 金融与保险
适用功能
- 商业运营
- 质量保证
服务
- 软件设计与工程服务
- 系统集成
关于客户
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.
挑战
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.
解决方案
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.
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