Tableau Case Studies OptumHealth's Transformation with Tableau

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	OptumHealth's Transformation with Tableau Tableau

OptumHealth's Transformation with Tableau

Tableau

Technology Category	Application Infrastructure & Middleware - Data Visualization
Applicable Industries	Healthcare & Hospitals
Applicable Functions	Business Operation Sales & Marketing
Services	Data Science Services
Challenge	Before the implementation of Tableau, OptumHealth was struggling with managing and making sense of data from various sources. The company had different silos of reporting teams, data sources, and separate spreadsheets. This made it difficult to get a holistic view of operations and address customer issues promptly. The company was also facing challenges in tracking its various distribution partners and independent brokers. The spreadsheets used for this purpose were unmanageable and not very useful, providing little value to the sales team. Read More
About Customer	OptumHealth is a company that aims to make health care more accessible, affordable, and effective for employers, health plans, public sector entities, and nearly 60 million individuals. They achieve this through information, tools, and solutions that help people navigate the health care system. This includes behavioral and clinical health support, online health coaching and counseling for complex medical conditions, and health savings accounts. The company was struggling with managing and making sense of data from various sources, which was affecting their ability to address customer issues promptly and effectively. Read More
Solution	OptumHealth implemented Tableau to manage and make sense of their data. With Tableau, they were able to integrate data from various sources and provide a holistic view of their operations. This not only increased efficiency but also provided additional data insights that helped drive the performance of the organization. Tableau was also used to track the company's various distribution partners and independent brokers. Instead of using unmanageable spreadsheets, Tableau provided a useful tool for the sales force to look at their sales territory, see where the key brokers and distribution partners are, and look for opportunities. The company also used Tableau Mobile to publish content once and deliver it to users wherever they access data. Read More Log in to view content
Contents

Technology Category

Application Infrastructure & Middleware - Data Visualization

Applicable Industries

Healthcare & Hospitals

Applicable Functions

Business Operation

Sales & Marketing

Services

Data Science Services

Challenge

Before the implementation of Tableau, OptumHealth was struggling with managing and making sense of data from various sources. The company had different silos of reporting teams, data sources, and separate spreadsheets. This made it difficult to get a holistic view of operations and address customer issues promptly. The company was also facing challenges in tracking its various distribution partners and independent brokers. The spreadsheets used for this purpose were unmanageable and not very useful, providing little value to the sales team.

About Customer

OptumHealth is a company that aims to make health care more accessible, affordable, and effective for employers, health plans, public sector entities, and nearly 60 million individuals. They achieve this through information, tools, and solutions that help people navigate the health care system. This includes behavioral and clinical health support, online health coaching and counseling for complex medical conditions, and health savings accounts. The company was struggling with managing and making sense of data from various sources, which was affecting their ability to address customer issues promptly and effectively.

Solution

OptumHealth implemented Tableau to manage and make sense of their data. With Tableau, they were able to integrate data from various sources and provide a holistic view of their operations. This not only increased efficiency but also provided additional data insights that helped drive the performance of the organization. Tableau was also used to track the company's various distribution partners and independent brokers. Instead of using unmanageable spreadsheets, Tableau provided a useful tool for the sales force to look at their sales territory, see where the key brokers and distribution partners are, and look for opportunities. The company also used Tableau Mobile to publish content once and deliver it to users wherever they access data.

Impact #1	Tableau has helped OptumHealth understand and manage their data in a meaningful way.
Impact #2	The company can now provide a holistic view of their operations and address customer issues as they come up.
Impact #3	Tableau has increased efficiency and provided additional data insights that are helping drive the performance of the organization.

Impact #1

Tableau has helped OptumHealth understand and manage their data in a meaningful way.

Impact #2

The company can now provide a holistic view of their operations and address customer issues as they come up.

Impact #3

Tableau has increased efficiency and provided additional data insights that are helping drive the performance of the organization.

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Overview

OptumHealth's Transformation with Tableau

Operational Impact