OptumHealth's Transformation with Tableau
Customer Company Size
Large Corporate
Region
- America
Country
- United States
Product
- Tableau
Tech Stack
- Excel
- SharePoint
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Productivity Improvements
- Customer Satisfaction
Technology Category
- Application Infrastructure & Middleware - Data Visualization
Applicable Industries
- Healthcare & Hospitals
Applicable Functions
- Sales & Marketing
- Business Operation
Services
- Data Science Services
About The 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.
The 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.
The 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.
Operational Impact
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