ANALYTICS | CASE STUDY

Enable Interaction Reporting with Tableau

COMPANY OVERVIEW

A multinational pharmaceutical company focused on preventative health care and the research, development and production of prescription drugs of chemical and biotechnology origin.

BUSINESS NEED

The client’s Medical team had a need for a more comprehensive set of reporting around their interactions with health care providers, currently tracked using Salesforce Veeva. They wanted to replace current processes and workflows to manually combine monthly reports and metrics from Veeva and provide reporting stakeholders across Medical with a consolidated view of KPIs and the ability to identify and analyze drivers of those KPIs using Tableau.

SOLUTION

The client engaged Ironside’s BI team to carry out the following phases:

Discovery & Analysis

Hold discovery sessions with stakeholders to understand their business objectives and current processes related to interactions and the use of Veeva data to track interactions
Identify and review reports pulled from Salesforce Veeva used as inputs to current processes
Define metrics used by each team as well as leadership to relay the quality of interactions

Design

Create an initial dashboard mockup displaying the defined metrics visually and iteratively review and update based on stakeholder feedback

Data Prep & Prototyping

Create a mock data set and Tableau prototype to replicate the approved design and serve as a reference for data sourcing activities

Data Sourcing & Automation

Source Veeva data into the Enterprise Data Warehouse and model data in accordance with metric definitions and mock data set used in Tableau Prototype
Update Tableau prototype to use the enterprise data environment in conjunction with a Tableau Extract, and publish to Tableau server for distribution

KEYS TO SUCCESS

By replacing their current processes, the client will see the following benefits:

Creation of a scalable data model to be used for both the dashboard and future self-service analytic capabilities
Elimination of manual tabular report compilation and replace with an automated, visual analytic dashboard to drive insight into interactions between the Medical team and Healthcare providers

Deployment of a dashboard solution intended for use by 4 different teams, with the ability to retain the unique requirements of each team with a consolidated view for the Medical leadership team

About Tableau

Tableau Software helps people see and understand data. Used by more than 19,000 companies and organizations worldwide, Tableau delivers fast analytics, visualization, and rapid-fire business intelligence and helps you drive data discovery with stunning, intuitive visualizations. Tableau has a diverse range of platform types and deployment approaches. Whether you just need a simple, compact desktop app or an enterprise-grade on-prem or cloud environment, Tableau can size itself to fit your organizational goals and needs.

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