Business Science for Healthier Lives: UnitedHealth Group & Tableau CRM

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An exclusive live event to enable UnitedHealth Group to make the right decision every time

On July 13, join Tableau and Salesforce experts for a day of live sessions for UnitedHealth Group employees. Our day of live sessions feature not just concepts that will support your analytics needs but real-world examples for sales, service, care management, and Tableau's User Community with Einstein Discovery. In each session, Salesforce and Tableau experts will both lead the virtual sessions and be available in a group chat to answer questions.

In each session you will:

  • Learn best practices to build core organizational capabilities around data and analytics
  • Understand the cultural values, beliefs, and data practices required to successfully implement a data culture transformation
  • Discover strategies to align with your UnitedHealth Group's business and executive leaders 
  • Participate in peer-to-peer discussions about obstacles and challenges 


In Partnership With

Introductory Session - 9:30 - 10:00am CST
Date Session Title

9:30am - 10:00am CT

Welcome and Introductory Presentation

Hear from Tableau and Salesforce session leaders as they welcome you to this day of information.

Tableau CRM for Sales  - 10:00am - 11:00am CST
Date Session Title

10:00AM - 11:00am CT

Tableau CRM for Sales: Employer, Individual, and Government Plans

This session showcases how Tableau CRM helps you work more efficiently, spot trends faster, predict outcomes, and get AI-based guidance on the best steps to take while you stay in the flow of Sales Cloud.

Tableau CRM for Service - 11:00am - 12:00pm CST
Date Session Title

11:00AM - 12:00Pm CST

AI-Powered Workflows to Maximize CSAT & Introduction to Einstein 

Learn how to work more efficiently, spot trends faster, predict outcomes, and get AI-based guidance on the best steps to take while you stay in the flow of Service Cloud.

Break - 12:00pm - 2:00pm CST
Tableau Business Science - 2:00pm - 3:00pm CST
Date Session Title
2:00PM - 3:00pm CST 
Strengthening data literacy for all

In this session, we will introduce Tableau Business Science, which brings the powerful capabilities of data science into the hands of businesspeople. We will cover how the everyday Tableau user can leverage AI, ML, and other statistical methods to solve business problems that have largely been the domain of data scientists. 

Tableau CRM for Care Services - 3:00pm - 4:00pm CST
Date Session Title
3:00pm - 4:00pm
Tableau CRM for Care Services 

This session showcases how Tableau CRM helps you work more efficiently, spot trends faster, predict outcomes, and get AI-based guidance on the best steps to take while you stay in the flow of Health Cloud.


About the speakers


Phil Cooper

Vice President of Product for Salesforce Tableau CRM

In his role, Phil is responsible for Tableau CRM’s artificial intelligence capabilities in addition to leading Tableau’s broader data science strategy. He joined Salesforce in 2014, leveraging his extensive machine learning and data management expertise to help launch the Analytics Cloud and build its forward-deployed engineering team. During 2016-2018 Phil lead product go-to-market across Salesforce Einstein ensuring the successful introduction and delivery of the first comprehensive AI for CRM to Salesforce’s 150,000 customers and vibrant ecosystem of partners
Prior to Salesforce, Phil was Vice President of Operations and Alliances at machine-learning startup Alpine Data where he founded a data science team, integrated an acquired product., and built an alliances program. Over the prior 15 years—at Oracle, Endeca, and Kalido—he sold, designed, and delivered data warehouse, analytics, MDM, and discovery/search solutions to large organizations across Europe, APAC, and the US. Phil received his Masters in GIS & Remote Sensing from the University of Cambridge, his BSc in Geography from the University of Exeter in the U.K., and is a Fellow of the Royal Geographical Society.


Erik Okerholm

Lead Solution Engineer, Tableau CRM, Healthcare at Salesforce

Erik Okerholm is a Lead Solution Engineer for Healthcare Analytics at Salesforce and Tableau. Erik has over 30 years experience in Healthcare, with over 25 years focusing on Business Intelligence. He has his Master of Health Administration (MHA) and Master of Information Management (MIM).

A former Duke University Medical Center Hospital Administrative Fellow, and Medical Student at The Ohio State University College of Medicine, Erik is super passionate about improving patient outcomes using advanced analytics & artificial intelligence to help foster change.

Jerrica Edmonds headshot

Jerrica Edmonds

Enterprise Account Executive - Tableau

Jerrica earned her Undergraduate degree in Journalism and Public Relations from Ball State University and a Master’s in Business and Healthcare Administration (MHA) from Indiana Wesleyan University.

Jerrica started her professional career working in Memphis, Tennessee at the Global Headquarters of International Paper Co. and went on to move to Savannah, Georgia with the company as she quickly advanced in roles of increasing responsibility.

Jerrica later accepted a position with Vidant Health in North Carolina where she worked as a Marketing/Sales Director for five years. During her time at Vidant Health she helped drive brand awareness and new business through targeted marketing and healthcare sales efforts. She saw great success in this role and gained recognition with campaigns that were featured both locally and nation-wide, such as on The Kelly Clarkson Show and in top healthcare journals.

Jerrica now uses her background and expertise in healthcare, customer centric solutions, research analytics and more to bring value to Tableau customers throughout UHG.

Jerrica is based out of Atlanta Ga., and in her free time enjoys relaxing at the beach, spending time with family and friends (especially her energetic six year old daughter and her 70 pound boxer fur baby), traveling Internationally and attending sporting events and live concerts.

Dave Marko headshot

Dave Marko

Vice President at Acumen Solutions, a Salesforce Company

Dave Marko is a Vice President at Acumen Solutions, a Salesforce Company. He is focused on helping organizations transform their data into actionable intelligence. His experience over the last 20+ years has spanned both the Commercial and Public Sector, where he has helped organizations apply advanced analytics to solve and improve their customer experience, drive employee productivity and improve retention, increase Sales Operations and Intelligence, and streamline service operations. Prior to his current position, Mr. Marko has served in executive roles at Clarabridge, and CACI. Mr. Marko holds a bachelor’s degree from Bucknell University in Lewisburg, Pennsylvania.