Join us on Wednesday, August 2 for the Virtual Insurance Tableau User Group.
- Welcome & Introduction by Steven Carter & Erin Gehn
- Embedding Tableau Dashboards within Salesforce by Sheila Kelleher, Prudential
- American Family Insurance Use Case by Sarah Weber, American Family Insurance
- Live Q&A
‘We want more data and easier access to it!’ said our Prudential life insurance wholesalers in the field. In this session, learn more about our introductory implementation of one capability to meet this need: embedding Tableau dashboards within our Salesforce instance.
Deliver immediate and contextual analytics seamlessly in a familiar application
Enable filtering and navigation via common dimensions across disparate data extracts, parameterized URLs, and dashboard actions
Use a Tableau workbook as a portal page to easily link to other on-premise Tableau Server content
Utilize existing Salesforce user profiles to present a role-based customized list of Tableau reports for content management
American Family Insurance began using Tableau in 2014 for data discovery and analytics efforts. Since then they have matured in their use of the tool, and have deployed a second environment tailored to their agents located across the country. Managing two very different environments and audiences, with different needs and expectations, have provided a lot of opportunities for lessons learned, process improvement, and successes. Here more about their journey and approaches to self-service analytics from Sarah Weber, Sr. Analyst in the IT Business Enablement team, whose core focus is to support and enable the business in their use of data and BI Tools.
Meet the Speakers:
Sarah Weber is a senior analyst in the information strategy and business enablement team at American Family Insurance. She has supported internal corporate Tableau users through COE leadership, standardized processes and governance, and providing user development activities since rolling out Tableau in 2014. Prior to this role, Sarah spent nearly 15 years in business and data analyst roles, giving her a deep understanding of the struggles that end-users face, and more importantly, the opportunities that Tableau provides.
Sheila Kelleher is a business intelligence manager within the distribution & sales arm of Prudential’s domestic life insurance operations. She began utilizing Tableau in 2014 to redesign high-level sales reporting, and has continued to expand her use of the tool to deliver visual analytics replacing standard reporting. Her role encompasses business & systems analysis, metadata design, acceptance testing, and end user support, drawing on 28 years of experience in various positions within MIS/BI and IT at Prudential. She continues to drive and evangelize the use of Tableau to advance strategic priorities around big data and analytics.