Navigating the Workday Analytics and Reporting Ecosystem
Nurturing the Growth of Data Visualization in a Large Organization
1.
2.
3. Nurturing The Growth
of Data Visualization in
a Large Organization
Ankit Patel
Lead Manager - BI
AXA US/Office of the CTO
# a x a u s
4. 1. Current State
2. Discovering the need for Data Visualization
3. New State
4. Where is the Data?
5. Tableau Activity Workflow
6. Data Governance, Evangelism, & Future State
7. Questions & Answers
5. Multiple Teams working separately – Manual Overhead
Team A – Building Manual Queries
Team B – Creating Complex Calculations
Separate teams individually doing manual analysis of data.
Consolidation effort overhead increases the scope of human error.
6. Disperse & Static reports to look at – Lack of one-stop view!
Information is disperse and is stored in multiple manually fed spreadsheets.
End Users have to look at multiple reports to get the complete view.
7. Delayed Information, Hard to validate correctness
Lot of hours wasted in manual querying, consolidation of data and formatting.
Information provided is always “Stale” and doesn’t show the current picture.
Difficult to validate correctness of data because data has “changed” resulting in user frustration.
True False
8. Reports as were! All so static, discrete, and scattered
Reports are Static!
Arrive Late
No Drill Ability here!
Another tab,
Another Report
9. Group of enthusiasts who were hungry for data visualization
embarked on a journey with Proof of Concept a year ago
from today.
Marketing Department was the first to say “Yes” we can use
data visualization to look at Lead Generation, Brand Tracking
KPI, Life Quotes, etc.
Followed by eager Analysts & Decision makers who are tired
of working with Excel and taking hours to create stale
reports.
10. Actionable, Accurate, Timely, & Consolidated Reports
Automated, Real-Time Reports, Accurate
Calculations done on the fly
Rich UI, Actionable, Shareable
Consolidated View – One stop solution
Timely Information
leading to insight driven
informed decision
11. There are 28 Business Units that work on
Analytics and so far 12 are up and running on
Tableau to solve their “Stale” reporting needs.
Who is up next?
• Business Partnering Unit
• Corporate Sourcing & Procurement / Accounts Payable
• Digital Solutions
• Field Compensation
• Finance
• Individual Annuity
• Internal Audit
• Life Analytics
• Life Insights
• Life Operations
• Marketing
• People Analytics
• Risk Management
• Wealth Management - Sales Support
12.
13.
14. IT Tableau Admin
Create Site
Create Security Groups
Add Intranet Portal Links
Business Site Admin
Publish To Site
Setup User Access
Tableau User - View Tableau
Reports via Intranet Portal
Report Developer - Create/Publish
Dashboard from Tableau Desktop
Data Source – Created Locally OR
Connected Live
Oracle SQL Server Netezza Hadoop
15.
16. • Current group-, role-, or user-level security rules – Tableau Server
serves as a gateway to the world within AXA. We are taking steps right
from the get-go to ensure Site Admin understands Security levels and
rules.
• Current process for managing data quality – With the ability to
create extracts we are educating Report Developers to tap into existing
data extracts that are spun up in the Server and add new sources for
enrichment of the reports.
• Storage of current, historical, summary and transactional data –
Taking backup in DR Server along with weekly backup to external PVCS
Version Manager tool we are safeguarding all data.
17. • Development and promotion of best practices that is sharable via
Intranet by creating Blogs, Wikis, Bookmarks, and Shareable
Workbooks.
• Established bi-weekly mentoring sessions where the Data Visualization
team comes together and shares new discoveries made while using
Tableau.
• Established more frequent Training and support on both Desktop and
Server components
• A continuous campaign to promote analysis development and culture
via Digital Bulletin Boards, Video Broadcasting, Participating in
Technology Days, and Coordinating Tableau Day at AXA
18. • On-boarding new LOB’s by creating detailed documentation for users
to get them up and running on Tableau
• Educating each LOB to enter details in Data Dictionary for easy access
on the Intranet/Portal.
• Provide well-documented How-to documents, templates, and style
guides to adhere with AXA’s Marketing & Publication standards.
• Process for workbook promotion to the Production environment by
taking steps that adhere to Security standards in place.
• On-going Tips and Tricks sessions from internal users.
19. • Current life cycle management including improving existing steps.
• Making reports available to mobile consumers – not just iPad but
other platforms such as Android and Phones.
• Establishing quarterly Training Sessions apart form on-demand needs.
• Creating “Center of Excellence” around Data Visualization.
• Encouraging involvement in external User Groups to gain
understanding on how others are embracing Data Visualization by
breaking the barriers of limitations.
