Tableau Analytics & Intelligence Solution

Client Overview

The client is a healthcare case and referral management platform that connects law firms, medical facilities, healthcare providers, and internal operations teams to manage injury-related cases efficiently. The platform supports end-to-end workflows including case management, medical visits, referrals, user onboarding, facility engagement, and operational tracking, with Salesforce serving as the core system of record.

To enable data-driven decision-making, the organization required a modern analytics layer that could deliver real-time insights across operational, clinical, and leadership teams.

Business Problem

Despite having rich operational data within Salesforce, the client faced multiple challenges in analytics and reporting:

· Highly complex Salesforce data model across cases, visits, facilities, providers, referrals, and users

· Heavy reliance on manual and fragmented reporting, increasing dependency on BI teams

· Limited real-time visibility into operational KPIs such as case status, treatment utilization, facility performance, and SLA adherence

· Inability for business users to ask plain-English questions and receive accurate, trusted insights

· Lack of standardized metrics, leading to inconsistent reporting across teams

These limitations slowed decision-making and reduced analytics adoption across the organization.

Solution Provided

MetroMax Solutions designed and implemented a Tableau Cloud and Tableau Next (Agent-enabled analytics) solution, tightly integrated with Salesforce.

Key Components of the Solution:

· Governed Semantic Data Model

Built a business-friendly semantic layer on top of Salesforce data

Defined clear relationships between core entities such as cases, visits, facilities, providers, users, referrals, and feedback

Standardized metrics and dimensions to ensure consistency across dashboards and AI-generated insights

· Standardized Metrics & KPIs

Defined reusable KPIs for case volume, case lifecycle, visit utilization, treatment intensity, user engagement, SLA compliance, and operational performance

Ensured all stakeholders used a single source of truth for reporting

· Interactive Dashboards & Reporting

Delivered role-based dashboards including executive overviews, operational deep dives, facility and provider performance, and user adoption tracking

Enabled dynamic filtering by time period, facility, provider, case type, and geography

· AI-Powered Analytics (Tableau Agent)

Enabled natural-language analytics on top of governed data

Allowed users to ask questions in plain English and receive accurate, explainable responses aligned with business definitions

· Scalable & Future-Ready Architecture

Designed to support growing data volumes, new KPIs, and additional data sources

Reduced long-term BI dependency and improved analytics adoption across teams