beyond insurance at american family - #tc18 · beyond insurance at american family sarah weber...
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Beyond Insurance at American Family
Sarah Weber
Business Enablement Specialist
Information Data Management
American Family Insurance, Madison WI
# T C 1 8
@sarahecw
# T C 1 8
Sarah Weber
Business Enablement Specialist
Information Data Management
American Family Insurance, Madison WI@sarahecw
Agenda
Before we take off…
• Who we are
• Our Tableau Journey
On level ground
• Case Studies in Product Management, Claims, Sales, Finance, and Operations
Going Beyond
• Case Studies in Human Resources, Talent Development, Facilities Mgmt, Corporate Responsibility
Creating Your Launch Plan
About Us & Our Journey…
American Family Insurance
Our Tableau Journey / Landscape
https://youtu.be/lGDocRFyTdg
Tableau Growth & Landscape
Internal Server Environment – 2014
•Corporate Employee Access
•Exploration and data discovery
•8 core initial implementation –
2018 expansion to 24 core
•8000+ server users (3 times 2016 counts)
•2000+ workbooks in 145 server projects
(includes non-prod work)
Agency Environment – 2016
•11,000+ Agents, Agent Staff, and corporate users
•63 workbooks
•24 core server
Tableau Desktop Usage
Traditional / Insurance Based Use Cases
Product Management
• National Product Management
Underwriting
• Roof Age Analyzer
Sales
• Agency Dashboards
Finance
• Operating Reports
Operations
• Call Center Operations
Product ManagementNational Product Management Dashboard
Dashboard Credit: Dan Mazzocchi
Product Management KPIs• Premium• New Business• Existing Business• Retention
Comparisons to: • Prior Year• Targets
Views by:• Product• Geo State
UnderwritingRoof Age Analyzer
Dashboard Credit: Ryan Resetar, Emma Grant
Agency Reporting
Dashboard Credit: Sales Agency Strategy Team, Lead developers Susan Malack, Kim Thony
Finance: Quarterly Operating Report
Quarterly Financial KPI’s• Premium Written• Gain from Operations• Adjusted Underwriting Expenses• Loss Adjustment Expense
Comparisons to: • Prior reporting periods• Targets
Views by: • State• Product Line
Benefits realized: • Significant Decrease in Financial Analyst Development Time• Faster speed to market• Positive end user feedback on visuals and interactivity
Operations: Call Management
Dashboard Credit: Emma Grant
Beyond Insurance
Excerpt from Gartner’s “How to Use Data for Good to Impact Society”, June 29, 2018https://www.gartner.com/doc/3880666
Data can be used for the good of society, but private- and
public-sector firms, nonprofits and NGOs still lack analytics
resources and expertise.
Data and analytics leaders must cross traditional
boundaries to use data for good, to better compete for
limited talent, and to foster an ethical culture.
Going Beyond Insurance
Operations
• Automation Savings
Data Management
• Defect Management
• OneStopShop
Human Resources & Talent Management
• Leadership Assessment
• Training Analysis
Corporate Responsibility
• Community Investments
• Energy Usage
Dashboard Credit: Dan Mazzocchi
Operations: Robotic Process Automation
Data Management: Data Defect Management
Dashboard Credit: Dan Mazzocchi, Charlie Jamieson
Personal Lines - One Stop Shop
Dashboard Credit: Phil Thompson, Ryan Resetar, Paul Reeter, Carey Walker
Human ResourcesLeadership Assessment Dashboards
Dashboard Credit: Laura Wagner
Employees fill out survey data on management. Leaders are then presented with customized and secured views of their
downline, assisting them in finding development and growth opportunities.
Talent Management Course Completions & Trainer Assignments
Dashboard Credit: Gwen Dunnington
Corporate Responsibility - Community
Dashboard Credit: Gwen Dunnington, Sarah Weber
Also on the horizon…Dreams Foundation Efforts!• Matching Gifts Program
• Grant Administration & Utilization
United Way Giving
Corporate Responsibility – EnvironmentEnergy Usage
Dashboard Credit: Sean Hyland, Peter Yang
Also on the horizon• Overall Corporate Responsibility• Sustainability and waste management analysis
Internal Audit Example
• Leverage current dashboards from the business
• Uncover risks/outliers• Enhance audit report readability• SME Hackathons
Creating your Launch Plan…
Join us in the beyond…
• Find engaged users in your teams (or outside your team!) that are
passionate about your goals.
• Allow data and analytics users from your business lines time to
“freelance” with other teams.
• Leverage external resources for inspiration and knowledge
• Attend events like this conference
• Host your own Viz Comp or Hackathon
• #VizforSocialGood, Makeover Monday, and more
Thank You!
Please complete the
session survey from the Session
Details screen
in your TC18 app
@sarahecw