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

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

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.

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.

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

Reports as were! All so static, discrete, and scattered

Reports are Static!

Arrive Late

No Drill Ability here!

Another tab,

Another Report

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.

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

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

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

• 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.

• 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

• 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.

• 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.

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