After conducting interviews with Piedmont and its customers, Slalom used the results to evaluate Community Connect’s existing technology options, identify gaps, and develop a strategic approach.
Together, we created the Financial Overview Dashboard—six user-friendly Tableau templates that Community Connect customers can access, query, and filter data through, on-demand.
“Slalom went to our customers and asked them what they needed, and then continued validating that we were on the right track,” says Lambert. “They built a prototype and went back to our customers and said, ‘This is the direction that we’re going with the solution based on what we heard. Does this look correct?’ It was all about customer engagement and really listening to what customers wanted.”
“We’re able to be more proactive. We’re able to start thinking about what we want to do next, to be more strategic.”Jeff Lambert
Executive director, Community Connect
Users can organize data through flexible filters and parameters to display it in the most meaningful ways—and adjust and tweak as necessary. They can also save and reuse filter and parameter options to save time and effort on future reports.
“They can slice and dice the reports however they want,” says Scott. “And they can easily find all the financial data they need to manage their unique practices.”
But what was even more innovative than the templates, says Scott, was that the solution successfully integrated Epic with Tableau—something that hadn’t been done at that scale before.
Users can now go back and forth between the Epic and Tableau reports seamlessly, reviewing information in one report and making changes in the other as necessary. No more printing and comparing reports—all the financial data is in one place.