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Eliminating manual data work with a SaaS data platform

Background

A leading nonprofit works with governments, communities, and researchers to develop programs that advance public health and medical research. They organize a number of initiatives to create healthy communities and help people live healthier lives. One such initiative is a helpline that provides callers with information about nearby health treatment program options. In order to make recommendations for treatment programs, the organization captures search criteria and location information along with some demographic data. They also maintain program-focused data on treatment providers, such as the number of individuals on the waitlist and average wait time, in order to provide more thorough information.

Challenge

Prior to the engagement, all of the health treatment program information provided to callers was pieced together manually. Data sources weren’t integrated and none of their processes were automated. Staff copied metrics from Google Analytics and manually downloaded reports from Oracle.

Approach

- Implemented a low-maintenance, cost-efficient solution that can easily scale as user and client base increases - Connected data from Five9, MySQL, and Google Analytics into a single location to draw further insights from data - Trained Tableau developers and other end users so that they’re comfortable and confident with the new process

Key results

01
Replaced manual work with a code-free and intuitive solution
02
Streamlined all data sources into a single solution
03
Enabled the organization’s team to provide better, more detailed information to callers

Benefits

The organization no longer has to rely on manual processes and they can perform in-depth analysis as opposed to surface level drill downs. Individuals who rely on the organization for referrals receive more accurate, detailed information, resulting in a better experience overall.

Technology partners

Rivery

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