Simplify Your Data and AI-Powered Insights With Tableau Pulse

Article

August 19, 2024

Incorporating AI To Analyze Data and Trends

Artificial intelligence (AI) is a rapidly advancing technology that enables people to rethink how we integrate information, analyze data, and use the resulting insights to improve decision-making — and it’s already transforming every walk of life today. By utilizing AI, we’re able to analyze vast amounts of data in a short amount of time, allowing us to uncover insights and trends faster.

AI-powered platforms, like Tableau Pulse, are altering industries and everyday life by automating tasks, improving decision-making, and introducing new capabilities. It includes a wide array of technologies such as machine learning (ML), natural language processing (NLP) and computer vision. These technologies enable systems to learn from data, comprehend human language and interpret visual data.

As AI progresses, it’s driving innovation in industries like industrial manufacturing, healthcare, finance, technology and many more. However, the impact of AI in business is not limited to specific industries as it’s also changing the way we interact with technology on a daily basis. From virtual assistants like Siri and Alexa to personalized recommendations on streaming services like Netflix, AI is an integral part of our everyday lives.

Monitor Your Data Efficiently With Tableau Pulse’s AI-Driven Insights

Tableau Pulse is a new data analysis tool that leverages the power of Tableau AI, a set of advanced predictive and generative AI capabilities. This technology enables users at all levels of expertise to drive tangible business outcomes by interpreting data analysis and insight consumption more efficiently. By utilizing Tableau Pulse, users can easily uncover valuable insights from their data and make better-informed decisions.

One of the key features of Tableau AI is that it is built on the Einstein Trust Layer. This layer ensures that all AI-powered experiences remain trustworthy while also prioritizing data security and privacy. This means that users can count on Tableau Pulse to deliver accurate and reliable insights without compromising the integrity of their data.

Tableau Pulse can help organizations become more data-driven and improve their decision-making process:

AI-driven Insights: Improve data analysis by providing better predictions, automating tasks and allowing analysis of large datasets.
Collaboration: Share insights and collaborate with teams on data analysis within the Salesforce ecosystem.
Real-time Visibility: Gain insights and monitor data in real-time with up-to-date information and fast alerts provided to users.
Simplify Advanced Analytics: Achieve greater access to data management, with easy-to-use AI features that users without advanced expertise in data analytics can understand.
Smart Metrics: View and understand KPIs important data in a visually appealing way with easy-to-understand explanations.
Problem-solving: Uncover unexpected data changes and/or errors, using AI-driven variance detection.
Data-driven Sales: Increase sales productivity and discover top-performing sellers hitting their sales target and closing deals.
Accelerate Time-to-value: Reduce tedious, repetitive tasks for data analysts, thereby saving time and effort.
Big Data Storage Capacity: Access and analyze big datasets to find trends and relationships faster.

Implementing Tableau Pulse for a Client: A Success Story

Tableau Pulse can transform an organization’s data usage, making it more user-friendly and accessible, particularly for users who need fast, actionable insights without being overwhelmed by the complexities of data analysis.

Recently, Cherry Bekaert helped a global, multifaceted healthcare corporation implement Tableau Pulse. The client used Excel spreadsheets to manage data, but this caused challenges. Many versions of the spreadsheets were made, leading to errors like duplicates and inaccuracies which affected patient records, billing and reports.

The quality of patient care was often overlooked because of incorrect or outdated information. Overall, the reliance on spreadsheets created significant challenges for the client. In addition, they used various software for tasks like patient records, billing and insurance. However, these systems didn’t correlate, leading to data silos. This also made it challenging to see the big picture of operations and patient care.

Employees across different departments needed access to data to do their jobs well. However, using Excel made it difficult to get this data quickly, as it was time-consuming and required manual effort. Often, employees had to ask other departments for data, causing delays and bottlenecks. This difficulty in accessing data hampered productivity and led to frustration among employees.

Standardizing Data

We assisted the client by cleaning and standardizing their data. This involved finding important data sets, removing duplicates, and fixing mistakes. We also set up data governance policies to ensure ongoing data quality. We helped them move from Excel spreadsheets to a centralized system for visualizing data in real time. By switching to Tableau Pulse, a secure AI cloud platform, they can now access reliable data from anywhere.

Growing Productivity

By improving data quality and access, the client reduced operational issues and boosted employee productivity. With accurate data on hand, leaders can make faster, smarter decisions. Easier data access and less reliance on Excel led to higher productivity and a more motivated workforce. Moreover, using accurate patient data in real-time improved patient care, which allowed them to deliver better care and reduce the risk of medical errors.

This client experience shows how important it is to have a robust data management system. Moving from using Excel to a centralized system can lead to significant improvements in efficiency, decision-making, and overall business performance.

Harnessing a Strategy to Enhance Tableau Pulse’s AI Capabilities

Developing a data AI strategy for Tableau Pulse involves using Tableau’s features to track key performance indicators (KPIs), trends and irregularities. This strategy helps to automate the process of data analysis and visualization, allowing organizations to quickly identify insights that may not be noticeable through traditional and more manual practices.

By integrating AI and machine learning into Tableau, you can gain a deeper understanding of your data and make more informed decisions based on real-time insights. This can help organizations to identify opportunities for growth, detect potential risks and optimize operations more effectively. Furthermore, a data AI strategy for Tableau Pulse involves setting up automated alerts and notifications to proactively monitor changes, allowing organizations to respond quickly to any changes.

Tableau Pulse is not just another software tool; it’s an innovative way to reimagine how you work with data. Tableau Pulse enables the confidence of making informed decisions, the simplicity of team collaboration, and the impact of customized data usage.

Why Cherry Bekaert?

Cherry Bekaert is proud to be a Salesforce Partner and a leader in digital transformation for organizations. As a trusted advisor, we provide digitally driven, industry-aligned solutions. We help with:

Licensing Management: Transforming data into actionable insights
Visualization Implementation: Enabling business decisions and insights through data and visualization best practices
Platform Deployment and Administration: Deploying and administering a scalable, high-performance environment that supports your analytics strategy
Optimized Use of Tableau Capabilities: Optimizing your business intelligence strategy and maximizing your investment with embedded and AP extensibility
Change Management: Maximizing the ROI of business intelligence modernization investments with upskilling and business change enablement
Tableau Training: Learn how to optimize Tableau for better insights

We focus on helping organizations ignite growth by quickly assessing, transforming, and sustaining business strategies based on priorities, strategic plans and budgets. Using an agile and flexible approach, we can help you reengineer your business operations and services offered, examining each area with a focus on people, process, technology and culture.

Learn more about preparing for Pulse and migrating to the cloud by listening to our Digital Journeys podcast.