Net Promoter Dashboard

  • Tech Stack: Tableau, SSIS, MS SQL Server
  • Github URL: Project Link

The Navigation department at Alight Solutions used to report out of SSRS. For reporting on Net Promoter, there were 3 different SSRS reports, each with long run times and a history of user complaints regarding performance and ability to interactively slice-and-dice to generate insights. The SSRS reports were also pretty basic, tabular reports, which did not make it easy to visualize data trends. The Navigation department prioritized an initiative to migrate SSRS content Tableau for a better user experience and generate insights more quickly. In this effort, I worked with operational and product leads to define requirements, design a new flow of information, build data structures in SQL to support a dashboard and constructed a visually stunning dashboard.

On the dashboard, you can find an overview page, trend by employer (Alight’s clients are employers), Agent (Alight employees who work with employer members on healthcare guidance solutions) and a details table.

This was also one of the first dashboards in a SSRS > Tableau migration. I built this to demonstrate Tableau capabilities, illustrate our direction with dashboarding and training my direct reports on design/Tableau functionality. I also learned Tableau in under 1 month and unleashed some advanced features within the first release.