Case Study3 min read
Superannuation & Business Intelligence

Actionable business intelligence with
Tableau dashboards.

Developed Tableau dashboards sourced from the Strategic Data Platform to deliver enhanced member and enterprise insights across key business personas.

Industry
Financial Services
Capability
Business Intelligence · Dashboarding
Platform
Strategic Data Platform · Tableau
Superannuation · Tableau · Business Intelligence
Adoption — healthy monthly active user base across target personas
Fast
Dashboards load quickly on curated, optimised datasets
KPI
Meaningful set of new decision-grade KPIs launched with clear definitions
User satisfaction for analytics tools trended meaningfully upward

Dashboards without depth, KPIs without definitions.

Existing dashboards lacked depth and actionable insights due to fragmented data sources. Decision-grade KPIs were absent, user satisfaction was low, and adoption across target personas remained limited.

Our approach

From fragmented reports to decision-grade KPIs.

We sourced Tableau dashboards from the Strategic Data Platform, defined a curated set of decision-grade KPIs, and tuned the experience for adoption across every persona.

The Technology

Tableau on a curated, governed platform.

Dashboards sourced from the Strategic Data Platform with curated datasets and clear KPI definitions — the foundation of decision-grade BI.

Strategic Data PlatformTableauBusiness IntelligenceDashboarding
Outcomes

Dashboards people actually use.
KPIs people actually trust.

Persona adoption

Healthy monthly active user base across target personas.

Fast

Quick-loading dashboards

Curated, optimised datasets keep performance crisp.

KPI

Decision-grade KPIs

Meaningful set launched with clear definitions.

User satisfaction

Trended meaningfully upward as fragmented reports were replaced.

Work with BI3

Ready to make dashboards
decision-grade?

Start a Conversation →