Carrot Health uses more than 80 data sources, including medical claims and membership data, health indicators, market analysis, and third-party data, combined with more than 330 proprietary predictive models to help customers better understand, reach, and offer care to their consumers. Due to regional nuances for each customer, and to ensure HIPAA compliance, the Carrot Health team customizes workbooks for each customer, a process that had been manual and cumbersome. With so many data sources, calculations, and parameters across different customers, sometimes workbooks got out of sync, increasing the risks of deploying incorrect or outdated content to end consumers.
Today, Carrot Health has enabled new levels of parameterization and control over workbooks, actually transforming them during the migration. "The Tableau Server Management Add-on and Content Migration Tool are the foundation and building blocks for allowing us to move to a more DevOps type of environment for Tableau workbooks,” shared Alex Sweet, Senior Director of Product Development. “We're at the point where we're not just throwing more people at problems—we’re able to be smarter about how we solve those problems from technology and design standpoints using Tableau."
With the help of the data engineering team, Alex and his product engineers standardized code bases and data architecture behind the scenes, and adopted a thoughtful approach to workbook template design. This has made it easier to dynamically set different defaults and swap out values in workbooks for different customers during the migration. Carrot Health is not only scaling templates across more customers, but has improved their prototyping process, delivering new analytics functionality and modules to customers faster than before.