MAHESH SHINDE

Client: Humana Insurance

Project Title: Claim Analysis Dashboard

Software Used: Tableau Desktop, Oracle, Excel, Snowflake

Team Size: 4

Client Overview:

Humana is a health insurance company headquartered in Kentucky, focused on health equity and delivering optimal care for members, patients, and communities. They strive to improve health outcomes by addressing social determinants of health and removing structural barriers to healthcare access.

Project Description:

The claim analysis dashboard offers a comprehensive overview of Humana's claims performance. It tracks key metrics such as total claims processed, paid, denied, and pending, while providing insights into utilization rates and identifying potential fraud. The dashboard also offers insights into claim types and geographical distribution, aiming to improve overall claims performance through data-driven analysis.

Key Roles & Responsibilities:

• Designing and developing interactive Tableau dashboards for displaying claims processing KPIs.
• Using calculated fields, filters, and parameters for data filtering and drill-down capabilities.
• Collaborating with stakeholders to understand data requirements and translate them into actionable insights.
• Utilizing mapping tools for geographic representation of claims volume and distribution.
• Creating stacked bar charts for visualizing claims distribution by type.
• Creating bar charts for displaying top diagnoses and providers.
• Creating line charts for tracking cost per claim over time.
• Optimizing Tableau dashboard for performance and usability.

Client: BYJU'S The Learning App

Project Title: Sales Performance Monitor: Weekly Target and Achievement Dashboard

Software Used: Tableau Desktop, Oracle, Excel

Team Size: 4

Client Overview:

Think & Learn Private Limited, doing business as BYJU'S is India's largest ed-tech company and launched in 2015, BYJU'S offers a technology based educational platform for primary and secondary school subjects, overseas and domestic test preparation courses, learning programs, and applications.

Project Description:

The project aimed to create a professional dashboard that provides a snapshot of assigned targets, achievements, and remaining targets on a weekly basis. The dashboard enables easy identification of top performers based on key metrics like revenue, DRPS, ARPU, and WRPS, while also providing a day-by-day comparison of sales against target for each Sales Representative, offering valuable insights for performance evaluation and improvement opportunities.

Key Roles & Responsibility:

• Designing and developing Tableau dashboard for Weekly Sales Analysis by Sales Managers with interactive and actionable reports.
• Applying Level of Detail (LOD) expressions for calculating KPIs at different aggregation levels.
• Using context filters to improve dashboard performance and accuracy.
• Creating charts and KPIs such as Target vs Achievement Trends, Bar Charts, and Rankings based on revenue generated.
• Utilizing SQL Analytical Functions for ranking salespeople and generating ranking charts.
• Implementing Row Level Security for data access control.
• Collaborating with IT and other departments for accurate and timely data integration.
• Ensuring data accuracy and integrity through thorough data cleaning and validation.
• Providing technical support and training to Sales Managers and Sales Executives.
• Documenting the design and development process for future reference.

Client: BYJU's The Learning App

Project Title: LeadGen Insights: Campaign-based Lead Generation Dashboard

Software Used: Tableau Desktop, Oracle, Excel

Team Size:5

Project Description:

Main aim to build a lead generation dashboard for digital marketing channels to provide a holistic view and actionable insights on campaigns generating the most leads and Marketing Qualified Leads (MQLs). This empowers marketing and sales teams to optimize strategies and improve overall results.

Key Roles & Responsibility:

• Identifying KPIs for measuring campaign and lead generation effectiveness.
• Creating a comprehensive dashboard for clear lead generation activity overview.
• Developing funnel charts to track lead progress and identify improvement areas.
• Utilizing maps for geographic lead distribution insights and targeting regions for future campaigns.
• Creating line charts for tracking lead generation progress over time.
• Analyzing data to identify patterns and trends, and using these insights to optimize marketing strategies for maximum lead generation.
• Collaborating with sales and marketing teams to provide insights and recommendations for improving lead generation results.
• Continuously supporting and maintaining the lead generation dashboard, including data source updates and necessary optimizations for sustained effectiveness.

Client: BYJU'S The Learning App

Project Title: Enrollment Success: Admission Dashboard

Software Used: Tableau Desktop, Oracle, Excel

Team Size:5

Project Description:

Dashboard Purpose: Comprehensive enrollment data tracking and analysis for campaigns, identifying successful and underperforming campaigns, reasons for lost inquiries, and optimizing admission process and marketing strategies to increase enrollments.

Key Roles & Responsibility:

• Develop and design interactive Tableau dashboards for Edtech institute enrollment metrics tracking and analysis.
• Identify and utilize key KPIs such as Total Applications, Enrollments, Application Completion Rate, Conversion Rate, and Yield Rate for insights into enrollment trends.
• Utilize Tableau's calculation functions to create custom fields for deeper data insights.
• Create advanced charts (e.g. funnel charts, pie charts, maps) to visually represent enrollment data and identify trends.
• Implement Tableau features (e.g. parameters, filters, actions) to enhance user interaction and create interactive dashboards.
• Collaborate with management to identify areas of improvement in the enrollment process and provide data-driven recommendations.
• Monitor and update dashboard performance with latest data for relevant insights.
• Collaborate with stakeholders, provide data visualization best practices, and ensure data accuracy and consistency.
• Provide ongoing support and training to end-users for effective use of the dashboards.

Client: CarDekho.com

Project Title: Renew & Expand: Acquisition and Renewal Dashboard

Software Used: Power BI, Oracle, Excel

Team Size:5

Client Overview:

CarDekho.com is one of the leading car search platforms in India, providing comprehensive information on new cars, used cars, and after-sales services. It was founded in 2008. CarDekho.com offers a range of services, including car research and comparison tools, expert reviews, user reviews, and videos. It also provides a platform for car dealers and sellers to list their inventory and connect with potential buyers.

Key Roles & Responsibility:

• Business Requirement Analysis: Collaborating with Client Coordinators to Define Data Needs.
• Data Modeling for Reporting and Analysis: Optimizing Data Representation for Actionable Insights.
• Data Extraction, Cleaning, and Transformation: Preparing Data for Effective Analysis.
• Data Exploration and Analysis: Uncovering Trends and Insights to Inform Business Decisions.
• Security Implementation for Data Access: Role-Based Restrictions for Data Privacy.
• Dashboard Design and Development: Creating User-Friendly Visualizations for Data Communication.
• Query and Report Testing and Validation: Ensuring Data Accuracy and Performance.
• Ongoing Support and Maintenance: Sustaining Accuracy, Timeliness, and Security of Dashboards.
• Data-Driven Decision Making: Empowering Business Strategies with Insights from Dashboards.
• Agile BI Development: Meeting Business Goals through Efficient Dashboard Design and Maintenance.

Migration of Tableau to Power BI:

• Understanding the functionality and underlying data sources of existing Tableau dashboards and reports.
• Creating a comprehensive plan and checklist for recreating all necessary reports and dashboards in Power BI.
• Preparing a data model using Custom SQL and validating the imported data to ensure accuracy and completeness.
• Building reports and charts in Power BI that match the functionality and visual design of the existing Tableau reports.
• Understanding the logic and formulas used in Tableau and translating them into Power BI using DAX queries.
• Validating all values in Power BI reports with those in the original Tableau reports to ensure accuracy and completeness.
• Presenting the newly created Power BI reports and dashboards in a BI weekly review meeting with clients to gather feedback and ensure alignment with their needs.

Client: Cardekho.com

Project Title: Dealership Lead Management Dashboard

Software Used: Tableau Desktop, Oracle, Excel

Team Size: 5

Project Description:

Dashboard designed to track and analyze lead performance from various sources.Aims to identify areas for improvement in lead management process and drive data-driven decisions for increased conversions and sales.Provides actionable insights and recommendations to optimize lead management process and improve results.

Key Roles & Responsibility:

• Collaborated with senior Tableau developers and business analysts to translate business requirements into functional specifications for reports and dashboards.
• Improved existing reports and dashboards by suggesting and implementing new ideas in team meetings and brainstorming sessions.
• Provided ongoing support for the dashboard, troubleshooting data discrepancies and responding to user requests.
• Developed and implemented new features based on user feedback, while ensuring data security and privacy compliance.
• Monitored and optimized dashboard performance, staying updated with Tableau features and providing recommendations.
• Trained and supported end-users on dashboard usage and Tableau functionality.