INDUSTRY: Healthcare
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How Accelirate’s Tableau Cloud Implementation Reduces Credentialing Delays by 80% for a Leading Healthcare Staffing Partner
85%
IT Workload Cut
80%
Dashboard Speed Increased
80%
Faster Executive Decisions
75%
Training Time Reduced
Client Overview
Based in the U.S., this top-tier healthcare staffing company connects physicians and advanced practice clinicians with healthcare providers across the nation. To fulfill its mission of expanding patient access to quality care, the organization depends heavily on real-time analytics and smart reporting to make staffing decisions and track performance.
Key Takeaways
- Migrated from static Salesforce dashboards to interactive Tableau Cloud
- Enabled faster decision-making through real-time, role-based dashboards
- Reduced credentialing delays and improved recruiter performance visibility
- Automated reporting processes and cut IT workload by 85%
- Introduced predictive alerts, subscriptions, and visual storytelling
The client’s leadership team realized that slow, static reporting was limiting their ability to act quickly in a competitive healthcare environment. Salesforce dashboards were rigid, hard to personalize, and lacked predictive capabilities. The performance was especially poor under heavy report loads, and it was difficult to combine and scale key metrics across teams. They needed a faster, more flexible solution that could support data-driven staffing decisions, streamline credentialing, and provide real-time visibility for all business roles.
That’s when they turned to Accelirate, known for driving enterprise analytics transformations using Tableau Cloud. With a focus on better user experience, smarter data models, and predictive alerts, the project aimed to eliminate delays and turn dashboards into action tools and not just reports.
Replacing Static Reports With Real-Time Predictive Dashboards for Faster Decisions
The client’s existing reporting environment in Salesforce couldn’t keep up with their fast-moving operations. Dashboards were slow, difficult to navigate, and not role-specific. Important business metrics like recruiter performance and credentialing delays were buried in static reports. Leaders couldn’t make quick decisions, and the manual effort to build and update reports put additional pressure on IT.
Accelirate resolved these challenges with a complete Tableau Cloud upgrade designed for performance, automation, and ease of use:
01 - Salesforce to Tableau Cloud Migration
Migrated all critical dashboards to Tableau Cloud for enhanced flexibility and speed.
02 - Custom Relational Data Model
Used Salesforce data objects and logic to create a unified, scalable model across departments.
03 - Role-Based Dynamic Dashboards
Built personalized dashboards tailored for recruiters, credentialing teams, and executives.
04 - Predictive Alerts and Forecasting
Integrated alerts and trend analysis to proactively identify delays and workflow issues.
05 - Embedded Dashboards with Auto-Refresh
Delivered real-time data directly within user portals, eliminating the need for manual refreshes.
06 - Performance Optimization with Hyper Extracts
Cut dashboard load times by 80% using Tableau’s Hyper extract technology.
07 - Automation of Reporting and Subscriptions
Enabled scheduled extracts and email subscriptions to ensure users always had fresh data.
08 - Interactive and Guided UI Design
Built dashboards with embedded tooltips and simple navigation to reduce user training time.
What Was Unique About the Solution That Was Implemented?
This solution wasn’t just a dashboard upgrade. It was a full transformation of how the organization interacted with its data. Accelirate focused on user-first design, predictive capabilities, and automation at every level.
What made it different:
- Integrated Salesforce logic into a centralized Tableau data model
- Predictive alerts gave teams the ability to act before delays happened
- Dashboards were designed specifically for each business role, improving adoption
- Automated report delivery removed dependencies on IT
- Built for scale, ready to grow as the organization expands
With this solution, dashboards became action centers, enabling real-time staffing decisions, improved credentialing workflows, and stronger collaboration between teams.
| From | To |
|---|---|
| CRMA Dashboards | Tableau Cloud Dashboards |
| Static filters & limited filter options | Dynamic, role based interactive reports |
| Complex reports with a high delay | Fast performance with hyper extracts |
| No predictive insights | Predictive alerts & Subscriptions through Tableau Cloud |
Speeding Up Credentialing and Decision-Making With Better Dashboards
After the Tableau Cloud implementation, the client saw a clear improvement across all operational areas. Teams were empowered with the data they needed, when they needed it; no more delays or assumptions. Recruiters could track performance instantly. Credentialing teams could address delays as they happened. Executives could review KPIs on demand. And IT? They could finally step away from daily reporting support.
01 - Credentialing Delays Reduced by 80%
Real-time tracking helped fix issues faster and speed up clinician onboarding.
02 - IT Workload Reduced by 85%
Reports were scheduled and automated, freeing up the IT team.
03 - Dashboard Speed Improved by 80%
Hyper extracts made even complex reports load almost instantly.
04 - Executive Decision-Making 80% Faster
Instant KPI visibility led to quicker, more confident decisions.
05 - 75% Reduction in Dashboard Training Time
Easy-to-use layouts and built-in tooltips got users up to speed quickly.
06 - Stronger Collaboration Across Teams
Everyone now works from the same data, in real time.
Building a Future-Ready Analytics Platform That Scales With the Business
This success story outlines how Accelirate’s tailored analytics solution optimized the client’s operations, improving efficiency, scalability, and cost-effectiveness. It enabled them to not only meet their immediate challenges but also position themselves for sustainable future growth. By enhancing data-driven insights, reducing manual effort, and standardizing important workflows, the company is now equipped to handle market demands with agility and resilience.
If you are looking to achieve similar results for your business, partner with a trusted analytics and automation provider like Accelirate to explore innovative tailored solutions that support your goals and drive measurable growth. Connect with us today!
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