New Template Gives Public Sector Organizations a Ready-Made Solution for Measuring and Improving Services Delivery
Where: This feature is available in Einstein Analytics in Lightning Experience and Salesforce Classic. Einstein Analytics is available in Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited editions.
Who: To create Einstein Analytics apps from templates, you must have an Analytics Platform license.
Why: The app’s wealth of prebuilt dashboards give you instant insight into the status of your cases, surfacing the ones that need immediate action. You can quickly surface case-related activities that are near or past due to help you stay on track delivering client services. View bottlenecks in the process so you can take action to assure effective case management and resolution. And see if you and your team are compliant with service level agreements.
Also, get details about your clients and beneficiaries, trends in client satisfaction, and case history brought to life via interactive visualizations. You can also immediately surface top-performing case managers and understand why they’re effective. And identify lower performers so you can help them take steps to become more effective.
Customize your analytics experience with the template’s handy configuration wizard. It’s questions guide you through app creation so dashboards reflect the way you prefer to view service delivery metrics.
How: Go to Analytics Studio, click Create, and choose App. Then click Start from Template.
Scroll through the template picker, or use the Search field, and select Public Sector Case Analytics. The configuration wizard takes you through the rest of the process.