Overview
Insights®, formerly known as Tableau as a Service, is serviceminder’s integrated data warehouse and custom reporting platform. It enables real-time analytics and brand-level data visualization using Tableau. To learn more about this add-on, speak with your Account Manager.
Insights Includes:
- A near real-time Data Warehouse synced from serviceminder.
- Custom Tableau dashboards developed with your brand point of contact.
- Management of all Tableau infrastructure, licenses, and backend services.
- Initial setup includes six customized dashboards.
- Embedded dashboard views directly within serviceminder for brand leaders and franchisees.
- Unlimited viewer licenses for franchisees.
- Explorer licenses for brands to build additional Tableau workbooks/dashboards.
Operational Details
Insights® uses serviceminder’s publish-subscribe mechanism to send data:
- Transactional data is sent from Serviceminder to the Data Warehouse.
- Tableau runs on top of this warehouse.
- Data is not sent directly to Tableau — it flows through the warehouse first Only referenced serviceminder transactions are pushed to the Data Warehouse. If data isn’t referenced in a transaction, it won’t appear in Tableau. Data updates in serviceminder are synchronized in near-real-time to the data warehouse.
Data Security
Insights® includes multiple layers of data security to ensure appropriate access and visibility:
- Row-Level Security is built in. Each user or franchisee sees only their organization’s data.
- Dashboards can also include and compare brand-level metrics where appropriate.
- Access to dashboards is embedded and controlled through serviceminder permissions, reducing exposure risk.
Create Brand Culture
While viewer access is unlimited, providing Explorer licenses to franchise owners:
- Encourages a consistent understanding of KPIs.
- Enables power users to build or modify dashboards as needed.
- Elevates your brand’s data culture and internal communication. Creates a culture where the entire brand speaks the same language.
