ROI based solely on analysts ability to meet high-growth demand
increase in monthly active
users on ThoughtSpot
data and analytics team
velocity of output
Wellthy believe that caring for each other is the most fundamental part of being a human. They aim to make caring for loved ones easier by helping users navigate the logistic and administrative tasks associated with caregiving—healthcare, childcare, finances, and even legal services. As a member of Wellthy, you have access to personalized care coordination and precision technology to help track the implementation of your loved one's care journey.
Businesses that offer Wellthy as an employee benefit reduce the care burden disproportionately placed on women and minority groups. This peace of mind correlates with increased productivity, and improved retention rates for Wellthy’s employer partners—all numbers that Wellthy backs up through data and analysis. Internally, Wellthy also relies on data to coordinate care, understand employee workload, initiate marketing campaigns, and identify product growth opportunities.
Wellthy’s Head of Data Science and Analytics, Kelly Burdine, manages the five-person analyst team responsible for delivering real-time analytics and insights to Wellthy’s partners, customers, and a variety of internal teams.
Modern data stack
For the data and analytics team, speed was a consistent hurdle. Their legacy business intelligence tool required Python and SQL input, meaning every routine report and one-off request had to be manually generated by this small-but-mighty team. This left no bandwidth for analysts to proactively implement larger data initiatives.
In addition, the data team was responsible for preparing a monthly PDF for the Care Team to deliver to each employer partner. This report included statistics such as employee usage and other vital metrics demonstrating Wellthy’s value. However, the report didn’t allow Care Team members to drill down into the data and proactively identify insights that would reduce customer churn. If a team member spotted a data point of concern, they needed to return to the data team to request deeper insights.
Kelly knew that in order to scale, Wellthy needed a true self-service analytics solution. Additionally, the data team was looking for an analytics layer that would integrate with their current workflows—allowing analysts to utilize previously created dbt descriptions and definitions in order to decrease errors and maximize efficiency.
After evaluating their shortlist of analytics tools, ThoughtSpot was at the top. Wellthy started with ThoughtSpot’s 30-day free trial. The data and analytics team was impressed by ThoughtSpot’s user-friendly search interface, which allowed users to visualize real-time data, filter and drill into specific searches, and pin charts to custom Liveboards. Immediately, the team knew they could leverage this functionality to replace their Care Team’s rigid PDFs—this became their first use case.
Wellthy partnered with InterWorks to aid in the development and execution of their implementation strategy. With this additional support, Wellthy connected their data warehouse and dbt models to Thoughtspot in just 30 days—half the amount of time they originally allotted for the implementation of their first use case.
InterWorks also assisted Wellthy with data literacy training, arming the Client Success team with the confidence they need to ask questions of their data—questions like: “how many employees are using the care concierge service?” and “how many of those employees are using Wellthy for childcare?” With this data, the Care Team is empowered to identify opportunities, create targeted awareness campaigns around their services, and provide more value for their employer partners.
With their Client Success team actively using ThoughtSpot, Wellthy’s data and analytics team turned its attention to implementing additional use cases for managers, marketers, and product builders. Today, the team has 75 active users on ThoughtSpot—a 281% increase over their legacy BI and analytics tool, Mode.
Since launching ThoughtSpot, Wellthy has been able to infuse data into decision making across the business. Here are just a few examples:
Importantly, Wellthy can now bring data into the boardroom. With ThoughtSpot, execs have up-to-date information that they can use to make data-driven decisions about the direction of the company. Here’s an example from one of Kelly’s office hour sessions with the CEO:
To that point, Kelly’s five-person data and analytics team has doubled their output over the last six months—a metric they only expect to grow. Instead of churning out reports and ad-hoc requests, the team is now focused on building data literacy and developing new Liveboards that empower front-line business users to find their own insights. They’ve also been able to meet the data and analytics demands of their growing team without having to hire additional analysts, resulting in at least $200K in direct savings.
Wellthy recently rolled out a company-wide Liveboard to provide high-level insights about their performance across the organization. Now, with this new found bandwidth, the data team plans to integrate additional data sources like Zendesk, Quickbooks, and Snowplow. These will support new initiatives around operational analytics and better product prioritization. Wellthy is also committed to furthering data literacy across the organization, empowering every user to interact with their data for more informed decision making.