Case Study: Carrot Health scales its SaaS analytics delivery and slashes deployment time with Tableau Software

Carrot Health scales SaaS offering with Tableau Advanced Management

Carrot Health, a Minneapolis-based healthcare data analytics company, delivers Tableau-powered dashboards inside its SaaS product, Carrot MarketView™, to payers, providers, and community care organizations. Customizing workbooks for regional nuances and HIPAA requirements had been a manual, error-prone, and non‑scalable process across more than 80 data sources and 330 predictive models, with limited compliance tracking and risk of out‑of‑sync content.

By adopting the Tableau Server Management Add-on and its Content Migration Tool, Carrot Health built 150 migration plans across 8 templates to consistently publish 100+ customized workbooks—many now as one-click jobs. The change eliminated over 7 hours per template and saved 6.25 hours across 25 weekly deployments, provided migration logs for JIRA/SOC 2 compliance, enabled dynamic parameterization during migration, reduced custom development needs, and accelerated prototyping and scale.

Carrot Health

Alex Sweet

Senior Director of Product Development