Case Study: USAA achieves unified risk analysis and cuts report delivery from weeks to seconds with Tableau Software

USAA builds consistency by unifying risk analysis data in Tableau

USAA, which has provided insurance and financial services to military and civilian members since 1922, struggled with inconsistent risk reporting because analysts pulled data from multiple systems (issue management, gaps analysis, operational assessments, CRM, BI services, and eGRC). Different filters and pull times produced conflicting results, undermining timely, accurate decision-making for executives, boards, partners, regulators, and front-line teams.

By connecting Tableau to all of those data sources, USAA created a centralized “single source of truth” with reusable dashboards and visualizations that can be exported to PowerPoint or shared via links. Report delivery time dropped from weeks to seconds, consistency and accuracy improved across the organization, and leaders and analysts now make faster, more confident, data-driven decisions.

USAA

Alfred Mathena

Senior Risk Analyst