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Selected work Healthcare · Facility performance

Turning facility performance into clearer support decisions.

A post-acute care nursing association needed a clearer way to identify facility concerns and focus education and member support. I built four connected Tableau views that bring national trends, benchmarks, and facility-level detail into one investigation workflow.

VZN Designs client

View the dashboard preview
Role
Lead Tableau designer & developer
Delivered
4 connected analytical views
Year
2026
01

The challenge

An association serving post-acute care nurses wanted to turn facility performance data into more relevant education and member support. Clinical and membership staff needed to understand where quality, regulatory, staffing, or financial concerns were emerging and which facilities warranted a closer conversation.

Answering those questions meant combining spreadsheets, data requests, external research, and clinical judgment. Organization-level averages could hide facility-specific concerns, and interpreting the signals depended on a small group of specialists. Staff needed a shared way to investigate performance and prepare focused outreach.

Which facilities need attention, and what should staff investigate before offering support?

  • Performance signals sat across separate data sources
  • Organizational averages could hide struggling facilities
  • Measures and reporting periods were difficult to compare
02

What I owned and built

My ownership I owned the Tableau Prep work, metric logic, dashboard design, QA, and documentation, and took part in stakeholder discovery. A partner firm led the engagement and the upstream pipelines.

  1. 01Business translation

    Design around the support conversation

    I translated clinical and membership needs into an investigation workflow: identify a concern, compare the facility, and prepare a focused support conversation.

    • Stakeholder synthesis
    • Requirements translation
  2. 02Analytical engineering

    Make the comparisons trustworthy

    I prepared reporting data in Tableau Prep, built reusable calculations and benchmarks, and validated the views with the data team so measures could be compared consistently.

    • Tableau Prep
    • Tableau LODs
    • Validation
  3. 03Experience & handoff

    Connect the investigation, then hand it over

    I linked national, organization, facility, and domain views so staff could follow a concern through measures and trends. I documented definitions and refresh steps for handoff.

    • Interaction design
    • Documentation
03

A clearer view of facility performance

Deidentified dashboard preview

Start with the national picture, compare organizations, and identify facilities that warrant a closer look.

National Overview dashboard with facility performance indicators, organization and facility comparison tables, and a CMS star-rating distribution chart.Click to enlarge (image opens in a new tab)
Deidentified dashboard preview showing national facility performance, organization comparisons, and quality indicators. Values shown illustrate the design and are not reported project outcomes.
04 The technical decision

An increase does not always mean improvement.

Some measures improve when they rise; others improve when they fall. I encoded that distinction in reusable Tableau logic, then used standardized scores and percentile rankings to put values in context. Benchmark and missing-data safeguards kept comparisons consistent across every view.

Performance interpretationConcept
Higher is favorableMetric-specific rule
Lower is favorableMetric-specific rule
InterpretDirection-aware metric logicNormalize the meaning of performance
CompareContextual benchmark + valid dataSupport an interpretable performance signal
Simplified logic; no client data or private formulas.

I also raised a data-linkage limit: incomplete individual-to-facility relationships constrained education comparisons, so the analysis could not establish that training caused better outcomes.

05

Tools & methods

Data preparation

  • Tableau Prep

Visualization & experience

  • Tableau Desktop
  • Data visualization
  • UX design

Deployment & administration

  • Tableau Server
  • Tableau administration

Methods & practices

  • Reporting-layer ETL
  • FIXED LOD calculations
  • Direction-adjusted Z-scores
  • Percentile ranking
  • Benchmark logic
  • Structured QA

Development lifecycle

  1. Sandbox
  2. Development
  3. Production
06

What changed

One path from trend to facility

Staff can investigate national patterns, compare organizations, and inspect a facility’s measures and history in one tool, rather than assembling separate spreadsheets.

A clearer starting point for outreach

Clinical and membership teams can bring specific performance concerns to expert review and prepare more relevant education and support conversations.

Consistent interpretation across views

Every view reads each measure in the right direction against the same benchmarks, giving staff a shared basis for discussing performance.

07

Key takeaways

  1. Make the next decision visible.

    A performance view becomes useful when staff can move from a broad signal to the facility and question that need attention.

  2. Say what the data cannot show.

    Naming the linkage limit early kept the work credible and the conclusions honest.

I believe the best work leaves people more capable than before.