ABOUT US:

Pareto Intelligence™, a Convey Health Solutions Company, delivers a powerful combination of purpose-built technology, advanced analytics, and expert services to help health plans thrive in a complex environment.

As a trusted partner to Medicare and commercial payers, we provide scalable, compliant solutions that span the entire member lifecycle–from enrollment and billing to risk adjustment, Stars performance, and member engagement. Pareto’s deep analytics and financial intelligence complement Convey’s operational expertise, enabling our clients to improve performance, reduce costs, and create better healthcare experiences for millions of Americans–especially seniors and vulnerable populations.

OVERVIEW:

We are seeking an independent contractor for Tableau Data Visualization work design and deliver clear, actionable visual insights for Pareto product offerings.

SCOPE OF SERVICES:

Pareto’s Quality & Member Rewards platform is being built on a modern S3 + Iceberg lakehouse, designed to unify large, complex client datasets. Tableau Cloud acts as the visual intelligence layer, turning backend data into client-specific dashboards.

Consultant will perform the following services for this discreet engagement:

Dashboard Development: Build/refine 14 dashboards using agreed mockups/KPIs.
Testing & QA: Validate KPIs, visuals, data completeness, and performance.
Documentation & Handover: Deliver technical docs, operational guidelines, and conduct knowledge transfer sessions for Pareto Intelligence teams.

ANTICIPATED PROJECT DELIVERABLES 

Upon completing the above defined scope of services, Consultant will deliver a documented summary of the services:  Detailed Deliverables

1. Dashboard Development (~14 Dashboards)

The Consultant will deliver the following for each dashboard:

• Requirements Confirmation
• Finalized KPI definitions and calculation logic
• Data source mapping document
• Dashboard Build
• Development of 14 Tableau dashboards aligned to approved designs
• Standardized layout, branding, and UX conventions
• Implementation of filters, parameters, and drill-down functionality
• Optimization for performance (load time, query efficiency)
• Data Integration
• Connection to approved data sources (e.g., data warehouse, flat files, APIs)
• Creation of calculated fields, joins, blends, or extracts as required
• Iteration Cycles
• Up to 2 rounds of stakeholder feedback and revisions per dashboard
• Publishing
• Deployment to designated Tableau Server / Tableau Cloud project folders
  Assignment of user permissions and access controls

2. Testing & Quality Assurance

• Data Validation
• Reconciliation of KPIs against source systems or agreed benchmarks
• Spot-checking data accuracy across dashboards
• Functional Testing
• Validation of filters, parameters, and interactions
• Cross-device/browser compatibility checks
• Performance Testing
• Dashboard load time benchmarking
• Optimization of slow queries or heavy visualizations
• User Acceptance Testing (UAT) Support
• Facilitation of UAT sessions with stakeholders
• Tracking and resolution of defects/issues
• QA Deliverables
• QA checklist and test cases
• Issue/bug log with resolution status

3. Documentation & Handover

• Technical Documentation
• Data architecture overview (data sources, flows, transformations)
• KPI definitions and calculation logic
• Tableau workbook structure and design standards
• Operational Runbook
• Instructions for maintaining dashboards
• Troubleshooting common issues (refresh failures, broken connections, etc.)
• User access and permission management
• Knowledge Transfer
• 2 live training sessions (to be recorded) for Pareto Intelligence team
• Walkthrough of dashboards, data model, and backend logic
• Final Handover Package
• All Tableau workbooks (.twb/.twbx)
• Supporting files (data dictionaries, mapping docs)
• Documentation repository (shared drive or knowledge base)

SKILLS & COMPETENCIES

• Strong data storytelling and visual design skills
• Strong proficiency with product and UX design principles
• Ability to communicate insights to both technical and non-technical stakeholders
• Ability to manage multiple reporting priorities and deadlines
• Collaborative and proactive problem-solving approach
• Proficiency Tableau
• Strong SQL skills and experience querying relational databases
• Strong analytical mindset with attention to detail

TIMING

Client expects this engagement to be completed within 3 months of the start date.

ASSUMPTIONS:

Backend data models and calculations will be ready and tested before dashboard build.
Access to all required datasets is available in Tableau Cloud.
KPI definitions and dashboard designs are agreed before build.

COST:

Pareto will reimburse Consultant on a time and materials basis. Invoices are to be issued biweekly for payment, inclusive of documentation of work completed / accomplishments.

Interested applicants should submit their hourly rate for consideration.

INTERESTED CANDIDATES:

To be considered for this consultancy, please submit the following information to avital@conveyhs.com

• Resume
• Hourly rate
• Portfolio of previous work / visualizations developed
• A rough estimate of anticipated LOE per deliverable area.