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How Oldcastle found $M with just a few clicks! Actionable insights are often found within data spanning multiple data sources. Using Tableau’s data blending, you are able to quickly perform analysis on multiple extracts without writing lengthy code. This session will demonstrate how Oldcastle, the largest building materials company in North America, is using Tableau dashboards and data blending to better manage sales and inventory.
Tableau has helped our sales organization evolve how it uses data to make strategic planning decisions and execute on the robotic surgery opportunity. Three years ago, we introduced our first Tableau dashboards to the SVP of Sales Strategy with tremendous positive feedback. Today, each of our 800+ sales professionals across the company uses Tableau on a daily basis to garner insights into their business.
In the early days, real-time data was great, and we would print the dashboards onto PDFs and email them to our sales executives. Tableau was a much quicker medium for analysts to access live procedure and revenue data compared to our manual Business Objects and Excel reports we used previously. We started moving interactive dashboards onto Tableau Server, and executives from sales, marketing, and finance starting using them to dig deeper into the data. Our organizational voice became more relevant when executives were contemplating large strategic decisions. We could frame the data in ways that we could have never done before and were increasingly being called into meetings for real-time analysis as decisions were being made.
We decided to invest into Salesforce.com for our sales org. Because of our success with Tableau, we knew we wanted to keep it as our Analytical backbone. We ultimately decided to layer a number of Tableau dashboards into the SFDC canvas. We then went through a rigorous training with our 800+ sales folks on Salesforce.com and Tableau. The adoption of the dashboards has been a tremendous success. Never before have our sale reps had so much real-time information about their respective businesses at their fingertips. And what's so great about Tableau is that as the business evolves, we can change these dashboards very quickly and without a whole lot of additional cost.
Building tools not just dashboards: Driving Standardization and targeted sales in an organization with thousands of clients and hundreds of thousands of products can be a daunting task. Ensuring Stakeholders have easy access to the greatest amount of information is essential to the most effective use of resources. Creating a culture of innovation and analysis is necessary to driving growth, especially within a Fortune 25 Organization. In this session, we will discuss our transition to Tableau and Tableau Server, how the rest of the organization was brought on board, what our use cases look like, and where we are driving to in the future.
In this session you will learn:
- The Business need: why we made the transition to Tableau
- Strategy: bringing stakeholders into the fold with interactive dashboards and tools allowing them access to levels of analysis they never had before through guided analysis
-How interactive dashboards can empower users to draw insights
- The tools themselves: how empowering stakeholders with information and guided analytics can drive stakeholder engagement and customer loyalty
- What's next: how we will continue to leverage Tableau to drive change in the organization.
Learn how Tableau uses data to create a culture of accountability and foster a data-driven sales organization that routinely hits targets. Watch sales representative explain what data drives their behaviors and even see the dashboards that they use most. Learn how to leverage Tableau within your sales organization to increase sales, forecast accurately, manage time, and improve performance.
Automating reports? Building new dashboards, converting the old and standardizing it all for your enterprise? Are you innovating? Making a difference in your business process? Delivering to mobile? Frustrated with resistance to change? Learn three critical lessons from PNC Bank's BI team to transform your reporting and analytics environment, setting executive managers and individual sales people free to generate more profit. Topics will include: Getting the content right, managing focus groups, the importance of a "Tableau lab," overcoming "first viz shock", change management, making maps meaningful, geocoding tricks, using Google Analytics, engaging Tableau Professional Services, and using the API to build portal components needed for success.
Note: Content is still being added to the schedule. Sessions, times, and locations are subject to change.