Improve your user experience with a Tableau embedded solution

Background

Advantage Group is a market research and insights company that helps their business customers stay competitive by providing critical reports on performance and improvement opportunities as compared to their competitors. They rely on these reports to keep pace with customer demands and create strategies to respond to changing market interests. The reports are also utilized as industry scorecards. Customers with a global presence can monitor national or regional market performance. Keyrus worked with Advantage to build an analytics platform and replace their outdated PowerPoint and Excel reporting. This involved a rebrand and revamp of their two core products.

Challenge

Before the analytics initiative, Advantage invested a lot of manual effort in preparing PowerPoint presentation reports that could take weeks to prepare due to data quality errors, manual errors, and tedious work. Producing the reports was a long and inefficient process with many redundant and lengthy data checks. The iterative PowerPoint slides also repeated the same information with a change in just one attribute. Advantage wanted to focus more effort on actual analytics and less on these data checks. They wanted to provide a better client experience by delivering an interactive Tableau dashboard with user interface and user experience in mind.

Approach

Based on the project plan, we designed, built, and deployed a Tableau embedded solution on top of the pre-aggregated results database. This implementation took a static PowerPoint product that was approximately 800 slides on average and created an interactive, 15 dashboard Tableau workbook. End users in 40+ markets around the world can identify and assess business performance through a series of storytelling dashboards.

Key results

Benefits

With the new Tableau solution, end users can identify and assess business performance through a series of storytelling dashboards. Users can interact with data on dynamic charts and improve business relationships through more intuitive action planning. They now have one central location to visualize all of their data. There are 3,000 daily sessions of more than 1,000 users interacting with on-demand data, and it saves more than 40 weeks per year of manual effort. Internally, Advantage accelerated their delivery and data validation processes and can easily cross-analyze data over different dimensions.

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