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Tableau Case Study

This case study demonstrates how the integration of CRM data with powerful visualization tools can significantly impact sales strategy and performance.

Introduction

A waste management company in the USA manufactures the carts and crates and delivers their products to residential, commercial, and industrial customers.

Overview

Challenges

Out-of-the-box Salesforce reporting is limited with their features due to the large amount of data-related tips and heartbeats that need to be pushed to MYSQL, and reporting was not available in Salesforce due to data purging.​

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Solutions

Leverage tableau reporting to display the expected reports for county to see their continuous deliveries.​

What We Saw

Able to see the expected reports, follow-up on the pending deliveries, delivery rates calculations from weekly, monthly, etc.​

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Inspiration

Our consultant team worked very closely with customers, listened to them very carefully with their problem statements, validated the pain areas in the current system, started thinking about solutions by taking their input, and they inspired our team to think through it to deliver the right product.

Feedback

CloudCentric got an excellent team of consultants who derived the complete end-to-end solution for our product, CloudCentric processes are very streamlined in terms of communication, documentation, and commitments. We are extremely happy with their services, A very special thanks to Mr. Vijay, who introduced the team to ensure the outcome of our product.

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Implementation Process

Data Preparation

Identify and gather relevant data for your case study. Clean and preprocess the data to ensure it's in a usable format. Import the data into Tableau, either by connecting to a data source or importing a dataset directly.

Visualization Design

Define the key questions or insights you want to address with your case study. Create worksheets in Tableau, selecting appropriate chart types and visualizations to represent your data effectively. Ensure that your visualizations are clear, concise, and aligned with the objectives of the case study.

Dashboard Creation

Combine individual worksheets into dashboards to provide a holistic view. Arrange visualizations on the dashboard to tell a coherent and compelling story. Add interactive elements such as filters, parameters, and actions to enhance user engagement.

Analysis and Exploration

Use Tableau's interactive features to allow users to explore the data dynamically. Implement filters and highlight actions for drill-down capabilities. Consider adding calculated fields or reference lines to provide additional context to your visualizations.

Analysis and Exploration

Test the case study thoroughly to ensure accuracy and functionality. Gather feedback from stakeholders or potential users and make necessary refinements. Document the Tableau implementation, including any specific calculations, assumptions, or data sources.

Results

  1. Visual Insights

    Clear visualizations that effectively communicate trends, patterns, and key findings in the data.

  1. Data-driven Decision Making

    Empower stakeholders to make informed decisions based on the insights derived from the visualizations.

Conclusion

The Salesforce Health Cloud implementation by CloudCentric Infotech empowered the healthcare provider to deliver better patient care, optimize operations, and foster a patient-centric approach across all facilities.

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