Tableau
Tableau, on records you can already trust.
Tableau is the view on the data the org already has. We implement it after the records can be trusted.
Salesforce consulting partner since 2010 · MVP Hall of Fame · 200+ agents in production · UAE, India and US desks
Before and after
A dashboard on a dirty org is a prettier argument.
Dashboard first
Records first
- Two dashboards, two answers to the same question
- One definition per number, written down
- An analyst rebuilds the same extract every month
- The extract runs itself from the org and the warehouse
- Leadership asks which number is right
- The Monday questions have one view each
- The warehouse and the org are joined in a spreadsheet
- Analysts own the workbooks after handover
In the org
What this cloud is actually for.
Tableau is the view on the data your org already holds, plus the sources outside it. We implement it after the records can be trusted, because a dashboard on a dirty org is a prettier version of the same argument. Your analysts own the workbooks after handover.
Who this is for
Three desks where the number stopped moving.
Tableau when the records are true. Often a list view and a forecast first.
Example
Finance analyst at a Riyadh contracting group
Today: Every month-end she merges the CRM export with the ERP by hand.
After: One connected view of the org and the warehouse refreshes before the month-end meeting.
Example
COO at a Dubai multi-brand restaurant group
Today: Each brand reports covers and complaints in its own sheet.
After: One view per outlet, with the same definitions across brands.
Restaurants and cafesExample
Sales operations manager at a Chicago insurance brokerage
Today: The board pack and the sales dashboard show different premium totals.
After: One definition of written premium, used by both.
Architecture
Where this cloud sits in your agent architecture.
Analytics reads the memory plane. It does not make the records true.
Find your week
From one email to a desk that works.
The same path for every cloud. No number before the process is clear. The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.
Today
Send the situation
One email: the cloud, the desk, and the week that hurts. A reply within 24 hours.
Week one
Read the org
Read-only access: the dashboards in use, the numbers people argue about, and whether the objects behind them are true.
End of week one
The written note
What is worth building, what is worth finishing, and which cloud earns the seat. Often fewer than you were quoted.
Then
A fixed price for one named piece
Scoped after the read. Week one is credited in full when the build is signed within 60 days.
Go-live
Handover to the people who run it. The Run plan if you want someone on it after go-live.
Questions
What we actually say.
- Do you start with dashboards?
- No. We start with whether the objects are true. Tableau on a dirty org is a prettier lie.
- Does this replace reports in Salesforce?
- Sometimes. Many desks only needed a list view and a forecast they believe. We will say which.
- Who owns the workbooks?
- Your analysts, after handover. We do not operate the BI desk.
The brief
Send the situation.
Name the cloud. Name the week. The assessment is free: a short read of the org and a written note. If you go ahead, the first build week is a fixed AED/SAR 14,900 (about USD 4,050), credited in full when you sign the build within 60 days.