The Tableau Experience Kaunas - TOC Sales and Marketing prezentacija
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2017 m. spalio 18 d. Kaune vykusiame seminare „The Tableau Experience“ UAB „TOC Sales and Marketing“ atstovas Mindaugas Voldemaras ir Linas Sutkaitis dalinosi savo patirtimi naudojantis „Tableau“ verslo analitikos sprendimu.
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The Tableau Experience Kaunas - TOC Sales and Marketing prezentacija
- 1. Mindaugas Voldemaras Linas Sutkaitis TOC Sales and Marketing, UAB 18 October, 2017 Kaunas The power of Tableau technology
- 2. if our presentation was a TYPICAL customer story
- 3. [this our logo] our company does this ant that No. of employess office locations COMPANY PROFILE
- 4. PAINS WE FELT data, data, data, much data problems, problems, problems poor service, blind decisions waste, waste, waste, waste meetings, meetings, meetings slow reaction, no reaction low productivity
- 5. noticed Tableau Public chart in some blog downloaded trial Kate followed-up fell in love with Tableau LUCKY TO DOWNLOAD TABLEAU
- 7. Since that moment evolution of our company beforeTableau afterTableau
- 8. Unified reporting regardless customer CRM Microsoft Dynamics CRM Online Odoo PipeDrive Teamgate SugarCRM Kanbanize blend CRM data and virtual PBX data any CRM —> xls —> Tableau Desktop —> Tableau Online Kanbanize —> import.io —> Google Sheets —> Tableau Online Our solution
- 9. CHECK OUT OUR GREAT REPORTS
- 10. THANKS TO TABLEAU unified reports, dashboards improved sales meetings improved customer service quick reaction
- 11. create infrastructure to retrieve data from cloud CRM’s AUTOMATICALLY WHAT’S NEXT
- 12. LESSONS LEARNED
- 13. WHY DOES TABLEAU RARELY BRING SIGNIFICANT VALUE TO BUSINESS ORGANISATIONS? “Technology can bring benefits if and only if it diminishes a limitation” Eli Goldratt
- 14. 6 QUESTIONS
- 15. #1 What is the power of TABLEAU
- 16. #1 What is the power of TABLEAU Immediatelly answer any* question by using existing real-time data Blend data from multiple IT systems into one place Simplify enormous amount of data into a single screen
- 17. #2 What current limitation or barrier does the new technology eliminate or vastly reduce?
- 18. #2 What current limitation or barrier does the new technology eliminate or vastly reduce? Batching of information to get the answer to the question Local access to data Special skills to analyse data
- 19. (What new limitation(s) are imposed by the new technology?) Overdata Knowledge of what question to ask
- 20. #3 What are the current usage rules, patterns and behaviours that bypass the limitation?
- 21. #3 What are the current usage rules, patterns and behaviours that bypass the limitation? Apply local measurements based on local data Routine of meetings to collect information required to make up "a big picture" Employ Reporting Department (Statistics, Data Analyst, Economist, etc.) Be patient while on the waiting list for a Report Guru Make business decisions based on intuition & incomplete information
- 22. #4 What rules, patterns and behaviors need to be changed to get the benefits of the new technology?
- 23. #4 What rules, patterns and behaviors need to be changed to get the benefits of the new technology? Understand cause-effect relations between certain data and the global system goal
- 24. #4 What rules, patterns and behaviors need to be changed to get the benefits of the new technology? Understand cause-effect relations between certain data and the global system goal Ignore false alarms (do not attempt to adjust the process to limits that are within the natural control limits defined by common cause variation)
- 25. #4 What rules, patterns and behaviors need to be changed to get the benefits of the new technology? Understand cause-effect relations between certain data and the global system goal Ignore false alarms (do not attempt to adjust the process to limits that are within the natural control limits defined by common cause variation) React to true alarms immediately, don't batch decisions (change monitoring and decision making routine accordingly)
- 26. #4 What rules, patterns and behaviors need to be changed to get the benefits of the new technology? Understand cause-effect relations between certain data and the global system goal Ignore false alarms (do not attempt to adjust the process to limits that are within the natural control limits defined by common cause variation) React to true alarms immediately, don't batch decisions (change monitoring and decision making routine accordingly) Check assumptions by drilling down data before making a managerial decision
- 27. #4 What rules, patterns and behaviors need to be changed to get the benefits of the new technology? decision accuracy No of metrics
- 28. #5 What is the application of the new technology that will enable the above change without causing resistance?
- 29. #5 What is the application of the new technology that will enable the above change without causing resistance? Use only dashboards that would focus management attention, not distract and waste it
- 31. #6 How to build, capitalize and sustain the business? Let's leave it to Tableau Software