Taction created Tableau dashboards for a solar energy client to help them make more informed customer-centric business decisions. The dashboards integrated data from MySQL and PostgreSQL databases to provide analytics and trends on installation status reports, product stock keeping unit reports, and portfolio health reports. This helped the client's sales and service teams gain better data visibility and predictability, while saving time by replacing manual reporting processes.

1. TACTION SOFTWARE LLC CASE STUDY
Tableau Dashboards for informed customer
centric business decisions
Data Analytics & Trending through
Tableau Dashboard
Client
Client delivers energy independence
for households and small businesses
by supplying and implementing the
system for clean, reliable electricity
through Solar PV system.
Executive Summary
Taction is a Global Turnkey IT Solution and Technology Service
Provider committed towards delivering innovative and quality
solutions.
Challenges
Client was looking for services to create Tableau Dashboards for the
domain Installation Pending report, DP SKU report, Portfolio Health
Status Report for making informed customer centric business
decisions.
DATA ANALYTICS AND
TRENDING WITH TABLEAU
TABLEAU
BI

2. TACTION SOFTWARE LLC CASE STUDY
Technology / Skills Implemented
 Tableau
 MySQL
 PostgreSQL
How Taction Helped
Taction created the Tableau Dashboards by
integrating MySQL and PostgreSQL into a
single workbook/dashboard to get a better
data analysis. Previously the client was
using pivot tables to display the target data
which was altogether a time consuming and
tedious process and we built appropriate
data scripts which reduced the reporting
and decision making time drastically.
Results, Return on Investment
and Future Plans
The solution offered the sales and service
team better visibility of meaningful data
and predictability into schedules and
actions. It also helped the client in saving
time by obliterating duplicate data entry
points and manual report generation
process.
WE DELIVER CUSTOMER
CENTRIC EXCELLENCE
Quick Dashboard View
The Taction Benefits