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.

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