Colin was proactive in researching and incorporating best practice data visualisation techniques and applying them to his dashboard designs.  He was keen to engage with business stakeholders, communicating the art of the possible and listening to their feedback.  Furthermore he was diligent in documenting any technical issues encountered in visualising the client’s data.  This approach ensured that the client’s business intelligence requirements were captured and key lessons were learnt to inform the rollout of a future business intelligence function.
Jason Foster

CEO and Founder, Cynozure

Situation:

Working at Cynozure, an industry leading data and analytics consultancy, Datawoj supported a global manufacturing corporation with a proof of concept using Tableau Desktop to show what is possible in terms of data visualisation.

Task:

To prove the value of management information dashboards built within a data visualisation platform such as Tableau. This would secure buy-in from the senior management team to invest in dash-boarding capabilities. To inform the strategic direction for a future business intelligence function.  In particular there was a need to:

  • Validate the connection of Tableau to the existing cube based data architecture
  • Actively engage with business users to understand their business intelligence requirements
  • Investigate the ease and speed of use to produce different views of sales data, translated into information and insight

Actions:

Test data visualisations were produced in Tableau Desktop of daily sales.  Bullet charts compared actual Month to Date (MTD) sales to forecast MTD sales.

Engaged with operational and strategic business users to provide initial illustrations, gather feedback and document requirements.

Maintained an issues log to outline any technical hurdles discovered using the existing data architecture.  This included potential solutions to overcome them.

Developed a senior executive daily sales dashboard. Diverging bar charts compared variance between actual and forecast MTD sales.  Interactive capabilities allowed users to drill down into sales performance across brand, customer and product.

Created a secondary sales dashboard showing gross and net sales, quantity sold and average distributor discount. Allowing interactive drill down from brand into individual product lines. The ease and speed of building the dashboard was tested and demonstrated back to senior stakeholders.

Results:

There was a proof of concept that daily sales data could be visualized using a business intelligence tool like Tableau. The issues log has informed the technical requirements for configuring the existing data architecture for data visualisation.  Helping to maximise the performance of sales dashboards produced in Tableau Desktop.

Stakeholder engagement feedback will inform the business user requirements for a future business intelligence function going forward.  In particular the development of a business intelligence tool selection process.

The secondary sales dashboard demonstrated the value of a ‘drag and drop’ approach to discovering key insights quickly and easily.  Demonstrating how visual analytics could help answer critical business questions.