ITESM enriches executive presentations with Tableau



Instituto Tecnológico y de Estudios Superiores de Monterrey (ITESM) is a prominent university in Monterrey, Mexico. The university’s analysts examine multiple variables within millions of financial transactions. With their old solution, they struggled to answer questions and share findings with managers in a digestible format.

Today, several departments at ITESM get more value from their data. Financial Analyst, Rosario Irasema Guana Gonzales at ITESM, shares how more employees use ad hoc analytics to uncover rich insights.

Instead of overwhelming PowerPoint slides, managers now use Tableau dashboards in executive presentations. Leadership can glance at a dashboard and immediately find the most important trends in their data sets.


Tableau: How much data are you analyzing?
Rosario Irasema Gauna González, Financial Analyst, ITESM: I have databases that accesses information on 18 or 20 million transactions to work with. And they can be presented in such a dynamic and agile way that the user doesn't feel like there's so much information.

Tableau: Why did you decide to try Tableau?
Rosario: We tried Tableau because we needed to fulfill the organization's different decision-making needs in a quick, agile, and flexible way.

We can access the information we need in such a natural, intuitive way; even the most detailed information required by users. There's really no comparison.

Tableau: Before Tableau, what challenges were you facing?
Rosario: When presenting information at a managerial level, when we were trying to analyze information involving a large quantity of variables and create executive presentations, we had to reduce the number of variables for the presentation. The more we reduced the variables to be presented, the more we needed support to answer these questions.

The amount of information to deliver and have information at zone (or region) and campuses (or school) levels, to be able to give an answer, kept growing.

What we found was that it became information that people didn't use. Why? Because there would be so many slides that people didn't have time to analyze the information; they got lost in the huge number of graphics presented.

Tableau: How has Tableau helped you?
Rosario: With Tableau, I no longer have to worry about the quantity of information to manage. We can access the information we need in such a natural, intuitive way; even the most detailed information required by users. There's really no comparison.

Tableau: How have your colleagues responded to Tableau?
Rosario: The managers often ended up saying: so when are we going to get access to this tool? I want all my people to have access. My users' needs have also grown; they'll no longer settle for any other tool. Now they want quick answers, they want detail; there's no turning back.

There was something about seeing their data in Tableau that didn't go unnoticed. I went into the meeting with their information in Tableau and people automatically started to pay more attention.

As for financial information, Tableau created unique displays for us that had never been seen before in the organization.



You might also be interested in...