A fundamental shift in operations—from sales to senior leadership
Initial installation and training support was provided by a local reseller, SIT. Panoramic employees continue to use Tableau’s online training materials to enhance their skills.
“With such a powerful BI solution at our fingertips, we knew how important it was to understand everything it was capable of so that we could maximise the benefits for our customers,” explains Ido. “Tableau’s online training centre proved an invaluable tool, giving us confidence in our abilities as users and ensuring we could quickly respond to customer requests, no matter how complex.”
Despite being originally implemented as a customer solution for the professional services team, several other groups within Panoramic quickly took note of Tableau’s benefits and began to adopt it for their own internal and external purposes.
This includes the sales team, which swiftly integrated Tableau into Salesforce for customer pipeline tracking and analysis, while the marketing team now uses Tableau visualisations on brochures and presentations.
It has also caught the attention of the senior leadership team, which now uses Tableau dashboards to review company financial reports instead of traditional Excel charts and PowerPoint presentations. Today, the leadership team uses Tableau to track key performance indicators like business growth metrics, pipeline versus deployments, churns, and renewals.
“The impact of Tableau both inside and outside of Panoramic has been tremendously high,” concludes Ido. “It has taught us the power of effective business intelligence and fundamentally changed the way we operate as a company. We’ve always been a data-driven company, but only now do we realise just how much we are able to do with this data, both for ourselves and for our customers.”