Tableau: Are you receiving a positive response from employees?
Zeeshan: The adoption for Tableau has been fantastic. So I would say I never saw any other software package adopted that fast. And with that, we were also able to surface dashboards very rapidly. So compared to traditional reporting systems where report developers are too worried about formatting the report their selves, not just about preparing data.
Tableau: Can you give an example of a dashboard that you share through Tableau Server?
Zeeshan: One of the first dashboards that we built on Tableau was about our sales marketing curves, which has been developed on Excel in the past and it has been used for years.
Tableau: How has that sales and marketing report changed now that it’s a Tableau dashboard?
Zeeshan: Once we automated that dashboard on Tableau, we got this "wow" from the whole organization. And currently, the consumers of those dashboards involve most of the C-level officers and our regional heads, which essentially lets them look at how their weekly sales are doing.
Which was impossible previously without churning lots of data every Monday morning where a couple of individuals who used to wake up so early in the morning, now we don't have to worry about that, it's a completely automated process.
And for that reason, we were specifically looking for bringing the culture of self-service analytics, and this is where Tableau helped us.
Tableau: Where do you store your sales data and how do you pull it into Tableau?
Zeeshan: So like any other typical educational institution, we have got a CRM, which is cloud-based CRM, and Tableau, thankfully, has a connector already available. So at times, we directly connect through the connector available with Tableau.
We have learning management system, which is also cloud based, and they have their data warehouse available on Amazon Redshift, we connect to that as well.
Tableau 9.1 has been something really wonderful because we connect to lots of Web-based data sources. And right now, because we don't have the ability to connect directly to those data sources, I believe it's going to save us some tremendous effort.