Creating multiple Tableau dashboards with little time and limited resources

The Challenge

The client had a hard deadline to build and deploy an external reporting application via the Tableau server to deliver timely, actionable insights and system-wide visibility of data to clients, both historical and real-time reporting.

There was a lack of resources to produce dashboard content and understand scalability as those initially targeted were needed to support current legacy reporting and data collection parallel with this new build.

There was also a need to bridge product management and development to ensure efficiency and timely support for production. Dashboards needed to be built in both interactive and static versions and must be scalable across numerous clients with different data connections for security purposes.

The Conflict?

The organization's proprietary solutions create a tremendous amount of data. Because of this, the current reporting design breed multiple data silos and created lags in time to consumption hurting the client's ability to make real-time decisions.

The organization required a consistent way to consume data to scale reporting capabilities  (the previous solution was different for almost every customer) and define what to measure and how it will be measured while also providing the opportunity for clients to make customizations as needed. 

The Solution

Collaborate with the product management, development, and UI design teams for an in-depth discovery session. This will allow our team to understand the organization's current state of reporting and how to best design and implement future-state systems based on reporting requirements.

Next, we would develop a standard content package comprised of interactive dashboards and static real-time reports optimized for both analysts and business users.


The project goal was to produce dashboards to roll out to initial testing clients via Tableau server with a 6-month hard deadline.

The Result

The results include:

  • Increased accountability
  • A dramatic reduction in operating costs
  • Increase in overall system performance

We also reduced siloed decision making by bringing data together to provide a holistic view.

As well as enabled self-service reporting with structured, easily accessible data. This allows analysts to quickly and easily conduct ad-hoc analyses beyond the standard content provided.

Necessary parties now have close to real-time data to make actionable decisions with greater precision.

This eliminated the need for time-consuming onsite implementation and maintenance by the client as the tableau server is cloud-hosted and maintained.

Contact Us


What is Data Strategy & Why is it Important?

In 2023, companies need a data strategy more than ever as the landscape of data management and analysis continues to evolve and become increasingly more complex.
Banking & Financial Services

The Benefits of Data Warehousing in Finance

A data warehouse is a storage system that enables you to track crucial data points over time and analyze them to run your financial operations smoothly and make sound decisions. 
Banking & Financial Services

The Benefits of Data Lakes for Financial Services

Data lakes are centralized repositories of data that are helpful for compliance purposes, performing forecasts, risk assessments, and understanding customer behavior.