Tableau services & solutions
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Tableau services are aimed at ensuring the smooth implementation, optimization, and upgrade of a Tableau-based solution. With solid BI expertise, we help our clients set up Tableau to transform raw data into insights and deliver them to decision-makers via compelling reports and interactive dashboards.
Table of contents
Tableau capabilities
Access to any business data
Tableau offers native connectors as well as developers tools, APIs, and SDKs to help you ingest your business data regardless of its type, structure, size, and location.
High-quality data
The platform automates repetitive data cleaning, normalization, restructuring, deduplication, and removal activities to make heterogeneous datasets fit for analysis.
Powerful analytics
Tableau facilitates all types of data analysis, including advanced, visual, augmented, self-service, and embedded analytics. It provides rich analytics capabilities for tech-savvy personnel as well as business users with no tech background.
Compelling visualization
Tableau offers a rich library of ready-to-use visuals along with the toolset to create unique visualizations and help business users to see and understand trends, patterns, and outliers in data, as well as tell data stories that engage audiences.
Intuitive user experience
Tableau uses ML and AI technologies to democratize data analysis without compromising data security, from smart visualization suggestions to in-platform guidance along the whole data pipeline.
Easy collaboration & data sharing
Tableau enables everyone in your company and beyond to interact with data according to predefined roles. The platform allows secure content publishing, follow-up querying, user subscriptions, and creating and receiving data-driven alerts.
About Itransition
15+ years providing business intelligence services
ISO 27001 and ISO 9001-certified quality and security management systems
Delivering IT consulting and software engineering services since 1998
Comprehensive expertise in a wide range of industries, including healthcare, finance, retail, automotive and telecom
Salesforce partner
Tableau services we offer
Consulting
Our consultants evaluate your current IT environment, business processes, and workflows to create a strategy for Tableau adoption, integration, and deployment aligned with your business needs and objectives. To help you successfully implement the Tableau solution and avoid common mistakes, we guide you along the entire process of setting up the Tableau platform.
Implementation
Our Tableau experts configure or customize any Tableau product and set it up for correct and efficient use. We also take care of data management activities, including data preparation, cataloging, security, and governance management, as well as create visually engaging and immersive reports and dashboards.
Integration
Our Tableau consultants use native connectors or build custom ones to help you connect the platform to a wide range of data sources, including corporate systems, legacy software, and third-party applications, and ensure your data is easily accessible and up-to-date.
Migration
We ensure a smooth transition from your legacy reporting and data visualization tools or other BI platforms to Tableau. When performing the migration, we assign user permissions, set up automatic data updates, and customize the tool for faster user adoption.
Support & maintenance
Our team provides various support and maintenance service packages to help you handle any functional or technical challenge within the Tableau platform to improve the solution’s high availability, performance, scalability, and security.
Training
Itransition’s Tableau consultants share best practices for data analytics and report design with you. Additionally, we can train platform users and admins to use Tableau correctly, master dashboard development and customization, handle data sources, and automate data flows without coding.
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Our selected Tableau projects
Our clients say
Itransition’s team was very involved in understanding our problems and responsive to our needs. They helped us optimize the ETL process and improve Tableau dashboards performance as well as developed the recommendations for us on how to build a future-proof BI system. Thus, I’d definitely recommend Itransition as a smart and easy-to-go service provider to other companies looking to boost their solutions built around data.
Vadym Boikov
Tableau solutions we build
Enterprise
- Business performance analysis
- Strategy and forecasting
- Financial performance and risk modeling
- Budgeting and planning
- Cost and spend analytics
- Employee productivity and resource optimization
- Market research and trend analysis
- Customer analytics
- Enterprise security and internal audits
Image title: Executive summary dashboard
Image source: exchange.tableau.com
Finance
- Audit, risk, and compliance analytics
- Spending monitoring
- Monitoring capital expenditures
- Revenue and pricing analytics
- Treasury and cash flow management
- Profitability and growth analysis
- Fraud detection
- Revenue forecasting
- Financial planning and budgeting
Image title: Accounts payable dashboard
Image source: public.tableau.com
Marketing
- Campaign performance analysis
- Promotion effectiveness evaluation
- Consumer behavior tracking
- Marketing funnel velocity analysis
- Tracking marketing funnels against forecasts
- Untapped prospects identification
- Social media trend analysis
- Content traffic trends identification
- Lead generation analysis
Image title: Customer insights dashboard
Image source: public.tableau.com
Sales
- Sales/quota tracking
- Sales forecasting
- Sales pipeline tracking
- Sales stage analysis
- Sales growth analysis
- Average deal size analysis
- Win/loss rate calculation
- Sales channel performance assessment
Image title: Sales pipeline dashboard
Image source: tableau.com
Customer support & services
- Customer experience analysis
- Customer journey tracking
- Customer sentiment analysis
- Customer satisfaction and loyalty analysis
- Team/representative performance analysis
- Incidents, problems, and requests tracking and prioritization
- Request resolution time analysis
- Analysis of year-over-year trend in requests
- Average time-to-solve and SLA percentage tracking
- Call drivers identification
- Call center volume/workload distribution forecasting
Image title: Agents performance dashboard
Image source: exchange.tableau.com
Human resources
- Headcount monitoring
- Turnover rate calculation
- Employee satisfaction evaluation
- Employee flight risk forecasting
- Employee performance rating
- Employee attrition analysis
- Headcount fluctuation visualization
- Tracking of intracompany movements by location
- Workforce diversity analysis
- Job application process tracking and analysis
- Recruiting channel analytics
- Workforce planning
Image title: Headcount fluctuations dashboard
Image source: tableau.com
Supply chain
- Inventory availability tracking
- Inventory controls
- Logistics reliability analysis
- Inflation, shortages, and stock-outs impact analysis
- Supply chain disruptions forecasting
- Supply and demand analysis
- Supplier performance assessment
- Order analytics
Image title: Stock coverage analysis dashboard
Image source: exchange.tableau.com
BI solutions for various industries
- Healthcare
- Automotive
- Telecom
- Retail
- Construction
- Education
- Ecommerce
- Banking
- Real estate
- Manufacturing
Share your project vision with us
Tableau products we work with
Tableau is a suite of products that, when combined, enable data ingestion, preparation, analysis, visualization, security, and governance, so you don’t have to switch between products for different activities. To adjust the Tableau platform to your specific business needs, we use the following Tableau products and add-ons:
Tableau Desktop
Integrating multiple disparate data sources and transforming data into interactive dashboards with actionable insights
Tableau Prep
Automating and managing the data preparation process end-to-end and cleaning and structuring data for further analysis and reporting
Tableau Server
Storing all Tableau data in a central repository and sharing it securely with colleagues and partners according to user roles and permissions
Tableau Online
Securely sharing Tableau content and collaborating on it via a managed cloud-based sharing platform
Tableau Mobile
Accessing Tableau dashboards and visualizations via mobile devices and working with data from anywhere and anytime
Tableau Public
Creating interactive dashboards and publishing them for anyone to access for free
Tableau Reader
Enabling access to Tableau content created by others via Tableau Desktop for free
Tableau AI
Enabling AI-powered experiences to simplify the insights generation for non-tech users and automate repetitive tasks
Data Management
Overseeing data quality throughout the entire data and analytics lifecycle within the Tableau platform
Advanced Management
Enhancing security, manageability, and scalability capabilities for Tableau Server
Embedded Analytics
Embedding Tableau content and analytics capabilities into any third-party applications
Tableau Developer Tools
Connecting to various data sources and services as well as integrating Tableau content into corporate or third-party software
Tableau customization
Itransition’s team is equipped to go beyond Tableau’s out-of-the-box functionality and deliver custom analytical solutions fully tailored to your needs, responsive to changes, and easily scaled.
Custom dashboards
Using Tableau’s versatile built-in visualizations, coupled with our proficiency in Python and SQL scripting, we build eye-catching dashboards fit for any analytical purpose. We use various types of visuals, such as charts, heat maps, and box plots, and create solutions equipped with reusable dashboards, filters, and real-time editing displays.
Data flow automation
We use Tableau’s Prep Builder and Prep Conductor to implement data flows in server environments as well as automate data preparation to ensure access to analysis-ready data. We also set up environments where authorized users can manage data flows and experiment with data.
Python pairing
We leverage Python’s API TabPy for Tableau to remotely execute Python code and improve data visualizations with machine learning libraries and data science algorithms. With TabPy, we cover the following use cases:
- Data cleaning and data quality audit
- Dataset simulation based on real data structures
- Evaluation of how changing parameters impact analysis
- Display of several aggregation levels per dashboard
- Analysis based on multiple unstructured datasets
- Predictive and prescriptive analytics scenarios
Geomapping
With Tableau’s built-in geomapping feature, we can create custom interactive maps providing appealing visual representations, such as sales areas, customer distribution, and more.
We can import geocode data from any geographic information system you have, assign geographic roles to fields, and turn imported data into informative visualizations in Tableau. We also use the most suitable map types to answer your location-related questions.
Related services we offer
Business intelligence
We design, develop, and set up processes and infrastructure for effective business information management and analysis.
Data visualization
We deliver custom and platform-based solutions to help businesses transform large raw datasets into immersive visuals, answer specific business questions, and make data-driven decisions.
Data warehousing
We create scalable and future-proof DWH solutions for businesses to consolidate disparate data into central storage and prepare it for further analysis and reporting.
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