Aptitive developed a tableau visualization that relieved the headache of manual work previously associated with communicating toward company success and value

Client Industry

National Safety Organization 

Technology Used

Tableau

Microsoft SQL Server

The Challenge

Our client needed a faster and easier way to visualize the “Value of Membership” for their largest member company. They previously developed the report manually using excel resulting in a basic list of member usage and most frequent interactions with individual members. The report was generated once a year and took weeks to create.

Our Solution

Aptitive collected data from variety of sources (CRM, Google Analytic, 3rd party excels) in a MS SQL Server data mart. The team then used Tableau to produce a visual dashboard answering the question “How does the client interact with its members?”

The Outcome

Aptitive created a powerful visualization that eliminated any manual effort on the part of the client. Using this dynamic dashboard, our client was able to answer not only the original business question, but also a variety of other questions they did not previously know to ask. Our client can also now track their membership interactions on a daily basis, instead of once per year, with significantly less manual effort. This initial dashboard will also create excitement around a greater Business Intelligence initiative within the organization. 

Client Industry

National Safety Organization

 

Technology Used

Tableau

Microsoft SQL Server