Sales Synergy Insights
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Project Goal
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Solution
To tackle this, I assembled a team and conducted a kickoff meeting with key stakeholders to define requirements, data sources, and timelines. Collaborative efforts with HR and IT ensured smooth data accessibility and alignment with business objectives, mitigating any possible delays. Utilizing Tableau, Alteryx, and SQL, we developed an automated data pipeline. Alteryx handled data ingestion and transformation, feeding into a SQL table that linked to a Tableau dashboard. Multiple wireframe iterations, co-created with stakeholders, expedited the development process.Before our intervention, the advisory leadership relied on manual PowerPoint tables, taking a week for compilation. Our interactive Tableau dashboard reduced this to a single day, offering immediate, actionable insights. Understanding the time constraints of our senior partner audience, I highlighted key business unit insights and actionable recommendations, focusing on essential data for informed decision-making. This not only satisfied the business needs but also led to a spin-off engagement with the head of risk consulting practice.