A financial services company faced a challenge managing a high volume of ad hoc data requests. See how The Information Lab developed a Tableau dashboard suite to provide users with digestible data, centralising the metrics by teams saving approximately 15 hours per week.

The Challenge

The Information Lab was tasked to build dashboards that simplified data insights for the client. The goal was to provide an intuitive tool that allowed users to explore diverse datasets within a unified platform, ultimately reducing the number of requests. The primary focus was on competitive analysis and comparing various team-level and individual equities.

Our Solution

Our team developed a suite of interactive Tableau dashboards designed to streamline data analysis. The comprehensive suite consisted of four dashboards dedicated to team and individual overviews, as well as a mobile view and a pulse metric.

Overview and Team Breakdown Dashboards:

• Measured team performance against peers and identified key commercial trends specific to their category.
• These dashboards were designed to enable users to delve into data specifics and gain insights autonomously.

Mobile View:

• A responsive design was created to facilitate data use during meetings and on the go, ensuring convenient and flexible client access.

Pulse Metric:

• A dynamic feature that quantified and visualised work progress over time, offering an additional layer of insight into performance metrics.

Finally, to ensure a smooth transition and integration of this system into the company's daily activities, we provided hands-on training to the client’s team for maintaining the Tableau dashboards.

The Impact

This solution provided users with more accessible, self-service data insights. The implementation of Tableau dashboards enhanced data visualisation and usability, transforming complex datasets into interactive, easy-to-use tools. As a result, the firm saves almost 800 hours per year, leading to a significant increase in time devoted to higher-priority initiatives.

Conclusion

In summary, the successful implementation of four detailed dashboards, a mobile-optimised interface, and a Pulse metric substantially enhanced the firm's data management capabilities.