Financial services
Banks and financial services
Pipeline, risk and customer-service analytics with row-level security by branch and agent.
Our Tableau and data analytics solutions are already live in mission-critical environments — from regulated financial institutions to high-volume retail operations.
Financial services
Pipeline, risk and customer-service analytics with row-level security by branch and agent.
Retail & e-commerce
Unified sales, stock and marketing analytics across POS, ERP and marketing platforms.
B2B services
Pipeline and forecast dashboards embedded directly inside the CRM the sales team already uses.
Client names available under NDA · 40+ Tableau projects delivered
From raw data to boardroom dashboards — we design, build and sustain the full analytics stack so your team can focus on decisions, not tooling.
Deployment, governance and dashboard delivery on Tableau Cloud or Server.
A single source of truth that Tableau can query fast and finance can reconcile.
Pipeline, forecast, service and marketing analytics on top of your CRM, call center and marketing tools.
Dashboards built around the questions a role asks weekly, not around the data model.
Self-service that sticks: role-based programs for analysts, managers and executives.
We keep the platform healthy so your team keeps shipping insights.
We design analytics end‑to‑end — governed connections, a single metric layer, and Tableau embedded wherever your team already works.
Warehouse sync with field-level history, so trends are real and not overwritten by the source system.
Tableau views embedded in your CRM, portal or intranet; alerts through Tableau Pulse, Telegram and email.
Pipeline coverage, win rate, margin and CSAT defined once and reused across every dashboard.
Reference architecture
Tableau Cloud or Server dashboards · embedded views · Pulse alerts · mobile
Published data sources, certified metrics, row-level security by territory
Snowflake / BigQuery / PostgreSQL · dbt models · daily and near-real-time loads
CRM · ERP (1C, SAP) · core banking · billing · POS · product events
Data catalog, quality checks, access reviews, cost monitoring
BI & Consumption
Warehouse
Pipelines & ELT
Sources & Integration
One platform for metrics, security and speed. Your team owns it, the business trusts it.
One certified metric layer on top of the warehouse. Finance, sales and ops see the same numbers — no version disputes.
Tableau's visual grammar and performance make executives come back weekly, not once after launch.
Tableau views live inside your CRM, portal or intranet. No new tab, no new login, no adoption problem.
Territory, branch or agent-level access built into the data source. Managers see their scope, executives see the whole network.
Tableau queries Snowflake, BigQuery or PostgreSQL directly. Dashboards load in seconds, not minutes, even on millions of rows.
Tableau Prep, Pulse, Data Dictionary, certified connectors. Documented, hireable, supported — your team can own it after hand-over.
A predictable path from your first conversation to a live dashboard your team owns. No retainers, no lock-in.
Stakeholder interviews, KPI tree, data audit, success criteria.
Warehouse schema, source connectors, metric definitions signed off.
Dashboards in weekly demos; performance and security baked in.
Role-based training, documentation, hand-over to your analysts.
Monitoring, change backlog, quarterly platform review.
Three engagements proving impact across sales, retail, and banking
Replaced weekly spreadsheet roll-ups with Tableau views embedded in the CRM; forecast reviewed from one source.
Built a BigQuery warehouse with dbt, connected POS, ERP and marketing platforms; daily exec dashboard on Tableau Cloud.
Case, SLA and CSAT metrics by branch and agent; managers see their own scope, executives see the whole network.
Clear answers to the most common concerns about analytics engagements.
First dashboard live in 4 weeks. A full rollout — warehouse, dashboards, training — usually runs 6–8 weeks. Ongoing support is a separate monthly retainer if you want it.
Tell us which systems you run and what decision is hardest to make today. We reply within one business day.
A 30-minute conversation with a senior analyst — no obligation.
Thanks — your request is on its way.
We'll reply within one business day with a few scoping questions and proposed times.