Financial Services — Payments Technology: Tableau delivery case study
Client anonymized. 16 weeks; 3 engineers + PM. The following scope and results are reported in our existing project summary.
The challenge
A Fortune 500 global payments platform needed two things simultaneously: existing dashboards updated to reflect seasonality trends that the business had never been able to visualise before, and three entirely new dashboards built from scratch to surface data from a third-party data utility, a metadata management platform, and a consolidated third-party data view. The data preparation underpinning these dashboards was being handled manually — a process that could not scale with reporting demand.
The work and reported outcome
Six dashboards delivered across two workstreams — three redesigned with seasonality trend analytics (year-over-year, quarter-over-quarter, month-over-month, week-over-week) and three net-new dashboards built to production standard. Alteryx workflows automated the data preparation process that had previously required manual intervention before each reporting cycle.
Reported delivery metrics
- 6 Dashboards delivered
- 3 Alteryx workflows automated
- 436 hrs Of expert delivery
Services involved
- Tableau Dashboard Development
- Alteryx Workflow Design
- Visual Analytics