Industry :

Retail & Manufacturing – Steel Products

The Backgroud

A leading retail and manufacturing steel supplier offers a wide range of steel products catering to multiple industry segments. With a robust distribution network and value-added services such as channel financing, doorstep delivery, and customised steel processing, the company serves both small and bulk buyers across Asia and North America.

The Challenge

The company generated large volumes of sales and operational data on a daily, weekly, and monthly basis, segmented by product type and location. The existing reporting process was fragmented, making it difficult for business teams to quickly analyse data, monitor performance, and make informed decisions. The company needed a powerful analytics platform integrated with its existing system to:

• Consolidate and analyse data across locations and product lines.
• Implement secure, role-based access to sensitive data.
• Improve reporting performance and reduce manual effort.

Scope of Project

• Tableau integration and configuration with the current platform.
• Development and testing of interactive dashboards.
• Matching Tableau Server authentication with the current platform.
• OLAP cube design, validation, and performance optimisation.
• Post-implementation support and maintenance.

Solution Delivered

The project involved the complete lifecycle implementation of Tableau analytics, ensuring seamless integration with the client’s existing systems. Key activities included:

• Custom Authentication & Security: Implemented Tableau Server authentication aligned with the current platform, along with cube-level and report-level security to safeguard sensitive information.
• Cube Design Validation: Verified all measures, dimensions, hierarchies, and calculated metrics for accuracy.
• Security Validation: Mapped cube roles to user groups and ensured correct access privileges.
• Performance Optimisation: Enhanced data processing speed and query performance for faster dashboard load times.
• Post-Implementation Support: Provided ongoing technical and user support for smooth adoption.

Business Impect

• 60% Reduction in Report Generation Time: Automated dashboards replaced manual reporting, enabling near real-time data access.
• Improved Decision-Making: Management could now access role-specific, accurate insights in minutes instead of hours.
• Enhanced Data Security: Role-based authentication ensured that sensitive sales and operational data was only visible to authorised users.
• Increased Operational Efficiency: Faster performance and automated analytics allowed business teams to focus more on strategy rather than data preparation.
• Scalability for Growth: The integrated Tableau platform could now easily handle growing data volumes and new reporting requirements.

Tools & Technology Environment

• Data Preparation: Alteryx (Parsing, RegEx, Data Extraction)
• Visualization: Tableau, Power BI
• Data Sources: Service Now Web Services