TABLEAU PARTNER

Tableau That Thinks — Not Just Visualises.

Most Tableau deployments show you what happened. We build systems that tell you what to do next — connected to Salesforce, powered by AI, and designed for the decisions your teams make every day.

Tableau Pulse, Embedded Analytics & AI integration
Salesforce + Tableau certified team of experts
End-to-end: from data model to deployed dashboard

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The Reality

Most Tableau Deployments Are Expensive Rear-View Mirrors

They show you what happened. They don't tell you what to do. They live disconnected from your CRM, your AI layer, and the people making decisions. We fix that.

1

Dashboards nobody looks at

Beautiful reports that took weeks to build — but no one uses because they answer yesterday's questions, not tomorrow's decisions.

2

Data that lives in silos

Salesforce, Snowflake, marketing platforms — disconnected. So your Tableau shows partial truth, and your teams argue about numbers.

3

IT bottlenecks every change

Business users want one more filter. They wait three weeks. By the time it's done, the business question has changed.

4

AI bolted on, not built in

Einstein is in Salesforce. Tableau is connected. But nobody wired them together — so your AI insights and your dashboards live in separate worlds.

What We Do

Four Ways We Elevate Your Tableau Investment

Platform Architecture & Modernisation

Migrate legacy BI to Tableau, redesign your semantic layer, and build a scalable foundation your teams can actually maintain.

  • Legacy BI audit & migration roadmap
  • Tableau Cloud vs Server strategy
  • Semantic layer & data model design
  • Governance frameworks for self-service

AI-Powered Analytics & Tableau Pulse

NEW

Connect Tableau to Salesforce Einstein, deploy Pulse for proactive insights, and embed AI-generated narratives directly into your dashboards.

  • Tableau Pulse setup & metric configuration
  • Einstein Discovery integration
  • AI narrative generation in dashboards
  • Predictive analytics & forecasting layers

Embedded Analytics & Data Apps

Embed live Tableau visualisations into your product, portal, or Salesforce org — white-labelled and governed for external audiences.

  • Tableau Embedded Analytics implementation
  • Connected Apps & Row-Level Security
  • White-label dashboard portals
  • Salesforce LWC & Experience Cloud embeds

Managed & Operational Analytics

Hand off the heavy lifting — we monitor your Tableau environment, optimise extract performance, and keep your dashboards fast and accurate.

  • Tableau Server/Cloud administration
  • Extract & performance optimisation
  • Dashboard QA & data reconciliation
  • Usage analytics & adoption reporting

AI + Tableau

Tableau + AI: From Dashboards to Intelligence

Tableau at its best is more than charts. It's Pulse telling your CMO about a campaign anomaly before they open their laptop. It's Einstein surfacing churn risk inside a dashboard your CS team already lives in. We build that layer.

Explore AI Capabilities

Tableau Pulse

Proactive, AI-curated metric digests delivered to every stakeholder — in Slack, email, or embedded in Salesforce.

Ask Data & NLQ

Let business users query data in plain English. We configure the semantic layer so the answers are always accurate.

Predictive & ML Integration

Surface forecasts, anomaly detection, and Einstein predictions directly inside Tableau dashboards.

Salesforce AI Integration

Connect Tableau to Agentforce and Einstein Copilot — so AI agents can query your dashboards and act on insights.

Connected Data

Tableau Works Best When It's Connected to Everything

We connect Tableau to your entire data stack — not just as a visualisation layer, but as an intelligence hub that pulls from every system your business runs on.

Salesforce CRMSalesforce Data CloudSnowflakeDatabricksGoogle BigQueryAmazon RedshiftAzure SynapsedbtFivetranSigma Computing

+ 50 more data sources via native connectors and Fivetran/Airbyte pipelines

Our Process

From Workshop to AI-Powered Dashboards in Weeks

01
Week 1

Tableau Health Check

We audit your current Tableau environment — workbooks, extracts, governance, and adoption — and deliver a prioritised improvement roadmap.

02
Weeks 1–2

Metrics & Use Cases

We align with business stakeholders to define the metrics that matter, the decisions they drive, and the audiences they serve.

03
Weeks 2–5

Build & AI Pilot

Our team builds the data model, dashboards, and AI integration layer. You get a working prototype in your hands fast.

04
Week 6

Launch & Embed

We deploy to production, train your teams, and embed dashboards into Salesforce, your portal, or wherever decisions happen.

05
Ongoing

Optimise & Expand

Post-launch, we monitor performance, optimise slow extracts, and expand the solution as your data strategy matures.

Case Study

Global Media Agency

Global Media Agency Cuts Reporting Time by 90% with AI-Connected Tableau

A 400-person global media agency was drowning in manual reporting. 47 disconnected dashboards. 3 analysts spending 60% of their time on data QA. We consolidated, connected to Salesforce and their ad platforms, and deployed Tableau Pulse for automated anomaly alerts.

90%

Reporting time saved

47→5

Dashboards consolidated

$2B+

Ad spend now tracked

Read the full case study
90%

Reduction in manual reporting

Real-time · AI-Powered · Connected

Proven Results

The Business Impact of AI-Powered Tableau

1000+

Projects

600+

Customers

20+

Years of Enterprise Expertise

4.5

Customer Satisfaction Score

How We Work

Engagement Options

Pick the model that fits where you are. All engagements include a dedicated Tableau lead and a clear outcome definition.

Fixed Scope

Tableau Quick-Start

Ideal for: Teams new to Tableau or needing a fast foundation

Get Tableau deployed, connected, and delivering value in 4–6 weeks. Includes environment setup, core dashboards, and team training.

  • Tableau Cloud or Server deployment
  • Data source connections (up to 3)
  • 5 core dashboards built and published
  • Admin training & governance setup
  • 30-day post-launch support
Start with Quick-Start
Most Popular
Tailored Engagement

AI-Powered Analytics Build

Ideal for: Organisations ready to move beyond basic reporting

A full analytics transformation — semantic layer, AI integration, Pulse deployment, and embedded analytics — delivered in 8–12 weeks.

  • Everything in Quick-Start
  • Semantic layer & data model design
  • Tableau Pulse configuration
  • Einstein or ML model integration
  • Embedded analytics in Salesforce or portal
  • Adoption reporting & usage dashboards
Build with AI
Monthly Retainer

Tableau Managed Service

Ideal for: Teams that want expert-managed Tableau operations

We run your Tableau environment end-to-end — monitoring, optimisation, new builds, and a dedicated analytics partner on-call.

  • Server/Cloud administration
  • Extract & query optimisation
  • Monthly dashboard releases
  • Dedicated Tableau developer
  • Priority SLA support
Talk About Managed Service

The Full Picture

Tableau is the Front End. Here's the Stack Behind It.

We don't just build dashboards — we build the entire data pipeline that makes them trustworthy, fast, and connected to your business.

Snowflake

Databricks

Salesforce Data Cloud

dbt Core / Cloud

Fivetran / Airbyte

Python / R

Tableau Cloud

Embedded Analytics