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Growing Smart with Tableau Online

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Page 1: Growing Smart with Tableau Online

Growing Smart

Page 2: Growing Smart with Tableau Online

Agenda

Welcome

Using Entrepreneurial Tools to Realize Long-Term GrowthProfessor Steven Mednick

Assistant Professor of Clinical EntrepreneurshipMarshall School of BusinessUniversity of Southern California

Driving Sales With DataDaniel Hom

Online Product MarketingTableau Software

Networking Reception

Page 3: Growing Smart with Tableau Online

Driving Sales With DataDaniel Hom, Online Product

Marketing

Page 4: Growing Smart with Tableau Online
Page 5: Growing Smart with Tableau Online

Tableau DesktopFor Anyone

• Explore and visualize data• Self-service analytics for

everyone• Blazing speed against massive

data

Page 6: Growing Smart with Tableau Online

Tableau ServerFor Organizations

• Complete business intelligence system

• Web dashboards and applications• Secure information management• Enterprise scalability

Page 7: Growing Smart with Tableau Online

Tableau Server in the cloud

Page 8: Growing Smart with Tableau Online

Data as an asset and an advantage

Page 9: Growing Smart with Tableau Online
Page 10: Growing Smart with Tableau Online
Page 11: Growing Smart with Tableau Online

The Cycle of Visual Analysis

Exploratory

Self-service

Iterative

Page 12: Growing Smart with Tableau Online

Data as an asset and an advantage

Discover

How do you find new opportunities?

Plan

Developing and allocating resources and personnel

Execute

Keep an entrepreneurial culture and spirit

Page 13: Growing Smart with Tableau Online

3 Tactical Examples

Discover

Market Segmentation

Plan

Sales Team Management

Execute

Culture of Enablement

Page 14: Growing Smart with Tableau Online

Market Segmentation

Page 15: Growing Smart with Tableau Online

Going from Data to Opportunity

• Identify the segments of your existing customer base

• Slice & Dice: understand your market by product,

geography, and any other potential categories

Page 16: Growing Smart with Tableau Online

Example: Discovering a New Segment

Page 17: Growing Smart with Tableau Online

A New Market…

…requires a new team• Different focus

• Understand market needs

…and a new product• Fast start-up

• No IT

• Stay secure

• Work anywhere

• Grow smart

Page 18: Growing Smart with Tableau Online

Sales Management

Page 19: Growing Smart with Tableau Online

• Maximize opportunity with the fewest resources• Use data to build models, even simple ones (Analytically-

Driven Territory Planning)

Example: Redistributing territories across the team

Creating a Plan of Attack

Page 20: Growing Smart with Tableau Online

• Set teams up to succeed and focus on work• Transparent, understandable terms for distributing resources and

expectations for success• Ensuring Parity in Opportunity

Cultivating an Effective Environment

Page 21: Growing Smart with Tableau Online

Team Enablement

Page 22: Growing Smart with Tableau Online

Creating a culture of data-based decision making

• Quick, informed decisions and insights• Self-service tools and monitoring (Example: Who’s Hot?)• Channels for immediate feedback

Page 23: Growing Smart with Tableau Online

Focus on vision, not on process

• Reduce bureaucracy and need for in-between systems• Make it easy for your teams to succeed• Empower individuals to be entrepreneurial

Page 24: Growing Smart with Tableau Online

Data is Only Part of the Story

Getting the right answer

Making it understandable

Making it transparent

DATA

VISUALIZATION

CULTURE

Page 25: Growing Smart with Tableau Online

Driving Sales With DataDaniel Hom, Online Product

Marketing


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