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Turn business data into answers people can use

A dashboard is useful when it helps someone understand what is happening and decide what to do next.

Megnity helps organizations use Tableau to turn connected business data into clear, useful analytics for the people making decisions.

From commercial and customer insights to operational and Life Sciences reporting, we build analytics around the questions teams actually need to answer.

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Decision first

Start with the decision

Those questions help determine what data and analytics are actually required.

Before building a dashboard, we ask what someone needs to understand or decide

  • Which questions are difficult to answer today?
  • Who needs the information?
  • How often do they need it?
  • What action should the insight support?

Data

Bring the right data together

Useful analytics often depend on information from several systems.

We help connect Tableau with Salesforce, Data 360, Databricks and other relevant enterprise data sources so teams can analyze information across the business.

The goal isn’t to put every available metric on a dashboard. It’s to make the right information easier to understand.

Explore data engineering and analytics

  • Salesforce
  • Data 360
  • Databricks
  • Enterprise sources

Analytics view

  • Information across the business
  • The right metrics
  • Easier to understand

Audiences

Build dashboards around the people using them

A commercial leader, field team and operations team may all need different views of the same underlying data.

We design dashboards around the questions and responsibilities of each audience rather than trying to create one view for everyone.

This keeps analytics focused and easier to use.

Different views of the same data
  • Commercial leader
  • Field team
  • Operations team

  1. Salesforce

    Make Salesforce data easier to understand

    Salesforce captures valuable information across customer relationships, opportunities, service and engagement.

    We help organizations use Tableau to turn that information into clearer views of performance, activity and trends.

    When Salesforce data is combined with information from other systems, teams can build an even broader picture.

    Explore Salesforce implementation

  2. Data 360

    Connect Tableau with Data 360

    Connected customer data can create new opportunities for analysis.

    We help organizations use Tableau with Data 360 so teams can explore customer and engagement information through visual analytics and make that information easier to act on.

    Explore Data 360

  3. Databricks

    Put Databricks data into the hands of decision-makers

    Databricks can provide a strong foundation for enterprise data and analytics.

    We help connect Tableau with Databricks so business teams can explore trusted data without needing to understand the engineering behind it.

    This helps bridge the gap between the data platform and the people making everyday decisions.

    Explore Databricks

Life Sciences

Support Life Sciences decisions

Life Sciences teams work with information across commercial, medical, clinical and operational processes.

We help create analytics that make relevant information easier to understand for different teams.

That can include views supporting commercial performance, HCP engagement, clinical operations and other business processes where better visibility can improve decisions.

Explore Life Sciences

Trusted data

Keep analytics connected to trusted data

A polished dashboard doesn’t help if people don’t trust the numbers behind it.

We work on the data foundation alongside the analytics experience, considering data quality, definitions, ownership and access. This helps teams spend less time debating which number is correct and more time using the information.

In the flow of work

Make insights available where work happens

Where appropriate, we help bring relevant Tableau insights into Salesforce and other business experiences so teams can access information closer to the point where decisions are made.

Analytics shouldn’t always require someone to leave their workflow and open another application.

How we deliver

From business question to useful insight

01

Understand

Define the questions teams need to answer.
02

Connect

Identify and connect the relevant data sources.
03

Prepare

Make the information consistent and ready for analysis.
04

Design

Create views around the people and decisions involved.
05

Build

Develop dashboards and analytics experiences.
06

Validate

Confirm that the information and calculations are reliable.
07

Adopt

Make insights available to the people who need them.
08

Improve

Refine analytics as business questions and data change.

The stack

Tableau as part of the wider data environment

Our Tableau work can bring together:

The architecture and analytics experience depend on what your teams need to understand and where the underlying information lives.

  • Tableau
  • Salesforce
  • Data 360
  • Databricks
  • Enterprise applications and data sources

Contact

Have dashboards but still struggle to get answers?

Tell us what your teams are trying to understand and where the information currently lives.

We’ll help you turn the right data into analytics people can actually use.

Talk to us