Controlling with Tableau

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How can a central controlling instance be set up?

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How are department-specific reports established?

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How is agile project management used?

The company
Dexcom, the global leader in continuous glucose monitoring technology, operating in 39 countries worldwide.
Technologies
Tableau, Microsoft PowerApps
The challenge
Cross-location and cross-departmental access to relevant KPIs for all employees.
Result
Daily updated and department-specific Tableau reports.
Read the case study now

Controlling with Tableau

Arrow to the right

How can a central controlling instance be set up?

Arrow to the right

How are department-specific reports established?

Arrow to the right

How is agile project management used?

The company
Dexcom, the global leader in continuous glucose monitoring technology, operating in 39 countries worldwide.
Technologies
Tableau, Microsoft PowerApps
The challenge
Cross-location and cross-departmental access to relevant KPIs for all employees.
Result
Daily
updated and department-specific Tableau reports.

Case study on self-sufficient and country-specific controlling with Tableau

For international companies with multiple locations, it is essential for the success of the company that specialist departments can access relevant KPIs anytime and anywhere in order to make the right decisions. However, Dexcom Germany, a continuous glucose monitoring company for people with diabetes, faces the difficult task of having data centrally managed and provided by a department based in the USA, where the company is headquartered. This creates processes that cost a lot of time and resources.

Together with taod, Dexcom is developing department-specific Tableau reporting that provides a comprehensive overview of sales and marketing activities as well as internal processes and takes data analysis to a higher level.

Step-by-step development of department-specific Tableau reporting for Dexcom
Industry / Sector
  • Medical devices
The challenge
  • Connection to different systems,
    partly overseas
  • Bundling the highly heterogeneous requirements
  • Understanding complex processes and translating them into reporting
  • Translation of department-specific pains into strategic and operational needs
  • Partly delayed communication with all stakeholders
Solutions through taod
Result
Daily updated department-specific reports that provide an overview of sales and marketing processes as well as internal processes and ensure Dexcom detailed evaluation options for its country-specific activities

From central data management to comprehensive Tableau reporting

The central challenge of this project is to develop customized reporting that meets the specific requirements of the Sales, Marketing and Internal Processes departments. Due to the considerable amount of time required for this task, taod is responsible for creating the reports in close coordination with Dexcom. This involves translating department-specific requirements into both strategic and operational measures. For example, marketing reporting enables the precise tracking of lead development and customer acquisition from marketing activities. In sales, on the other hand, reporting can be used to adapt the distribution key to the needs of customers. In the area of internal processes, the aim is to automate the recipe processing procedure in order to ensure optimum efficiency. The overarching goal is to establish an independent and comprehensive Tableau reporting system for Dexcom Germany and to enable employees to use this tool effectively.

Building an MVP

The first step is to carry out a requirements analysis. Based on this, an analysis is carried out for the department with the greatest identified need. In this case, it is the department that deals with the approval of prescriptions by the health insurance companies.

Concept workshop

In order to develop a better understanding of Dexcom, a conception workshop is held in a second step. Important stakeholders for the project are identified and departments for which reports and analyses in Tableau are essential are recognized. The workshop also includes the definition of current challenges. 

Successive development and expansion of analyses

Once all departments for which reports and analyses are of great importance have been identified in the second step, the next step is to gradually create and expand them. The measures are accompanied by the development and improvement of employee skills in Tableau, the standardization of key figure definitions and the development of a modern design as a basis.

"The collaboration with taod gave us the right structure as the basis for the project right from the start. In addition, the first reports and dashboards were quickly implemented in collaboration with the internal business analysts. This provided the business with in-depth transparency and further analyses in order to address recognizable opportunities for improvement in the respective departments and then implement them together. [...]"

Mirco Vacilotto

Senior Manager Projects & Business Insides / Dexcom Deutschland GmbH

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