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Central controlling with Tableau

bekumoo - Embedded Analytics with Power BI
The company
Dexcom Germany GmbH
Technologies
Tableau, Microsoft PowerApps
The challenge
Development of a software environment for various forecasting models and analyses.
Result
Daily updated and department-specific Tableau reports.
The reports and dashboards provided the business with transparency and further analysis to implement recognizable improvements.
Mirco Vacilotto
Senior Manager Projects & Business Insides / Dexcom Deutschland GmbH

Initial situation

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 results in processes that cost a lot of time and resources.

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

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How can a central controlling instance be set up?

How are department-specific reports established?

How is agile project management used?

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Our detailed procedure at Dexcom

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.

Implementation of a 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.

Result

From central data management to comprehensive Tableau reporting

The main challenge of this project was to develop a customized reporting system that would meet the specific requirements of the sales, marketing and internal processes departments. Due to the considerable amount of time required for this task, taod took over the creation of the reports in close coordination with Dexcom. This involved 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 recipe processing procedure was automated to ensure optimum efficiency. The overarching goal was to establish an independent and comprehensive Tableau reporting system for Dexcom Germany and to enable employees to use this tool effectively.

100%
Independent controlling: By introducing a self-sufficient Tableau reporting system, the entire analysis and controlling structure for the German market was set up independently of the US team
3
Three central areas optimized with data: The new dashboards provide deep insights into sales, marketing and internal processes - with clearly measurable improvements in lead conversion, recipe processing and customer communication
Monthly updated reports for all departments: Regular, department-specific reports ensure transparency, continuous improvements and data-based decisions in day-to-day operations
Project duration managed in agile 2-week sprints: The project was realized completely agile with two-week planning, independent project management by taod and close coordination with all stakeholders.

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