解决方案

服务分析

服务业的基础是将人员和这些人员的专业技能分配到适宜的项目中,为自己的客户带来见解–同时实现利润。包括管理咨询、会计税收、劳动力、营销、工程和建造在内的大多数服务组织都有关于内部经营活动的大量数据,涵盖劳动力、知识库、项目、应用和成本。通过服务分析,我们可以从数据中发现独特的机遇和见解。

但这些数据存在于孤岛之中,记录在无穷无尽的电子表格上–因此用途极其有限。使用 Tableau,服务组织可以快速混合和联系相似的数据,在数秒钟内获得决定性结果。利用这些结果来优化项目规划、进度安排和劳动力利用率,同时根据绩效指标调整编制人数,从而控制服务成本,保持盈利。借助 Tableau,服务组织不但可以获得关于自身业务的见解,还可以让他们的顾问获得不同寻常的分析能力,以更优的服务,发现关于客户业务的见解,为他们提供更多价值。

管理、战略和 IT 咨询服务组织如何借助 Tableau 脱颖而出



客户案例:德勤扩展 Tableau 部署,使全球 5,000 多名员工可以使用这款工具

作为全球第二大咨询服务公司,德勤正在整个组织内扩展 Tableau 部署,使 5,000 多名员工能够使用这款工具。德勤不仅利用 Tableau 来处理内部运营事务,还将其应用到客户服务领域,使用充满见解的交互式服务分析来替代动辄超过 100+ 张幻灯片的报告。

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    SPEAKER: It's interesting because at Deloitte, Tableau was an innovation project. It was almost a Skunk Works deployment where like, hey, let's get this out there. Let's see who's going to use it.

    As far as the amount of content that we currently have in our production server, we have a little over 420 projects currently in flight on the production environment. Which has resulted in the over 1,000 workbooks. Currently we're connecting to everything from SAP HANA, SQL Server, Excel spreadsheets, Salesforce. We have a lot of different databases that we play with.

    One of the things when you're trying to set up a self-serve environment is you need to make decisions about the security model that you're going to set up. It needs to be robust enough to handle most situations. But it needs to be easy enough to be scalable for thousands and thousands of people.

    So what we had to do was make a decision. And the decision we made is that, what we call systems of record, so, our formal repositories-- IT controls access to those. IT controls and creates the views that people access from Tableau to analyze their data.

    And then what we do is we leverage Active Directory as our security model. We create a consumer group and a publisher group. And then what we do is that business leader takes ownership of those groups. They own those groups. They add and they delete members.

    And within the confines of the project folder, they add and delete content. So the publishers can publish content, they can modify it, they can delete it. And there's another group, the AD consumer group, those are the people that actually consume the visualizations. And it's generally a much broader group.

    So now people are able to explore their data and what they traditionally would have done with an Excel model, right? Publish it up in a secure environment, and people can access it without having to have a client on the machine. They just click a link and they access Tableau server. They interact with the visualization. The person that's published it can add some context through concepts, such as storyboarding.

    我们的战略劳动力规划解决方案适合众多人群 — 上至高管,下至底层分析师。Tableau 让我们可以创建既能下钻,又可以在较高的详细级别查看各种内容的仪表板,从而能够满足这些人的不同需求。