BI & Tableau · Case study
Tableau Server Implementation for Large-Scale Manufacturing
Tableau Server implementation case study connecting manufacturing ERP, DWH, Google Ads, Google Analytics and LinkedIn for sales, finance and inventory reporting.
Project context
Global manufacturing
A London-based manufacturing company with global operations and more than 100 employees needed a centralized business intelligence environment for operational ERP data and external marketing sources.
Business owners and departments relied on information distributed across ERP reports and external platforms. The company needed shared KPI reporting for sales, pipeline, lead conversion, finance and inventory without repeatedly assembling data by hand.
- Delivery
- BI & Tableau
- Industry
- Global manufacturing
- Period
- 2019
- Confidentiality
- Client identity is withheld unless publication is approved.
ERPixel solution
How the work was approached
ERPixel connected the ERP and external marketing sources to a data warehouse, implemented Tableau Server and developed role-relevant dashboards around agreed management questions. The architecture separated operational data, analytical preparation and visualization so business owners could use one reporting environment across departments.
Implementation details
Architecture, workflows and reporting scope
ERP and marketing data architecture
The analytical layer combines operational records with acquisition and web-performance data. This lets reporting connect commercial outcomes with the sources that contributed to them.
- Manufacturing ERP as an operational source
- Data Warehouse for consolidated analytical data
- Google Ads and Google Analytics integration
- LinkedIn data for sales and marketing analysis
Sales and pipeline dashboards
The reporting scope covers the movement from lead and pipeline activity to commercial outcomes rather than presenting sales totals in isolation.
- Pipeline analysis and pipeline conversion
- Pipeline win rate
- Lead conversion reporting
- Sales reporting
- Unit economics by funnels
Finance and inventory reporting
Tableau also provides reporting outside the sales funnel so finance and operations can work from the same analytical environment.
- Financial dashboard
- Inventory stock turnover
- Purchasing and supply-chain reporting
- Department-specific dashboard access
Transformation
Before and after
The operational change delivered through the project.
Before
- ERP, advertising, web-analytics and LinkedIn data were reviewed in separate systems.
- Pipeline, conversion, finance and inventory analysis lacked one reusable analytical layer.
- Different business owners needed reporting tailored to their responsibilities and decisions.
After
- Tableau Server provides a centralized environment for published dashboards and reports.
- A DWH combines ERP data with Google Ads, Google Analytics and LinkedIn information.
- Business owners can review shared sales, funnel, finance and stock metrics by department.
Confirmed outcomes
What the project delivered
- 01
Tableau Server implemented as a centralized analytics platform
- 02
ERP and external marketing sources consolidated through a DWH
- 03
Sales, pipeline, finance and inventory dashboards delivered for different business owners
Technology and scope
What the delivery covered
- Tableau Server
- Tableau dashboards
- Data Warehouse
- Manufacturing ERP data
- Google Ads
- Google Analytics
- LinkedIn data
- Pipeline analysis
- Lead conversion
- Unit economics
- Financial dashboard
- Inventory stock turnover
- Supply-chain reporting
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