Unleashing the Power of Self-Service Reporting for Consumer Goods Firm

Wholesale & Promotion Program Transformation Story

Redefining Data Access and Insights

Enabling Business Users with Modern BI Tools

Building a Culture of Data Empowerment

Challenges in Traditional Reporting Models

Implementing a Self-Service Strategy

Tools and Technology Stack Overview

Outcomes: Agility, Accuracy, and Autonomy

Reducing IT Bottlenecks with Self-Service BI

Empowering Decision-Makers with Real-Time Data

Governance and Security in a Self-Service Environment

Business Value Delivered and Future Roadmap

In Brief

A leading US-based consumer goods firm wanted a self-service solution for reporting to various stakeholders including its distributors and retailers to whom it needed to provide single-click, print-ready reports on various promotional initiatives. The company partnered with USEReady to implement Pixel Perfect for Tableau which enabled users to generate and distribute print-ready, well-formatted reports directly from Tableau dashboard. The solution provided the company with self-service downloadable reports with drill-down functionality, improved reporting efficiency by 60% and eliminated siloed reporting bottlenecks.
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Customer

The customer is a US-based consumer goods firm with operations in 30 countries around the world. It has a 34% market share across its product categories in the US and employs about 4,000 people. The company has a rich history dating back nearly 150 years. It is committed to delivering high-quality products to its customers and is known for its innovative products and marketing campaigns.

Business Challenges

The company was looking for a self-service solution to support three broad reporting categories viz., management, operations, regulatory & compliance. It needed to provide its wholesale distributors and retailers with efficient, single-click, print-ready reports on various business initiatives including wholesale program and promotion tracking. Furthermore, the company needed to comply with the regulatory and compliance requirements of different countries and regions where it operates. Its existing reporting system presented several challenges, such as
Siloed reporting processes and lack of visibility into business programs
Lack of flexibility and customization in report design and formatting
Manual and error-prone report export and distribution

USEReady Solution

The company partnered with USEReady and implemented Pixel Perfect for Tableau, a reporting extension within Tableau that enabled users to generate and distribute print-ready, well-formatted reports in minutes.

The solution helped create self-service reporting that provided wholesale distributors and retailers with efficient single-click, print-ready reports on initiatives supporting promotions. The reports included business branding, watermarks and TLFs (Cross Tables, Listing & Figures).

Unleashing the Power of Self-Service Reporting for Consumer Good Firm - Report One
Unleashing the Power of Self-Service Reporting for Consumer Good Firm - Report Two

Pixel Perfect for Tableau eliminated siloed reporting bottlenecks and provided 360-degree view of business programs covering areas such as wholesale program overview & performance, program compliance and audit, promotion tracking and analysis and promotion effectiveness and measure Return on Investment.

USEReady also configured the report distribution settings for automated report distribution among relevant stakeholders.

Key Outcomes

The implementation of Pixel Perfect for Tableau resulted in several benefits for the customer, such as
Self-service downloadable reports with drill-down functionality
Self-service downloadable reports with drill-down functionality
Improved report performance by 60% from average 120 secs to 50 secs
Improved report performance by 60% from average 120 secs to 50 secs
Enhanced report design and formatting with complete user control
Enhanced report design and formatting with complete user control
Simplified report distribution with email and SFTP options
Simplified report distribution with email and SFTP options
Elimination of siloed reporting leading to 360-degree view of business programs
Elimination of siloed reporting leading to 360-degree view of business programs

Lessons Learnt

The successful implementation of Pixel Perfect for Tableau underscores the power of combining cutting-edge reporting technology with a tailored solution to address extremely specific business challenges. The implementation not only streamlined reporting processes for the customer but also enhanced decision-making and insights which in turn affirms the importance of user-centric, well-formatted reports in driving business efficiency and performance.

Conclusion

For companies managing complex wholesale programs across multiple markets, this implementation demonstrates how specialized reporting solutions can bridge the gap between analytics capabilities and practical business needs like partner and stakeholder communication. The 60% improvement in report performance not only sped up information delivery but fundamentally changed how business partners engage with promotional data. Organizations looking to strengthen distributor relationships, streamline compliance reporting, and provide comprehensive program visibility would benefit from similar approaches that put formatted, drill-down capable reports directly in stakeholders’ hands while maintaining consistent branding across all communication channels.
Conclusion - Unleashing the Power of Self-Service Reporting for Consumer Good Firm

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