Learn how an MBR for Support Operations can be done seamlessly, using Tableau Pulse to transform hours of manual effort into automated narratives, intelligent trend detection, and actionable insights.
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Community Speaker
Reserved Seating
Video On Demand
From Hours to Mins: AI-Powered Support Insights
, Principal Product Owner - Data & Analytics, Splunk (a Cisco company)
, Customer Success Manager, Salesforce
Role: Data Analyst, IT, Product Management
Industry: Technology
Product: Tableau
Tableau Product: Tableau Cloud, Tableau Pulse
Session Level: Intermediate
Session Type: Breakout
- Tuesday, May 53:50 PM - 4:30 PM PDT(10:50 PM - 11:30 PM GMT)Stage 6 | Content Pavilion, Ground LevelRESERVED SEATING
Session Summary: This session explored how Tableau Pulse can transform service and support operations by automating insights and improving efficiency. The presenters detailed how integrating data from Salesforce, Jira, and Qualtrics into a unified data lake and creating a semantic layer with Pulse & detailed dashboards enabled organizations to streamline monthly and quarterly business reviews. By leveraging Tableau Pulse, users shifted from manually collecting data and building decks to receiving automated narratives, intelligent trend detection and conversational deep-dives delivered directly via Slack, email, or mobile devices. This approach not only reduced hours of manual effort to minutes but also helped focus on identifying root causes and taking corrective actions, leading to improved customer satisfaction and faster resolution times.
Key Takeaways:
• Using Tableau Pulse significantly reduced the time spent on preparing business review decks, decreasing effort from hours to just minutes while improving operational efficiency.
• The integration of Salesforce, Jira, and Qualtrics data into a unified data lake enabled seamless metric tracking and ensured data consistency across dashboards and Pulse insights.
• Automated notifications and insights delivered through Slack, email, and mobile devices allowed leadership and teams to focus on actionable outcomes, improving response times and customer satisfaction.
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