How Pixel Perfect Helped a US-based Investment Bank
Boost Reporting Efficiency & User Satisfaction
Leveraging Pixel Perfect within Tableau
Having worked in the analytics space for over a decade now, I’ve seen first-hand how data insights fail to reach their potential when access bottlenecks crop up. Reports get shelved, usage dwindles and inertia kicks in. Such lost opportunities have compelled me personally to try and drive change through solutions like Pixel Perfect.
We recently worked with a leading US investment bank where we got to transform their reporting process, making it more seamless, flexible, and ultimately more effective. As a long-standing financial institution with a 130-year history, the bank had a huge trove of data and relied on Tableau’s visualizations to extract insights. However, due to limitations in easy exporting and sharing of reports in formats familiar to the bank’s end-users hindered both – the bankers’ ability to access reports on-the-go and a wider adoption of Tableau across the enterprise.
Our solution, Pixel Perfect, helped the investment bank address both these challenges. Read on to see how.
Enhancing Reporting Efficiency
The Role of Pixel Perfect in Tableau
User Satisfaction Improvement
Streamlining Reporting Processes
Leveraging Advanced Tableau Functionality
User Feedback and Adoption Benefits
The Accessibility Challenge
The core challenge for the bank was making well-formatted, print-ready reports available to its 750+ bankers. The end-users complained that they could not access Tableau’s visually rich insights in formats like PDF and Excel which are far more conducive for on-the-go consumption. Plus, manually exporting reports while retaining the desired formatting was an exercise in futility. Even the smallest tweaks would throw layouts completely off – numbering would get messed up and legends would be misplaced.
As bankers typically relied on PDF and Excel reports for client meetings, not being able to easily access reports in these formats made it difficult for data-driven decision making to take off at the bank. At USEReady, we knew exactly how to help – with Pixel Perfect!
Automating for Efficiency, Accelerating Access
By integrating Pixel Perfect with Tableau, we eliminated the need for any manual formatting or layout adjustments post-export. Pixel Perfect’s automated scheduling delivered print-ready, well-formatted PDF and Excel reports right into the bankers’ inbox with just a few clicks.
Not only did this enhance the productivity of the reporting staff by eliminating repetitive and error-prone manual reporting tasks, but it also created tremendous time savings that could now be channeled towards deriving deeper insights. Continuous, on-demand access coupled with visual accuracy accelerated informed decision making across the board for the bank.
Outcomes – Flexibility, Productivity, and Insight
The outcomes speak volumes about Pixel Perfect’s ability to drive user adoption by enhancing accessibility. Over 750 bankers now rely on perfectly formatted, readily available PDF and Excel exports from Tableau to make critical financial decisions on-the-go.
Zero loss of visual accuracy means complete trust in the numbers, leading to actions backed by data insights. Automated scheduling optimized productivity and gave analysts precious time to focus on value-add analysis.
As the bank’s COO noted, “Tableau is a great tool for consolidating data and building visualizations. Pixel Perfect allows us to take our analytics to the next level and deliver the reports to bankers with better distribution and on-the-go access.”
Lessons Learnt
At USEReady, we believe putting users at the heart of analytics is key to success. Instead of having users tweak their workflows around reporting limitations, it works better if we can enable seamless access through familiar interfaces. Embracing everyday formats like PDF and Excel allows users across skill sets to unlock richer insights effortlessly. After all, a tool’s utility lies in its ease of use!
Moreover, automation is critical – there is tremendous value in redirecting repetitive, manual tasks towards high-quality analysis aimed at accelerating informed decisions.
If you are interested in learning more about Pixel Perfect for Tableau and how it can help you transform your reporting workflow and user experience, please visit our website, or contact us for a demo. We would love to show you how Pixel Perfect can make your Tableau reports more accessible, flexible, and scalable.
