Make your data decision-ready.
Analytics should create confidence in the numbers, not just attractive dashboards. We connect the sources, model the meaning and design the decision layer, then put it where the decision is actually made.
What changes
- Governed KPI definitions everyone reasons from.
- One semantic layer shared by dashboards and agents.
- Conversational exploration through agentic analytics.
- An action attached to every insight, not only a chart.
A complete path from trusted data to action.
The exact stack depends on your data estate and Salesforce footprint. The design principle stays constant: connect, model, understand, act.
CRM Analytics
Executive and operational analytics, data recipes, SAQL where it earns its place, security, performance and embedded actions.
Tableau Next & Tableau Agent
Agentic analytics, conversational analysis, proactive insights and a semantic layer that makes questions answerable.
Data 360 foundation
Source connection, modeling, identity resolution, calculated insights and activation patterns that give analytics trusted context.
Semantic modeling
Business definitions for metrics, dimensions and relationships, so people and agents reason from the same meaning.
Analytics modernization
Rationalize fragmented reporting, migrate legacy dashboards and redesign the analytics experience around decisions.
Insight-to-action workflows
Connect analytics to Flow, approvals, case handling, sales follow-up and other operational actions.
Connect. Model. Understand. Act.
Each layer makes the next one more trustworthy. Skipping one is what produces dashboards nobody believes.
Bring the right sources into view
Salesforce data, marketing platforms, warehouses and operational systems are connected with an explicit source-of-truth strategy rather than a best guess.
Give the data a shared meaning
We align entities, metrics, identity and semantic definitions around the questions users actually need answered.
Design analysis around decisions
Dashboards, conversational analytics and proactive insights are mapped to roles, moments and measurable operating questions.
Close the loop into workflow
Insights connect to Salesforce actions, alerts, Flow and agentic automation so analytics can change the next step, not just describe the last one.
Analytics that lives close to the operating question.
We tailor the model and the experience rather than forcing every team into the same reporting pattern.
Have dashboards, but still not enough clarity?
We can simplify the data model, rebuild the decision layer or connect analytics directly to the action it should trigger.