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Tableau可以清晰、快速地查看销售和员工计划数据

数据可视化领导者缩短了人力资源和销售计划时间,提高了数据可见性和协作性

高效的销售计划 联系人力资源,销售和FP&A

Data visualization software company Tableau used to spend more than 30 hours a week on data-crunching chores in sales and workforce planning. Moving processes to Anaplan and integrating the solution with existing HR software and Tableau’s own products cut that time down to less than 10 hours, improved collaboration, and gave the teams control over their data.\r\n"}}" id="text-9702ca6c45" class="cmp-text">
数据可视化软件公司Tableau过去每周要花30多个小时在销售和劳动力规划方面的数据处理工作上。将流程转移到anplan,并将解决方案与现有的人力资源软件和Tableau自己的产品集成,将时间缩短到不到10小时,改善了协作,并赋予团队对数据的控制权。

如果没有Anaplan,我不知道我能不能撑过几个计划周期。
怀特·艾伯森,销售战略和规划高级经理

2/3

更少的时间花在数据琐事上

公式更改所需的停机时间



Tableau’s mission is to help people see and understand data. Logically, the people who work at Tableau want their own company data to be easy to find and simple to comprehend. But before Tableau began using the Anaplan platform, the company’s time-consuming, spreadsheet-based solution for workforce planning required more than 30 hours per week to consolidate headcount and sales data from across disparate systems. The teams responsible for each part of the planning process were continually being chased down by stakeholders who needed assistance to understand the data.

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After finding little success with other solutions, Tableau’s business operations team realized that it needed a more agile workforce planning tool. For several years, the company found success using Anaplan for sales planning, and leadership saw an opportunity to extend the use of Anaplan into its workforce planning strategy. Deployment was quick: Within four weeks, Tableau quickly replaced manual, spreadsheet-based workforce planning and gained the agility to plan effectively.

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Leveraging the Anaplan platform, Tableau has dramatically reduced the time spent on workforce planning. The process, which used to take more than 30 hours a week, now takes less than 10; this frees up time for value-added processes instead of consolidations and has transformed the work-life of people using the system. “I don’t know that I could survive more than a couple of planning cycles without Anaplan,” says Senior Manager of Sales Strategy and Planning Wyatt Albertson.

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Having the data in the cloud enables easier collaboration across the business and simplifies the task of making real-time configuration changes. Like their colleagues in sales, workforce planning teams can modify formulas and create additional attributes without any system downtime.

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Tableau chose Anaplan for its flexibility and customizability. The Anaplan platform was quick and easy to integrate with external systems, such as HR and recruiting tools, and also with Tableau’s own platform for data visualization. Self-reliance was another important factor, with the ability to edit, forecast, and interpret data—without needing to question the data’s accuracy—making Anaplan a clear frontrunner over competing solutions. “Our sales plan is no longer a black box,” Albertson says. “Our sales organization has real-time access to their sales plan.”

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Tableau的使命是帮助人们看到和理解数据。从逻辑上讲,在Tableau工作的人希望他们自己的公司数据易于查找和理解。但在Tableau开始使用Anaplan平台之前,该公司耗时、基于电子表格的劳动力规划解决方案每周需要超过30个小时来整合来自不同系统的员工人数和销售数据。负责规划过程每个部分的团队不断地被需要帮助来理解数据的涉众所追踪。

在其他解决方案收效甚微之后,Tableau的业务运营团队意识到,他们需要一个更灵亚搏彩票app官方网站活的劳动力规划工具。几年来,公司成功地使用了anplan进行销售计划,领导层也看到了将anplan的使用扩展到其劳动力计划战略的机会。部署非常迅速:在四周内,Tableau迅速取代了手工的、基于电子表格的劳动力计划,并获得了有效计划的灵活性。

利用Anaplan平台,Tableau大大减少了花费在劳动力计划上的时间。这个过程过去每周需要30多个小时,现在只需要不到10个小时;这为增值流程腾出了时间,而不是整合,并改变了使用该系统的人的工作生活。销售战略和规划高级经理怀亚特·艾伯森说:“如果没有Anaplan,我不知道我能不能撑过几个计划周期。”

在云中拥有数据可以使跨业务的协作更容易,并简化了进行实时配置更改的任务。与销售部门的同事一样,劳动力计划团队可以在不停机的情况下修改公式并创建其他属性。

Tableau选择Anaplan是因为它的灵活性和可定制性。Anaplan平台与外部系统(如人力资源和招聘工具)以及Tableau自己的数据可视化平台集成起来快速而简单。自力更生是另一个重要因素,它具有编辑、预测和解释数据的能力——无需质疑数据的准确性——这使得anplan在竞争解决方案中明显处于领先地位。亚搏彩票app官方网站艾伯森说:“我们的销售计划不再是一个黑匣子。“我们的销售组织可以实时访问他们的销售计划。”


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