anaplan hub 2015: tableau combines business intelligence and sales planning
TRANSCRIPT
TABLEAU COMBINES BUSINESS INTELLIGENCE AND SALES PLANNINGWyatt Albertson, Senior Manager, Sales Strategy and Planning at Tableau Software
WYATTALBERTSONSenior Manager, Sales Strategy and Planning, Tableau Software
SPEAKING SESSION AGENDA
ABOUT TABLEAU
OUR CHALLENGE
WHO WE LOOKED AT
WHY ANAPLAN
TABLEAU’s ECOSYSTEM
TABLEAU’s PLANNING-EXECUTION-INSIGHT ECOSYSTEM
ABOUT TABLEAU• Founded 2003• Core Products: Tableau Desktop, Tableau Server, Tableau Online
Mission:
Help people see and understand data
• Connect to all your data• Rapid-fire analytics• Time-to-insight• Power to the people
OUR CHALLENGE
• High Volume, High Complexity• Excel Planning Models Breaking Down
• Version Control• History Tracking• Collaboration• Slow Calculations• File Corruption• “Black Box”
WHO WE LOOKED AT
Vendor Reason Disqualified
Hyperion Planning • High infrastructure costs• Heavy IT support required• Inflexible, onerous dimension
management
Cognos Planning (Same as above)
Adaptive Planning • Functionality too limited• Glorified spreadsheet
consolidator• Not well-designed for complex
multi-dimensional modeling
WHY ANAPLAN?
• Empowers the business user!• Game-changing architecture:
Multi-dimensional modeling+ Spreadsheet-like functionality+ “The Cloud” .= Never-Before-Seen Superpowers
• Easy dimension management• Easy collaboration & selective access• Fast, scalable calculation engine• Dynamic timescale functionality• APIs for system integration
TABLEAU’s ECOSYSTEMApplication Strengths Limitations
Anaplan • Dimension management• Multi-dimensional modeling• Calculation processing
• Not well-suited for analysis, exploration, learning
Tableau • Connecting to data• Rapid-fire analysis &
visualization• Data blending• Decision support
• Limited modeling capability
• Meant for consumption of data, not creation
• Blending limitations
Salesforce.com • Building custom applications• Integrating custom applications
with standard CRM functions• Able to embed Tableau
visualizations
• Limited reporting / analytics capabilities
• Complex custom applications require strong developers
SQL (Data Warehouse) • Consolidation of data sources• Powerful querying language• Query performance optimization
• Useless without a good analytics tool
• Most business users don’t know SQL
• IT bottlenecks for adding data sources
TABLEAU’S PLANNING-EXECUTION-INSIGHT ECOSYSTEM
Enterprise Data Store(SQL)
Sales Planning(Anaplan)
Territory Mgmt
(Salesforce)
KEYS TO SUCCESS• Think Long-Term• Get Executive Buy-In• Be Patient• Be Persistent• Take Risks
Q A