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Optima Partners stepped in to improve the weekly reporting process for two major call centres within the energy sector, facing challenges with manual tasks and errors with their current system. We conducted a thorough discovery, recommended better technology, and transformed data processes. Our goal was to migrate dashboards to Tableau for a more efficient workflow.


  • Conducted a thorough analysis of the existing dashboards to identify the necessary data sources and metrics.
  • Collaborated with the client to design and develop Tableau dashboards that replicated the functionalities of the existing Google Sheets dashboards.
  • Implemented automated data extraction and transformation processes to ensure real-time data updates in Tableau.
  • Provided training and upskilling sessions to the client’s team on Tableau usage and dashboard maintenance.


  • The migration to Tableau eliminated the need for manual data entry and formatting, resulting in significant time savings during the weekly update process.
  • By automating data extraction and transformation, the chances of human errors were minimised, leading to more accurate reporting.
  • The Tableau dashboards provided a comprehensive overview of key performance metrics, reducing the need for ad-hoc queries from stakeholders.
  • Through the training sessions, the client’s team gained valuable skills in Tableau, enabling them to independently maintain and update the dashboards.



  • Integrating data from multiple sources into Tableau posed challenges in terms of data compatibility and consistency.
  • Replicating the functionalities of the existing Google Sheets dashboards in Tableau required careful consideration and collaboration with the client to ensure a seamless transition.
  • Encouraging the client’s team to embrace Tableau as the primary reporting tool required effective change management and ongoing support.


  • The migration to Tableau resulted in a 40% reduction in the time required for the weekly update process, allowing the client’s team to focus on more strategic tasks.
  • The accuracy of the reported key performance metrics improved by 25% due to the elimination of manual data entry and transformation.
  • Ad-hoc queries from stakeholders reduced by 50%, as the Tableau dashboards provided a comprehensive and easily accessible overview of the metrics.
  • The upskilling of the client’s team in Tableau empowered them to independently maintain and update the dashboards, reducing reliance on external resources.