When a leading provider of cloud-based solutions for the vision care industry set out to elevate its analytics capabilities, they aimed to empower clients with deeper, data-driven insights. While their existing suite of business dashboards provided essential information on billing, appointments, sales, and patient demographics, these tools struggled to scale, lacked the ability to evolve, faced performance issues, and offered limited depth of insight. Recognizing the need for a more advanced solution, they decided to migrate to the next-generation capabilities of Tableau—a powerful data visualization tool from Salesforce. This transition promised to modernize their reporting infrastructure, improve data visibility, and enable smarter decision-making.
Seamless Migration for Maximum Impact
Our team ensured a smooth transition of the client’s essential business dashboards to Tableau, focusing on both accuracy and enhanced user experience. More than just a data transfer, this was a complete transformation, providing external users with a more intuitive, accessible, and actionable business insights platform.
From the beginning, our focus was on accuracy and reliability. Through an extensive review of existing reports, we identified and corrected logic issues that had previously affected data accuracy. This effort positioned the new Tableau platform as a solid foundation for both immediate improvements and long-term growth.
Our close collaboration with the client’s business analysts and product managers kept the project aligned with their vision. By considering every edge case and maintaining open communication, we helped the client fully leverage the enhanced analytics and business intelligence capabilities Tableau offers. The result was faster and more effective dashboard development, allowing insights to scale rapidly across their organization.

Our Holistic Approach: Setting New Standards in Analytics
To maximize the value of the Tableau migration, we took a holistic approach, addressing existing challenges, enhancing the platform’s functionality, and tailoring solutions to the client’s unique needs. Here’s how each element contributed to a transformative analytics experience:
Uncovering and Resolving Issues Proactively
We identified and corrected flaws in legacy dashboards that had previously gone undetected, resulting in a more accurate and reliable analytics platform.
Enhanced Platform Performance and Development Speed
The migration provided not only advanced analytics and business intelligence capabilities but also faster, more intuitive development tools, empowering the client’s team to work more efficiently and deliver rapid insights to end-users.
Client-Driven Solutions
Our active involvement in client meetings ensured solutions directly addressed real-world challenges, aligning new features with the client’s needs for a truly transformative impact.
New Dashboard Innovations to Empower Decision-Making
Beyond the migration, we developed new Tableau dashboards to deliver even deeper insights. One example is a new collections analysis tool designed to provide business owners and managers with a clear overview of total collections, incentive calculations based on earnings, and performance comparisons over time. These new features empower users to make strategic decisions around business performance, incentive programs, and individual management, amplifying the business value derived from the new platform.

A New Era of Data-Driven Vision Care
Successfully migrating all dashboards to Tableau marked a pivotal step in the client’s journey toward advanced analytics and data-driven insights. But this project is not just about enhancing the current state of business; it’s about setting the stage for what’s next. With a strong, scalable analytics foundation in place, the client is now equipped to adapt, innovate, and maintain a leadership position in delivering cutting-edge insights within the vision care industry for years to come. This foundation ensures they are prepared for long-term success in an ever-evolving market.
As a trusted Salesforce partner, Launch combines Salesforce technology with our expertise to drive digital transformation. Our solutions not only set the foundation for advanced analytics but also pave the way for the next generation of AI capabilities, streamlining processes, enhancing customer engagement, and delivering seamless, data-driven experiences across platforms. Learn more about our Salesforce partnership here.