At a glance
- Industry
- Political & Advocacy
- Platforms
- Tableau
- Service
- Implementation Rescue, Implementation
- Results
- 2 yrs failed project recovered
The challenge
The firm had bought Tableau two years earlier and been "over-promised and under-delivered," never able to connect Marketing Cloud Intelligence, ActBlue, and Switchboard fundraising data.
What we did
- A native connector between Tableau and Marketing Cloud Intelligence with push/pull options
- A data-flow architecture using MCI as the central hub instead of brittle custom APIs
- Tableau Plus with AI, 23 user licenses, and role-based client access
- Ongoing enablement with one-on-one webinars and dashboard support
The results
The agency moved from an unusable system to a clear roadmap and active progress, gaining a scalable analytics foundation and a client-facing donor-data offering as a competitive differentiator.
We’re not tied to the old way — I like this approach.
Client, Political & Advocacy
Does this sound like your team?
- You have paid for an analytics license for a long time, yet the dashboards clients were promised still don’t exist.
- Fundraising data from donation platforms and outreach tools can’t be combined, so client reports are stitched together manually.
- Past integrations relied on custom API scripts that break whenever a source platform changes, and nobody wants to maintain them.
Where we would start
Start by choosing a central hub for data before building any dashboards. When several fundraising and outreach sources feed reporting, routing them through one integration layer is sturdier than separate custom connections. Confirm the native connector options between that hub and Tableau, then define role-based access so clients see only their own data. Ongoing one-on-one enablement helps staff regain confidence after a previous rollout disappointed them.