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