Data pillar — Data 360, Tableau & MuleSoft

Your data, ready for decisions and ready for AI

Dashboards have multiplied, and so have the discrepancies: two departments open the same KPI and read two different numbers. An agent does not ask for arbitration: it takes whatever definition it finds and answers with confidence. Our conviction: value comes from a governed KPI catalogue and governed access to systems — everything else follows.

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0

Unify

A governed customer data foundation

1

Get clarity

What is used, what contradicts itself

2

Set the definitions

One KPI, one governed definition

3

Distribute

The right metric in front of the right person

4

Open up your systems

Systems accessible, in a governed way

Foundation

Data 360

The foundation that feeds everything else: without unified customer data, there is no reliable semantic layer and no viable Tableau Next roadmap.

Offer D0: Unify

Data 360 implementation — customer data foundations

A unified, governed customer data foundation that feeds the semantic layer (D2) and any Tableau Next roadmap (D4).

What we do
  • Connecting sources (Salesforce CRM, Marketing Cloud, third-party systems) into Data 360
  • Harmonisation and identity resolution: unifying a customer's profiles scattered across systems
  • Data foundation modelling, aligned with your business model
  • Federated data access without duplication (Zero Copy) where the source allows it
  • Defining access governance for the foundation: who can read, write and activate what
Deliverables
  • Data 360 foundation configured and continuously fed
  • Unified, deduplicated customer profiles
  • Documented data model
  • Governance plan for data access and quality
Prerequisitesaccess to the sources to connect (CRM, Marketing Cloud, other systems); a business sponsor to decide on unification rules

Analytics

Tableau

Offer D1: Get clarity

Analytics estate audit

Know what is really used, and what contradicts you.

What we do
  • Inventory of workbooks, views and sources, measurement of actual usage
  • Detection of duplicates and contradictory KPIs
  • Technical debt analysis (obsolete sources, duplicated calculations)
  • Review of access and exports
Deliverables
  • Usage map of the analytics estate
  • Prioritised decommissioning list
  • First version of the target KPI catalogue
Prerequisitesread access to Tableau and usage logs
Offer D2: Set the definitions · top priority

Semantic layer & KPI catalogue

One KPI, one definition — including for your agents.

What we do
  • Definition workshops with business leaders
  • Modelling in the semantic layer (metrics, dimensions, rules)
  • Flattening Salesforce hierarchies for drill-down
  • Governance: approval cycle for a new KPI
Deliverables
  • Semantic model deployed and documented
  • KPI dictionary (owner + definition)
  • Change governance procedure
Prerequisitesbusiness leads available for the workshops
Offer D3: Distribute

Tableau Pulse rollout

The right metric in front of the right person, without them having to look for it.

What we do
  • Selection of metrics to push to each audience
  • Configuration of subscriptions, thresholds, frequency
  • Refocusing existing dashboards on investigation
Deliverables
  • Metric set configured and distributed
  • Subscription plan by audience
  • User training and reading guide
Prerequisitesexisting KPI catalogue, or via D2
Offer D4: Roadmap

Tableau Next roadmap

Decide what to migrate, what to rebuild, what to retire.

What we do
  • Gap between the current state and the target architecture (Data 360 + Semantics)
  • Estate classification: migrate / rebuild / retire
  • Proof of concept on a representative domain
Deliverables
  • Impact assessment and documented decision
  • Working POC on one domain
  • Costed, sequenced roadmap
Prerequisitesaccess to the current environment + POC domain leads

Integration

MuleSoft

95% of CIOs cite integration as the main obstacle to effective AI. An agent is only as good as the systems it can access.

Offer D5

Integration mapping & API exposure

Know which flows deserve to be governed — useful even without changing tools.

What we do
  • Inventory of existing flows, including home-grown exchanges
  • Criticality and fragility analysis
  • Defining the exposure target (which APIs, which contract)
Deliverables
  • Flow map and criticality analysis
  • Target API catalogue with interface contracts
  • Costed implementation roadmap
Prerequisitesaccess to technical leads for the systems involved
Offer D6

Agent-ready APIs (MCP / Topic Center)

Open your systems to agents — without throwing them open.

What we do
  • Turning existing APIs into agent-usable assets (MCP)
  • Publication in a governed catalogue (access, security, compliance)
  • Documentation and handover to integration teams
Deliverables
  • 3 to 5 exposed, governed APIs
  • Security policies and access control configured
  • Compliance tracking dashboard
Prerequisitesprior mapping (Offer D5)

Scope, duration and budget are defined together based on your context — let's talk. Excludes Tableau, Data 360 and integration platform licences.
D0 is a recommended technical prerequisite for D2 and D4 if your Data 360 is not yet in place; D1 and D3 can build on your existing Tableau estate without waiting for D0. D3 also assumes a KPI catalogue (built beforehand or via D2).
The product features mentioned evolve quickly: our commitments cover the method and the deliverables.

An agent without governed definitions gives answers that are plausible — but wrong

Let's lay the foundations that make your data reliable — for your teams and for your agents.

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