Customer Journey Mapping using Tableau

About Client

The client is a global event management company headquartered in Chicago, with operations across the Americas, Europe, and the Middle East. The organization manages large-scale corporate and public events, working with a diverse customer base across multiple geographies and venues. Customer experience plays a critical role in repeat business and long-term revenue growth, making accurate journey insights a strategic priority.

Background

The client wanted to increase customer retention by better understanding how customers interacted with their services across multiple touchpoints. Leadership recognized that improving services based on customer journey mapping could significantly reduce the cost of new customer acquisition while also improving both top-line and bottom-line performance.

Although the organization collected large volumes of customer data—from sales interactions to post-event feedback—these insights were not being analyzed holistically. The lack of an integrated customer journey tableau framework made it difficult to identify friction points, service gaps, and experience drivers across regions and events.

Our Solution

To enable effective customer journey analysis, BizAcuity designed and implemented a comprehensive customer journey dashboard Tableau solution, starting with data integration and modeling.

Databases including sales data from CRM systems, customer feedback from Medallia, and location intelligence from GSS were integrated into a centralized data warehouse. Multiple entities (tables) and attributes were identified to support detailed journey-level analytics and reporting.

Because the CRM system relied heavily on manual data entry, customer feedback comments were often stored in inconsistent formats. A dedicated data cleansing process was undertaken to standardize and structure these qualitative inputs, enabling reliable analysis of customer sentiment and satisfaction.

A robust data warehouse model was then designed. After identifying the required dimensions and fact tables, a standardized set of summary tables was created to consolidate CRM and GSS data into a single, consistent analytical structure. Data mappings were finalized to ensure alignment across all sources.

ETL workflows were implemented to extract data from source systems, apply necessary transformations, and load the data into the warehouse in a governed and repeatable manner.

Tableau reporting formed the final layer of the solution. Multiple customer journey dashboards were developed, including:

  • Dashboards displaying upcoming events for each user and employee, segmented by customer satisfaction levels
  • Derived latitude and longitude values for locations where address data was improperly formatted
  • A geographic customer journey visualization using curved lines to represent transit between event locations, implemented using trigonometric functions
  • Detailed drill-down views displaying customer profiles, selected event or venue information, feedback scores, and qualitative comments captured during the journey

These dashboards enabled business users to intuitively explore customer journeys without requiring technical expertise.

Outcome

A comprehensive set of dashboards and analytical reports was developed and deployed to support improved reporting and insight discovery across the organization. Business users were able to traverse complex customer data with just a few mouse clicks, significantly reducing dependence on static reports.

The customer journey dashboards established a single source of truth across the business, enabling decision-makers to access consistent, trusted insights and take timely action.

As a result of data-driven service improvements guided by the Tableau dashboards:

  • Net Promoter Score (NPS) increased by 0.5 points, from 7.5 to 8.0
  • Customer satisfaction improved across regions and event types
  • Increased customer satisfaction directly contributed to higher customer retention and repeat business

 

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