What it actually takes to ship a production AI agent in 2026
Beyond the demo. The five engineering disciplines that separate AI agents you put in front of customers from the ones that stay in dev forever.
Read the full post → What We Deliver
Tableau service offerings.
The major engagement types we run on Tableau — each with dedicated playbooks, accelerators, and experienced practitioners.
01
Executive Dashboards
Strategic and operational dashboards designed for executive consumption — clear, fast, and tied to live data.
02
CRM Analytics (formerly Einstein)
CRM Analytics dashboards and apps for Sales Cloud, Service Cloud, and Financial Services Cloud workflows.
03
Embedded Analytics
Tableau embedded inside Salesforce Experience Cloud, custom portals, and partner applications.
04
Tableau-Snowflake Architecture
Tableau on top of Snowflake or other cloud warehouses — with proper extract strategy, performance tuning, and security.
05
Tableau Pulse & AI
Tableau Pulse deployments, natural language analytics, and Einstein Copilot for Tableau.
06
Tableau Governance
Permission frameworks, content lifecycle, data source governance, and certified dashboard programs.
Outcomes We Deliver
The metrics we actually move with Tableau.
Engagements are measured by movement on the numbers that matter. These are the directions of travel we commit to.
01
Time to executive insight
Reduce from days to minutes
02
Dashboard adoption rate
Increase to 70%+
03
Self-service analytics usage
Increase 3-5x
How We Work
The engagement model.
Predictable phases. Clear deliverables. No surprises.
01
Discovery
One to two working sessions to map your current state, business goals, and gaps. We come out with a written scope and recommendation.
02
Design
Documented architecture, realistic timeline, and transparent commercial proposal. No surprises and no hidden scope.
03
Build
Configuration, development, integrations, data migration, and QA — with weekly demos and on-the-fly adjustments.
04
Launch & Optimize
Training, change management, hypercare, and ongoing optimization. We do not disappear at go-live.
Featured Insight
Insights on Tableau.
Practitioner-level analysis from the consultants delivering the work.
AI Implementation
What it actually takes to ship a production AI agent in 2026
AI Implementation
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Other integration & data we work with.
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Enterprise API platform — for connecting Salesforce, ERP, data warehouses, and the rest of your stack.
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Modern iPaaS for SaaS-heavy stacks — automations, recipes, and AI-augmented workflows.
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Cloud data platform — for unified analytics, AI grounding, and data sharing across the enterprise.
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HubSpot Marketing Hub, Sales Hub, and Service Hub implementations — and HubSpot-Salesforce integration.
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