Case Study: Foresight Group achieves clearer, real-time reporting with InterWorks and Tableau

Foresight Group unifies 2+ data sources for clearer KPI reporting with InterWorks

Foresight Group, a leading independent infrastructure and private equity investment manager, faced a challenge in providing transparent, live reporting for its senior stakeholders and investors. They needed to move beyond traditional Excel reports and connect their Tableau platform to data from their cloud-based accounting software, Xero, which lacked a native connector. They engaged InterWorks for Tableau consulting services to address this data integration challenge.

InterWorks implemented a customized solution by building a Tableau web connector to access Xero data and a cloud-hosted MySQL data repository. This allowed Foresight to manipulate multiple data tables into a manageable format for Tableau, creating clear visibility into key KPIs and enabling comparisons between expected and actual figures. With ongoing support from InterWorks, including best practices guidance and their InterWorks Assist service, Foresight gained greater clarity and speed to insight, empowering them to meet complex stakeholder reporting demands and build internal Tableau expertise.

Foresight Group