Case Study: Vertex Services achieves faster global insights and data-driven decision-making with Tableau Software

Vertex Services Improves Global Understanding with Tableau

Vertex Services, a global manufacturer and distributor of private‑brand flooring with offices across North America, Europe, Asia, South America, Africa and Australia, struggled to get timely insight from data scattered across disparate systems and partner portals. Reliance on static Excel reports and duplicated regional systems made it slow and difficult to answer ad‑hoc questions—especially about key customer The Home Depot—adding days to decision cycles and hampering cross‑team communication.

Vertex implemented Tableau (Desktop with packaged workbooks and Reader, moving toward Server and SharePoint integration) to blend 100,000+ rows from multiple databases and create interactive dashboards. The change made two years of advertising and sales data accessible, let teams answer hundreds of customer questions on the fly, sped time‑to‑insight by days to about two weeks, and enabled more data‑driven, collaborative conversations with customers and leadership.

Vertex Services

Edmund Lai

Chief Financial Officer