Change Management Plan & Tableau Dashboard Implementation
Project Overview
Our client, a leader in cloud-based CRM and business solutions, needed a compelling and structured presentation to outline their Change Management Plan for rolling out new Tableau dashboards across their Partner Enablement Technology Team. The objective was to ensure organization-wide clarity, drive alignment, and support successful adoption of a major internal transformation initiative.
Client Goals
Nereyda, Partner Enablement Program Manager at Salesforce, needed a compelling presentation to introduce a new suite of Tableau dashboards to internal teams. The primary objectives were to align stakeholders around the vision for change, consolidate scattered reporting into a single source of truth, and drive adoption through structured communication and training efforts. Ensuring leadership buy-in and a smooth transition away from manual processes were key priorities.
Our Solution
We developed a sleek, professional presentation that translated complex change management plans into visually digestible content. The deck included a phased roadmap, KPIs, and stakeholder responsibilities, all designed to support clarity and engagement. Using Salesforce-aligned visuals and a clean structure, the presentation guided users from problem to solution, encouraging confident adoption and cross-team alignment.
Design Approach
Visual Language: In line with Salesforce branding; subtle use of color and icons for engagement without distraction.
Structure: Logical flow starting from vision → metrics → roadmap → execution.
Accessibility: Key plans were turned into visual summaries, enhancing recall and engagement.
Scalability: Designed to work both as a live presentation and a static reference document.
Results & Impact
A professionally packaged change management presentation used in internal roadshows and executive briefings.
Enabled smooth alignment across multiple stakeholder levels, from executives to end-users.
Supported measurable adoption: 95% usage goal tracked via Tableau reporting metrics.
Client Feedback
This was exactly the clarity we needed to present such a big shift. The visual style matched our internal tone perfectly and made adoption discussions much easier.
Nereyda – Salesforce Partner Enablement Lead
Project Information
Client:
Nereyda E.
Category:
Presentation Design
Tools Used:
