Pharmaceuticals Enterprise Client — Healthcare
Modern reporting, built right into the platform.
Our pharmaceutical enterprise client needed its internal commercial analytics platform to natively support live Tableau and Power BI reporting. We implemented and re-skinned Interwork's Curator CMS, mapped the experience to five commercial personas, and replaced a manual Excel wholesaler report with a standardized, on-brand analytics template.
A homegrown platform outgrowing manual reporting.
The enterprise client runs an internal commercial analytics platform built to help sales and marketing teams track performance. The platform needed to coexist seamlessly with Power BI reporting, but the team's core analytics artifact — a Weekly Wholesaler Report tracking unit sales across every specialty and brand — still lived in a manually maintained Excel workbook with no standard template or brand guide.
As one enterprise stakeholder put it: years of relying on out-of-date analytics and a traditional reporting approach had become a real bottleneck to fast, confident decision-making.
Figure 1 — the legacy Weekly Wholesaler Report and analytics screens before redesign
Process storyboard — the Overview wireframe and the Sales/Revenue/KPI/Franchise flow mapped before visual design
Curator CMS, rebuilt around real people.
We implemented Interwork's Curator platform — a CMS purpose-built for embedding Tableau and Power BI visualizations — inside a live test environment, then rebuilt its interface to match the client's enterprise brand standards.
“We've had years worth of struggle with tracking analytics due to out of date analytics and traditional approach. The live tracking insights and forecasting based system was a perfect solution we were looking for.”
A live, on-brand analytics home.
The finished experience gives the client a Trends view alongside the Summary — a metrics table (Prior, Actual, Budget, Performance vs. Budget) with WoW and YoY trend lines, indexed color coding for above/below-budget performance, a forecast line, and a running YTD Actual vs. YTD Budget total. We also redesigned the Weekly Wholesaler Report itself into a standardized, on-brand template and companion guide for every future report.
Figure 2 — the redesigned Commercial Overview, shown across two screen states
The numbers that moved.
Shipped to production, unlocking a wave of new product modifications built directly on the platform.
Helped secure new funding by giving leadership a credible, live view of performance.
Established the foundation for a new product now in user testing.
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