Case Study: Cornerstone Home Lending

Cornerstone Home Lending is a premier mortgage lender that provides home financing services to individuals and families across the United States. Known for its commitment to customer satisfaction and service excellence, Cornerstone has built a reputation for helping clients achieve their homeownership dreams through personalized loan solutions and dedicated support.

The Challenge

When Cornerstone Home Lending introduced a new core database software, they needed to transition their data and analytics reporting systems to support this new software. Their company selected Tableau as their data and analytics reporting platform of choice but initial training attempts left the team feeling frustrated and concerned they would not get the most out of the platform. Cornerstone required a customized training approach tailored to their specific needs. They sought a partner who could provide in-person, customized training that addressed their unique training challenges and helped maximize their Tableau investment.

• Service Offering: Cornerstone Home Lending needed a training solution that would cater specifically to data-based reporting and deep analytical functionality within Tableau, moving beyond basic visualizations.
• Training Requirements: The training had to be delivered using Cornerstone’s data and address advanced topics such as subgrouping, running totals, and complex calculated fields while accommodating Explorer-level licenses with certain usage limitations.
• Goal: The ultimate objective was to empower Cornerstone’s reporting team to efficiently generate insights for the company’s data transition and ensure a smooth rollout across multiple departments.
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Strategy & Deliverables

XeoMatrix developed a tailored training curriculum designed to meet Cornerstone’s specific training needs in working with the Tableau platform. This approach was built on close collaboration with Cornerstone’s team to align the training content with their data-focused requirements.

• Discovery Phase: The engagement began with an in-depth discussion to understand Cornerstone’s reporting goals and the obstacles they encountered with their new Tableau setup. XeoMatrix adjusted the training plan accordingly, focusing on data-based reporting techniques.
• On-Site Training: XeoMatrix provided an on-site training session led by Kate Tinsley, a Tableau expert from the XeoMatrix team. Kate’s approach emphasized flexibility and relevance, adapting her modules in real-time to suit the team’s specific needs.
• Advanced Techniques: The training focused on in-depth, practical techniques such as advanced subgrouping, running totals, and creating complex calculated fields. Kate also devised workarounds for the reporting team’s Explorer-level licenses, ensuring they could access the full scope of data-based features despite license constraints.
• Key Deliverables:
  • A two-day in-person training session covering advanced Tableau functions for data reporting.
  • Customized training materials, to be leveraged by Cornerstone for future reference to aid in their live reporting rollout across the organization.
  • Ongoing support that extended to additional teams within Cornerstone as word of the successful training spread across departments.

Results

XeoMatrix’s tailored training approach transformed Cornerstone Home Lending’s experience with Tableau, turning initial frustration into confidence, enthusiasm and proficiency with  the platform.

• Enhanced Reporting Capability: Cornerstone’s reporting team gained the skills needed to create the unique reporting needed by the business, allowing for a smoother transition to their new database software and equipping them for the demands of live reporting.
• Cross-Departmental Impact: The success of the initial training led to requests from additional departments, resulting in XeoMatrix training a third team at Cornerstone to ensure consistent reporting practices across the company.
• Empowered Team: The customized training approach left Cornerstone’s team feeling more confident and capable in their Tableau usage. Kate’s personable, adaptable teaching style made a lasting impact, helping Cornerstone view her as an integral part of their team during the transition.

By partnering with XeoMatrix, Cornerstone Home Lending successfully navigated its reporting transition, gaining the tools and expertise to fully leverage Tableau’s capabilities. XeoMatrix’s training empowered Cornerstone’s team to make data-driven decisions with confidence and efficiency.