Using MailScheduler to Make Tableau Insights Accessible to Everyone
Using MailScheduler to Make Tableau Insights Accessible to Everyone
The Challenge
At StorageMart, the biggest challenge came from serving third-party clients who asked the company to manage their storage properties and wanted clear insights into how their properties were performing. In many cases, it was not just one owner but a team of stakeholders who all needed access to the same information. Very quickly, the pain point became clear: one property might require reports for five different people, each of whom only needed a simple update once a week.
What their clients expected were clear, regular insights into how their storage properties were being managed, delivered straight to their inbox. The challenge was ensuring that everyone received the right data, simply and reliably.
The Implementation Journey
Alan Streb, Director of Business Intelligence at StorageMart and a long-time Tableau user, discovered MailScheduler on the Tableau Exchange. What stood out to him was how seamlessly the solution complemented Tableau’s capabilities by making it easier to deliver dashboards to everyone who needs them, regardless of their level of expertise.
“We have a growing number of third-party clients we are servicing. Many of them require a single report emailed once per week. MailScheduler made it possible for us to give them exactly what they need, automatically.”
Personalized Reports Delivered Automatically
StorageMart’s BI team installed the on-premises version of MailScheduler quickly and with minimal assistance. Once configured, they were immediately able to create schedules that delivered dashboards to stakeholders’ inboxes at the right time, to the right audience, with the right filters applied.
Additionally, recipients don’t need to log into Tableau or know how to filter data, they simply open their email. The BI team can apply filters so each person receives the specific view that matters to them, and every schedule has a polished, professional look. Furthermore, MailScheduler supports templates and personalization features, making every communication tailored to the recipient.
Most importantly, MailScheduler brings consistency. Automated delivery eliminates missed reports and reduces reliance on manual sharing. Users get the insights they need in a professional, branded email, which makes adoption effortless.
How MailScheduler transformed StorageMart’s Customer Experience
Since implementing MailScheduler, StorageMart were able to boost efficiency and save expenses by allowing team members and third-party users to get reports directly in their inbox, without having to wait on a supervisor. Reports arrive automatically, freeing supervisors from manual sharing and ensuring all stakeholders have the information they need at the right time. As a result, Tableau adoption has grown, as even non-technical users can now view and understand dashboards with ease.
Furthermore, MailScheduler has also improved stakeholder engagement by providing reports automatically, supporting faster and more consistent data-driven decision-making. Automated delivery reduces clutter, prevents missed reports, and ensures insights are always accessible.
Conclusion
StorageMart’s story highlights how MailScheduler strengthens Tableau adoption. By making insights accessible to everyone, regardless of technical background, StorageMart has brought more voices into the conversation and empowered smarter, data-driven decisions.
For organizations aiming to make Tableau truly accessible and impactful across their organization, MailScheduler is the solution that makes it possible.
Interested to try MailScheduler? Try it for free
About StorageMart
“Founded in 1999 out of Columbia, Missouri – our focus has always been quality self storage experiences. Our first location on Rangeline Street opened its doors with that promise in mind, and since then, we’ve opened more than 350 more across the US, Canada, and UK – each location distilled with the same small-town, family values. We have grown to become the largest family-owned and privately operated self storage company in the world, and we’re still growing.”
