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Charles began his professional career as an engineer, went on to work with four of the top ten pharmaceutical companies in the world, and has found a home in advanced analytics.  He’s been involved in projects that range in size from analysis of single-store POS data to financial transactions in the tens of billions of dollars.

In May of 2015, he presented his work in Tableau automation to a sold-out audience at the Alteryx Inspire conference in Boston.  His work in analytics automation for The Home Depot has led to billions in revenue growth and tens of thousands of hours of employees’ time saved.

He also spoke about end-to-end data practices and business intelligence at the Tableau customer conference in Las Vegas in the fall of 2015.

Need to talk about your data?  Need help with Tableau or Alteryx?  He’s always available.  Email him here, and he will get back to as soon as possible.

Thanks for reading!

Charles’ CV is as follows:


Orasi Software

Sr. Data Architect, Tableau Jedi

March, 2016 – Present

Recruited to help put Orasi on the business intelligence map. We are developing a premier BI product suite by partnering with two of the world’s best data and visualization tools – Alteryx and Tableau, respectively, by building from, and improving on, current industry best practices, and by providing unparalleled service. From consulting and training to end-to-end data and reporting management, we’ve got you covered.

The Home Depot

Sr. Analyst – Special Projects in Assortment Planning

October, 2013 – March, 2016

Hired to develop and advance an aggressive analytics strategy for the Assortment Planning and Pricing groups to build The Home Depot into the most advanced product placement company in the world, focusing on clustering, competitors’ product and price matches, market demographics, and product gaps. This was accomplished through the following:

Automated Κ-Means Clustering Analysis – a mass-customized Tableau solution which uses national sales trends to direct store-level product decisions. Consisting of multiple scripts working in parallel for ETL and an advanced Tableau workbook for more granular analysis. It provides time savings of 97.5% per use and 50% better margins per project.

Automated Category Planning Workbook and Extract Creation – simplified, shortened, and automated the process of building Tableau workbooks from category planning files.

Automated, enterprise-level reporting to create:

• Market and store-level demographic, pricing, and spatial analyses – these, along with clustering analyses, showed what should have happened within each store and the product changes to drive sales.

• Health of the business dashboards for the total company, individual departments and categories, and individual SKUs in real time. These allowed for product and price changes with supporting risk and impact forecasts

• Competitive dashboards – integrated previously disparate data sources – competitive data with real-time, online- and in-store sales – to give new visibility to competitors’ products and Home Depot’s pricing. These allowed stores to make adjustments for immediate sales and margin impacts.


• Taught introductory and advanced, hands-on Tableau courses to associates from all across the organization. This helped turn The Home Depot into one of the most advanced Tableau development groups in the world.

• Provided instruction on data warehousing, extraction, and manipulation techniques to business users to allow for a more self-serve environment.

Zep, Inc.

Strategic Sourcing Analyst

July, 2011 – October, 2013

Introduce and institutionalize Tableau to provide value to Sourcing and drive savings through data and supplier management. This was accomplished through granular analyses of materials sourcing, raw materials forecasts, supplier management, e-solutions, and an overall application of efficient, automated processes in order to optimize the methods by which the company sources its products. In the course of professional development, the following were accomplished:

• Take ownership of Ariba and ScanMarket RFP and RFQ processes, including event creation, supplier relations and training, data management, generation of savings estimates based on current spend, and assistance with supplier selection processes. Sourcing savings from these operations are in excess of $10.5M.

• Lead multiple monthly and quarterly commodity auctions saving $1.2M over eight months of implementation

• Categorize and normalize MRO and indirect spends and develop sourcing strategies for travel, IT, and plant expenses

• Maintain monthly market reports and use them, together with Tableau spend dashboards, regression analyses, and forecasts, to assist in the company projections reports and plans

• Streamline supplier relations and price changes by designing and implementing a universal system for communication and by improving the process of updating purchasing info records to ensure a decrease in pricing errors

• Implement Tableau to analyze AP data and identify sources of possible savings in payment terms and schedules

CPR Group

Sr. Competitive Intelligence Analyst, Pharmaceutical Consultant

March, 2009 – July, 2011

Recruited to conduct new product marketing research within the pharmaceutical and medical industry through the following activities:

• Analyze corporate structures, viability of possible product releases, and ramifications of market changes

• Research global marketplace to identify pharmaceutical and medical device subject matter experts who may be interested in participating in market research

• Negotiate professional services contracts with subject matter experts identified

• Interview subject matter experts to determine marketability of new pharmaceutical products or medical devices

• Compile research findings into client summary reports that include statistical probability of success for new products

Honors and Awards

The Home Depot

Executive Award – Orange Blooded

Ted Decker – EVP, Merchandising

November, 2014

“The Assortment Planning team and merchants are developing strategies to facilitate a more localized assortment strategy. Charles took a process that originally took nearly two weeks to complete and developed a solution that can be completed in just a few hours. In addition, this tool provides a robust reporting package that the merchant and planner can interact with real time, evaluating and making business decisions on the fly. By facilitating a best-in-class solution, Charles is on the front lines of enabling The Home Depot to compete more locally.”

Executive Homer Award

From Tony Luigs – VP, Merchandising

November, 2014

“Charles is recognized by his peers for personifying the label “SME” of Tableau and creating countless ways to analyze data faster and more efficiently, as well as always being willing to help with questions across all teams. He was recognized by Assortment Planning and Pricing. Thank you!”