Building a Tableau Center of Excellence

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2 # T C 1 8 Building a Tableau Center of Excellence Michael Cox Principal Architect Tableau

3 Michael Cox Principal Architect Tableau

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5 Tableau Center of Excellence (COE) COE Overview COE Competencies ( Events ) Project Plan for COE Implementation

6 What is a COE?

7 What is a COE? A Tableau Center of Excellence is a group of resources created to coordinate knowledge, processes, and best practices for the successful deployment and usage of Tableau technologies throughout the enterprise.

8 Why a COE? To empower institutionalize allow users user to To make better tableau create with best access meaningful practices to business decisions analytical in the analytics organization capabilities

9 Running a COE is Like 1) Herding Cats? 2) Spinning plates? 3) Preparing Thanksgiving dinner? 4) Doing all at the same time? The Modern Pentathlon?!

10 The Modern Pentathlon Fencing Pistol Shooting Equestrian Running Swimming

11 The Modern Pentathlon How do you feel about being good at a few very different things?

12 COE Pentathlon Build Data and Governance Structures Enable Self Service/ Onboarding Build Stable Infrastructure Build Useful Analytics Change Culture

13 Event #1 Build Stable Infrastructure 1) Tableau Server Infrastructure Build Stable Infrastructure 2) System Operations 3) Portal/Other Systems integration (optional)

14 Event #2 Data and Governance Structures 1) Data Source Planning Build Data and Governance Structures 2) Security Requirements 3) Content Management Processes 4) Site/Project/User Organization

15 Event #3 Build Useful Analytics 1) Visual Design Build Useful Analytics 2) Performance 3) Branding

16 Event #4 Change Culture 1) Focus on Business Questions 2) Agile Analytics Development Change Culture 3) Data Driven Organization 4) Visual Analytics Focus

17 Event #5 Enable Self Service 1) Enable Self Starters Enable Self Service/ Onboarding 2) Training 3) Providing easy to use Data Sources 4) Promote through Community

18 Attributes of a Successful COE Balanced Business Creative analytic work User training Data acquisition Knowledge sharing Content publishing Evangelism Information Technology Security Data architecture & quality Infrastructure Scalability roadmap Usage monitoring Governance Tableau Center of Excellence Change Culture Enable Self Service/ Onboarding Build Useful Analytics Build Data and Governance Structures Build Stable Infrastructure

19 The Importance of Being Well Rounded Example

20 How Do We Make This Happen?

21 Key Steps to a COE Project Discover Plan Present Implement Refine

22 Discover 1. Via Tableau personnel, interviews, support logs, and questionnaires, understand the current state of users/analytics and desired future state. 2. Identify the key gaps. 3. Identify who is involved. Scope. What areas? How many people? What skills? 4. Success criteria. Interview teams and management to decide where to focus. 5. Think in terms of prioritization based on initial results and organization needs. 6. Build Discovery around identifying areas that are (1) critical and (2) lacking. Discover

23 Build Plan 1) Plan the work that needs to be completed. 2) This is primarily a prioritization exercise. What is the most important things the COE must do first? 3) Schedule formal classes as needed (lead time). 4) Create a working mission statement for the COE. Plan

24 Presentation of Plan Present the COE goal statement and what we are trying to accomplish: Discuss purpose/importance of building a COE Review results of interviews and analysis Provide plan and recommendations Interactive discussion of proposed focus Audience: key stakeholders Present

25 Implementation Build Data and Governance Structures Build Useful Analytics Build Stable Infrastructure Change Culture Each Sprint 1) Prioritize areas 2) Complete prioritized tasks 3) Not all areas will be in each sprint Enable Self Service/ Onboarding Implement

26 Areas Example: Maturity/Growth Phases Enablement Scale Infrastructure Install and configure server (basic) Integration into overall IT architecture SLA driven architecture. Setup basic processes. Backup/restore, publishing, etc. Build proactive management capabilities such as performance monitoring and content archival Automate most server-based tasks such as backup/restore, adding users/groups, publishing, etc. Data and Governance Create initial high value data sets (ad hoc) Publish curated, approved data sources to Tableau Server Managed data fully loaded, tracked, updated, with significant metadata available Create security hierarchy and initial users/groups Publish security processes, automate functions (add users and groups) Fully integrate security and compliance in Tableau into corporate processes. Build Useful Analytics Train users in visual analytics; create high quality dashboards Templates, style sheets, enhanced visualization training Complete self service to support ad-hoc business-led requirements. Culture Establish organizational framework for community programs Launch COE and establish core programs (office hours, lunch/learn) Allow COE to be enabler of self-service throughout the organization. Enable Self Service Create foundation for data driven organization Enable users with ability to use visuals to make business decisions Fully capture ROI associated with data initiatives Text in each box represents sample activities (non-exhaustive list). Implement

27 Refinement Determine measures for each area. Record the before and after and report on progress (using Tableau!!!) Refine

28 Sample Measures Build Data and Governance Structures Data Management: % of dashboards using certified data sources; % of dashboards coming from approved source systems (e.g. not Excel) Security and Governance: Maturity of publishing process Build Stable Infrastructure Architecture: % available, uptime, timeliness of upgrades System Operations: Average visual response time, # of hits per day, data sources updated daily/weekly Build Useful Analytics Enable Self Service/ Onboarding Best Practices: % of visuals using templates and/or best practices. Number of reworked dashboards (old to new) Education: Number or % of trained users. LMS progress measurements Change Culture Community: active user groups within the organization, participation in external user groups Culture of Analytics; % focused on visual analysis vs. grids Refine

29 Attributes of a Successful COE Refine

30 Attributes of a Successful COE Refine

31 Confidence The importance of being confident

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