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Tableau Drive is a methodology for scaling out self-service analytics. Drive is based on best practices from successful enterprise deployments. The methodology relies on iterative, agile methods that are faster and more effective than traditional long-cycle deployment. A cornerstone of the approach is a new model of a partnership between business and IT.
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Tableau DriveA practical roadmap for scaling your analytic culture
Change isn’t coming. It’s here.
Business users demand self service…
The “perfect” data warehouse is a myth. Data is everywhere.
…wherever they are.
Databases Big Data Spreadsheets Application Data Cloud
The benefits of self-service analytics are clear.
But pure self-service does not scale. It requires programmatic support.
What programmatic support is necessary to scale self service without killing it?
The heart is the cycle of visual analysis
Visual analysis is a naturally iterative process.
How this breaks down at scale
• How do I get started?
• What happens if I get stuck?
• What data is available?
• Do I really need to learn a new tool?
• Why should I be first?
• What’s the benefit?
• How much time will this take?
• Is this important?
Red flag #1
We have tofinishour data warehouse
beforewe can do any analytics.
“ ”
We have self-serviceanalytics,
IT.so we don’t need
“
”
Red flag #2
The traditional waterfall deployment model…does not work for either Business or IT.
Business IT
Requirements Planning DevelopmentTest UserExperience Production Analytics
When IT develops reports:
Why waterfall failsIs this the red convertible you wanted?
Users don’t know what they want. Analysis is naturally iterative.
Keeping business closer to development improves quality, speed and flexibility. But it’s still a full time job.
Production Development
Planning
UserAcceptance
Test
Subject MatterExpertise
(requirements)
Agile improves waterfall
Self-servicedevelopmentcollapses phasesof the agile process, allowing real-time iteration.
Promotion toProduction
Development
Planning
User Acceptance Test
Subject MatterExpertise
(requirements)
Tableau can collapse Agile sprints to real time.
Applying agile to analytics
• People over processes and tools
• Working analytics over comprehensive
documentation
• Collaboration over requirements gathering
• Responding to change over following a plan
• Work in real time
What is Drive?
Tableau Drive is a business intelligence
deployment methodology that draws from agile
methods and is informed by the most
analytically-minded companies in the world. With
Tableau Drive, business and IT jointly own the
analytics platform. And there is the opportunity
to continuously evolve and grow, even at the
scale of an enterprise deployment.
Drive is a new approach to deployment
Discovery PrototypingFoundation
building
Scaling out
IT Role Business role
• Security• Data architecture• Scalability• Training• Center of Operations• Enablement intranet
• Creative analytic work
• Drive data acquisition
• Analytical collaboration
• Sharing expertise• Seeking help when
needed• Evangelism• Catalyze action
Enablement Execution
A partnership that works
Foundation: organizational• Defined roles & responsibilities• Center of Operations• Center of Evangelism• Executive sponsorship
• Scale-out roadmap• Project plan• Training materials & schedule• New user onboarding process• Evangelism activities• Office hours• Tableau days/ user groups• Viz of the week
Foundationbuilding
Foundation: technical• Sandbox and production environments• Governance & security policies• Intranet• Data dictionary• Enablement resources• Gallery• Collaboration
• Clean, managed & published data sources• Processes: promotion, escalation, scheduling,
licensing• Online help desk
Foundationbuilding
Great visualizations are the beginning not the
end of adoption. They are a part (but not all) of
analytic culture.
Big idea #1
Big idea #2Drive provides a plan that expands vision and
reduces risk in deploying enterprise-wide
analytics.
Big idea #3The platform supports an ecosystem: intranet,
training, workflow, automation, collaboration, and
so on.
Business owns the creative and analytical work.
Big idea #4
IT is empowered to do what they do best, better.
Big idea #5
Blueprint for an IT-business partnership
Key benefits of Drive
Useful analyticsright away
Proven deploymentstrategies
Broad &sustainableadoption
Analytics @ Radisson
This methodology guided us through our first true cross-departmental bridge between business and IT. We now have employees who are identifying problems and fixing them in less than two weeks rather than 18 months.
“
”Mat Hughes,
Revenue Optimization Global Analytics ManagerCarlson Rezidor Hotel Group (Radisson and other
brands)
This is change management
It will not work• If IT and Business are “at war”• if the organization thinks business users should
not have data• If the supporting technology is not nimble• If there is no champion
How Drive is delivered
In-house
Tableau partners
Tableau Professional Services
Your next stepRead the Drive Manual
