Citrix on Tableau Drive: Striking a balance between self-service & governance



Citrix Systems is multinational software company that provides server, application and desktop virtualization, networking, software-as-a-service, and cloud computing technologies. In this video, Kevin Sonsky, Senior Director of Business Intelligence with Citrix Systems, explains how a recent Tableau Drive engagement helped the company transition to a self-service environment.

Citrix Systems is a multinational technology company that provides people with instant access to apps, desktops, data and communications on any device, over any network and cloud.

In this video, Kevin Sonsky, Senior Director of Business Intelligence talks about his company's recent Tableau Drive engagement.

Bringing in Tableau Consulting Services for a Drive engagement has helped Citrix:

  • Find the balance between the agility of self-service while maintaining appropriate data governance
  • Identify policies and procedures to set up Tableau Server on an enterprise scale that, in turn, helps the company make better, more informed decisions.

Tableau: How did you find Tableau?

The Tableau Drive process has helped us figure out how to strike the balance between allowing the creativity of self-service while also driving the governance when and where it makes sense.

Kevin Sonsky, Senior Director of Business Intelligence: Tableau approached us about this new initiative called Tableau Drive when we were looking into ways to figure out ‘How do we adapt to a self-service environment?’

It's very different than the traditional BI engagement between IT and the business users

The Tableau Drive process has helped us figure out how to strike the balance between allowing the creativity of self-service while also driving the governance when and where it makes sense.

Tableau: Why is that important to your business?
Kevin: If we free our uses to have more creativity with the data, it means that we have exponentially more experienced people who understand the data better than anyone else, driving insights and analysis with faster decisions.

Tableau: Does Tableau play a role in your short- and long-term planning?
Kevin: With Tableau Drive, we get an extensive multi-week engagement where we go through the process, SLAs, and documentation about how we're all going to work together in enabling self-service across enterprise scale.

So having the Tableau Consulting in the room as we're trying to figure out the right roles and responsibilities, the right way to set up the server environment, the right policies and procedures to set on enterprise scale has been able to give us the insight and expertise to make the decisions that we're going to be using going forward.

Tableau: How does a company know when it's time adopt Tableau?
Kevin: I recommend using Tableau Drive, particularly if you're reached an inflection point in your organization where you're looking for how to deploy enterprise-wide standards and still allowing the users to have that creativity and self-service model.



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