Smith quickly realized that his team could use Tableau to do far more than simply replace Crystal Reports using Pharos data.
“We started to understand what the product can bring—we understood that we could do something with it outside of the Pharos environment, which is where we got buy-in from senior management,” says Smith.
Today, the library connects to a Microsoft SQL Server data warehouse using Tableau. The warehouse stores data from a variety of different data sources. The team also uses Tableau to blend data from SQL Server and Excel.
Part of the new direction for Smith’s team came with the creation of a new Strategic Planning Office, which included implementation lead and Project Manager for Strategic Initiatives, Diana Plunkett, ending an annual contract for organization performance management analysis, ending a service provider contract to analyze financial transactions, and training one staff member to transition from administrative duties to an analyst role.
Today, the library has fifteen employees using Tableau Desktop to author dashboards. The library has invested in Tableau Server for publishing and sharing the interactive visualizations. Some employees of the library are taking advantage of subscriptions in Tableau Server to receive updated dashboards directly to their email inboxes.
The library is also using Tableau Public for some of its public-facing data visualizations.
Making better decisions
The team is looking at a wide variety of data sources to help identify opportunities to improve the library’s service to its patrons.
For example, Plunkett has put together a usage rate visualization to analyze the demographic information and library usage patterns of a selection of its most prolific patrons.
“It was visually compelling. And we could look on one page and learn quite a lot about who the patrons are, which branches they were using, what age they were, and that helped us make some decisions,” says Plunkett.
Wibecan notes, “Before we wouldn't even have been able to analyze it because there were too many data points, huge spreadsheets.”
Library management is using this information to support business decisions and assist with development planning.
In another example, Smith has begun tracking PC sessions per month and he has noticed that WiFi user sessions increase each month—in fact, the WiFi sessions are outpacing PC station usage.
“I can look and see that very quickly,” says Smith. “In the past, I would have received this information via an Excel spreadsheet with just numbers. I’m sure I would have missed the trend. I might have assumed WiFi was going up, but viewing it really tells the story.”
‘Build it and they’ll come’
“I think that what helped with the broader adoption in our organization—which is ongoing—was a sense of ‘build it and they'll come,’" says Smith.
The library has noticed many benefits since deploying Tableau, including:
“Drawing the data out from the various systems that the library uses to run its business was painful,” says Wibecan. “Part of the joy of moving to Tableau is that we are getting everything into a single solution and we can then slice and dice the data in different ways that weren’t possible before.”
Plunkett says that that “one of the most satisfying things” is when another library employee will approach her with a Tableau success story.
“Someone came up to me recently and said they learned about how world languages were circulating in their branch, and as a result they have changed their book displays,” she recalls.
- Enabling more data-driven decisions. “We're changing the culture,” notes Smith. The team is pleased that everyone from management to individual branch librarians are increasingly looking to data for decision support.
- Balancing the books. For the last several months, with the help of financial reports run in Tableau, the library is reconciling its customer kiosk activities down to the penny. “I stare at the report and I think it’s a thing of beauty,” says Wibecan. “I’m so proud of it.”
- Saving two weeks each month. The regular kiosk reports that used to take Wibecan two full weeks are now completed in an hour. And what is she doing with all of that time saved?
“I’ll have to look into that!” says Smith with a laugh, before commenting that the new, more data-driven culture means that Wibecan—and the rest of the team—are busier than ever fulfilling new requests.
“I can safely say we reclaimed the value of the ten days Nissa spent working on the old reports,” Smith says.
“The fact that Tableau is so flexible, it lets us ask a lot of great questions about our data very easily. That's critical,” says Wibecan. “If someone wants to see a certain report broken out every ten days, for example, we just say, ‘Sure. We can actually build that permanently into the report.’ I can't overstate how difficult this is with the other system.”
The team also appreciates how quickly Tableau allows them to answer ad hoc reporting requests and how much time is saved by the fact that management can use Tableau to answer many questions on their own.
Wibecan and Plunkett say there is one more benefit they, personally, are experiencing thanks to the library’s adoption of Tableau: More enjoyment in their daily work.
“When you work with Tableau, it’s fun,” says Nissa. “And you wouldn’t say that of any other report-writing product. Ever.”
Plunkett agrees, saying “I tell everyone, ‘If I need to do work in Tableau, I have to make sure I get everything else done first. Because once I dive in, I’m not coming back out!”